Accepted pending transaction edits disappear

djreiswig

I have the current version of Quicken for Windows. I have it set so pending transactions show in the register. If I edit the information for the transaction such as adding a memo, the transaction turns dark & the hourglass disappears as expected. I assume this means it's the same as if I had manually entered it.

Later on when I return to Quicken after the transaction has posted and OSU has run, the memo field information I previously is missing and has been replaced with info that appears in the memorized payee list (since this payee is memorized). I don't think the memorized payee list should override the manual edits I have made. I keep my accounts current and would like to have all pending transactions appear in the register. The only way I can get this to work is to edit them in some way, but then my edits don't stick. Frustrating.

I've also had goofy behavior with extra blank lines showing up between transactions in the register when working with pending transactions. For example, after the last posted transaction there will be a blank line & then the next line has the first pending transaction. Normally the only blank line always appears at the bottom of the register. It's impossible to cause blanks to appear in the middle of the register.

Quicken Kristina

Hello @djreiswig,

To help troubleshoot this issue, please provide more information. When did you first notice this issue? Which version of Quicken were you using when the issue started? Is this happening in just one account register, or in multiple? Do you have automatic entry turned on or off in the problem account register(s)? If automatic entry is on, when new transactions download, you'll see a blue dot next to each new transaction. If automatic entry is off, new transactions download to a section beneath the register.

Have you noticed anything that seems to trigger the blank line behavior? For instance, does this happen only when you edit a pending transaction? If possible, would you please provide a screenshot of these extra blank lines in the register (making sure to redact any personal information)? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your reply!

djreiswig

I always have the current update as soon as it's available. I just noticed the missing memo line info right before I posted to the forum. I have only noticed this happening in one credit card register, since it's the one I use most. It could happen in other ones, but I don't recall. I have it set so that the pending transactions appear in the register automatically, but they are in gray. When I edit the memo field, the transaction turns black. I am getting the blue dot once the transaction posts, but this is when the memo lines are changed. It's like the pending transaction is being completely replaced by the downloaded posted transaction.

The blank lines are related to when pending transactions are modified. The selection bar doesn't move to the next transaction after the pending one is entered, and sometimes blank lines appear above them.

Not sure what a picture of a register with a blank line in the middle of the register will show you. It's pretty much like it sounds. Filled in lines then a blank line, then a few more filled in lines. Normally the only blank line is at the bottom.

I like the pending transaction feature, but I wish I could just have them entered automatically like the posted one are. Maybe a red dot instead of a blue dot would notate them. I don't need a list or hourglass icons, or the ability to keep them out of the balance. The way I look at it, does it matter if the transaction has posted or not? I already spent the money.

Quicken Kristina

Thank you for your reply,

I tested in my Quicken to see if I could replicate the issue. When I add a memo to a pending transaction, Quicken changes it to a manual transaction (black with the red pencil icon next to it). Is that the same as what you see when you edit your pending transactions? Is the memo column the only column that you edit? If not, what other edits do you make?

I'm not getting any blank lines though. Could you provide the exact process you're going though when you edit the pending transactions? I'm just wanting to verify the process you're using so I can mirror it exactly and see if the blank lines appear in my Quicken also. Additionally, do these lines appear with every pending transaction you edit, or only some?

Thank you!

Boatnmaniac

When I edit a pending transaction I get the same results as @Quicken Kristina described with the edited pending transaction being converted to a manual entry transaction so it is no longer a pending transaction. Then when the posted transaction later downloads it gets matched to that manual entry transaction and everything is good.

I've often wondered if downloaded pending transactions are actually entirely separate from the later downloaded posted transactions. So when the posted transaction downloads it is a new transaction, not a pending transaction that has been changed to a posted transaction. And then the pending transaction is deleted from the register at the same time.

If this hypothesis is correct and if @djreiswig's edited pending transactions are not being converted into a manual entry transaction, then when the posted transaction later downloads the pending transaction is simply deleted and replaced by the posted transaction. So, the entered memo in the pending transaction is not being replaced by anything. It is instead that the entire pending transaction is being replaced by the posted transaction.

What caused me to think this is that there have been times (not just in my experience, but also as others have posted) that sometimes when a posted transaction downloads the previously downloaded corresponding pending transaction does not go away. That then resulted in there being duplicate transactions in the register…one was the pending transaction and one was the posted transaction. That made me think that they are totally separate and independent transactions.

So, for me, the question is the same as asked by @Quicken Kristina: When @djreiswig edits a pending transaction does it remain a pending transaction or is it converted to a manual entry transaction?