Coming Soon: Pending Transactions

You may have seen whispers of the Pending Transactions beta floating around… and they’re rolling out soon to a budget near you! Like other releases, we’re using a phased approach.

Pending transactions give you quicker insight on the activity in your accounts linked with Direct Import. If you’re familiar with scheduled transactions, they work similarly.

Not all financial institutions offer support for pending transactions. So, there is a chance you may not see them once the feature rolls into your budget.

Here’s the full scoop! We hope you’ll love them. A few things to note:

  • A pending transaction will have a clock icon once it’s been entered in your account register.

  • The pending version imports as uncleared. When the final transaction is posted by your bank, it will import again as cleared—and match, if the amounts are the same.

If all goes according to plan, all YNABers should have this feature by the end of October. We appreciate your patience!
 

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