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[GH-ISSUE #4571] [Bug]: In/Out column cannot be selected #43603

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opened 2026-04-26 04:12:30 -05:00 by GiteaMirror · 8 comments
GiteaMirror commented 2026-04-26 04:12:30 -05:00
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Originally created by @Gmanicus on GitHub (Mar 8, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4571

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When importing transactions from a CSV, I appear to be unable to specify which column determines whether the amount is in/outflow.

I see "In/Out" in the preview, but no option to select which column has the value.

Image

How can we reproduce the issue?

  1. Import CSV with "Split into separate inflow outflow columns" enabled
  2. Import CSV again, but disable split mode
  3. Check "Select column to specify if amount goes in/out"
    In-Out-Example.csv

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome, Other

Operating System

Windows 10

Originally created by @Gmanicus on GitHub (Mar 8, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4571 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? When importing transactions from a CSV, I appear to be unable to specify which column determines whether the amount is in/outflow. I see "In/Out" in the preview, but no option to select which column has the value. ![Image](https://github.com/user-attachments/assets/154952cb-6973-458d-ba51-845333de670f) ### How can we reproduce the issue? 1. Import CSV with "Split into separate inflow outflow columns" enabled 2. Import CSV again, but disable split mode 3. Check "Select column to specify if amount goes in/out" [In-Out-Example.csv](https://github.com/user-attachments/files/19139829/In-Out-Example.csv) ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Chrome, Other ### Operating System Windows 10
GiteaMirror added the needs infobug labels 2026-04-26 04:12:30 -05:00
GiteaMirror commented 2026-04-26 04:12:33 -05:00
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@youngcw commented on GitHub (Mar 8, 2025):

Have you typed in the column to use in the field next to the checkbox?

<!-- gh-comment-id:2707875183 --> @youngcw commented on GitHub (Mar 8, 2025): Have you typed in the column to use in the field next to the checkbox?
GiteaMirror commented 2026-04-26 04:12:33 -05:00
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@Gmanicus commented on GitHub (Mar 8, 2025):

I believe so. Let me double-check. Yes. The column name is "Credit or Debit". Entering that doesn't update the preview with the correct in/out flows. If I understand correctly, I think that text box is for determining which value within the column is "positive" and by exclusion which is "negative" as well.

<!-- gh-comment-id:2707891565 --> @Gmanicus commented on GitHub (Mar 8, 2025): I _believe_ so. Let me double-check. Yes. The column name is "Credit or Debit". Entering that doesn't update the preview with the correct in/out flows. If I understand correctly, I think that text box is for determining which value within the column is "positive" and by exclusion which is "negative" as well.
GiteaMirror commented 2026-04-26 04:12:34 -05:00
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@youngcw commented on GitHub (Mar 8, 2025):

Seems just fine to me

Image

<!-- gh-comment-id:2707896957 --> @youngcw commented on GitHub (Mar 8, 2025): Seems just fine to me ![Image](https://github.com/user-attachments/assets/68cc70dc-75f1-4f18-95cf-f1e6cfa9efe0)
GiteaMirror commented 2026-04-26 04:12:35 -05:00
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@Gmanicus commented on GitHub (Mar 8, 2025):

Huh. Something's odd on my end. When I check "Select in/out column", it auto-checks "Split amount into separate inflow/outflow columns" and locks me out of disabling them. Now I can't change either option even if I exit out of the modal. If I come back, they're still checked 👀

I wonder if this is a bug caused by having an account that already has inflow and outflow columns and saved transactions.

Image

<!-- gh-comment-id:2707900392 --> @Gmanicus commented on GitHub (Mar 8, 2025): Huh. Something's odd on my end. When I check "Select in/out column", it auto-checks "Split amount into separate inflow/outflow columns" and locks me out of disabling them. Now I can't change either option even if I exit out of the modal. If I come back, they're still checked 👀 I wonder if this is a bug caused by having an account that _already has_ inflow and outflow columns and saved transactions. ![Image](https://github.com/user-attachments/assets/24cbc47b-74ed-425c-a7ad-6172cc78c6e0)
GiteaMirror commented 2026-04-26 04:12:36 -05:00
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@Gmanicus commented on GitHub (Mar 8, 2025):

Tried setting up a dev environment but couldn't get it started up. Will probably take another crack at it tomorrow to see if I can take a peek at the code. Thanks for taking a look and troubleshooting with me 🙏

<!-- gh-comment-id:2707902930 --> @Gmanicus commented on GitHub (Mar 8, 2025): Tried setting up a dev environment but couldn't get it started up. Will probably take another crack at it tomorrow to see if I can take a peek at the code. Thanks for taking a look and troubleshooting with me 🙏
GiteaMirror commented 2026-04-26 04:12:37 -05:00
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@MatissJanis commented on GitHub (Mar 28, 2025):

@Gmanicus how's this looking? All good?

I'd like to close the issue if all good.

<!-- gh-comment-id:2761473353 --> @MatissJanis commented on GitHub (Mar 28, 2025): @Gmanicus how's this looking? All good? I'd like to close the issue if all good.
GiteaMirror commented 2026-04-26 04:12:38 -05:00
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@Gmanicus commented on GitHub (Mar 29, 2025):

Hey @MatissJanis, sorry for the delay on this. Got busy over the last few weeks and never got back to this.

Still stuck, unfortunately. Going to get back on that dev environment right now and will report back.

EDIT: Finally figured out what was going wrong and got the dev container up. I'll start poking around.

<!-- gh-comment-id:2763077739 --> @Gmanicus commented on GitHub (Mar 29, 2025): Hey @MatissJanis, sorry for the delay on this. Got busy over the last few weeks and never got back to this. Still stuck, unfortunately. Going to get back on that dev environment right now and will report back. EDIT: Finally figured out what was going wrong and got the dev container up. I'll start poking around.
GiteaMirror commented 2026-04-26 04:12:38 -05:00
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@Gmanicus commented on GitHub (Mar 29, 2025):

I wonder if this is a bug caused by having an account that already has inflow and outflow columns and saved transactions.

I think I was spot on here.

When the In/Out status is changed, it reloads the preview. This then reloads the transactions, as well as the Split amount status. Split amount appears to be enabled if either the Inflow or Outflow columns have values.

Additionally, In/Out appears to be designed to be used in replacement of Split amount. So, if In/Out is enabled, Split amount is disabled, and vice versa.

Due to my configuration, I have a bit of a catch 22 situation. My transactions already have Inflow/Outflow columns, so Split amount is enabled. My configuration has also saved In/Out as enabled since I tried to set it previously. So, both are enabled, making me unable to disable either of them.

If I work around this by changing the disabled condition, Split amount still remains checked since I already have Inflow/Outflow columns, making me unable to set up In/Out. How I got there in the first place, I do not know.

I have some plan of how to fix this:

  1. The In/Out behavior should work with Split amount, not against it, and change how the transaction value is saved accordingly.
<!-- gh-comment-id:2764234436 --> @Gmanicus commented on GitHub (Mar 29, 2025): > I wonder if this is a bug caused by having an account that already has inflow and outflow columns and saved transactions. I think I was spot on here. When the In/Out status is changed, it reloads the preview. This then reloads the transactions, as well as the `Split amount` status. `Split amount` appears to be enabled if either the Inflow or Outflow columns have values. Additionally, In/Out appears to be designed to be used in replacement of `Split amount`. So, if `In/Out` is enabled, `Split amount` is disabled, and vice versa. Due to my configuration, I have a bit of a catch 22 situation. My transactions already have Inflow/Outflow columns, so `Split amount` is **enabled.** My configuration has also saved `In/Out` as enabled since I tried to set it previously. So, both are enabled, making me unable to disable either of them. If I work around this by changing the disabled condition, `Split amount` still remains checked since I already have Inflow/Outflow columns, making me unable to set up `In/Out`. How I got there in the first place, I do not know. I have some plan of how to fix this: 1. The In/Out behavior should work _with_ `Split amount`, not against it, and change how the transaction value is saved accordingly.
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Reference: github-starred/actual#43603