Balances not reflecting pending transactions (edited)
Since updating to version 6.18.0, the account balances for Discover, Chase, and AMEX no longer update to include pending transactions. This feature was working correctly in previous versions, and all of my bank connections are properly configured with the "Balance with Pending" setting.
Environment: Web and Mobile (Version 6.18.0)
Affected Institutions: Discover, Chase, AMEX - There could be more.
Comments
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@rosachin21k, thanks for reaching out with this issue!
I just tested in my own Quicken Simplifi, and with my American Express card, and entering a pending transaction was reflected in the balance within just a few seconds. I also have a Chase card, and the same thing there, though I don't think balances reflecting a pending transaction are related to the bank; they're actually a program feature.
Did you try signing out and back in to Quicken Simplifi or refreshing the page after entering the pending transaction? I would also recommend checking your 'Balance with Pending' settings for the accounts themselves to ensure you have it enabled:
As well as checking this setting in your Accounts List:
Let us know how things go!
-Coach Natalie
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