If you frequently record similar bank transactions, like recurring transfers, subscriptions, or payments, you don’t have to re-enter the details each time. Use the Duplicate feature to instantly create a copy of any existing transaction, saving time and maintaining consistency.
Steps to Duplicate a Bank Transaction:
Click Banking on the top navigation menu.
Select Bank Accounts from the dropdown.
You'll see a list of your connected banks. Click on the specific bank you want to manage (bank names are clickable).On the bank's page, click the Bank Transactions tab.
Select the Transaction
Using the Three-Dot Menu Locate the specific transaction you want to copy, click the three-dot icon next to it, and select Duplicate.Review and Edit if Needed
The duplicated transaction will appear in your table. You can update any details like date, amount, or category before saving.
💡 Duplicating transactions is especially useful for repeating entries with similar structure but varying dates or amounts.