How do I find duplicate transactions?

Q: How does CounselPro find duplicate transactions?

Open the Insights tab and go to Duplicates. CounselPro looks for transactions that share the same date, amount, and account, and then match on the finer details, like the same check number or a nearly identical description. It groups those together, and each group header shows the shared date, amount, and how many matches it found. The Duplicates insight groups likely repeats. Each group header shows the shared date, amount, and match count, with the matching rows below. These are candidates, not confirmed duplicates. A client who pays the same rent twice a month or makes two identical purchases will show up here too, so review each group before acting.

Q: What does "Mark as reviewed" do?

It clears the flag, not the transaction. Mark as reviewed tells CounselPro you have looked at a group and it is fine, so it drops off the list. The transactions themselves stay in your ledger and your totals, untouched. To actually remove a repeat, select the extra rows and delete them. That is a permanent delete and cannot be undone, so only delete a row you have confirmed is a true duplicate. For the difference between deleting and the reversible remove, see deleting versus removing a transaction. Marking a group as reviewed hides the flag. Deleting a transaction removes it for good. They are different actions, so use the one you mean. Duplicate transactions are separate from duplicated pages in a PDF. If a whole page repeats in a statement, see how to find duplicated pages.

Last updated July 5, 2026

The Duplicates insight in CounselPro groups transactions that share a date, amount, and account and look alike, so you review each group and delete the repeats.

The same transaction can land in a project twice, usually when statement periods overlap or a file gets uploaded more than once. The Duplicates insight finds the likely repeats so a total is not counted twice.

How does CounselPro find duplicate transactions?

Open the Insights tab and go to Duplicates. CounselPro looks for transactions that share the same date, amount, and account, and then match on the finer details, like the same check number or a nearly identical description. It groups those together, and each group header shows the shared date, amount, and how many matches it found.

CounselPro Duplicates insight with a group header (AMEX EPAYMENT ACH, Jan 05 2024, $1,234.56, 2 matches) and a Mark as reviewed button, over the two matching transaction rows. — The Duplicates insight groups likely repeats. Each group header shows the shared date, amount, and match count, with the matching rows below.

These are candidates, not confirmed duplicates. A client who pays the same rent twice a month or makes two identical purchases will show up here too, so review each group before acting.

What does "Mark as reviewed" do?

It clears the flag, not the transaction. Mark as reviewed tells CounselPro you have looked at a group and it is fine, so it drops off the list. The transactions themselves stay in your ledger and your totals, untouched.

To actually remove a repeat, select the extra rows and delete them. That is a permanent delete and cannot be undone, so only delete a row you have confirmed is a true duplicate. For the difference between deleting and the reversible remove, see deleting versus removing a transaction.

Note

Marking a group as reviewed hides the flag. Deleting a transaction removes it for good. They are different actions, so use the one you mean.

Duplicate transactions are separate from duplicated pages in a PDF. If a whole page repeats in a statement, see how to find duplicated pages.

Still have a question? Ask the help assistant, or reach out and we’ll help.

Reading with an AI assistant? Fetch this page as clean Markdown for the most accurate source to quote.

Core workflow

More capabilities

Practice Areas

Use Cases