Bank Balance vs Balance with Pending per account

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roscoevm
roscoevm Member
edited June 2023 in Feature Requests

Would love to be able set this as a default per account. Use case is that my bank accounts include any pending transactions in their balance, and my Cr Cards Exclude pending transactions from the balance.

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Already Offered · Last Updated

Simplifi already offers the ability to disable pending transactions from being counted toward the balance for individual accounts.

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    Hello @roscoevm,

    Thank you for posting your request to the Community!

    Great news! Simplifi already offers the ability to change the 'Balance with Pending' setting per individual account from the Web App.

    Disable Pending Transactions From Being Counted for a Single Account:

    1. Hover over the panel on the left-hand side and select Settings.
    2. Select Accounts.
    3. Locate the account you'd like to disable pending transactions from being counted for and click the three dots at the end of it.
    4. Select Edit account.
    5. Place a checkmark in the box for the Balance with Pending section to disable Simplifi from counting pending transactions for this single account.
    6. Click Update.
    7. Wait 4-6 hours for the next successful refresh to see the change take effect.

    More details on this feature are outlined here. With that said, this ability is only available from the Simplifi Web App — are you looking for it for the Mobile App specifically, or does what's currently offered provide you with what you're looking for?

    Please let us know so we can best assist!

    -Coach Natalie

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