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[GH-ISSUE #5781] [Bug]: Merging split transaction with imported transaction removes split categories #79931

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opened 2026-05-19 03:15:00 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-05-19 03:15:00 -05:00
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Originally created by @meltedesco on GitHub (Sep 23, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5781

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

After importing some new transactions via file import, I noticed one imported transaction had failed to match to an existing split transaction because I had made a typo and the amounts were off. I corrected the amount in the manual transaction and merged the transactions.

Expected behaviour:
Merged transaction would inherit the categories and split transactions from the manual ('dropped') transaction,

Actual behaviour:
The only note kept from the 'dropped' transaction was the note on the entire transaction; the merged transaction was left uncategorized, and all the splits and other notes were lost.

See below photos for the details of the transaction(s) as they were post-import (before fixing the typo), immediately pre-merge (typo fixed), and post-merge.
Image
Image
Image

The split transactions are also not deleted properly, as I found by running "repair transactions" after.

How can we reproduce the issue?

How can we reproduce the issue?

  1. Import a transaction. Make sure imported transaction is left Uncategorized.
  2. Create a duplicate transaction with split categories.
  3. Merge transactions from steps 1 & 2.

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Desktop App (Electron)

Operating System

Windows 11

Originally created by @meltedesco on GitHub (Sep 23, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5781 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? After importing some new transactions via file import, I noticed one imported transaction had failed to match to an existing split transaction because I had made a typo and the amounts were off. I corrected the amount in the manual transaction and merged the transactions. Expected behaviour: Merged transaction would inherit the categories and split transactions from the manual ('dropped') transaction, Actual behaviour: The only note kept from the 'dropped' transaction was the note on the entire transaction; the merged transaction was left uncategorized, and all the splits and other notes were lost. See below photos for the details of the transaction(s) as they were post-import (before fixing the typo), immediately pre-merge (typo fixed), and post-merge. <img width="1665" height="160" alt="Image" src="https://github.com/user-attachments/assets/fd36dcf5-3f48-4717-8e32-e0ac04a86607" /> <img width="1675" height="158" alt="Image" src="https://github.com/user-attachments/assets/880f5083-6629-47a9-b777-031f42366cb9" /> <img width="1682" height="50" alt="Image" src="https://github.com/user-attachments/assets/318d5fea-72f1-418a-bad5-b98a9284968a" /> The split transactions are also not deleted properly, as I found by running "repair transactions" after. ### How can we reproduce the issue? How can we reproduce the issue? 1. Import a transaction. Make sure imported transaction is left Uncategorized. 2. Create a duplicate transaction with split categories. 3. Merge transactions from steps 1 & 2. ### Where are you hosting Actual? Pikapods ### What browsers are you seeing the problem on? Desktop App (Electron) ### Operating System Windows 11
GiteaMirror added the bugtransactionsgood first issue labels 2026-05-19 03:15:01 -05:00
GiteaMirror commented 2026-05-19 03:15:06 -05:00
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@willkell commented on GitHub (Oct 5, 2025):

Hi, can I work on this?

<!-- gh-comment-id:3369414701 --> @willkell commented on GitHub (Oct 5, 2025): Hi, can I work on this?
GiteaMirror commented 2026-05-19 03:15:07 -05:00
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@meltedesco commented on GitHub (Oct 6, 2025):

@willkell I'm just the bug reporter but definitely happy for anyone to work on this issue! Let me know if you have any issues reproducing it or need any files / testing from me.

<!-- gh-comment-id:3369732585 --> @meltedesco commented on GitHub (Oct 6, 2025): @willkell I'm just the bug reporter but definitely happy for anyone to work on this issue! Let me know if you have any issues reproducing it or need any files / testing from me.
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