I’ve linked my bank as well as my mortgage company. It’s showing each transaction twice. Once from the bank and once from the mortgage co. I want to keep the mortgage co linked since it shows my balance, etc. Any ideas?
I’m having the same problem. Did you figure out the best way to take care of this?
No, i ended up deleting the transactions of the mortgage company. That fixed it.
This is a somewhat common situation that Stessa is designed to handle automatically. If you’ve linked both your bank and your lender, and you make payments to the lender from the linked bank, you may see both sides of the same transaction populate in Stessa.
When the payment amounts match exactly, Stessa will categorize the bank side as a “Transfer”, which then ensures that the payment is only counted once on all reporting and metrics. You can then leave this “Transfer” line item for reference, or delete it if you prefer. It’s up to you.
If you see both sides of a mortgage transaction persist on your Transactions page and neither is auto-categorized as a “Transfer”, please reach out and open a 1:1 support convo so we can get it fixed for you going forward.