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Santander - Unexpected error and duplicate transactions

Santander has updated their connection system, and while it's a bit of a manual fix, the goal is to keep your bookkeeping accurate for your tax returns.

Fixing Santander Bank Connection

Santander has recently updated how they share data with apps like Coconut. Your old connection will not work when you try to refresh it. Instead you will see this message:

Because of this update, you will need to connect a new "feed" for your bank account.

This process will leave you with two accounts on your Coconut dashboard

  1. The "Legacy" Account: This contains all your historical transactions up to the day the connection changed. It will no longer receive new updates.

  2. The "New" Account: This will handle all your transactions from now on.

The Issue: When you connect the new account, it will automatically download some older transactions that are already sitting in your "Legacy" account. To ensure your tax reports are accurate, you need to mark these duplicates as "hidden."

Step 1: Connect your new feed

  1. Go to the 'Add new account' section in Coconut.

  2. Select Santander Personal or Santander Business and follow the prompts to link your account.

  3. Once finished, you will see your new account alongside your old one (which will now be labelled "Legacy").

Step 2: Clear the duplicates.

This needs to be done via Coconut on the Web using a laptop or desktop.

  1. Find your "Cut-off Date": Look at your Legacy account and find the date of the very last transaction. This is your "cut-off date."

  2. Go to the 'Banks feed' tab: From the Connection Overview Select your new Santander connection

  3. Select Hide Transactions

  4. In the remove transactions date before date selector enter the 'cut-off date' and Update

    This will hide/remove all your transactions dated prior to this date so they are no longer visible to you or included in any reports.

Important Notes

  • Safety: "Marking as duplicate" does not delete the data forever; it simply hides it so it isn't counted twice in your tax totals.

  • Mistakes: If you accidentally hide a transaction you actually needed, don't worry! you can user the 'clear' button to restore the transactions.

  • One-time fix: You only need to do this once. Moving forward, your new feed will work as normal.

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