Feature Request: Option to Show Pending Transactions in the Register

thinklifepro's Avatar

thinklifepro

01 Mar, 2025 03:20 AM

Please add the ability to display pending transactions in the register when downloading transactions. These transactions would only appear while in a pending state. Once the pending state is removed, the transaction would disappear and be replaced by the final posted transaction. This ensures that transactions like gas purchases, which may have different pending and posted amounts, remain visible in the register until finalized.

Plaid supports downloading pending transactions, so it would be beneficial for Moneydance to incorporate them as well. To visually distinguish pending transactions from confirmed ones, the confirmation dot could be displayed in red.

Additionally, it would be helpful to have a toggle feature that allows users to enable or disable the display of pending transactions in the register.

Please see the attached example illustration for reference.

  1. 1 Posted by thinklifepro on 21 Mar, 2025 12:44 PM

    thinklifepro's Avatar

    Any thoughts for a feature request for the future?

  2. 2 Posted by Stuart Beesley ... on 21 Mar, 2025 01:15 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    +1

  3. 3 Posted by Ali on 23 Mar, 2025 07:20 PM

    Ali's Avatar

    +1

  4. 4 Posted by dtd on 23 Mar, 2025 08:20 PM

    dtd's Avatar

    +1

    Would you also put pending credit card transactions into the register, even if they all say zero, since Reminders doesn't project what the amount might be? At the moment, I go ahead and enter them once they close and put the billed amount in, since I always pay them off right before the bill is due. [so they sit there for 3 weeks or so, already entered.].

  5. Support Staff 5 Posted by Maddy on 25 Mar, 2025 05:29 PM

    Maddy's Avatar

    Firstly, please accept my sincere apologies for the delay in responding to your query.

    Thanks for the suggestion for improving Moneydance! I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

  6. 6 Posted by bheck11 on 27 Mar, 2025 12:27 PM

    bheck11's Avatar

    +1

    There would be different ways to handle the details (e.g., @thinklifepro's suggestion to delete the pending when downloading the "real" vs. just using the existing MERGE function after downloading the latter) -- but any pending download method is better than none.

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