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Pending Transactions

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This discussion was created from comments split from: One Step Updates are FAILING.

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pending transactions

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Kcamack

As I understand it, Quicken performed the following recently:

A Quicken update disabled the aggregator pending feed

When was this change implemented and was it included in the last July update???? since I no longer receive pending transactions!

Quicken Carlos

Hi @Kcamack,

If you haven't done so already, I recommend following the steps outlined in our Support Article to confirm that the Pending Transactions option is enabled.

To do so:

Select Edit > Preferences.
In the Preferences window, select Pending Transactions from the left panel.
Confirm that Pending Transactions is enabled. Turning this setting on or off will enable or disable pending transactions for all supported accounts.

To choose which accounts display pending transactions in the register:

On the Pending Transactions preferences page, select Account Settings.
In the Select accounts to show Pending Transactions window, select the accounts where you want pending transactions to appear.

If you want pending transaction amounts to be included in your balances, select the accounts in the Include in current & ending balances column. Only accounts that support pending transactions are eligible.
Select OK to save your changes.

I hope this helps! Let us know how it goes.

Kcamack

You will notice that the Include in balances are greyed out and not updateable! Again, was this change implemented within the last week?

A Quicken update disabled the aggregator pending feed

Quicken Carlos

Hi @Kcamack,

Thanks for your reply!

At this time, there are no records of any recent changes to the Pending Transactions feature or any related information in the release notes.

After testing this on our end, I found that the Include in current & ending balance option is grayed out when Automatic Transaction Entry is turned off for the account. To enable this option, I recommend turning Automatic Transaction Entry on.

To turn Automatic Transaction Entry on for the affected account:

Go to Tools > Account List.
Click Edit next to the affected account.
Select the Online Services tab.
In the Online Setup section, click Automatic entry is: [On or Off].
In the Automatic Transaction Entry dialog, select Yes – Always automatically add transactions for this account.

Click OK.

After doing that:

Go to Edit > Preferences > Pending Transactions.
The Include in current & ending balance option should now be available.

If pending transactions still do not appear in the register, I recommend confirming that the register is sorted by date:

Click the Date column header in the account register to sort by Date.
If applicable, click the Reset button at the top of the register to clear any active filters.

I hope this helps! Let me know how it goes.