actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
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[Bug]: Not possible to make split transactions after they are reconciled in the "Uncategorized Transactions" view #2919

Open ahal opened 1 week ago

ahal commented 1 week ago

Verified issue does not already exist?

What happened?

It's not possible to create a split transaction in the "Uncategorized Transactions" view, if that transaction is reconciled.

STR:

  1. Create an uncategorized transaction, mark it as cleared, then reconcile the account
  2. Go to the "Uncategorized Transactions" view
  3. Make a split, add two subcategories
  4. Enter a value into one of the subcategories, then click somewhere else (e.g the input box for the other subcategory)

Expected Result:

The transaction stays open so you can finish filling out the costs for the remaining subcategories.

Actual Result:

The pop-up dialog warning that you are modifying a reconciled transaction appears. Upon closing this dialog, the page is refreshed and the transaction you were modifying disappears from the "Uncategorized Transactions" view.

I believe there are two bugs happening here:

  1. A split transaction that is only partially filled out should be considered "uncategorized" and remain in the "Uncategorized Transactions" view.
  2. Editing a split transaction should not trigger the warning dialog about editing reconciled transactions, as Actual will display in the UI that there is unassigned money that needs to be rectified if the subcategories don't sum up to the total cost of the transaction.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

No response

Operating System

Linux