Pending Transactions Not Being Updated In Quicken for Windows

Ja Mon
Ja Mon Quicken Windows Subscription Member
edited July 2023 in Download, Add/Update Accounts (Windows)

I have been operating Quicken for Windows via a subscription and noticed that while the financial organization is showing "Pending" transactions, Quicken for Windows is not downloading them. Any thoughts on what needs to be done to have "Pending" transactions downloaded so that Quicken transactions will match what is in my account?

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Quicken has experimented with allowing pending transaction downloads. One issue is sorting out which transactions to include when reconciling to the online balance. It appears that some banks update their online balance at a different time than when the transactions are available for downloading.

    QWin Premier subscription
  • Suz4Him
    Suz4Him Quicken Windows Subscription Member ✭✭
    edited June 2023

    I am frustrated because quicken shows the bank balance with the pending transactions included but then doesn't download the pending transactions. so to confirm I balance I must go online, manually enter the pending transactions then receoncile. Horrible design.

    [Edited Readability]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Suz4Him,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. Which financial institution(s) is this happening with? When did the issue first start?

    Thank you.

    Quicken Kristina

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