Pending Transactions - enter into register
I suggest that Pending transactions provide an option to enter the pending transaction as an uncleared item into the register.
Comments
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I like it. Then when the posted transaction downloads later it can (hopefully) be matched to the uncleared transaction. Got my vote.
Quicken Classic Premier (US) Subscription: R66.23 on Windows 11 Home
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I think it would be great if you could match the pending transactions to the ones that you have already entered. Right now, it looks like two transactions, so I am currently deleting the one I had previously entered so the balance is correct, and only appears to be one entry.
If we would match to an existing transaction, that would be awesome!
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I agree with the idea of allowing us to match pending transactions to the register so it will appear but be marked with the pending hourglas symbol. Having to enable auto-accept seems to force us to do something we don't want to do by foregoing a feature that is very useful. At least allow one to go into the pending tab with an option to accept or match manually rather than just an option to delete.
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I liked the option to have pending transactions downloaded. The problem I encountered was trying to attach a scanned receipt to a pending transaction. It wouldn't work. Currently I enter transactions manually and add the receipt attachment and let the download match. It would be great if I could just allow pending transactions to download and attach a receipt. Since I cannot I stopped using pending transactions.
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I am able to click on and, if needed, edit a Pending transaction which will then turn it into a manually entered transaction. Maybe you can attach the receipts to it then?
Being able to convert Pending transactions into manual transactions is, IMO, perhaps the one redeeming benefit of downloading Pending transactions. At this time I am doing this only in my test files. It does save a little time over entering manual transactions from scratch and they remind of transactions that I perhaps forgot to manually enter or misplaced the receipt for. I'm waiting to see if the posted transactions will then get matched to these converted Pending transactions on a consistent and reliable manner. If so, I will consider turning on Pending transactions, again, in my main data file.
Quicken Classic Premier (US) Subscription: R66.23 on Windows 11 Home
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I tried attaching to a pending transaction and it allows you to go through the whole process and then not do anything.
This really goes back to the original request above. There seems to be a disconnect in the behavior.
If I go in and edit anything in a pending transaction like the payee or category, it will change it into an uncleared transaction. But there isn't a direct menu item or such for changing it into an uncleared transaction without editing it, there should be. And this extends to the notion of adding an attachment to a pending transaction. Just like the edit you are basically stating that you are sure that this pending transaction is going to be downloaded and you will want it to be an uncleared transaction that will be matched to a downloaded one. To me, adding an attachment is "editing the transaction" and should behave the same way.
Yes, you can edit the transaction, change it into an uncleared transaction and then add the attachment, but that is just a clumsy workaround.
What I don't think is a good idea for actually attaching the file to the pending transaction and trying to merge it in larger unless they take the much more complicated step of actually matching downloaded transactions to pending transactions and not just uncleared transactions. I think this would be very unlikely to be implemented in a way that takes all the possible combinations of uncleared, pending and downloaded transaction into account. At least for the start of this it should only to be to provide a simple way to tell Quicken you want the pending transaction to be a "real entry" and that the attaching just like any other edit should also do the same thing.
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It is a great idea. It will clearly help to have a better picture of what's coming and what's the posible balance.
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Currently, the only option for Pending Transactions is to "Delete" them. I would like the ability to enter the pending transaction into the register.
I currently manually enter the transactions one at a time, but it would be easier if there was an option to "Enter" the transaction into the register.
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Personally, I use the Pending Transactions only as a preview of things to come and do not wish to enter them into the register.
Like you, I always manually record my transactions into the registers, with correct Payee Name, Category, Amount, Memo, etc.
When a real ("confirmed") transaction arrives in my downloads, I use it to match to and accept the already existing register transactions.Pending transactions, for me, are good as a preview of things to come. Often times, a pending transaction amount changes or totally vanishes before it is turned into a real transaction. That would lead to extra work having to fix my register transactions.
And the only other use a pending transaction has for me is to show me unexpected, unauthorized purchases or debits … if this were to happen, it would allow me to save time and dispute fraudulent transactions faster than waiting for the confirmed transaction to appear in a download.Memorized transactions help me make data entry easy for frequently used events like my Amazon purchases for different categories. Just begin typing a new register transaction, type the first few letters of the payee name (e.g., "ama") and pick a memorized transaction list entry from the selection popup. Finish filling out the transaction line and done.
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Great idea. In windows Quicken, I cannot do anything with a pending transaction other than deleting it.
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I think a nice enhancement would be to allow one to select a pending transaction in an account and copy it into the register so you don't have to manually type it in. For those who enter their transactions and download transactions to match.
[Merged Post]
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Kept getting error when posting instead of indication it had been posted so ended up with several duplicate posts.
[Merged Post]
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Hello @jameswh42,
We apologize for the error you received, causing duplicate postings. The duplicates have been deleted, and the error has been reported and is being worked on, though we do not have an ETA on resolution at this time.
Thank you!
[Merged Post]
-Quicken Anja
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I would just simply wait for a day until the pending transaction has been confirmed and was posted to the credit card account, ready for downloading.
On some of my pending transactions, the merchant posts an initial amount, then posts a +/- adjustment and eventually posts a single final transaction amount to appear on the card statement. It would be a waste of my time if I added anything other than the final transaction … and that arrives as a real downloaded transaction …
[Merged Post]
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this feature has already been requested, I suggest you add your vote to one:
Merged Post]
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Hello @jameswh42,
Thank you for reaching out to the Community with your request.
Your idea has been merged into this already active Idea thread regarding the same request.Thank you!
-Quicken Anja
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This feature would really help with the continuing download issues with Target Redcard. They seem to be downloading ongoing transactions as 'pending', then finally download them as 'cleared' only once a month. And that often misses a few. So if I could automatically add these pending transactions as manual items, my register would be current, and would match & reconcile monthly.
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This seems so obvious that I am shocked it is not already implemented. Right now the only option is to 'delete' the pending transaction. It would be great to have another button with 'Add' to add it to register.
Please add this functionality.
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Quicken Classic Deluxe. When the user downloads (updates) Bank/CreditCard Account Data, previous to "Web Connect", "Direct Connect" would enter "pending transactions into the register when the user accepted the transaction. Currently version R66.23 build 27.1.66.23, shows the "pending transaction" but the only option to the user is to "Delete" that line item. An Improvement/enhancement would be another option to "ENTER" that line into the register. Not to make the entry as if it has "cleared" but just entering the line item. Currently the user would have to manually enter the transaction into the register. When I'm not at my computer (not home), I'm still using my credit cards, and sometimes paying bills thru my mobile banking app. When I return home, I rely on the "Update Accounts" to enter those transactions. Quicken Deluxe has been my sole financial management software since around 1995. Quicken has made my financial life easier. The feature to enter "Pending Transactions" was previously in Quicken Deluxe, all I request is that the feature be reinstated.
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I think you are mistaken, as far as I know this has never been an option in Quicken. It certainly has been a complaint from the very first when pending transactions were introduced though. Unless they snuck it in a release where I missed it, and then accidentally removed it, it has never been there.
If one is using the preference for importing directly into the register, there is the menu option to enter it or to delete it, but if the transactions are going through the Downloaded Transactions tab the only option has always been to delete it.
With that being said, I see no reason why they shouldn't allow this, especially if it is allowed for automatic transaction entry mode.
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(Post deleted, I misunderstood the context.)
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
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@Rocket J Squirrel I think you missed what this is about. It isn't about turning Pending transactions on or not.
When you have pending transactions on and your transactions are going through the Downloaded Transactions tab, you will see the pending transactions in the Downloaded Transactions tab. There isn't an option to enter that pending transaction into the register, you can only delete it or wait for it to become a posted transaction.
If you have automatic transaction entry mode on you can select to either "enter it" changing it to a manually entered transaction that will be matched to the downloaded one when it posts or you one that allows you to delete.
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Other discussions on "Pending Transactions" were as of Dec, 2025, was an issue with BoA including the pending transaction in the balance but not including the "Pending Transaction" as an actual posted transaction for the register. (paraphrasing). This caused an issues within Quicken when reconciling the account balance i.e. balances between Quicken and the bank didn't match. In Quickens own Help file, it talks about "Pending Transactions" that may actually change from the posted transactions or disappear entirely using the examples of Hotel (hold) charges, restaurant charges where the initial charge didn't include the "tip" but the final cleared charge would and Gas station (hold) charge. Quicken provides an option in the preferences to "automatically" include the charge in the register, but this is an "all or nothing" approach, which in my view, is what the Help file is trying to identify as an issue. (Non valid transactions). Having an ENTER button would allow the user to make those decisions as to what "Pending Transactions" are valid vs non valid, for the purposes of register entry and balance reconciliation with the bank or credit card companies.
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If you are talking about the BofA bug, then all bets are off. You need to pursue Quicken Inc support to contact Intuit (their aggregator) to contact BofA to get this fixed.
The financial institution should NEVER send the pending transaction in the Online Balance.
Even with the Pending Transactions feature on, the Online Balance should never include the pending transactions.
You can never reconcile to pending transactions by definition. Reconciling is for posted/cleared transactions only.
Even with the Pending Transactions feature and "Automatically add to bank register" on, and the user selecting to enter a pending transaction into the register, it goes into the register as an uncleared transaction. It should not be included in the reconcile even if BofA has it in the Online Balance (which is wrong). For the very reason you stated. Pending Transactions haven't cleared the financial institution and as such can be removed/changed before they are posted. There is no system in place to "unreconcile" a transaction that has been set to reconcile while it is in fact in the pending state and it doesn't post.
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I was never smart enough to understand or see the value in Q tracking pending transactions. It only increased the potential for confusion. I have used Q since the mid 90's and never felt the need. It will remain disabled until they provide the option to remove it from the code.
(I can't remember how to change the footnote automatically added to these comments. The revision shown there is wrong - it is R66.28)
User since 1994. 36 current active accounts.
Quicken Classic Deluxe for Windows R62.16. Windows10 Pro (although "About" says Enterprise??)
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Here is the direct link to changing the signature.
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+1 for this feature request, please. I don't want or use Automatic Entry of downloaded transactions. I want to continue accepting them individually after downloading. And, like the original poster here, I would like to see an option to enter transactions from the "Pending Transactions" tab individually into the register. The way I envision it, once in the register, a pending transaction would appear the same way it does when it is entered automatically by Automatic Entry: that is, it would remain below the blue line and without a "c" cleared status. But in the meantime, I could go ahead and categorize it, type a memo, etc. so that this will not be necessary once the transaction is processed and no longer pending.
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+1 for this feature request, please. I don't want or use Automatic Entry of downloaded transactions. I want to continue accepting them individually after downloading. And, like the original poster here, I would like to see an option to enter transactions from the "Pending Transactions" tab individually into the register. The way I envision it, once in the register, a pending transaction would appear the same way it does when it is entered automatically by Automatic Entry: that is, it would remain below the blue line and without a "c" cleared status. But in the meantime, I could go ahead and categorize it, type a memo, etc. so that this will not be necessary once the transaction is processed and no longer pending.
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This idea seems to be a duplicate of this other idea that has more votes, @Quicken Alyssa can it be combined with this one?
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