Pending and cleared transaction showing as duplicates in Spending Plan

RobI
RobI Member ✭
edited February 24 in Using the Spending Plan

Not sure if this is expected behavior. I was seeing dupes of the same transaction being added into the Spending Plan. The pending credit card transaction has cleared but the corresponding pending item had not yet been removed. It was showing me as overspent in a few categories which felt incorrect.

I went in and manually excluded these pending transactions from Spending plan and it adjusted correctly. (I then noticed watchlist was also showing dupes so I excluded them in reports).

Suggestion: It would be more helpful to be able to hide pending transactions with one click once you know transactions are cleared. ie exclude from all projections

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Comments

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited February 24

    pending transactions should convert to cleared transactions automatically.. if that is not happening with a particular bank, it may be a bug in the bank connector function (aggregator service). They (a coach) may need to know which financial institution it happened with if only one.

    —

    Rob W.

  • RobI
    RobI Member ✭

    This was with Elan Fidelity credit card. Its likely that they are incredibly slow are updating transaction updates for Quicken products. Still not updated for last weekend as of this morning even though their web site is up to date.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @RobI,

    Thanks for letting us know! To clarify your issue, do the pending transactions appear only in your Spending Plan, or are they also reflected in your account register when the transaction clears on the bank's side?

    If they do, you can verify if the following steps work to resolve the issue:

    • Make all of the accounts with the bank manual by following the steps here.
    • Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    • If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Let us know how this goes!

    -Coach Jon

  • RobI
    RobI Member ✭

    This is happening across the account register. Some but not all of the pending transactions were removed overnight but several dupes still exist.

    I can see 5 pending transaction at the card web site but Simplifi is showing 9. In two instances the same vendor had one transaction clear but another still pending - both were transactions within minutes same day.

    I tried going manual and resetting connection but the phantom pending transactions are still there. Fingers crossed for tomorrow's updates

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