Re: "Pending Transaction" feature question

On 4/14/2024 3:40 PM, Andrew wrote:
> On 4/14/2024 9:16 AM, tmp6986 wrote:
>> 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....
>>
>>
>>
>>
>>
>>
> Thanks....that might be reasonable to try as long as they don't 
> immediately show up in my register; another tab to see PENDING might 
> indeed work for me.  As it is, I *do* go online to my credit and bank 
> accounts often to see any 'pending' transactions, so this might be a 
> better way to see that in one view.  Appreciate the feedback.

Yes, that's the way I see it also. I don't ever want to see the pending 
transactions in the account register (until cleared), but do like to be 
able to see them separately below.