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[Bug]: Not possible to make split transactions after they are reconciled in the "Uncategorized Transactions" view #1162

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opened 2026-02-28 19:34:22 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:34:22 -06:00
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Originally created by @ahal on GitHub (Jun 22, 2024).

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

It's not possible to create a split transaction in the "Uncategorized Transactions" view, if that transaction is reconciled.

STR:

  1. Create an uncategorized transaction, mark it as cleared, then reconcile the account
  2. Go to the "Uncategorized Transactions" view
  3. Make a split, add two subcategories
  4. Enter a value into one of the subcategories, then click somewhere else (e.g the input box for the other subcategory)

Expected Result:

The transaction stays open so you can finish filling out the costs for the remaining subcategories.

Actual Result:

The pop-up dialog warning that you are modifying a reconciled transaction appears. Upon closing this dialog, the page is refreshed and the transaction you were modifying disappears from the "Uncategorized Transactions" view.

I believe there are two bugs happening here:

  1. A split transaction that is only partially filled out should be considered "uncategorized" and remain in the "Uncategorized Transactions" view.
  2. Editing a split transaction should not trigger the warning dialog about editing reconciled transactions, as Actual will display in the UI that there is unassigned money that needs to be rectified if the subcategories don't sum up to the total cost of the transaction.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

No response

Operating System

Linux

Originally created by @ahal on GitHub (Jun 22, 2024). ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? It's not possible to create a split transaction in the "Uncategorized Transactions" view, if that transaction is reconciled. STR: 1. Create an uncategorized transaction, mark it as cleared, then reconcile the account 2. Go to the "Uncategorized Transactions" view 3. Make a split, add two subcategories 4. Enter a value into one of the subcategories, then click somewhere else (e.g the input box for the other subcategory) Expected Result: The transaction stays open so you can finish filling out the costs for the remaining subcategories. Actual Result: The pop-up dialog warning that you are modifying a reconciled transaction appears. Upon closing this dialog, the page is refreshed and the transaction you were modifying disappears from the "Uncategorized Transactions" view. I believe there are two bugs happening here: 1. A split transaction that is only partially filled out should be considered "uncategorized" and remain in the "Uncategorized Transactions" view. 2. Editing a split transaction should not trigger the warning dialog about editing reconciled transactions, as Actual will display in the UI that there is unassigned money that needs to be rectified if the subcategories don't sum up to the total cost of the transaction. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? _No response_ ### Operating System Linux
GiteaMirror added the transactionsbug labels 2026-02-28 19:34:22 -06:00
GiteaMirror commented 2026-02-28 19:34:23 -06:00
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@ahal commented on GitHub (Jan 18, 2025):

Note that this seems to have been fixed at some point. The pop-up for reconciled transactions still appears for each time a value is entered in the split (which is a bit annoying), but at least the transaction does not disappear from the "Uncategorized transactions" afterwards. Thanks to whoever fixed this!

@ahal commented on GitHub (Jan 18, 2025): Note that this seems to have been fixed at some point. The pop-up for reconciled transactions still appears for each time a value is entered in the split (which is a bit annoying), but at least the transaction does not disappear from the "Uncategorized transactions" afterwards. Thanks to whoever fixed this!
GiteaMirror commented 2026-02-28 19:34:23 -06:00
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@ahal commented on GitHub (Feb 1, 2025):

This behaviour has re-appeared. I'm not sure if there was a change that got backed out, or if there was some other factor that hid the behaviour when I closed the issue, or if I was just confused and thought it had stopped when in reality it didn't.

@ahal commented on GitHub (Feb 1, 2025): This behaviour has re-appeared. I'm not sure if there was a change that got backed out, or if there was some other factor that hid the behaviour when I closed the issue, or if I was just confused and thought it had stopped when in reality it didn't.
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Reference: github-starred/actual#1162
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