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Frequently Asked Questions

When looking through my transactions, why do I see entries that appear to be duplicates?

If you have added an account using our new and improved method of adding non-Baker Boyer accounts, and that account was previously added using the preexisting method of adding accounts, we will view those as individual accounts. When the new account was added, we retrieved 180 days of historical data for that account, which has the potential to overlap with the account you previously added. To remove the transactions that appear to be duplicates, we suggest archiving the account you previously added. Please keep in mind archiving an account will result in losing historical data for that account. If you prefer not to archive an account you previously added, most of the individual tools we provide allow you to choose which accounts you prefer to use. For example, if you are seeing transactions that appear to be duplicates, you can change the transaction filters to exclude the account you added using the previous method of adding non-Baker Boyer accounts.