Pending Transactions
Im so frustrated with the new "Pending Transactions" downloads…. I get blank lines….cannot override the download, duplicates and when entering the date first…when I to to the Payee…..it makes me go back to enter a correct date because it resets what I initially entered to some prehistoric number….. Makes me seriously want to explore other softwares…..despite years of being a loyal customer. Anyone else had these issues…?
Best Answer
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My solution to the pending transaction issues is to download Web Connect (.QFX) files from the websites and NOT USE One Step Update.
Yes, it not as convenient, but I never have an issue with pending transactions and I also don't reconcile to the online balance, I do it against the "paper statement" (which can also just be the balance cited on the website).
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0
Answers
-
My solution to the pending transaction issues is to download Web Connect (.QFX) files from the websites and NOT USE One Step Update.
Yes, it not as convenient, but I never have an issue with pending transactions and I also don't reconcile to the online balance, I do it against the "paper statement" (which can also just be the balance cited on the website).
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0 -
Thank you…..Ive been using "one step Update" for years…..and I suppose my problem is that "pending transactions" tries to help me too much…..and I lose the control Im used to having….which is frustrating.. I think I will just turn off the option to use this new feature…..and I appreciate your response and input. S
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