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[Bug]: Amount of upcoming entry with split categories is doubled in the running balance #1618

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opened 2026-02-28 19:48:53 -06:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-02-28 19:48:53 -06:00
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Originally created by @atopley on GitHub (Nov 25, 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?

When viewing the running balance on an account, if an upcoming entry is showing from the Schedule, but has not yet been posted, and it has a rule to split the transaction into multiple categories, the split amounts are added to the total transaction amount when calculating the running balance (e.g. a transaction with total value £300 would change the running balance by £600).

Recreatable as follows:

  1. Enable "Show running balances" on an account
  2. Create a scheduled against that account that is due within 7 days (or within the period specified under the experimental feature "Scheduled transaction upcoming length adjustment")
  3. In the schedule click "Edit as rule"
  4. Click "Split into multiple categories" and add 2 or more splits then save the rule
  5. Check the running balance against the upcoming transaction

A demo budget files showing the issue is attached
2024-11-25-My Finances 1.zip

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Microsoft Edge

Operating System

Windows 11

Originally created by @atopley on GitHub (Nov 25, 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? When viewing the running balance on an account, if an upcoming entry is showing from the Schedule, but has not yet been posted, and it has a rule to split the transaction into multiple categories, the split amounts are added to the total transaction amount when calculating the running balance (e.g. a transaction with total value £300 would change the running balance by £600). Recreatable as follows: 1. Enable "Show running balances" on an account 2. Create a scheduled against that account that is due within 7 days (or within the period specified under the experimental feature "Scheduled transaction upcoming length adjustment") 3. In the schedule click "Edit as rule" 4. Click "Split into multiple categories" and add 2 or more splits then save the rule 5. Check the running balance against the upcoming transaction A demo budget files showing the issue is attached [2024-11-25-My Finances 1.zip](https://github.com/user-attachments/files/17909107/2024-11-25-My.Finances.1.zip) ### Where are you hosting Actual? Pikapods ### What browsers are you seeing the problem on? Microsoft Edge ### Operating System Windows 11
GiteaMirror added the bug label 2026-02-28 19:48:53 -06:00
GiteaMirror commented 2026-02-28 19:48:54 -06:00
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@joel-jeremy commented on GitHub (Nov 27, 2024):

I've done some work on the running balance on this PR: https://github.com/actualbudget/actual/pull/3708. Can you please try the demo link on the PR to see if the issue still persists?

@joel-jeremy commented on GitHub (Nov 27, 2024): I've done some work on the running balance on this PR: https://github.com/actualbudget/actual/pull/3708. Can you please try the demo link on the PR to see if the issue still persists?
GiteaMirror commented 2026-02-28 19:48:54 -06:00
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@atopley commented on GitHub (Nov 27, 2024):

Thanks Joel, unfortunately the issue still exists in PR: #3708. See example screenshot, transaction with split categories and total value 1,000 reduces the running balance by 2,000:

image

@atopley commented on GitHub (Nov 27, 2024): Thanks Joel, unfortunately the issue still exists in PR: #3708. See example screenshot, transaction with split categories and total value 1,000 reduces the running balance by 2,000: ![image](https://github.com/user-attachments/assets/b6fe428e-cd25-47ca-a4a5-d814da04f968)
GiteaMirror commented 2026-02-28 19:48:55 -06:00
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@joel-jeremy commented on GitHub (Nov 27, 2024):

@atopley Can you check now? I've pushed some updates. Thanks!

@joel-jeremy commented on GitHub (Nov 27, 2024): @atopley Can you check now? I've pushed some updates. Thanks!
GiteaMirror commented 2026-02-28 19:48:55 -06:00
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@joel-jeremy commented on GitHub (Nov 27, 2024):

By the way, this is related to https://github.com/actualbudget/actual/issues/3508

@joel-jeremy commented on GitHub (Nov 27, 2024): By the way, this is related to https://github.com/actualbudget/actual/issues/3508
GiteaMirror commented 2026-02-28 19:48:55 -06:00
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@atopley commented on GitHub (Nov 28, 2024):

Hi Joel, your updates appear to have fixed the issue, thanks! Apologies for missing #3508 - I did do a search before submitting the issue, so I'm not sure how I missed it

@atopley commented on GitHub (Nov 28, 2024): Hi Joel, your updates appear to have fixed the issue, thanks! Apologies for missing #3508 - I did do a search before submitting the issue, so I'm not sure how I missed it
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Reference: github-starred/actual#1618
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