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[Bug]: Copy last month's budget not working #1521

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opened 2026-02-28 19:46:14 -06:00 by GiteaMirror · 12 comments
GiteaMirror commented 2026-02-28 19:46:14 -06:00
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Originally created by @psybers on GitHub (Oct 18, 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 am using tracking budget (might not be a bug for envelope).

Normally, I go to the next month around now (half way through the current month) and copy the budget over, using "copy last months budget" in the menu:

image

When I try that now, nothing happens. No errors in the JS console. Literally nothing. Just stays as zero's.

I can select the last option and set it to the 3 month average, and that works. And then I can select the second and zero it back out. But the first option does nothing at all.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome

Operating System

Mac OSX

Originally created by @psybers on GitHub (Oct 18, 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 am using tracking budget (might not be a bug for envelope). Normally, I go to the next month around now (half way through the current month) and copy the budget over, using "copy last months budget" in the menu: <img width="266" alt="image" src="https://github.com/user-attachments/assets/c7ff7948-0c81-423e-a273-cac38cf5547a"> When I try that now, nothing happens. No errors in the JS console. Literally nothing. Just stays as zero's. I can select the last option and set it to the 3 month average, and that works. And then I can select the second and zero it back out. But the first option does nothing at all. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Chrome ### Operating System Mac OSX
GiteaMirror added the bug label 2026-02-28 19:46:14 -06:00
GiteaMirror commented 2026-02-28 19:46:15 -06:00
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@psybers commented on GitHub (Oct 18, 2024):

Ok interesting follow-up: if I manually set some value in November, I can 'copy last months budget' in December and it copies it over.

So only November is broken...

@psybers commented on GitHub (Oct 18, 2024): Ok interesting follow-up: if I manually set some value in November, I can 'copy last months budget' in December and it copies it over. So only November is broken...
GiteaMirror commented 2026-02-28 19:46:15 -06:00
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@psybers commented on GitHub (Oct 18, 2024):

First, there would be no "compatability issue" between the server in Docker and running the client in Mac. If there was any incompatibility, it would simply be the fact the client is running on mac.

Second, why would it be a "right time" issue? I already mentioned I tried it "in the middle of the month". But why would other months copy just fine and not this single month?

@psybers commented on GitHub (Oct 18, 2024): First, there would be no "compatability issue" between the server in Docker and running the client in Mac. If there was any incompatibility, it would simply be the fact the client is running on mac. Second, why would it be a "right time" issue? I already mentioned I tried it "in the middle of the month". But why would other months copy just fine and not this single month?
GiteaMirror commented 2026-02-28 19:46:15 -06:00
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@youngcw commented on GitHub (Oct 18, 2024):

@psybers what happens if you switch to the envelope budget and add in a budget for October, then switch back to tracking and do the copy?

@youngcw commented on GitHub (Oct 18, 2024): @psybers what happens if you switch to the envelope budget and add in a budget for October, then switch back to tracking and do the copy?
GiteaMirror commented 2026-02-28 19:46:15 -06:00
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@psybers commented on GitHub (Oct 18, 2024):

@youngcw Ohhhh fun. So if I do that, it copies the envelope's budget over and not the tracking budget!

@psybers commented on GitHub (Oct 18, 2024): @youngcw Ohhhh fun. So if I do that, it copies the envelope's budget over and not the tracking budget!
GiteaMirror commented 2026-02-28 19:46:16 -06:00
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@youngcw commented on GitHub (Oct 18, 2024):

It does that in the edge deploy too. I don't know what would have broke that, or if its just some weird edge case that just happened to come out this month

@youngcw commented on GitHub (Oct 18, 2024): It does that in the edge deploy too. I don't know what would have broke that, or if its just some weird edge case that just happened to come out this month
GiteaMirror commented 2026-02-28 19:46:16 -06:00
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@psybers commented on GitHub (Oct 18, 2024):

@youngcw Are you sure about that? If I load the demo budget on edge, enable tracking, set a tracking budget, then try to copy it seem to work as expected.

@psybers commented on GitHub (Oct 18, 2024): @youngcw Are you sure about that? If I load the demo budget on edge, enable tracking, set a tracking budget, then try to copy it seem to work as expected.
GiteaMirror commented 2026-02-28 19:46:16 -06:00
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@youngcw commented on GitHub (Oct 18, 2024):

@youngcw Are you sure about that? If I load the demo budget on edge, enable tracking, set a tracking budget, then try to copy it seem to work as expected.

Thats how I knew to point it out to you

@youngcw commented on GitHub (Oct 18, 2024): > @youngcw Are you sure about that? If I load the demo budget on edge, enable tracking, set a tracking budget, then try to copy it seem to work as expected. Thats how I knew to point it out to you
GiteaMirror commented 2026-02-28 19:46:16 -06:00
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@psybers commented on GitHub (Oct 18, 2024):

Oh interesting. It doesn't do it with the demo data, but it does it with my exported/imported data.

@psybers commented on GitHub (Oct 18, 2024): Oh interesting. It doesn't do it with the demo data, but it does it with my exported/imported data.
GiteaMirror commented 2026-02-28 19:46:17 -06:00
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@youngcw commented on GitHub (Oct 18, 2024):

I recently merged in a copy template. Maybe try that. I don't think I tested it with the tracking budget, so it might do the same thing

@youngcw commented on GitHub (Oct 18, 2024): I recently merged in a copy template. Maybe try that. I don't think I tested it with the tracking budget, so it might do the same thing
GiteaMirror commented 2026-02-28 19:46:17 -06:00
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@psybers commented on GitHub (Oct 18, 2024):

I'm not looking for a way to fix this single month in my own budget. As I mentioned, it is only November that has this problem. December seems to copy just fine. I can just manually copy over the values for a single month.

I'm just trying to figure out what the bug is so we can fix it, in case it occurs more frequently later on.

@psybers commented on GitHub (Oct 18, 2024): I'm not looking for a way to fix this single month in my own budget. As I mentioned, it is *only* November that has this problem. December seems to copy just fine. I can just manually copy over the values for a single month. I'm just trying to figure out what the bug is so we can fix it, in case it occurs more frequently later on.
GiteaMirror commented 2026-02-28 19:46:17 -06:00
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@youngcw commented on GitHub (Oct 19, 2024):

can you try #3694 and see if it fixes your issue?

@youngcw commented on GitHub (Oct 19, 2024): can you try #3694 and see if it fixes your issue?
GiteaMirror commented 2026-02-28 19:46:18 -06:00
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@psybers commented on GitHub (Oct 19, 2024):

@youngcw Bingo, that fixed it. Nice job!

@psybers commented on GitHub (Oct 19, 2024): @youngcw Bingo, that fixed it. Nice job!
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