Why merge transactions? 

Sometimes you might find duplicate transactions coming from multiple sources when auditing or doing bank reconciliation.

Assume you spent 8000 for purchasing 10 uniforms, following events might happen:

  1. You made a transfer to the vendor's bank account and used a transaction to record it. 
  2. You received a receipt from the vendor and uploaded it as an expense. 
  3. You found a remittance amount 8000 on bank book. 

This is when you will find the merge feature useful as it allows you to merge duplicate transactions in the payment account without removing any important data.

What kinds of transactions can be merged? 

To identify and merge duplicate transactions, their transaction accounts, payment accounts, and amounts must be identical. If a transaction is uncategorized (might be automatically generated from statement imports), it can be merged to other similar records as long as the payment accounts and amounts are identical.

Transactions are also categorized into several priority levels:

  1. Invoice payments, sales receipts, vendor bill payments, expenses, and journal transactions. 
  2. Normal transactions (by creating transactions manually in Transactions 
  3. Uncategorized (by uploading statement files or connect to third-party accounts) 

Lower-level transactions will be merged into the master one with the highest priority and removed in the process.


Go to Accounting > Transactions .

To merge transactions, identify those with same transaction accounts, payment accounts, and amounts.

Select all of them by clicking on the checkboxes in the left, and click on the "Merge" button.


After the process, only the master transaction with the highest transaction remains.