Transaction problems and fixes

Common issues with synced or imported transactions and how to handle them.

Duplicates

Duplicates usually come from one of two sources:

• Reconnecting an account — if you removed a SimpleFIN connection and added it back, the new connection may pull the same transactions with new IDs.
• OFX import overlap — importing a file that overlaps with already-synced data.

To resolve:

1. On the Transactions page, search for the duplicated description and date.
2. Confirm both rows are truly duplicates (same date, amount, description, account).
3. Delete the extra row. SimpleFIN-synced rows can't be deleted permanently — pick the manual or imported row to delete.

Missing transactions

See Missing transactions for a deeper checklist.

Quick checks:

• Confirm the date range filter covers the period.
• Confirm the account isn't hidden in Settings → Accounts.
• Check the Show in transactions toggle — accounts can be visible on the dashboard but excluded from the Transactions list.
• Force a manual sync from the header.

Miscategorized transactions

If a transaction landed in the wrong category, click the category cell and pick the right one. MoneyVue learns from the change and applies the same category to future transactions from that merchant.

For systematic fixes (e.g., every charge from "AMAZON" should go to Shopping), create an automation rule instead of correcting one at a time.

Wrong amount or date

Synced amounts come straight from SimpleFIN. If they're wrong, the source bank disagrees with what you saw in your account — that's between you and the bank. You cannot edit the amount or date on a synced transaction.

For manual transactions, click and edit any field.

Description looks weird

SimpleFIN passes through whatever the bank returns, which is sometimes messy (SQ *MERCHANT NAM). Two options:

• Rename the merchant once in Settings → Merchants — every past and future transaction from that raw description picks up the cleaner name.
• Or set a rule with set_display_name for the same effect, gated on additional conditions.

FAQ

Can I delete a transaction permanently? Manual and imported transactions can be deleted. SimpleFIN-synced transactions reappear on the next sync — you can hide an account or stop syncing it instead.

Why did one transaction's category change on me? A new merchant memory or a rule may have changed it. Manually overriding it again locks it in — manual overrides take priority over rules and merchant memory.