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[GH-ISSUE #6002] [Bug]: Scheduled transfer not matching when file import on payee account happens first #16803
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Reference: github-starred/actual#16803
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Originally created by @kenyarnall on GitHub (Oct 26, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/6002
Verified issue does not already exist?
What happened?
I have a scheduled payment from my checking account to my credit card (both on budget). I set up the schedule as follows:
I also have two Pre rules in place that create transfers when I do file imports (no sync for me) on the accounts:
One rule says
The other rule says
When I import a file from either account, the transfer gets created as expected, and if I do both imports, it is deduplicated as expected.
The BUG: If I import the transaction from the Checking Account first, the schedule is linked to the transaction as expected. HOWEVER, if I first import the transaction from the Credit Card Account, the schedule is not linked, not even after both imports are done.
Whether the schedule is linked is sensitive to which import is done first.
My initial suspicion is that this is related to the sign of the amount in the schedule compared to the value stored in the transfer, but I dunno -- never looked at the code.
How can we reproduce the issue?
I believe I described this sufficiently in the bug description.
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
Chrome
Operating System
Linux
@kenyarnall commented on GitHub (Oct 26, 2025):
I tried changing the schedule from an approximate amount to a large range from -xxxx to +xxxx, and that did not fix the issue.
@MatissJanis commented on GitHub (Oct 26, 2025):
👋 Hi!
Please provide a budget we could download (zip file) as well as a CSV that we can import to reproduce the issue.
Thanks
@kenyarnall commented on GitHub (Oct 27, 2025):
I've put a sample budget together, along with two .csv imports -- attached to this comment. The budget contains two Pre rules and a schedule. The CSV files each contain a single transaction, both sides of a transfer.
My experience: Import checkingaccount.csv first, and the schedule is linked. Import creditcard.csv first and the schedule is not linked.
2025-10-27-Test Budget.zip
creditcard.csv
checkingaccount.csv
@MatissJanis commented on GitHub (Oct 29, 2025):
Thanks! The reproduction really helped.
I think this change will fix the issue. Could you please verify using the demo link?
@kenyarnall commented on GitHub (Oct 29, 2025):
I tried it using the test data, and here's what I observe:
Here are some pics.
First, before any import:
After import to credit card:
After second import to checking account:
Maybe it's just the logic that governs whether the linked schedule icon is displayed that is wrong now?
@MatissJanis commented on GitHub (Oct 29, 2025):
Thanks @kenyarnall!
Looks like only one side of the ledger got updated to match a schedule whereas the other was not updated (thus no icon). I've updated the PR. Try again and let me know if you spot any other issue.
@kenyarnall commented on GitHub (Oct 29, 2025):
Hi @MatissJanis. That version works with my tests, and the code makes good sense, too.
Thanks very much for tending to this. I am very impressed with how you all run this project, and am hoping to start contributing next year when my work slows down.