In Simplifi, Pending Transfer Transactions Across a Split

Question

Basic question I had starting this session is immediately below, and now my more refined problem.

* The question on "pending" transactions and their impact on the amount displayed as "balance".  Also the split impact of pendings.  Answer:  transactions marked as pending are posted by Quicken if the financial institution posts their pending transactions.  This is a service displayed by Quicken, and these pending transactions are included in balances, although I'm not sure about reports.

My problem currently is I have a cash account transfer transaction that is listed as "pending", and I cannot manually clear it because the other side of the transfer is a split.  When I go to that initiating transfer transaction it is listed as cleared (the main transaction, not the split, because the split does not contain that level of detail.). I get into a loop when I go back and forth and cannot change the pending of the cash account transaction in any way.

RTBIII · Accepted Answer

Thanks, Steve.  As I was heading in to try your suggestion(s), I noticed this bottom sentence on the split transaction—about Unmerge a pending and cleared transaction.  I'll try "Unmerge" first.

—Rod

RTBIII · Accepted Answer

I unmerged the split transaction that on the cash side was stuck "pending".  After I did that, using the highlighted suggestion link right there within that split transaction's window, then that part of the split was left uncategorized.  I still couldn't change the cash transaction from "pending" to "cleared" so I deleted it altogether.  Then I went back to the uncategorized split and selected simply "transfer" as the category (rather than me selecting the pull over subcategory I have for the cash account.  Quicken then detected (and told me so) that I was missing a transaction on the other side of the split, and I clicked that yes, I did want to create it.  Quicken created, I chose "cleared", and it all worked!  Off to bigger and better balances (and balancing.)

Thanks Steve—Superuser!