Request: Allow notes for pending transactions from connected accounts

[ChrisBrighton]

I usually add notes to transactions as they come in, so I don’t forget what it was for.

With connected bank/card accounts, it’s currently not possible to add a note while the transaction is pending. Sometimes this takes a while. It would be great if it was possible!

Thanks!

[Scratch]

I would really appreciate this being added as a feature too. It is really annoying to have to wait for a transaction to come through properly before being able to categorise it and add notes to it. I use these functionalities in a similar in order to keep track of different types of spending and it is particularly useful when travelling and taking out cash.

[ChrisBrighton]

I’m glad I’m not the only one! It seems such a weird restriction.

[Revels]

A big update to connected accounts

This is unfortunately a limitation for us as well Some banks make it basically impossible to track a transaction from pending to booked, meaning we’d loose your categorisation data as it cleared. We decided that not allowing you to categorise pending transactions was a better experience than this We do show them in summary however, in their own pending “category” We’ll constantly re-assess this though, most banks are improving their data quality so if it rea…

[ChrisBrighton]

Good to know. Thanks!

Obviously that was 3.5 years ago. I wonder if it’s been checked recently.

[Revels]

I doubt it has changed because this request comes most months.