Any ideas on how to get rid of this?

DannyB

I sent a payment via Zelle to our housekeeper in early December but due to circumstances she wasn't able to provide the service and sent the money back via Zelle. The payment and return are duly recorded in the bank account registry but this phantom "Pending" deposit remains in my Spending Plan under "Other Spending" and I can't do anything with it, no ability to make a status change, mark to exclude form SP or Reports or delete it outright.

Any ideas?

DannyB

@Coach Natalie

Thanks for taking the time to respond.

I figured out what was causing the problem and am now all squared away. It was a Refund reminder from early in December that was completed but for some reason remained active.

If interested, here is some detail on what happened.

I made a payment via Zelle to my housekeeping service for early in December. My service provider notified me that due to a my granddaughter being home sick my daughter canceled the service and that the payment would be returned also via Zelle. The transfer via Zelle has nothing to do with the issue, in particular but might have to do with timing. When notified by my provider, I created a refund reminder through the link in the original transaction.

The refund showed up in my account and when I got around to it I completed the refund reminder process… or at least I thought I did. Anyway, for some reason, the reminder remained active and that appears to have been the source of the entry in Other Spending. I imagine since the reminder is NOT an actual transaction in my account register that was the reason I was not able to edit it in any way.

This reminder also appears to be the source of the phantom pending transaction impacting my bank balance in the accounts/transaction page even though BOTH the payment and refund were showing as cleared.

Sometime in the past hour I thought to check the Refund tab because of remembering that I had created a reminder for this and there it was. I deleted the Refund reminder and that took care of the Other Spending entry and the phantom pending transaction issue.

mb996

Can you manually clear the transaction? Then proceed with delete the transaction.

DannyB

@mb996 Thanks for the suggestion… let me see… nope, no go again.

That is the Reviewed checkmark and doesn't affect the Status. I can click on the Reviewed checkmark, and it turns green. But when I click on Update I get the "Sorry, but we are unable to make your changes" message and nothing changes.

Same with clicking the "Exclude from" check boxes, they show as selected but when I click on Update… same no go message.

Somehow this transaction in December Other Spending became orphaned with no matching transaction in the Account register.

It's not a big deal and doesn't really affect anything in the short or long term, and is just a housekeeping thing.

Coach Natalie

@DannyB, thanks for reaching out!

Is the transaction just listed in Other Spending, or are you able to locate it in the actual account register? If the latter, have you tried deleting it from there? I'd also suggest trying from a different browser, and maybe even from the Quicken Simplifi Mobile App.

Let us know how it goes!