[GH-ISSUE #5170] [Bug]: The running balance when entering a new transaction is wrong #79638

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opened 2026-05-19 02:42:20 -05:00 by GiteaMirror · 2 comments
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Originally created by @youngcw on GitHub (Jun 14, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5170

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

If an account has the running balance enabled, the balance will show when entering a new transaction. The amount shown includes upcoming schedules, instead of the current balance.

But really, adding a transaction probably shouldn't show a running balance anyway.

Image

In the image above, see that the amount in the new transaction runninng balance is the same as the running balance for the schedule below it instead of the last real transaction.

How can we reproduce the issue?

How can we reproduce the issue?

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

No response

Operating System

None

Originally created by @youngcw on GitHub (Jun 14, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5170 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? If an account has the running balance enabled, the balance will show when entering a new transaction. The amount shown includes upcoming schedules, instead of the current balance. But really, adding a transaction probably shouldn't show a running balance anyway. ![Image](https://github.com/user-attachments/assets/0a70449f-16b9-487a-b595-8f7ac0576487) In the image above, see that the amount in the new transaction runninng balance is the same as the running balance for the schedule below it instead of the last real transaction. ### How can we reproduce the issue? How can we reproduce the issue? ### Where are you hosting Actual? None ### What browsers are you seeing the problem on? _No response_ ### Operating System None
GiteaMirror added the buguser interfacetransactionsgood first issue labels 2026-05-19 02:42:21 -05:00
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@shivamnarkar47 commented on GitHub (Jun 15, 2025):

OK so you want to have that 4794 as the balance instead of the Upcoming one ?

<!-- gh-comment-id:2974248778 --> @shivamnarkar47 commented on GitHub (Jun 15, 2025): OK so you want to have that 4794 as the balance instead of the Upcoming one ?
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Owner

@youngcw commented on GitHub (Jun 15, 2025):

OK so you want to have that 4794 as the balance instead of the Upcoming one ?

That would be better, but really there isn't any benefit to showing the running balance at all when adding a new transaction.

<!-- gh-comment-id:2974651453 --> @youngcw commented on GitHub (Jun 15, 2025): > OK so you want to have that 4794 as the balance instead of the Upcoming one ? That would be better, but really there isn't any benefit to showing the running balance at all when adding a new transaction.
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Reference: github-starred/actual#79638