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Money Dashboard Support

Ian Christie March 14, 2013 Help and Guides / FAQs

Removing Duplicate Transactions

On the full desktop version of Money Dashboard (https://my.moneydashboard.com/auth/login) navigate to the Transactions screen (Past > Transactions).


Identify the duplicate transaction and click on it to open the editable fields.

Delete the current description text and replace it with the word 'duplicate' (without the quotes). Hit enter to save.

 

Duplicate transactions marked as such will then be removed within 24 hours by an automated overnight process.

 

Multi-Edit Mode

Alternatively, you can select multiple duplicate transactions by using the  icon in the top left, then use the search function to locate the duplicates. Use the checkboxes to select all the transactions that you want to remove.

 

Write 'duplicate' (without the quotes) in the description box and click save.
Duplicate transactions marked as such will then be removed within 24 hours by an automated overnight process.

 

If you have any difficulties with this, please contact support using the SUBMIT A REQUEST option in the top menu on this page.

Ian Christie August 29, 2012 1 Help and Guides / FAQs

This is now located at the bottom left of your transactions list.

Click on the Download (csv) link to download a .csv file of the transactions.

 Please note: This feature is not available on Safari.

Ian Christie August 28, 2012 Help and Guides / FAQs

This feature is only available on the full website version of Money Dashboard.

Navigate to the Past Transactions Screen.

Using a mouse:

Hover over the value of the transaction and click Split in the overlay that appears below.

Using a touchscreen:

Tap the value to show the overlay.

 

This will open an overlay at the top of the screen where you can specify a different tag and/or description for each split.

The first 'split' is the original transaction, the value will be automatically altered when changes are made to any subsequent splits and is not configurable.

Points to note:

  • When using a mouse you may have to click outside the value box to trigger an update to the value of the original transaction.
  • If you enter a value of zero the value will revert to the previous number
  • If you enter a value that will reduce the original transaction value to zero or less the value will revert to the previous number
  • There is no 'undo' feature. so please ensure the values are correct before selecting 'Save changes'. Tags and descriptions can be edited later.

 

 

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