Overview
There are several reasons you might want to exclude a transaction when reviewing Bank Transactions — maybe it's not a business transaction, or it's a duplicate of one you've already categorized.
To exclude a transaction, see Import Transactions with Plaid for the full steps.
Note: Importing transactions with Plaid isn't available on Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
The Steps
Exclude Single Transactions
To exclude a transaction, see Import Transactions with Plaid for the full steps.
Exclude Multiple Transactions in Bulk
If you'd like to exclude multiple line items at once:
Click the empty checkbox at the top of the list to select all transactions, or click the empty checkbox next to each individual line item you want to exclude.
Once you've made your selections, click the Exclude button in the top right corner to exclude all selected transactions at once.
Why Are Duplicate Transactions Appearing?
Duplicate transactions can appear because of the way your bank is communicating with Plaid — they aren't actual duplicates in your real-life bank account. In these instances, you should exclude the duplicate transactions that appear.
Possible reasons duplicates can exist:
Banks may make "Pending" transactions available for Plaid to download, but then change all the backend data associated with the transaction once it becomes "Posted." This causes Plaid to download it once while it's "Pending" and then download it again once it's posted, since it sees them as two separate transactions. This issue continues until the bank changes how their pending transactions are stored in their online bank statements.
A bank may change transaction data on their backend without considering connections to third-party apps like Plaid, causing Plaid to think there are new transactions because they'll have different IDs and other data from what was already pushed to DoorLoop before. This is usually transient — the duplicates can be excluded, and it's unlikely the bank will make another data change that causes further duplicates.
Note: Excluding duplicate transactions won't affect your accounting, since these duplicates don't exist in your real-life bank account. Just make sure these are, in fact, duplicate transactions.
In terms of transactions you exclude that aren't business-related or entered in DoorLoop, this will affect your accounting, since your real-life bank account balance will never match your DoorLoop account balance because of this.
Bulk Exclude Transactions
If you'd like to exclude multiple line items at once:
Click the empty checkbox at the top of the list to select all transactions, or click the empty checkbox next to each individual line item you want to exclude.
Once you've made your selections, click the Exclude button in the top right corner to exclude all selected transactions at once.
