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[Bug]: Running balance not visible when sortin by oldest transaction first #1574

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opened 2026-02-28 19:47:30 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 19:47:30 -06:00
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Originally created by @inspectorG4dget on GitHub (Nov 9, 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 an account
  2. Enter some transactions in this account
  3. Click on the hamburger menu (three dots menu) and toggle "show running balance" to show the running balance
  4. Click on the Date column to sort transactions so that the most recent transaction is on top. Notice that the running balance is shown correctly.
  5. Click again on the Date column to sort transactions so that the oldest transaction is on top. Notice that the "running balance" column has disappeared; and cannot be toggled on in the hamburger menu

Where are you hosting Actual?

Desktop App (Electron)

What browsers are you seeing the problem on?

No response

Operating System

Mac OSX

Originally created by @inspectorG4dget on GitHub (Nov 9, 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 an account 2. Enter some transactions in this account 3. Click on the hamburger menu (three dots menu) and toggle "show running balance" to show the running balance 4. Click on the Date column to sort transactions so that the most recent transaction is on top. Notice that the running balance is shown correctly. 5. Click again on the Date column to sort transactions so that the oldest transaction is on top. Notice that the "running balance" column has disappeared; and cannot be toggled on in the hamburger menu ### Where are you hosting Actual? Desktop App (Electron) ### What browsers are you seeing the problem on? _No response_ ### Operating System Mac OSX
GiteaMirror added the transactionsbug labels 2026-02-28 19:47:30 -06:00
GiteaMirror commented 2026-02-28 19:47:31 -06:00
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@joel-jeremy commented on GitHub (Nov 27, 2024):

Can you please test the demo link on https://github.com/actualbudget/actual/pull/3708 to see if the issue is fixed on the migrated accounts component?

@joel-jeremy commented on GitHub (Nov 27, 2024): Can you please test the demo link on https://github.com/actualbudget/actual/pull/3708 to see if the issue is fixed on the migrated accounts component?
GiteaMirror commented 2026-02-28 19:47:31 -06:00
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@prplepkbug1 commented on GitHub (May 27, 2025):

i'm having the same issue in the web app version.

@prplepkbug1 commented on GitHub (May 27, 2025): i'm having the same issue in the web app version.
GiteaMirror commented 2026-02-28 19:47:31 -06:00
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@Crosis47 commented on GitHub (Nov 3, 2025):

This is also an issue those who like to sort by cleared / reconciled. I have always preferred to sort my tracking by reconciliation then by date. This sorting option is available in Actual but the Running balance option disappears when using it.
Example Sorting in both directions:
Reconciled -> Cleared -> Uncleared sorted oldest to newest
or
Uncleared sorted newest to oldest -> Cleared -> Reconciled

This style of sorting gives me the clearest picture of what I have and what I will have in the future without breaking any type of tracking. This is almost a necessity when you have preorders / backorders that may not charge for weeks to months after the date of transaction or if you have a paper check transaction (as rare as they may be).

I think it would be most beneficial to just have the running balance visible when sorted (ascending or descending) by cleared / reconciled and or by date

@Crosis47 commented on GitHub (Nov 3, 2025): This is also an issue those who like to sort by cleared / reconciled. I have always preferred to sort my tracking by reconciliation then by date. This sorting option is available in Actual but the Running balance option disappears when using it. Example Sorting in both directions: Reconciled -> Cleared -> Uncleared sorted oldest to newest or Uncleared sorted newest to oldest -> Cleared -> Reconciled This style of sorting gives me the clearest picture of what I have and what I will have in the future without breaking any type of tracking. This is almost a necessity when you have preorders / backorders that may not charge for weeks to months after the date of transaction or if you have a paper check transaction (as rare as they may be). I think it would be most beneficial to just have the running balance visible when sorted (ascending or descending) by cleared / reconciled and or by date
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Reference: github-starred/actual#1574
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