Ability to mark a 'Cleared' transaction as 'Pending' (edited)

RobWilk

I'm at a point where, with my Z-Fold phone (Samsung), I can do most of my work with  Simplifi (and others) from the app on the phone.

The one thing I noticed that is missing, is the ability to mark a transaction as Cleared and Pending.  This is particularly a problem when a bank has applied a transaction to the balance and for whatever reason the transaction is not fully 'cleared' yet -- because Simplifi may duplicate the transaction value for the balance when it sees it both on bank balance already and as a pending transaction.  *this is not common* for the banks, but I've had a few transactions at two differrent banks where this was the case.

Coach Natalie

Hello @RobWilk,

Thanks for posting your suggestion to the Community!

To clarify, the ability to mark a 'Pending' transaction as 'Cleared' already exists on both the Simplifi Mobile App and the Web App. To do so from the Mobile App, you would need to select the transaction and then scroll to the very bottom:

When it comes to marking a 'Cleared' transaction as 'Pending', this ability is also the same on both Mobile and Web and is something that is unable to be performed. With that being said, I have gone ahead and edited this Idea post to request just the ability to mark a 'Cleared' transaction as 'Pending'.

I hope this helps!

-Coach Natalie

hola123

This is an important feature to have for me, is there any update on this?

Edit: I think this can be accomplished by editing the transaction date to the future. This puts it back in the cashflow projections, at least.

Coach Natalie

Hello @hola123,

Thanks for the inquiry, though there's no update to provide on this request as of yet. Please be sure to continue following along here for future updates!

-Coach Natalie

RobWilk

I had a transaction download as 'cleared', but the receiving end also was marked cleared even though it was not received at the receiving end yet. I could not unmark it as cleared.

I suspect I'll have to recreate this downloaded transaction to fix this manually.

From the number of votes, I'm guessing this will be marked as "never gonna happen" and periodically I'll just have to work around it,

NoDough

+1.. I just accidentally marked a pending transaction as cleared, and need to switch it back, but cannot

KB2014

I'm amazed that I can change the status of a transaction from Pending to Cleared, but I can't go the other direction! And support told me that's the way it is. The Fin bot cheerfully gave me instructions for how to change Cleared to Pending, but they don't work.

Once a transaction is marked Cleared, that's final, and I'm unable to fix it. Sometimes it's my mistake. Sometime's it's Simplifi's.

Today I entered a transfer from one bank account to another, and without my saying so, Simplifi marked both ends of the transfer as Cleared. I can't fix it.

That's a bug. Perhaps not technically, as a bug is when software doesn't work the way it was intended to work. Apparently some genius at Simplifi decided this capability shouldn't exist!

So now my cash Flow projection will be wrong until several days from now when the transactions actually clear, and then it sometimes takes Simplifi an entire day before it finally gets everything right.

It makes the cash flow projection very undependable. I have learned I can never count on it, because it's so often wrong. My bank reports the checking account balance to Simplifi, and Simplifi takes that as Gospel. Yet my bank will often show a transaction as Cleared that Simplifi shows as Pending, or even just planned, making the cash flow projection wrong.

And there are situations like I just described where a transaction I manually entered was automatically assumed to be cleared, and I can't correct that, so the cash flow projection is wrong the other direction.

This is a design problem. We should be able to correct mistakes, whether we make them or Simplifi makes them. Fortunately, this is an incredibly simple software change to make. You allow us to change Pending to Cleared. Just allow us to change Cleared to Pending.

RobWilk

I'm a little surprised my September 2023 post got no attention, but the above comment seems related. The "if it's cleared in one account, it must be cleared in the other end of the transaction" is not always going to be true and can result in wrong balances.

RobWilk

Bumping this as someone else recently requested it and I couldn't get a direct link.

TheReal702

I'd like to trade whatever that silly award badge I was given for this feature to me made available. It's a need.

SRC54

Yep, that's right that if it's cleared one side, it is cleared the other. When I forget to mark it pending, so I can later clear the side that is cleared, I just delete the transfer and start over. I find that if I put the transfer in the connected account, it tends to default to pending but if I add the transfer in a manual account, it will be marked clear and do the same on the other side even if it is a connected account. It's a matter of getting used to it.

It would probably be better if Simplifi would default to all manual transaction entries be Pending until you change it or download it otherwise.

Adye

https://community.simplifimoney.com/discussion/comment/7132#Comment_7132

Feature to make something as cleared is there on mobile app web and desktop but the feature to change it from cleared back to pending it's not. Being able to switch it from cleared back to pending would be very handy I have found I often accidentally put something in without telling it it is pending then I have to delete the transaction and recreate it and make sure I click pending. It would also be very handy To have it as a toggle next to the check mark in flag icon instead of having to go into the convection and go to the drop down

SRC54

I agree that sometimes this is necessary; I will upvote it. Oops. I already did. LOL. Seems like we don't have many votes. This is the kind of control that we ought to be able to have. Sure, 99% of the time with a connected account, this shouldn't be necessary but there are times it could be.

And often with manual accounts, it might make sense as QS has a tendency to make everything cleared right off the bat. And if you are doing a transfer to a connected account, it clears that one too! Only fix is to delete the transaction.

Come on and vote it up!

RobWilk

3 Years since I posted this, and only 16 votes. I imagine this is the kind of thing people want when things AREN'T working right, but when they're working properly, people don't think abaout this kind of thing. Maybe things have improved, as I haven't had the need for this too often. And yes, sometimes I manually have to delete.and recreate a transaction to fix this, but I'm "used to it" and it's natural now.