[Bug]: Reconciling accounts doesn't show cleared checkboxes #393

New Issue

GiteaMirror · 2026-02-28T19:02:17-06:00

GiteaMirror commented

2026-02-28 19:02:17 -06:00

Originally created by @DistroByte on GitHub (May 7, 2023).

Verified issue does not already exist?

I have searched and found no existing issue

What happened?

When reconciling an account with "show cleared checkboxes" disabled (no checkboxes), a notice is shown to the user stating the cleared vs uncleared balance of the account. If this is hidden, then the UI is inconsistent. Either force enabling the checkboxes or notifying the user they have them off would be a solution to this problem.

To reproduce, create an account, add some uncleared transactions, hide the checkboxes, reconcile the account.

What error did you receive?

No response

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @DistroByte on GitHub (May 7, 2023). ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? When reconciling an account with "show cleared checkboxes" disabled (no checkboxes), a notice is shown to the user stating the cleared vs uncleared balance of the account. If this is hidden, then the UI is inconsistent. Either force enabling the checkboxes or notifying the user they have them off would be a solution to this problem. To reproduce, create an account, add some uncleared transactions, hide the checkboxes, reconcile the account. ![image](https://user-images.githubusercontent.com/58866873/236706156-59f9f3b8-a6ab-48e8-a15a-dc098f286e1e.png) ### What error did you receive? _No response_ ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11

GiteaMirror added the bug user interface transactions good first issue labels 2026-02-28 19:02:17 -06:00

GiteaMirror closed this issue

2026-02-28 19:02:17 -06:00

GiteaMirror commented

2026-02-28 19:02:18 -06:00

@rich-howell commented on GitHub (May 9, 2023):

Maybe a silly question but how can you reconcile a budget if you can't clear transactions?

@rich-howell commented on GitHub (May 9, 2023): Maybe a silly question but how can you reconcile a budget if you can't clear transactions?

GiteaMirror commented

2026-02-28 19:02:18 -06:00

@DistroByte commented on GitHub (May 9, 2023):

Not really a silly question, but with the addition of the "hide checkboxes" for accounts (like cash, where transaction is instant), reconciling cash balances should be instant also.

@DistroByte commented on GitHub (May 9, 2023): Not really a silly question, but with the addition of the "hide checkboxes" for accounts (like cash, where transaction is instant), reconciling cash balances should be instant also.

GiteaMirror commented

2026-02-28 19:02:19 -06:00

@shall0pass commented on GitHub (May 9, 2023):

If you set a rule to automatically clear transactions for that account, it would give the desired behavior since you assume all those transactions are cleared anyways.

See the second Q in the docs. https://actualbudget.github.io/docs/Budgeting/rules/rules-custom

@shall0pass commented on GitHub (May 9, 2023): If you set a rule to automatically clear transactions for that account, it would give the desired behavior since you assume all those transactions are cleared anyways. See the second Q in the docs. https://actualbudget.github.io/docs/Budgeting/rules/rules-custom

GiteaMirror commented

2026-02-28 19:02:19 -06:00

@DistroByte commented on GitHub (May 9, 2023):

That's valid, however the UI is still inconsistent without that rule, which I imagine most people won't think to create (myself included)

@DistroByte commented on GitHub (May 9, 2023): That's valid, however the UI is still inconsistent without that rule, which I imagine most people won't think to create (myself included)