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Note

Pending Transactions is currently off for most users.



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.

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Yes, a pending transaction can match with a manually entered transaction and will continue to match once the transaction clears and is listed as a regular transaction.

Adjusting your online balance

For connected accounts, the online balance does not typically include pending transactions because the bank does not include them in the Online Balance. For example, if you currently have $5,000 in your account and there is a pending transaction for $4,000, your Online Balance should be $5,000 (not $1,000). If your balance includes pending transactions, you can adjust it to prevent this from happening.

  1. Select the Info icon next to Online Balance at the bottom of the register for an individual account (not All Transactions).
  2. Select Exclude pending.
  3. Select Save.
  4. On the Adjust Online Balance screen, select Update.