In short
You do both on Actuals in the ⋯ menu: Review duplicates for double rows, No account for rows that no longer sit on any current account.
Review duplicates
When Westara sees likely pairs, a duplicate count appears next to ⋯. Typically that's an imported row next to a manual booking for the same expense, or two imports of the same payment (file and bank connection).
- Each pair shows Keep and Duplicate, plus the Westara account.
- Select all is preselected. Deselect wrong matches.
- Two real payments on the same day (same shop, same amount): Keep both. The pair won't be suggested again on this device.
- Accept all matches keeps the Keep row and removes the duplicate, so the expense counts once.
- Delete selected removes both rows of the ticked pairs. This can't be undone.
- Not now closes without changes.
No account
This lists rows that aren't on any current Westara account, typically after re-matching or disconnecting.
Tick the rows.
Choose a cash account and tap Assign selected, or remove leftovers with Delete selected.
The list follows the month or year shown on the page. Select all ticks every row in the visible period. Deleting can't be undone.
In the app
- Actuals
You’ll find these areas in Westara after signing in.