Overview
There could be many reasons why you would want to exclude a transaction in BankConnect. Maybe there's a transaction that isn't a business transaction on there or
there might be instances where a bank transaction appears in BankConnect that is a duplicate 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 in BankConnect 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.
The Steps
To exclude a transaction in BankConnect, click Accounting on the main menu, and then click Banking.
Click on "View Transactions" on the right side of the bank you are matching transactions with.
While reviewing the transactions, if you see any that don't belong or are duplicates, click on it. Then click the Exclude option to exclude the transaction from your transactions list.
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.