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[Bug]: Children of split transactions cannot be marked as one side of a transfer #1570

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opened 2026-02-28 19:47:26 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:47:26 -06:00
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Originally created by @dbendelman on GitHub (Nov 7, 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?

Steps to reproduce

  1. Create transaction A for -$100 in account 1, and transaction B for $50 in account 2.
  2. Split transaction A into 2 -$50 child transactions.
  3. Select a child of transaction A and the unsplit transaction B, and in the pulldown, try to mark these as a transfer.

Expected: It works.
Actual: The "Make transfer" option is greyed out.

Interesting observation

If I select a child of transaction A in account 1, click to change its Payee, click the "Make transfer" button and select account 2, it mostly works: the child transaction is indeed marked as a transfer and a sister transaction is created in account 2. This seems to suggest that the underlying functionality works, it's probably just an issue in the logic that enables/disables that "Make transfer" option in the dropdown. Unfortunately, this workaround isn't ideal because it only covers cases where I want to create a sister transaction in account 2, but there's still no way to mark an existing transaction in account 2 as a transfer with a child of a split.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome, Desktop App (Electron)

Operating System

Linux

Originally created by @dbendelman on GitHub (Nov 7, 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? ### Steps to reproduce 1. Create transaction A for -$100 in account 1, and transaction B for $50 in account 2. 2. Split transaction A into 2 -$50 child transactions. 3. Select a child of transaction A and the unsplit transaction B, and in the pulldown, try to mark these as a transfer. **Expected**: It works. **Actual**: The "Make transfer" option is greyed out. ### Interesting observation If I select a child of transaction A in account 1, click to change its Payee, click the "Make transfer" button and select account 2, it mostly works: the child transaction is indeed marked as a transfer and a sister transaction is created in account 2. **This seems to suggest that the underlying functionality works, it's probably just an issue in the logic that enables/disables that "Make transfer" option in the dropdown.** Unfortunately, this workaround isn't ideal because it only covers cases where I want to create a sister transaction in account 2, but there's still no way to mark an existing transaction in account 2 as a transfer with a child of a split. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Chrome, Desktop App (Electron) ### Operating System Linux
GiteaMirror added the split transactionsbug labels 2026-02-28 19:47:26 -06:00
GiteaMirror commented 2026-02-28 19:47:27 -06:00
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@rbino commented on GitHub (Jan 14, 2025):

Just to add another usecase for this: I have Bank Sync activated and I've made a wire transfer of N euros from my account on Bank A to my account on Bank B.

Bank A has a 50 cent fee for wire transfers so the transactions were:

  • -(N + 0.5)
  • N

The transactions are automatically created by the Bank Sync and I'm able to split the first one in two (0.5 going into "Bank Fees" and N converted with "Make transfer"), but then I'm not able to select the second one and match it with the second half of the split from the first one.

@rbino commented on GitHub (Jan 14, 2025): Just to add another usecase for this: I have Bank Sync activated and I've made a wire transfer of N euros from my account on Bank A to my account on Bank B. Bank A has a 50 cent fee for wire transfers so the transactions were: - `-(N + 0.5)` - `N` The transactions are automatically created by the Bank Sync and I'm able to split the first one in two (`0.5` going into "Bank Fees" and `N` converted with "Make transfer"), but then I'm not able to select the second one and match it with the second half of the split from the first one.
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Reference: github-starred/actual#1570
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