How to remove erroneous pending transactions from Net Worth?

Question

I had an erroneous "pending" transaction which has subsequently been removed from my transactions both in my credit card account, and in the actual transitions list in Simplfiy.

However, the Net Worth graph is still showing this pending transaction as seen in the right most spike in this image:

The transaction was a phantom. There was no deposit, and the net worth should not show a change, as in reality no change existed.

How can the Net Worth graph be fixed to accurately show the balance changes, and not to include this articifal pending transaction which never posted?

Coach Jon · Answer

Hello @cloudquick,

I am not entirely sure it was a bug, but if the solution I presented resolved the issue, I am more than glad. If this does happen again in the future regarding the erroneous pending transaction you mentioned, let us know!

Thank you!

cloudquick · Answer

Thanks for the work around. Is the behavior I described a bug?

Coach Jon · Answer

Hello @cloudquick,

Thanks for reaching out! To correct the Net Worth graph as shown in your example above, you can import your Account Balance History into Quicken Simplifi. By importing historical account balances, you can ensure your Net Worth accurately reflects your accounts over time.

Our support article has steps on how to do this in Quicken Simplifi:

https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history#h_15d0a69615

I hope this helps!