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[Bug]: Rules not being applied on transfer transaction #1318

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opened 2026-02-28 19:40:20 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:40:20 -06:00
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Originally created by @bchooxg on GitHub (Aug 10, 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?

I have a rule setup to set the Cleared status to true on any amount >0 or <0.

However I've noticed that when creating a transfer transaction, the record on the other end is not being set to cleared status
i.e if i transfer from Acc A -> Acc B
Acc B's deposit transaction is not cleared and the rules are not being applied on this transaction

Which leads me to think that rules are not being applied on this other record inserted

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Chrome

Operating System

Mac OSX

Originally created by @bchooxg on GitHub (Aug 10, 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? I have a rule setup to set the Cleared status to true on any amount >0 or <0. However I've noticed that when creating a transfer transaction, the record on the other end is not being set to cleared status i.e if i transfer from Acc A -> Acc B Acc B's deposit transaction is not cleared and the rules are not being applied on this transaction Which leads me to think that rules are not being applied on this other record inserted ### Where are you hosting Actual? Pikapods ### What browsers are you seeing the problem on? Chrome ### Operating System Mac OSX
GiteaMirror added the bug label 2026-02-28 19:40:20 -06:00
GiteaMirror commented 2026-02-28 19:40:21 -06:00
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@youngcw commented on GitHub (Aug 11, 2024):

I think the issue is that the Acc B side of the transfer isn't a new transaction and therefor doesn't trigger rules to run. So rules will only be run on the Acc A side since that is the transaction that is actually being added/updated.

@youngcw commented on GitHub (Aug 11, 2024): I think the issue is that the Acc B side of the transfer isn't a new transaction and therefor doesn't trigger rules to run. So rules will only be run on the Acc A side since that is the transaction that is actually being added/updated.
GiteaMirror commented 2026-02-28 19:40:21 -06:00
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@bchooxg commented on GitHub (Feb 3, 2025):

I think the issue is that the Acc B side of the transfer isn't a new transaction and therefor doesn't trigger rules to run. So rules will only be run on the Acc A side since that is the transaction that is actually being added/updated.

Is there any fix or workaround to get rules to be applied for the other side of the transfer transaction ?

@bchooxg commented on GitHub (Feb 3, 2025): > I think the issue is that the Acc B side of the transfer isn't a new transaction and therefor doesn't trigger rules to run. So rules will only be run on the Acc A side since that is the transaction that is actually being added/updated. Is there any fix or workaround to get rules to be applied for the other side of the transfer transaction ?
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Reference: github-starred/actual#1318
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