Credit Cards with Multiple Authorized Users

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1

Dear fellow Tillers.
I am an X-Quicken and so far Tiller has worked perfect for me.
there is one issue i can not overcome
i have duplicate transactions (but with different IDs) on Credit Cards that have multiple users with a single account. for example, i have Amex or Chase business with one account but 3 authorized users (so the credit card number is different). some transactions appears twice. and the bank balances (as downloaded from the bank) are wrong.
anyone has a solution??

2

I had this problem with a joint checking account. I had both my account and my wife’s account connecting in the Tiller Console to pull in our checking and savings accounts, and since we both had access to Joint, they were both pulling in transactions. The solution was to uncheck one of the Joint accounts, so only one of them pulled in transactions. Perhaps you have a similar situation.

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3

I created another Category called “Amex Duplicate” that is hidden from reports and budgets. I haven’t figured out how to make it categorize those automatically without breaking things yet, but maybe one day when I have some time.

4

i will do that, thanks

5

This was my solution as well. My wife and I both have Chase and Amex accounts where one or the other of us is an authorized user. I uncheck those accounts, ensuring that I am only syncing the cardholder accounts. In my case:

Me:

  • Chase
    • Joint Checking
    • Auto Loan
    • Chase Freedom
    • Chase Freedom Unlimited
    • Chase Sapphire Reserved
    • Chase Amazon Prime Rewards
  • American Express
    • American Express Platinum Card
    • American Express Gold Card
    • American Express Delta SkyMiles Platinum

Wife:

  • Chase
    • Joint Checking
    • Auto Loan
    • Chase Sapphire Preferred
  • American Express
    • American Express Platinum Card
    • American Express Gold Card
    • American Express Delta SkyMiles Platinum
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