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Exclude Transactions from Bank Transactions

Sometimes pulling transactions from your bank via BankConnect and Plaid can cause duplicates to appear. Here's what to do if this happens.

Samuel avatar
Written by Samuel
Updated this week

Overview

There could be many reasons why you would want to exclude a transaction when viewing Bank Transactions. Maybe there's a transaction that isn't a business transaction on there or there might be instances where a bank transaction appears in the Bank transactions list that is a duplicate transaction of another bank transaction that you may or may not have already categorized. The easiest fix for this is to exclude the duplicate transactions, which will hide them from view.

Note: Excluding duplicate transactions will not affect your accounting because these duplicate transactions do not exist in your real-life bank account. Just make sure that these are, in fact, duplicate transactions.

In terms of transactions you exclude that are not business-related or entered in DoorLoop, this will affect your accounting as your real-life bank account balance will never match your DoorLoop account balance because of this.

Importing transactions with Plaid is not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

The Steps

  1. To exclude a transaction on the Bank Transactions page, click Accounting > Transactions on the main menu.

  2. On the Transactions page, click the Bank Transactions tab. On the Bank Transactions page, click on the connected bank account you want to exclude a transaction from.

  3. From the list of transactions from the connected bank account, if you see any transactions that look like duplicates or are transactions you want to exclude, click the Review button.

  4. While reviewing the transactions, click the Exclude option to exclude the transaction from your transactions list.

  5. The item will now be gone from your list of transactions to match.

Tip: If you need to view that excluded transaction at any time, click the Filter button and then change the Status field to Excluded. This will show you all the transactions that you have excluded.

That's it.

Note: Most duplicate transactions appear because of the way your bank is communicating with Plaid and are not actual duplicates in your real life bank.

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