How to correct a pending transaction error?

catherinewalker5418

Since November, a transaction, now marked as cleared by Wells Fargo, has caused a "Current Balance" listing, showing up at the bottom of the register under an aqua line. Subsequent downloads cleared what may have initially been a pending transaction. How do I get Quicken to agree with Wells Fargo and return it to the proper place in the register? Thx!

Quicken Anja

Hello @catherinewalker5418,

Thank you for providing the screenshot of the transaction as well as additional information.

From looking at the transaction-- You should be able to edit and change the date on it, then save the transaction after you've made the date change. Could you please try this and see if that puts the transaction back in the right place?

Let us know how it goes!

Quicken Francisco

Hello @catherinewalker5418

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. When you click on the transaction does quicken let you accept it? It sounds like it's a pending transaction in the register. Also if you right click on the transaction does it list any options like accept/delete. If you can delete it I would recommend adding it as a manual transaction if needed so that you still have it in the register.

 If you wouldn't mind could you upload a screenshot of what it looks like just to make sure This can help us narrow down exactly what's happening. Once you get a chance let us know a bit more!

Thanks,

Quicken Francisco

catherinewalker5418

Thanks for your reply. (It may be helpful to add one more clue. I manually download account activity from Wells Fargo once a month: I do not use the continuous download option.) Your application allowed me to insert only one screenshot, image.png. A right click on the transaction brings up a normal, very long, in-context drop box, including Delete, but no Accept. A left click on the clr column entry (a bold "c") brings up a normal drop box, Uncleared, Cleared, Reconciled, Reconcile Ctrl+R . I do understand that I can delete this entry and re-enter a manual transaction. Is this the only solution for now and if Quicken fails to resolve a pending transaction again? Cathy

Quicken Anja

Hello @catherinewalker5418,

Thank you for providing the screenshot of the transaction as well as additional information.

From looking at the transaction-- You should be able to edit and change the date on it, then save the transaction after you've made the date change. Could you please try this and see if that puts the transaction back in the right place?

Let us know how it goes!

catherinewalker5418

You are right! I did not notice that the date was in the future, likely something that happened with my user error. It does take a village. Thank you!