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[GH-ISSUE #3216] [Bug]: Wrong payeeNamee since 24.8.0 (logic) #8249

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opened 2026-04-10 18:27:06 -05:00 by GiteaMirror · 14 comments
GiteaMirror commented 2026-04-10 18:27:06 -05:00
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Originally created by @Soulplayer on GitHub (Aug 7, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3216

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

After upgrading from 24.7.0 to 24.8.0 I have problems with the payeeName logic. Actualbudget chooses the wrong one.

Log version 24.7.0:
[{"transactionId":"2024-08-07-10.24.47.258375","bookingDate":"2024-08-07","valueDate":"2024-08-07","transactionAmount":{"amount":"414.04","currency":"EUR"},"creditorName":"name-name S & I","creditorAccount":{"iban":"Accountnumber","currency":"EUR"},"debtorName":"FONS (VUTG) - GROEIPAKKET","debtorAccount":{"iban":"Accountnumber","currency":"EUR"},"remittanceInformationUnstructured":"FONS (VUTG) - GROEIPAKKET Overschrijving TRIERSTRAAT 9 1000 BRUSSEL BE46 3751 1175 9136 BIC: BBRUBEBB /C/ GROEIPAKKET - 1.00.318.245 GEZINSBIJSLAGEN 07/2024","bankTransactionCode":"code","internalTransactionId":"code","date":"2024-08-07"

screenshot from actual 24.7.0
image

Log version 24.8.0:
[{"transactionId":"2024-08-07-10.24.47.258375","bookingDate":"2024-08-07","valueDate":"2024-08-07","transactionAmount":{"amount":"414.04","currency":"EUR"},"creditorName":"name-name S & I","creditorAccount":{"iban":"Accountnumber","currency":"EUR"},"debtorName":"FONS (VUTG) - GROEIPAKKET","debtorAccount":{"iban":"Accountnumber","currency":"EUR"},"remittanceInformationUnstructured":"FONS (VUTG) - GROEIPAKKET Overschrijving TRIERSTRAAT 9 1000 BRUSSEL Accountnumber BIC: BBRUBEBB /C/ GROEIPAKKET - 1.00.318.245 GEZINSBIJSLAGEN 07/2024","bankTransactionCode":"PMNT-RCDT-ESCT","proprietaryBankTransactionCode":"0150000","internalTransactionId":"8e0909d3ef902f82721696f6eea042e0","**payeeName":"name-name S & I (BE47 XXX 5180)","date":"2024-08-07"},**

screenshot from actual 24.8.0 - same transaction fresh banksync
image

https://discordapp.com/channels/937901803608096828/1270082226750754977

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @Soulplayer on GitHub (Aug 7, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3216 ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? After upgrading from 24.7.0 to 24.8.0 I have problems with the payeeName logic. Actualbudget chooses the wrong one. Log version 24.7.0: `[{"transactionId":"2024-08-07-10.24.47.258375","bookingDate":"2024-08-07","valueDate":"2024-08-07","transactionAmount":{"amount":"414.04","currency":"EUR"},"creditorName":"name-name S & I","creditorAccount":{"iban":"Accountnumber","currency":"EUR"},"debtorName":"FONS (VUTG) - GROEIPAKKET","debtorAccount":{"iban":"Accountnumber","currency":"EUR"},"remittanceInformationUnstructured":"FONS (VUTG) - GROEIPAKKET Overschrijving TRIERSTRAAT 9 1000 BRUSSEL BE46 3751 1175 9136 BIC: BBRUBEBB /C/ GROEIPAKKET - 1.00.318.245 GEZINSBIJSLAGEN 07/2024","bankTransactionCode":"code","internalTransactionId":"code","date":"2024-08-07"` screenshot from actual 24.7.0 ![image](https://picsur.verhaeghe-steyaert.be/i/1ca596d1-8779-4bfd-8074-6a5cb9bef908.jpg) Log version 24.8.0: `[{"transactionId":"2024-08-07-10.24.47.258375","bookingDate":"2024-08-07","valueDate":"2024-08-07","transactionAmount":{"amount":"414.04","currency":"EUR"},"creditorName":"name-name S & I","creditorAccount":{"iban":"Accountnumber","currency":"EUR"},"debtorName":"FONS (VUTG) - GROEIPAKKET","debtorAccount":{"iban":"Accountnumber","currency":"EUR"},"remittanceInformationUnstructured":"FONS (VUTG) - GROEIPAKKET Overschrijving TRIERSTRAAT 9 1000 BRUSSEL Accountnumber BIC: BBRUBEBB /C/ GROEIPAKKET - 1.00.318.245 GEZINSBIJSLAGEN 07/2024","bankTransactionCode":"PMNT-RCDT-ESCT","proprietaryBankTransactionCode":"0150000","internalTransactionId":"8e0909d3ef902f82721696f6eea042e0","**payeeName":"name-name S & I (BE47 XXX 5180)","date":"2024-08-07"},**` screenshot from actual 24.8.0 - same transaction fresh banksync ![image](https://picsur.verhaeghe-steyaert.be/i/34dc88d7-4269-4f17-9383-c98c3d98c963.jpg) https://discordapp.com/channels/937901803608096828/1270082226750754977 ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11
GiteaMirror added the bug label 2026-04-10 18:27:06 -05:00
GiteaMirror commented 2026-04-10 18:27:09 -05:00
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@psybers commented on GitHub (Aug 7, 2024):

@matt-fidd This might be related to #2721?

<!-- gh-comment-id:2273802816 --> @psybers commented on GitHub (Aug 7, 2024): @matt-fidd This might be related to #2721?
GiteaMirror commented 2026-04-10 18:27:09 -05:00
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@Soulplayer commented on GitHub (Aug 7, 2024):

Paypal and revolut work as expected but two of my banks are not:
KBC - KREDBEBB
VDK - VDSPBE22XXX

<!-- gh-comment-id:2273997201 --> @Soulplayer commented on GitHub (Aug 7, 2024): Paypal and revolut work as expected but two of my banks are not: KBC - KREDBEBB VDK - VDSPBE22XXX
GiteaMirror commented 2026-04-10 18:27:11 -05:00
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@MMichotte commented on GitHub (Aug 8, 2024):

Got the same issue after updating to 24.8.0.
Payee is now always my own account instead of the actual payee..
Bank:
CBC - CREGBEBBXXX

<!-- gh-comment-id:2275085454 --> @MMichotte commented on GitHub (Aug 8, 2024): Got the same issue after updating to 24.8.0. Payee is now always my own account instead of the actual payee.. Bank: CBC - CREGBEBBXXX
GiteaMirror commented 2026-04-10 18:27:11 -05:00
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@Soulplayer commented on GitHub (Aug 16, 2024):

Not to sound ungrateful because I love actualbudget, but is this being looked at? This is a really annoying bug for me :( .

<!-- gh-comment-id:2292991344 --> @Soulplayer commented on GitHub (Aug 16, 2024): Not to sound ungrateful because I love actualbudget, but is this being looked at? This is a really annoying bug for me :( .
GiteaMirror commented 2026-04-10 18:27:12 -05:00
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@tcrasset commented on GitHub (Aug 16, 2024):

The logic for determining the payeeName is now all in this function baf04a4d48/src/util/payee-name.js (L7)

  if (trans.amount > 0 || Object.is(Number(trans.amount), 0)) {
    name = trans.debtorName;
    account = trans.debtorAccount;
  } else {
    name = trans.creditorName;
    account = trans.creditorAccount;
  }

  // use the correct name field if it was found
  // if not, use whatever we can find
  name =
    name ||
    trans.debtorName ||
    trans.creditorName ||
    trans.remittanceInformationUnstructured ||
    (trans.remittanceInformationUnstructuredArray || []).join(', ') ||
    trans.additionalInformation;

As far as I understand it, the only way that the creditorName is chosen even if the amount seems positive, is that the amount (trans.amount) is either parsed as a string, or is not parsed correctly and undefined is being returned, which leads to the else branch being taken,and name = trans.creditorName being used.

<!-- gh-comment-id:2293081732 --> @tcrasset commented on GitHub (Aug 16, 2024): The logic for determining the payeeName is now all in this function https://github.com/actualbudget/actual-server/blob/baf04a4d48a6abd667874f14f978abd6e086a41e/src/util/payee-name.js#L7 ```js if (trans.amount > 0 || Object.is(Number(trans.amount), 0)) { name = trans.debtorName; account = trans.debtorAccount; } else { name = trans.creditorName; account = trans.creditorAccount; } // use the correct name field if it was found // if not, use whatever we can find name = name || trans.debtorName || trans.creditorName || trans.remittanceInformationUnstructured || (trans.remittanceInformationUnstructuredArray || []).join(', ') || trans.additionalInformation; ``` As far as I understand it, the only way that the creditorName is chosen even if the amount seems positive, is that the amount (`trans.amount`) is either parsed as a string, or is not parsed correctly and `undefined` is being returned, which leads to the else branch being taken,and `name = trans.creditorName` being used.
GiteaMirror commented 2026-04-10 18:27:13 -05:00
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@Soulplayer commented on GitHub (Aug 16, 2024):

Is there a way I can help to debug this issue?

<!-- gh-comment-id:2293105339 --> @Soulplayer commented on GitHub (Aug 16, 2024): Is there a way I can help to debug this issue?
GiteaMirror commented 2026-04-10 18:27:14 -05:00
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@matt-fidd commented on GitHub (Aug 16, 2024):

I think I've found the bug, there's a PR up now in actual-server

<!-- gh-comment-id:2293174746 --> @matt-fidd commented on GitHub (Aug 16, 2024): I think I've found the bug, there's a PR up now in actual-server
GiteaMirror commented 2026-04-10 18:27:14 -05:00
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@Soulplayer commented on GitHub (Aug 18, 2024):

Can i download a docker build with this fix in it?

<!-- gh-comment-id:2295126594 --> @Soulplayer commented on GitHub (Aug 18, 2024): Can i download a docker build with this fix in it?
GiteaMirror commented 2026-04-10 18:27:15 -05:00
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@Teprifer commented on GitHub (Aug 18, 2024):

@Soulplayer There is an edge (and edge-alpine) build created daily, you can grab that. I think there is a migration in it which means you won't be able to go back to a release version until the next release.

<!-- gh-comment-id:2295162778 --> @Teprifer commented on GitHub (Aug 18, 2024): @Soulplayer There is an edge (and edge-alpine) build created daily, you can grab that. I think there is a migration in it which means you won't be able to go back to a release version until the next release.
GiteaMirror commented 2026-04-10 18:27:15 -05:00
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@ArnaudWeyts commented on GitHub (Aug 20, 2024):

@Soulplayer, is this working for you again? I've updated to the latest edge version but new transactions still have a payee name that is one of my own accounts instead of the actual payee. Wondering if it's related to my setup 🤔

<!-- gh-comment-id:2298958585 --> @ArnaudWeyts commented on GitHub (Aug 20, 2024): @Soulplayer, is this working for you again? I've updated to the latest edge version but new transactions still have a payee name that is one of my own accounts instead of the actual payee. Wondering if it's related to my setup 🤔
GiteaMirror commented 2026-04-10 18:27:16 -05:00
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@psybers commented on GitHub (Aug 20, 2024):

@Soulplayer, is this working for you again? I've updated to the latest edge version but new transactions still have a payee name that is one of my own accounts instead of the actual payee. Wondering if it's related to my setup 🤔

Check your rules, they might be applying to your transactions and changing the payee.

<!-- gh-comment-id:2299055231 --> @psybers commented on GitHub (Aug 20, 2024): > @Soulplayer, is this working for you again? I've updated to the latest edge version but new transactions still have a payee name that is one of my own accounts instead of the actual payee. Wondering if it's related to my setup 🤔 Check your rules, they might be applying to your transactions and changing the payee.
GiteaMirror commented 2026-04-10 18:27:16 -05:00
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@Soulplayer commented on GitHub (Aug 20, 2024):

I thought it was fixed but I'm wrong. I'm still seeing this issue. I deleted all my rules to make sure it was not related to my setup. But I think it is only with payments now. Deposits seems to be showing the right information.

This shows the right name (with the account number from wich the deposit comes, I don't think this used to be shown):
image

Payment shows my account and name:
image

@matt-fidd can this be reopened or do I need to open a new issue?

<!-- gh-comment-id:2299358407 --> @Soulplayer commented on GitHub (Aug 20, 2024): I thought it was fixed but I'm wrong. I'm still seeing this issue. I deleted all my rules to make sure it was not related to my setup. But I think it is only with payments now. Deposits seems to be showing the right information. This shows the right name (with the account number from wich the deposit comes, I don't think this used to be shown): ![image](https://picsur.verhaeghe-steyaert.be/i/b65d693d-5c12-4208-9152-a8b1e9525d63.jpg) Payment shows my account and name: ![image](https://picsur.verhaeghe-steyaert.be/i/86ad12ce-2464-49a9-9ca7-07ed404235e7.jpg) @matt-fidd can this be reopened or do I need to open a new issue?
GiteaMirror commented 2026-04-10 18:27:17 -05:00
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@Soulplayer commented on GitHub (Aug 28, 2024):

@Soulplayer, is this working for you again? I've updated to the latest edge version but new transactions still have a payee name that is one of my own accounts instead of the actual payee. Wondering if it's related to my setup 🤔

@ArnaudWeyts & @MMichotte Do you still have this issue? I'm now only seeing it with KBC (so I made a new issue).

<!-- gh-comment-id:2314540182 --> @Soulplayer commented on GitHub (Aug 28, 2024): > @Soulplayer, is this working for you again? I've updated to the latest edge version but new transactions still have a payee name that is one of my own accounts instead of the actual payee. Wondering if it's related to my setup 🤔 @ArnaudWeyts & @MMichotte Do you still have this issue? I'm now only seeing it with KBC (so I made a new issue).
GiteaMirror commented 2026-04-10 18:27:18 -05:00
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@ArnaudWeyts commented on GitHub (Aug 28, 2024):

@Soulplayer, I'm indeed still seeing this issue. Upvoted your new issue, deposits are fixed but not payments.

<!-- gh-comment-id:2314855153 --> @ArnaudWeyts commented on GitHub (Aug 28, 2024): @Soulplayer, I'm indeed still seeing this issue. Upvoted your new issue, deposits are fixed but not payments.
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