"Pending Transactions" - How to handle a situation
I used my credit card to pay for dinner at a restaurant. I added a tip to my bill. I entered the amount into my credit card register for the amount including the tip.
This morning, the "pending transactions" feature was rolled out to me. When I imported transactions for this credit card, it imported this particular restaurant transaction as a "pending transaction" for the amount BEFORE the tip. So, now, I have two transactions in my account register for the same transaction but for different amounts.
Since I recognized these two items as being the same transaction, I clicked on them both and selected the "Match" option from the drop menu. Both transactions were combined as one transaction ... but the amount displayed was the now the amount BEFORE the tip. This, of course, is not correct. I manually corrected the dollar amount of the transaction.
What is the proper way to handle this situation? Leaving them alone now shows a second transaction for the same event but for a different amount, and matching them seems to select the incorrect amount.
Hi Terry Bauer !
Sorry for the trouble there! Superbone listed two options above, but I wanted to add a quick third. When that transaction clears and imports again from your bank (this time, with the cleared amount, so including tip) you can match them again. It'll take the newly imported amount, which should now be correct. I wouldn't leave the incorrect amount entered while waiting for the cleared amount to reimport, but wanted to point out YNAB will give you another chance to confirm and make sure the balance is correct.