Starting Balance in Trends keeps changing for this month

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21

Honestly, I think I should probably just start looking for an alternative, it’s not something they’ll fix anytime soon. I’ve tried Emma before but I wasn’t too keen but I’ll probably just have to get used to it, it’s their only job so hopefully they’re doing it better than Monzo.

It’s a bit of a pain as it’s a big reason I pay for Max. If I cancel Max I’ll lose my interest and savings bonuses so I’ll have to find new homes for my savings and investments :pensive:

22

I can’t try this, so totally theoretical:

  • Create a custom category called ‘Pending’
  • On the Pending transaction, change it’s category to the ‘Pending’ custom category
  • In Trends, exclude the ‘Pending’ category
  • When the transaction actually posts, change the category from the custom ‘Pending’ to another preferred category - one that is included in Trends

It’s the second step I’m not sure about - can you change the category of a Pending transaction?
If you can, the above workflow will exclude pending transactions in connected accounts until they are posted - theoretically giving you accurate reports.

23

Sadly you can’t do anything with pending transactions :pensive:

1 Like
24

Biggest gripe.

25

Small update. This isn’t an issue with my Barclaycard, pending transactions are reflected in the balance of the card.

26

Looks like the new Chase credit card is causing the same issue. Pending transactions are included in trends but not the pending balance.