When a transaction syncs and is pending, our data provider sends us a new posted transaction and then automatically instructs our system to delete the pending transaction. This has resulted in the edits made to the pending transaction being lost. The transaction record is still preserved and can be restored if necessary.
To provide our users with more flexibility and control over their finances, we have designed an "Allow edits to pending transactions" setting. This is an important feature for users who need to make changes to their transactions before they are finalized. With this new toggle, you can now turn on or off the ability to edit pending transactions in your settings for everyone in your household.
Setting edits for pending transactions preference
- On desktop, navigate to Settings > Preferences.
- Toggle on or off the Allow edits on pending transactions toggle. Your selection will automatically save and be applied.
Please Note: Turning this on for your household will once again count pending transactions as part of your cash flow and budget, and you'll still be at risk of losing any edits you make when the posted version syncs.
Tip: You can toggle on or off other options on this Preferences page such as "Mark new transactions as 'Needs review'" and "Mark uncategorized transactions as 'Needs review'".