Does the Statement name change when going from pending to cleared?
Does the Statement name change when going from pending to cleared?
Screenshot of pending with statement name:
Screenshot after it clears:
This was suppose be a draft: I will post screen shot when it clears.
Steve B
Ex Fortran, Cobol, Basic, MS Access and VBA (Visual Basic for Applications programer
Been using Simplifi since Dec 2026.
Best Answers
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Yep, if your bank downloads the pending transaction and then downloads the cleared transaction a day or so later, it overwrites the pending. My bank also changes the date of the transaction.
Mine changes a lot and it adds a transaction number.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
Dollars & Sense (DOS) and MS Money (Windows) 1987-20091 -
@SRC54 thanks for the quick response.
I guess that means I should not do anything (especially rules) before it clears or be very careful.
That also explains some strange behaviours.
My changes are on a credit card. At least it is not changing the date.
Steve B
Ex Fortran, Cobol, Basic, MS Access and VBA (Visual Basic for Applications programer
Been using Simplifi since Dec 2026.
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Well, every bank is slightly different. I only have 3 banks that download pendings. If you have a rule for the pending to change payee or mark as recurring, the second download should recognize it (being the same amount). I usually don't have problems with the cleared transactions matching the already downloaded pending but I do sometimes end up with a duplicate and I merge if I can.
What happens with my local bank is this:
Pending downloads on Day 1
Pending redownloads on Day 2, sometimes matches, sometimes not. I delete the second one (duplicate)
Cleared transaction downloads on Day 3 and matches with the Pending.
My 2 credit cards (Amazon Visa and AMEX) only download the pending once and then the cleared. They usually match no problem. So have never paid much attention to the statement name. I will be on the lookout to see if they change description name as well.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
Dollars & Sense (DOS) and MS Money (Windows) 1987-20091 -
I think I have had pending that did not match the rule, but when it cleared, matched the rule or recurring reminder.
Thanks for the extra info !!!
Steve B
Ex Fortran, Cobol, Basic, MS Access and VBA (Visual Basic for Applications programer
Been using Simplifi since Dec 2026.
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