Duplicate mortgage transactions

Right now I’m getting duplicate transactions for mortgage payments from both my bank account and mortgage servicer. Is there a way to keep the mortgage linked (for balance purposes) but exclude any transactions?

@devin.l.scott Yes, the system should be identifying the dupes and categorizing one side under “Transfers,” which then prevents double-counting on reports, metrics, etc.

If you are in fact seeing both transactions categorized under Mortgages & Loans, please open a 1:1 support conversation so we can get that fixed for you.