Examples
Examples
Try the starting example
- Transactions: unique ID, date, signed amount $, reference
- A,2026-10-20,-10,Coffee Shop B,2026-10-20,-10,coffee shop C,2026-10-21,-10,Coffee Shop
- Reference matching: exact or normalized
- normalized
- Candidate duplicate ID groups
- A | B
- Candidate groups
- 1
- Additional records within candidate groups
- 1
- Absolute amount on additional candidate records ($)
- $10.00
Try another scenario
- Transactions: unique ID, date, signed amount $, reference
- A,2026-10-20,-10,Coffee Shop B,2026-10-20,-10,coffee shop C,2026-10-21,-10,Coffee Shop
- Reference matching: exact or normalized
- exact
- Candidate duplicate ID groups
- None
- Candidate groups
- 0
- Additional records within candidate groups
- 0
- Absolute amount on additional candidate records ($)
- $0.00
Calculation method
Calculation method
Candidate duplicate ID groups
Group by identical date, exact-cent signed amount and either exact reference or lowercased reference with collapsed whitespace.
Candidate groups
Count groups with more than one record.
Additional records within candidate groups
Sum(group size−1) for candidate groups.
Absolute amount on additional candidate records ($)
Sum the absolute amount of all but the first record within each candidate group; this is potential duplication, not proven loss.
Symbols and units
- a
- Transactions: unique ID, date, signed amount $, reference
- b
- Reference matching: exact or normalized
Use the units shown. A list keeps the order in which you enter its values. The symbol ^ means “raised to the power of”.
Assumptions & limits
Assumptions & limits
- A deterministic candidate finder with no fuzzy date or amount matching. Repeated legitimate purchases can match; records are never removed or modified.
Are these inputs private?
These calculations run in your browser. A shared link contains the values you choose to share. Only questions submitted to the separate AI finder are sent to OpenAI.
Further reading
OpenStax: financial-accounting model background ↗
Background reading; this does not imply endorsement or independent review of SumFizz.