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Ability to edit the status of transactions (pending/cleared) from the transaction list directly

ChrisWT314

Simplifi still has the bug where balances get adjusted ahead of transactions being matched - leading to balances being off because of pending transactions not getting cleared. Discussed elsewhere including here https://community.simplifimoney.com/discussion/16435/notification-emails-are-showing-positive-balance-when-simplifi-shows-negative-balance-edited#latest

It would be most preferable to fix that behavior. Failing that, can you please provide a way to clear a transaction from the list vs having to double-click, pop open a dropdown, change the status, and save? The mobile app is somewhat better because it has a toggle control, saving a couple of taps. But it really would be better to do from the list if you can't fix the root-cause matching problem.

~~P.S. having the "post discussion" button above the "Select a category" button when the latter is required is poor UI design~~ [off-topic]

[edited title for clarity]

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SRC54

Chris, you may be right that this is a bug, but this happens often with my Capital One accounts. I will get an updated balance but it will be the next download that clears transactions. This happens to me mostly with debit card transactions without PIN, as they take 2-3 days to clear. I usually just go ahead and clear the transaction since I often know which one it is.

Or it happens with interest payment from my Capital One Savings account. Here the transaction comes in first and the updated balance the next time.

I always considered this a Capital One problem.

SRC54

Since Coach Natalie made it into a feature request, I upvoted it!

Coach Natalie

@ChrisWT314, thanks for posting your feedback to the Community!

Since this sounds like an enhancement request, I have converted this post into an Idea requesting the ability to edit transaction statuses directly from the transaction list, so other users can vote on it and our product team can review it. For more details on how Idea posts work here in the Community, please see our FAQ:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

For your feedback regarding creating Community posts, I have removed this, so your request remains on topic. You can post about other topics, including that one, in the appropriate area(s) of the Community. Our FAQ here has more details:

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community

I hope this helps!