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[Bug]: Exporting filtered split transactions filtered doesn't export any payee on the child transactions #870

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opened 2026-02-28 19:22:40 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:22:40 -06:00
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Originally created by @yoyotogblo on GitHub (Jan 13, 2024).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When exporting split transactions to a csv file, if a filter is added that only selects one of the child transactions, the payee field on that child transaction is blank in the csv file.

In this example, I have 3 transactions that have food as a category: 2 split transactions and 1 non-split transaction
image

I have added a filter for food so only transactions (2 children and 1 non-split transactions) are not greyed out
image

I then exported the current view but the csv file is missing payees on the 2 children transaction. The 1 non-split transaction is fine
image

I should also note that if no filter is added, the children transactions have payees.
image

A separate issue but connected to this. If the payee of a child transaction is changed to be different from the parent transaction, the export still uses the parent transaction for the child transaction.

In this example, the transaction for gas has a payee of "Costco Gas" but the exported file has a payee of "Costco"
image
image

What error did you receive?

None

Where are you hosting Actual?

Locally via Yarn

What browsers are you seeing the problem on?

Firefox, Chrome, Microsoft Edge, Desktop App (Electron)

Operating System

Windows 11

Originally created by @yoyotogblo on GitHub (Jan 13, 2024). ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? When exporting split transactions to a csv file, if a filter is added that only selects one of the child transactions, the payee field on that child transaction is blank in the csv file. In this example, I have 3 transactions that have food as a category: 2 split transactions and 1 non-split transaction ![image](https://github.com/actualbudget/actual/assets/31814048/55b3803b-f7e3-4de9-a9f4-d87b2022bc3f) I have added a filter for food so only transactions (2 children and 1 non-split transactions) are not greyed out ![image](https://github.com/actualbudget/actual/assets/31814048/25cc92a5-a1ac-4ac8-afdc-de38486fb9d5) I then exported the current view but the csv file is missing payees on the 2 children transaction. The 1 non-split transaction is fine ![image](https://github.com/actualbudget/actual/assets/31814048/3e52f843-47a6-48a7-9617-e7f97c819765) I should also note that if no filter is added, the children transactions have payees. ![image](https://github.com/actualbudget/actual/assets/31814048/ba4d77df-b65a-4ac5-961e-dd704194e17e) A separate issue but connected to this. If the payee of a child transaction is changed to be different from the parent transaction, the export still uses the parent transaction for the child transaction. In this example, the transaction for gas has a payee of "Costco Gas" but the exported file has a payee of "Costco" ![image](https://github.com/actualbudget/actual/assets/31814048/3645359a-75f0-4a92-88a6-42085e963dcc) ![image](https://github.com/actualbudget/actual/assets/31814048/5af8778b-e80a-41db-83e7-eb453fa3f016) ### What error did you receive? None ### Where are you hosting Actual? Locally via Yarn ### What browsers are you seeing the problem on? Firefox, Chrome, Microsoft Edge, Desktop App (Electron) ### Operating System Windows 11
GiteaMirror added the split transactionsbug labels 2026-02-28 19:22:40 -06:00
GiteaMirror commented 2026-02-28 19:22:40 -06:00
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@iammola commented on GitHub (Dec 26, 2024):

This issue seems to have been fixed by #2973. And the 2nd issue with different parent-child payee's is no longer applicable as the parent's payee is no longer editable/different to its children https://github.com/actualbudget/actual/pull/3049

@iammola commented on GitHub (Dec 26, 2024): This issue seems to have been fixed by #2973. And the 2nd issue with different parent-child payee's is no longer applicable as the parent's payee is no longer editable/different to its children https://github.com/actualbudget/actual/pull/3049
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