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[GH-ISSUE #6196] [Feature]: Remove extra stage from reconciliation workflow #16870

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opened 2026-04-14 19:52:02 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-04-14 19:52:02 -05:00
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Originally created by @Spuddy on GitHub (Nov 18, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/6196

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Unexpected behavior of the reconcile button and inconsistent message.

How can we reproduce the issue?

When reconciling an account, after checking the balance and clicking the "Reconcile" button, a message pops up saying "All Reconciled!" with a button saying "Done Reconciling". If at this point instead of clicking "Done Reconciling" the user navigates to a different page of Actual Budget and then navigates back to that account, the account will not actually be reconciled.

Where are you hosting Actual?

Other

What browsers are you seeing the problem on?

Firefox

Operating System

Linux

Originally created by @Spuddy on GitHub (Nov 18, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/6196 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? Unexpected behavior of the reconcile button and inconsistent message. ### How can we reproduce the issue? When reconciling an account, after checking the balance and clicking the "Reconcile" button, a message pops up saying "All Reconciled!" with a button saying "Done Reconciling". If at this point instead of clicking "Done Reconciling" the user navigates to a different page of Actual Budget and then navigates back to that account, the account will not actually be reconciled. ### Where are you hosting Actual? Other ### What browsers are you seeing the problem on? Firefox ### Operating System Linux
GiteaMirror added the needs votesfeature labels 2026-04-14 19:52:02 -05:00
GiteaMirror commented 2026-04-14 19:52:04 -05:00
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@Spuddy commented on GitHub (Nov 18, 2025):

Having to click three times instead of two to reconcile the account is a nuisance. But not as much of a nuisance as being told your account is reconciled when actually it's not.

The second button should be removed. And perhaps the "All Reconciled!" message would be better put in a notification the same way update notifications are, but disappearing with a timer. The message shouldn't require a dismissal because the user has already clicked the Reconcile button (but should be dismissable if it's in the user's way). No further action should be required on the users part after clicking Reconcile.

<!-- gh-comment-id:3545637259 --> @Spuddy commented on GitHub (Nov 18, 2025): Having to click three times instead of two to reconcile the account is a nuisance. But not as much of a nuisance as being told your account is reconciled when actually it's not. The second button should be removed. And perhaps the "All Reconciled!" message would be better put in a notification the same way update notifications are, but disappearing with a timer. The message shouldn't require a dismissal because the user has already clicked the Reconcile button (but should be dismissable if it's in the user's way). No further action should be required on the users part after clicking Reconcile.
GiteaMirror commented 2026-04-14 19:52:04 -05:00
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@Juulz commented on GitHub (Nov 18, 2025):

If the cleared transactions do not reconcile, that box let's you know how much you are off and gives you the chance to fix that before you click Done.

If the cleared transactions match, it is a two-click process: Reconcile and Done. Clicking Done changes the cleared transactions to the lock icon, thus actually reconciling them.

Perhaps the Done button should say "Complete Reconciliation" or "Lock Transactions" instead.

<!-- gh-comment-id:3549267240 --> @Juulz commented on GitHub (Nov 18, 2025): If the cleared transactions do not reconcile, that box let's you know how much you are off and gives you the chance to fix that before you click Done. If the cleared transactions match, it is a two-click process: Reconcile and Done. Clicking Done changes the cleared transactions to the lock icon, thus actually reconciling them. Perhaps the Done button should say "Complete Reconciliation" or "Lock Transactions" instead.
GiteaMirror commented 2026-04-14 19:52:04 -05:00
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@github-actions[bot] commented on GitHub (Nov 18, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:3549293287 --> @github-actions[bot] commented on GitHub (Nov 18, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-14 19:52:04 -05:00
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@matt-fidd commented on GitHub (Nov 18, 2025):

This falls more under a feature request than a bug, since the app works as intended at the moment.

<!-- gh-comment-id:3549296154 --> @matt-fidd commented on GitHub (Nov 18, 2025): This falls more under a feature request than a bug, since the app works as intended at the moment.
GiteaMirror commented 2026-04-14 19:52:05 -05:00
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@MatissJanis commented on GitHub (Nov 18, 2025):

Changing the label of that button would be a welcome addition IMO. Feel free to cut a PR

<!-- gh-comment-id:3549314317 --> @MatissJanis commented on GitHub (Nov 18, 2025): Changing the label of that button would be a welcome addition IMO. Feel free to cut a PR
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