I'm missing transactions in my linked account

Both Cheqbook and our bank data partner strive to provide your bank transaction data without duplicates. However, in some cases, a transaction can be incorrectly flagged as a duplicate. In that case, you may want to consider disabling duplicate avoidance on your linked account using the following steps.

  • Login to https://secure.cheqbook.com
  • Select the company you want to work with
  • From the "Dashboard", click "Manage" next to the account you want to change
  • Click "Edit"
  • Click the toggle for "Avoid Duplicate Transactions"
  • Click "Save"

This change will likely find missing transactions flagged as duplicates in the last 30-90 days.

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