Transactions: Manually Post Pending Transactions

Chris Russell

February 26, 2026 15:44

I'd love to be able to manually post pending transactions, then come back and mark them off when they clear. That reduces the chance I'll forget about it.

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  Samuel Grimes

  March 18, 2026 17:57

  I have the same want/need here. It would be great to track pending transactions to the correct budget line item when they are pending. Sometimes, a pending transaction has a different posting total, that issue could maybe be rectified by an alert that a previously tracked transaction's posted total was different.
  
  The problem we have most often is the “safe to spend” amount is not actually safe to spend when there is a pending transaction for days before it settles. Lot's of mental math being done when we have lot's of pending transactions out there.

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  Sarah Buckbee

  July 04, 2026 11:53

  I was just coming to make the same request. Trying to train my husband and I to check the budget first to plan spending and stay in budget, but that doesn't work when pending transactions take days to complete. I'd love to be able to manually enter a transaction and match it to the downloaded transaction when it comes in. 

  In case this work around is helpful for anyone else, for now, I am creating temporary transactions for our most frequently used categories and deleting it when the charges come through. To make it easier, I make 1 “temporary trasaction" for the category each day.  so if I check the account and we spent $30 over 5 transactions, I'll just do 1 $30 transaction and delete it when the transactions come through.    

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