If you access your bank via Express Web Connect you may be able to see pending transactions. This depends on whether your bank sends that information when connecting with Quicken.
Turning pending transactions on or off
Many people would like to see their pending transactions, but others prefer to only work with transactions that have cleared. To turn pending transactions on, click the hourglass at the bottom of the page and select Show pending transactions. If transactions are already on, click the hourglass at the bottom of the page and deselect Show pending transactions.
Include or exclude pending transactions from your balances.
For the Ending balance and the Current balance, you can choose whether to have your balance include pending transactions. To include pending transactions, click the hourglass at the bottom of the page and select Include in Ending & Current balances when shown. Deselect Include in Ending & Current balances when shown to exclude pending transactions from your balances.
What is a pending transaction?
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- A restaurant has held the amount of the initial bill but may wait for payment until it has processed tips or other charges.
- A hotel may request a hold for a certain amount up front for room charges with the expectation that the pending transaction will be canceled or updated when you check out.
- When you purchase fuel through self-service the station usually begins by putting a hold on your account. while this hold often disappears as soon as you finish fueling, it may sometimes stay on your account longer.
- The bank may be processing a deposit to your account (often by check), but is waiting for the funds to clear.
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Turning pending transactions on or off
Many people would like to see their pending transactions, but others prefer to only work with transactions that have cleared. To turn pending transactions on, click the hourglass at the bottom of the page and select Show pending transactions. If transactions are already on, click the hourglass at the bottom of the page and deselect Show pending transactions.
Include or exclude pending transactions from your balances.
If you use auto-accept for your transactions (no manual review), then you have the option to include or exclude pending transactions from your Ending balance and Current balance. To include pending transactions, click the hourglass at the bottom of the page and select Include in Ending & Current balances when shown. Deselect Include in Ending & Current balances when shown to exclude pending transactions from your balances.
Identifying pending transactions in the register
Pending transactions appear in your register. They are separated from other transactions by a solid green line and displayed with a different shade of color than standard transactions so you can easily identify them. They also display an hourglass icon in the Status column.
Identifying pending transactions with Compare to Register
If you do not auto-accept transactions and instead use Compare to Register to review your transactions, then your pending transaction will appear in your Compare to Register panel. To see just the pending items select the Pending Transactions at the top of the panel.
Mor information about Compare to Register.
What happens when a pending transaction clears?
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