Re: "Pending Transaction" feature question
tmp6986 <[email protected]> Sun, 14 Apr 2024 09:16:49 -0400
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Organization | A noiseless patient Spider |
| Message-ID | <[email protected]> |
On 4/13/2024 3:57 PM, Andrew wrote: > So I see that Q now has a new 'Pending Transaction' feature one can turn > on. Fortunately, they have the default set to 'OFF'. > > I am wondering why people would want this given the following three > circumstances. > > 1. A pending transaction often goes away *completely*, such as a hold > against a hotel which COMPLETELY gets released if one had pre-paid the > hotel without any additional charge applied to your hotel bill. IMO, > this type of transaction should not even be displayed in your register > since you'll never incur the expenses. > > 2. A pending transaction is often totally *wrong*, although a legitimate > other value you do owe will exist, such as a restaurant charge that did > not include your gratuity such that when it does accurately hit your > books it will be a different amount. Is Q smart enough to *update* your > register with the correct amount? > > 3. A pending transaction *might* have the wrong date when it actually > does hit your Quicken download if Q isn't smart enough to use the > 'correct' date. And is that date the date you incurred the pending > amount, or when it actually gets posted? That date might be different > according to personal preference perhaps. > > Anyone who uses this feature (And I know John Pollard said he's *not* > interested in this, and at the moment, neither am I since these > transactions are not real yet, but reflect a *perhaps* future > transaction that may or may not even be accurate given the above. > > I don't know how Q would differentiate #s 1 and 2 above when they go > pending, and since that is the case, I wouldn't want to even see these > in any way shape of form. > > But I'd love to hear other's opinions. That's what makes this 'fun'. When you enable pending transactions in Preferences, by default, it does NOT display those transactions in the account register. It DOES display them in the Pending Transactions tab - which at least for me, shows up below the actual account register along with the Downloaded transactions tab and the Bills & Income Reminders tab. So if they later go away, they just go away from the Pending Transactions tab and never affect your account register. There is a 2nd level to this option (the right hand column of settings in Pending Transactions - Account Settings) where you can have them show up in the register. But that level is currently grayed out and can't be enable yet in the version I'm running which is the most recent release R55.26. So, presumably, once that right hand column is enabled to be used in the future, you will still have the option not to use that functionality, and just continue to have the pending transactions show up only in the separate Pending Transactions tab below. Hope I explained that right. So far I'm getting to like the feature, and I didn't think I was going to....