Duplicate detection

[RF]

First congratulations to the developers of iCash. I have started to load my data (not yet the stats) and I find it cleverly done. A few things seem not to be as polished as desired, but probably it is my inexperience.

One question: is there a mechanism to identify duplicated entries? They can easily happen when, for instance, you erroneously take a receipt as a cash payment and then input the same transaction from the credit card statement.

Thanks for your advice.

 

[stanbusk]

Do you mean some kind of duplicate checking when importing data? or for when adding transactions manually?

 

[RF]

I thought it would be useful to have an alert when adding transactions manually; additionally or alternatively a function to search for duplicates among the transactions that are already in the database.

The risk is to make duplicates when, for instance, you input an expense from a receipt and then again when you go through a bank account or credit card statement.

It can also happen that a transaction is entered with the wrong date or origin account (silly, I know, but it happens); when you then go through the bank statement to reconcile it you do not see it in iCash, you think it was not previously entered and you do it again. Voilà, now you have the same expense twice on the database - a small nuisance when the amount is small, but one single substantial amount can alter the whole picture.

One issue is probably how to define "duplicates". Perhaps it is sufficient to highlight the same amounts and/or payees, as they are less likely to be entered erroneously. The other variables (date, transaction type, origin and target accounts, comments...) are more prone to be entered incorrectly and therefore less reliable to identify duplicates.

Hope this helps.

Again, this is a just a small thing versus the rest which seems to work beautifully well. Thanks.
RF