Missing Transactions After Upload

If your upload shows fewer transactions than expected, here's why.

Date range filtering

GigBooks may split your transactions across fiscal years. If you're looking at one fiscal year but some transactions belong to another, switch the fiscal year picker to find them.

Duplicate detection

If you upload the same statement twice, GigBooks skips transactions that already exist (matched by ID). This prevents duplicates but means the second upload may show "0 new transactions."

Pending or authorized transactions

Bank statements sometimes include pending transactions that later get modified or reversed. These may not appear in the exported CSV/PDF, or may appear with different amounts.

Statement type

Some bank exports include only cleared transactions, while others include pending ones. Make sure you're exporting the type that includes all the transactions you need.

Internal transfers

Account-to-account transfers, credit card payments, and other internal movements are categorized as "Account" type. They're tracked but don't appear in income or expense totals.

Tips

• Check the total transaction count shown after upload — it should match your statement
• Use the Review tab to search for specific merchants or amounts
• If transactions are genuinely missing, try re-downloading and re-uploading the statement