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[PR #5302] [CLOSED] Fix bank sync reimporting transactions that were moved to another account #75851

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opened 2026-05-16 17:21:51 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-16 17:21:51 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5302
Author: @rjackson
Created: 7/6/2025
Status: ❌ Closed

Base: master ← Head: fix-reimport-moved-transactions

📝 Commits (1)

  • 3f51e09 Fix bank sync reimporting transactions that were moved to another account

📊 Changes

3 files changed (+71 additions, -3 deletions)

View changed files

📝 packages/loot-core/src/server/accounts/sync.test.ts (+62 -0)
📝 packages/loot-core/src/server/accounts/sync.ts (+3 -3)
➕ upcoming-release-notes/5302.md (+6 -0)

📄 Description

When using the Monzo bank with pots, Monzo reports transactions from pots under the main current account with the payee suffixed "from [pot name]" rather than under the pot's own account. To fix this in my budget instance, I have created a rule which moves any transactions with suffixes matching my pots to their relevant pot accounts in Actual Budget.

When re-syncing however, the transactions are imported again, and again, and again – because the reconciliation logic here isn't accounting for the fact accounts could change after rules have been processed. We can fix this by making sure we try to match using trans.account instead of acctId.

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/5302 **Author:** [@rjackson](https://github.com/rjackson) **Created:** 7/6/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `fix-reimport-moved-transactions` --- ### 📝 Commits (1) - [`3f51e09`](https://github.com/actualbudget/actual/commit/3f51e09fe05aa111fae6a66b2f5505e733d69079) Fix bank sync reimporting transactions that were moved to another account ### 📊 Changes **3 files changed** (+71 additions, -3 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/accounts/sync.test.ts` (+62 -0) 📝 `packages/loot-core/src/server/accounts/sync.ts` (+3 -3) ➕ `upcoming-release-notes/5302.md` (+6 -0) </details> ### 📄 Description When using the Monzo bank with pots, Monzo reports transactions from pots under the main current account with the payee suffixed "from [pot name]" rather than under the pot's own account. To fix this in my budget instance, I have created a rule which moves any transactions with suffixes matching my pots to their relevant pot accounts in Actual Budget. When re-syncing however, the transactions are imported again, and again, and again – because the reconciliation logic here isn't accounting for the fact accounts could change after rules have been processed. We can fix this by making sure we try to match using `trans.account` instead of `acctId`. --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-05-16 17:21:51 -05:00
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