Pending transactions

Brian Brady

My checking account pending transactions are not downloading into my register but they are included in my online balance, which is what Quicken uses in reconciliation. I started using automatic download about a month ago after entering transactions manually for a couple of years.
I see there is a setting in Windows version to include pending transactions in downloads but I can't find that in Classic for Mac version.
Version 7.10.1 (Build 710.55389.100)
macOS 15.1.1
Thank you

Quicken Anja

Hello @Brian Brady,

Could you please provide the name of the financial institution that you are seeing this issue with?

Also, the "Include Pending Transactions" feature is exclusive to Windows, and is not available in Mac which is why you are not able to find this setting in the Mac program.

Thank you!

Brian Brady

Hello @Quicken Anja Thanks for the reply. My bank is Truist (formerly BB&T). Also, I have "Download all available transactions" selected.

Quicken Kristina

Thank you for your reply,

The pending transactions feature is not supported in Quicken for Mac. You mentioned that the pending transactions are reflecting in the account balance, even though the transactions are not able to download into your Quicken? Do you currently have that account set to display Today's Balance, the Projected Balance, or the Online Balance?

I look forward to your reply!

Brian Brady

Hello @Quicken Kristina Where do I find that setting in Quicken for Mac? These are the only display setting I am seeing in my account settings.

jacobs

@Brian Brady The dropdown menu which @Quicken Kristina showed above is in the upper right corner of any transaction register, just below the red Q logo and above the Search box.

Brian Brady

OK. Thank you @jacobs I'm currently set to view Today's Balance.

Quicken Kristina

Thank you for your reply,

If you change it from Today's Balance to Online Balance, does it show the correct amount, or does that balance still include pending transactions?

Thank you!