This article explains why the Transactions page can sometimes show two related rows for one real-world event, and how to tell the difference between a linked cash movement and a true duplicate.
Why This Happens
The Transactions page can show both the investment transaction and the matching cash movement for the same event.
This usually happens when you use a Cash Account and have transaction automation turned on.
For example:
a Buy can appear with a matching Cash Out
a Sell can appear with a matching Cash In
a Dividend can appear with a matching Income Payout
These rows are usually linked records, not duplicate transactions.
What Each Row Represents
One row is the investment-side record.
This row belongs to the holding itself. It shows what happened to the investment, such as units bought, units sold, or income received.
The other row is the cash-side record.
This row belongs to the linked Cash Account. It shows the money moving in or out of that account because of the investment event.
That is why two rows can appear on the same date and look similar on the Transactions page, even though they serve different purposes.
Example: Dividend And Income Payout
When a holding pays a dividend, you may see two related rows on the Transactions page:
Dividend — the holding-side income record
Income Payout — the matching deposit into the linked Cash Account
The Dividend row stores the income details for the holding, such as the payment date, ex-dividend date, gross amount, tax withheld, and net amount.
The Income Payout row stores the matching cash movement into the cash account.
These rows refer to the same event, but they are not the same record.
Example: Buy And Cash Out
When you buy a holding, you may also see two related rows on the Transactions page:
Buy — the holding-side trade record
Cash Out — the matching withdrawal from the linked Cash Account
The Buy row shows the units, trade price, and trade value.
The Cash Out row shows the money leaving the cash account to fund that trade.
Again, these are linked records for one event, not duplicate transactions.
How To Check Which Is Which
Click either row to open the details panel.
The Transaction tab helps you see what that row actually represents.
Check:
the Category
the Currency
the Amount
the Value
the Notes
whether the row belongs to a holding or a Cash Account
A holding-side row usually shows the investment event itself.
A cash-side row usually shows the matching deposit or withdrawal created by that event.
Should You Delete One?
Do not delete a row just because two entries look similar on the Transactions page.
Keep both rows if one is the holding-side record and the other is the matching cash movement.
Only delete a row if you have confirmed it is a true duplicate, which means the same type of record has been created twice by mistake.
How Find Duplicates Helps
Find Duplicates is designed to identify true duplicate transactions.
If two similar-looking rows do not appear in Find Duplicates, that usually means they are not duplicates and may be linked records instead.
That is a useful check if you are unsure whether you are looking at:
one investment event plus its matching cash movement, or
the same transaction entered twice
When It Might Be A Real Duplicate
It may be a real duplicate if:
both rows are the same transaction type
both rows belong to the same holding or the same cash account
both rows were created from overlapping imports or repeated manual entry
the second row is not a matching cash movement, just the same record again
If you are unsure, open the details panel before deleting anything.