Categorise pending transactions - feature request

Hi @gabor.biro - the reason we don’t support this today is that sadly pending transactions work differently across banks and there is no relationship between a pending transaction and a confirmed (aka ‘Booked’) transaction a few days later.

Some card companies don’t give us pending transactions at all, some give us transactions that often change in amount, description and date. Most banks don’t provide any sort of reliable reference ID that links transaction records as they move from pending to booked.

As we can’t trace a transaction that starts as pending and then ultimately changes to an entirely different booked transaction, what we have to do is delete all pending transactions and re-import anything still pending from your bank each time we refresh your data.

This is very different to the confirmed transactions which have reliable data and IDs that don’t often change. So we can record data such as notes, categories etc against these records.

I hope that explains why it works like it does?
Paul

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