Resolving duplicate accounts in PocketSmith

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Our Learn Centre is being updated to reflect our newly rebuilt bank feeds platform, Data Connections. The guide you're looking at may reflect these changes, or it may still need updating.

If the Bank Feeds page (Accounts > Bank Feeds) is not available on your PocketSmith Account, you will first need to migrate to the Data Connections bank feed platform.

If you've migrated to Data Connections, but you haven't been able to find the solution you're after, please get in touch with us!

If you have ended up with duplicate accounts within PocketSmith, this user guide explains how this may have occurred and how to resolve the issue so that all of the relevant transactions are within one account.
In this user guide

Overview

Duplicate accounts: both accounts are bank feed accounts

One situation where duplicate accounts may arise is if you are sent a replacement credit card with slightly different bank details, meaning a 'new' feed account becomes available. This can be particularly confusing if the old card still has its own feed account which, despite no longer bringing in new transactions, does not show any errors.

If a new bank feed account was created, this may still bring in some of the old transactions, causing duplicate transactions as well.

The best way to resolve this situation is to retain the original account (since this contains the transaction history) and delete the recently established bank feed account. Next, the original account will need to be unlinked from the old feed. You can then link the new feed account to the original account in order to bring in your most recent transactions, keeping all transactions in one account.

For detail on resolving this type of duplicate account see: Resolving duplicate accounts: both accounts are bank feed accounts

Duplicate accounts: one offline account and one bank feed account

Duplicate accounts can occur when there is an existing offline account in PocketSmith and a bank feed account is then added. This may be the case if you began your PocketSmith using bank files, then upgraded to using bank feeds, and instead of linking the offline account to the bank feed, a new account was created.

As the existing account is likely to contain the majority of your transaction history the best way to resolve this is to delete the new bank feed account and then link the feed to the existing offline account.

For detail on how to resolve this see: Resolving duplicate accounts: one offline account and one bank feed account

Resolving duplicate accounts: both accounts are bank feed accounts

If you have duplicate bank feed accounts due to the details of an account changing and a new bank feed being added you will need to:

  • Delete the most recently established bank feed account
  • Unlink the old bank feed account, converting this to an offline account
  • Link the NEW feed account to the offline account 
  • Rename the account if necessary

Note

The reason most recently established bank feed account gets deleted, and not the old account, is because the old account contains the majority of the transaction history, which we want to preserve.

Step 1. Delete the most recently established account

1
Head to the Accounts menu and select  Account Summary
2
Locate the account you want to delete. Click  MANAGE ACCOUNT, then select Delete account

3
When deleting your account, you can choose to keep your budgets and scenarios, merge them into another account, or delete them entirely. Choose your preferred option from the drop-down menu and then click Delete account name 

4
Type DELETE in the text box that appears and click  OK to confirm and delete the account


1
Head to the Account Summary page ( Accounts > Account Summary) and navigate to the account you'd like to unlink from the bank feed
2
Click MANAGE ACCOUNT, then select Unlink from feed

3
You will then be asked to confirm that you would like to unlink the bank feed from the account.

Your unlinked feed accounts, both old and new will now show in the Ready to link section. You'll need to link the NEW feed account to the existing offline account. You'll then need to hide the OLD feed account.

1

Click GO in the Ready to link section

2
Link the existing offline account to the new account feed by selecting the new feed account from the drop-down, then click  NEXT
3
Your available unlinked feed accounts will be shown. 

Deselect the old bank feed then click NEXT . This will hide the old feed account.

4
Your new feed account will now have been linked to the original account, and your credit card transactions are now all in one bank feed account. 

Step 4. Updating the account name (optional)

1
Head to the Account Summary page ( Accounts > Account Summary)
2
Navigate to bank account that you'd like to rename, and select MANAGE ACCOUNT > Account preferences
3
Edit the account name, then click Save   

Resolving duplicate accounts: one offline account and one bank feed account

This may have happened if you began your PocketSmith account using offline accounts, and then upgraded to use bank feeds, and, instead of linking the feed account to your existing accounts, you created new accounts within PocketSmith. 

The best way to resolve this issue is to: 

  • Delete the new bank feed accounts
  • Link the corresponding feed accounts to the existing offline accounts, converting these into bank feed accounts.

Note

The reason most recently established bank feed account gets deleted, and not the old account, is because the old account contains the majority of the transaction history, which we want to preserve.

Step 1. Delete the new bank feed account

1
Head to the Accounts menu and select  Account Summary
2
Locate the account you want to delete, click  MANAGE ACCOUNT, then select Delete account

3
When deleting your account, you can choose to keep your budgets and scenarios, merge them into another account, or delete them entirely. Choose your preferred option from the drop-down menu and then click Delete account name 

4
Type DELETE in the text box that appears and click  OK to confirm and delete the account


Step 2. Link the new feed account to the existing offline account

Your unlinked feed account(s) will now show in the Ready to link section. You'll need to link the feed account(s) to the corresponding existing offline account(s) 

Click GO in the Ready to link section

2
Link the existing offline account to the  feed account by selecting the corresponding feed account from the drop-down.

Repeat for any other accounts that need to be linked, then click  NEXT
3
If you have any available unlinked feed accounts, these will now be shown. If you have already linked all available accounts, jump to step 4. 

Deselect any accounts that you would like to hide. Then click NEXT 

4
Your new feed account will now have been linked to the original offline account, converting this to a bank feed account. Your transactions are now all in one account. 

A summary of the accounts linked, added, or ignored will show. 

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