Troubleshoot Duplicate Transactions - RightCapital Help Center

The Transactions tab of RightCapital's Budget Analysis is where the individual transactions feeding into the client plan can be viewed and managed. If some transactions appear to be duplicated within this area, you can follow the troubleshoothing steps listed below.

The budget analysis can be found within the Dashboard > Budget tab of each client plan:

Don't see any information in the Dashboard > Budget Tab?

In order to utilize the budget analysis, clients must be invited to access their Client Portal, and must use account aggregation to link at least one bank account or credit card to the plan that is feeding in transactions.

To learn more, click here.

If it appears that one or more transactions are duplicated within a client's budget analysis, the first thing to check is that the same account is not linked twice within the plan. This can be done using the first dropdown menu at the top of the Transactions page:

In many cases, duplicate transactions are caused by the client inadvertently linking the same bank account or credit card twice within the plan. You can also check the Net Worth section of the Profile for duplicate accounts, by clicking into the Bank and Card sections on the left side of the page:

If you aren't able to spot any duplicate linked accounts within the plan, or if you aren't certain whether two accounts are pulling in the same transactions, you can reach out to our support team for further assistance.