actualbudget / actual Goto Github PK

When an income item is in the register with a date in the future reconciling the account includes this income even though the date has not yet passed.

The account balance also shows that the income value that was entered in the register is in the account balance - should it not be included in the register and added to the balance and available for reconcile once the date of the transaction is true?

When I click on a category's Balance column and select "Transfer to another category", the dialog pops up saying "Transfer this amount:". It allows you to enter an amount (defaulting to the category's balance, if any) and then you select the category you want to transfer to/from. But I can't hit enter to select "Transfer" have to use the mouse to hit the button. I think it would be more convenient to keep hands on the keyboard throughout this exercise.

Very often when I add a new transaction it is recorded with a $0.00 amount despite my explicitly and definitely entering a non-zero amount.

When I create a new scheduled transaction, there's a pretty significant ~5 second delay from when I hit the create button to when it is processed. Sometimes I'm not sure whether it even went through so I click it again. This leads to two of the same scheduled transaction being created.

Increasing the speed and/or preventing the creation of duplicate transactions because of the lag would be great!

When entering transactions, typically once you've entered an amount in either the Payment or Deposit column, you can hit enter, and it will add that transaction, and start a new blank one. I was just entering one that had already cleared in the bank, and tabbed from the amount to the cleared column and hit space to toggle the checkbox. I then hit enter, but was unable to enter the transaction. I had to shift-tab back to the amount, and then the enter key was able to click the add button.

I think it would be helpful to be able to add the transaction by hitting enter if you're in either of the amount columns OR the cleared column, since sometimes I want to toggle the cleared status as I'm entering the transaction.

It doesn't make sense to show closed accounts when setting up new transactions.

After bringing up the New Transaction window, you can immediately press Add Transaction, which will add an essentially blank transaction to the selected account. There's no validation on Payee or Category and there should be, imo. I suppose a $0 amount might be an edge case that could be allowed but, even then, some sort of confirmation dialog might be called for.

The general accessibility guidance I've been given in the past is never to have something indicated purely by a color difference. The account list handles this nicely, with a mark next to the selected account as well as a different color on the selected account. As part of the work on improving reconciliation, I'd like to suggest you use icons for cleared/uncleared which differ by more than green vs. gray.

Any colorblind users this affects or people with more professional background in accessibility might be able to chip in with more concrete suggestions.

Every now and then I accidentally create a split transaction which is hard to undo (already discussed in #328), but today I have noticed that it's not really me being clumsy but there is a bug in the UI which changes the transaction into a split when it should not.

Steps to reproduce:

1. Import some new transactions
2. Click on the 'Categorize' column on any uncategorized transaction (let's call it TransA). Don't input anything at this stage.
3. Switch focus to any other application window
4. Click back into the Actualbudget window, but select any other transaction (for example one below the originally selected. Let's call it TransB)

Expected result: The cursor moves to a new transaction TransB , leaving the original transaction TransA uncategorized.

What actually happens: Original transaction TransA is unnecessarily converted into split. The cursor is also placed there instead of TransB.

Example:

I was just cleaning out some of my payees, and I realized it would be helpful to have a quick filter in that screen which just displayed payees that have no transactions assigned to them. I had several like that, which had either been renamed, or something. I just thought it might be helpful to have a quick/easy way to identify them.

It would then be a simple matter of selecting those you don't think you'll need, and deleting them.

This behaviour is counter to the expectation that the list when opened starts from the top.
Suggest either setting the default to 'is exactly' or moving 'is approximately' to the top.

Firstly I must thank you for the incredible application thus far, and for weathering the storm of recent YNAB refugees. I can see the potential and I'm excited to be along for the ride!

I think it would be nice to have a drag-n-drop feature or menu to customize the order of the columns in the Schedules and Accounts view. For example, in the Schedules view I'd like to move the Date and Status columns all the way to the left. In Accounts, I would like to move the Category column before the Notes column. That would be more intuitive and easier to glance through for me, but some people might like it in another order.

Perhaps this could be part of the table rewrite you mentioned? @jlongster in #328

When adding a new transaction and selecting an existing payee, the category can be automatically populated by creating a rule.

However, it is time consuming having to go to the rules-editor every time to configure this categorypopulation when entering a payee without a rule.

Would it be possible to add a checkbox when entering a new transacation which (if checked) creates a new rule that autopopulates category for that payee (with the category chosen in the transaction)? The checkbox should only by visible/enabled if the selected payee does not already have a category-populating rule.

Currently to add a transaction, i need to follow these steps:

• open the app
• click on accounts
• click on the relevant account
• click the plus icon
• add my transaction details and save

On android this could be as short as two steps if there was a widget that opened up a "add transaction" page/popup. Or even a big + somewhere in the UI would be helpful.

I know you'll be focusing on the bank syncs, but manual transactions are a necessity for most people outside US (and even many in).

When allocating budgeted amounts each month, I rely on my category notes which are helpfully stored in the budget screen. At present I need to click into each note individually to check the amount. It would be SO helpful if my notes could be revealed by just hovering the mouse over the notes icon instead. See YNAB4 purely as an example of where this has been done before.

I have a couple of comments which I think are issues and would ask they be added to the, I imagine, extensive list of issues / requests:

IMPORT: It does not consider the Group & Category fields.   I understand that the object is to import transactions from the Bank, which do not have those fields.   But there are situations when one could want to import from another application (not nYNAB or YNAB4)...   Or want to make a fresh start in Actual by exporting 2 or 3 years worth of info and reducing it to the new year only and re-import...   For whatever of these or other reasons I'd request the inclusion on the Group & Category fields in the import feature...
EXPORT: It does not include the Group field, and only exports the Category.  Group is a key component of the Group/Category combination and should be part of the export...  One reason could be the one I mentioned just now of wanting to make a fresh start...   Another could be moving from Actual to another application and one should be able to export and take all his info...

Debit, Credit and RT amounts over $x,xxx.xx are cut-off in account view. I'm using a 21.5" monitor so plenty of screen real estate. Only way I can read the full amount is to click into the amount field and use the arrow key, or copy/paste it out to notepad.
Ideally the columns in Account view should be dynamically adjustable through drag and depending on screen size. Sorting by column click would also be useful, but these last 2 are more feature requests. Not being able to read the amounts is more of an issue.

Currently, clicking over any editable field of a transaction starts editing that field. Clicking the three-dot menu while focus is in a transaction field unselects the field and shows options for the account.

The only way to select a transaction is the (very small) checkbox in the left-hand column, and the only way to select multiple transactions is to select multiple very small checkboxes. Options for a transaction (or transactions) only appear when they're selected.

I'd suggest that:

• Focus in a transaction field also select that transaction, causing the transaction options to appear in the menu
• Ctrl-click and Shift-click be supported ways of selecting multiple transactions

I have a scheduled transaction which is not linked to a rule and so has no category when it is created (set to auto create). The transaction needs to be split and the amounts vary month to month (principle and interest on a loan). When I select the scheduled transaction and click Split, it creates a whole new transaction which I can update with the splits, but the original scheduled transaction remains and is updated as Missed. It looks like more a record of the scheduled thinking it is missed, it doesn't have an impact on account balance, but I have the icon in my account as a missed scheduled transaction.
How should I be doing this so that the flow works better?

As described at https://actualbudget.com/docs/overview/tips-&-tricks/ Keyboard Shortcuts
In the App, in Account and select Ctrl-1 - expect it to show the budget. Actual result: nothing happens.

When I skip months until I hit the last month in my budget, I have a weird negative 'overbudgeted' balance that I don't seem to be able to get rid of. My budgets are set to 0, so I assume it's something that started in an earlier month. Problem is though..... Everything adds up (balances and budgets match in my current month). I can press 'hold for next month', but that moves the problem up one month.

Is this a bug or am I doing something wrong?

When you select multiple transactions, a "selected balance" note appears. If you then edit one of the transactions, the selected balance continues to reflect the old state of the transactions. Changes to the selected transactions should be reflected in the total.

Unselecting and reselecting the edited transaction produces the correct result.

As I recently discovered, long pressing the accounts icon at the bottom of the mobile app will pull up the "new transaction" page. Which is awesome. Although I noticed something that's missing. If you are in any given account register and hit the plus sign at the top right of the page, it will pull up the "new transaction" page, and the the Account field will be pre populated with the currently selected account. But if you are in a given account register and long press the "accounts" icon at the bottom of the page, that account field is not populated with the account you're currently viewing.

Edited for clarity.

So excited about Actual. Just have found a recurring bug that makes scheduling transactions a bit of a pain.

As of now, I can't just type the payee (or create a new one), hit tab, and have that payee updated. I have to specifically click on the payee. Here is an example via creating a new payee, but this is also the case for existing payees.

First, I type in the payee I want. Right now, this is prompting me to create a new payee.

Then I hit tab. Intuitively, hitting tab is to select that option and then go to the next row. But as you can see, not only is no payee entered, but the payee actually is not created. Like I said, existing payees don't get selected either.

I can only move forward if I click the payee I want (or click "make new").

Thanks so much!

Since you're working on transfers, I moved this over from discussion

When I do a transfer, the transaction has an arrow pointing to the account that the transfer came from. I think it would be great if we could click on that arrow, and be taken instantly to the corresponding transaction in the other account. See below for screen shot of transfer transaction.

Originally posted by @bpaulien in actualbudget/releases#133

I searched and didn't find this, but forgive me if I missed it. It would be really handy if we could select a transaction and duplicate it so we could just change the date and be on our way. I'm thinking of transactions I have that have multiple splits and I repeat monthly. A big time saver.

This issue was automatically created by a bot from an internal issue. It may not follow the standard template for these reasons. It is an acknowledgement of a bug and more details are to come if needed.

Clicking on the Select All when filtering account transactions, currently Splits that don't match the filter are selected (as well as Splits that match the filter). I came across this issue when trying to total all transactions that matched a specific category.

Clicking select all shows selected balance -10.00.

Expected result when clicking Select All. Selected balance should be -3.00.

I know this is basically impossible to duplicate, but here it is anyway...

Last night, my budget was flawless. All the balances in all the categories were as I expected and matched those in the budgeting app I'm transitioning away from.

This morning, I was overbudgeted in November by $13 on the desktop. This didn't show up in the mobile app. I tried a manual sync. Nothing changed. I closed the app and reopened it. The overbudgeted amount went away for November, but now it said that I'd overspent by $13. After going through my categories one by one, I found the issue.

I have a Fun category that serves as a pool for Restaurants, Socializing, etc. Last Friday, I spent $13 at a restaurant and covered that spending by transferring from Fun. For almost a week, everything was kosher. This morning, that transfer had apparently disappeared and Restaurants was $13 short and that $13 was back in Fun. Redoing the transfer resolved the issue, but if I weren't so familiar with the whole process, I'd have been lost and freaked out.

Again, I get that there's likely nothing to do be done about the particular occurrence, but I figured it was worth throwing out here anyway.

Basically, I have entered income for November, some of this I have split off into a specific category, some is just income.

The correct income amount is reported at the bottom of the budget page for November, but if you click on this number, the income page you are taken to reports the incorrect number in the top left corner. It looks like it doesn't include any of the transaction that was split.

As the title said. One action in a rule should be to split transactions.

I set up a transaction as a split between 2 categories. Then I realized I wanted to categorize it as one of my Income categories, and then budget it into those other 2 categories. But I can't find a way to remove the split. I can change one of the split categories to the Income one, but I can't delete the other category, or change it from "split" type of transaction.

If I change the first split category to the income category that I want, and change the Deposit amount to the full amount received, and remove the 2nd category and zero out its Deposit amount, It does show up as income, but the transaction still displays as a split, and now has an empty category.

Hi James,

Love your work, have just migrated from nYNAB with 5 years worth of transactions.

I'm having an issue where closed accounts are shown in the account selector when adding a new transaction, and 'Off Budget' and 'For Budget' headings are shown multiple times as shown below.

Is this a bug or did I do something wrong? Thanks!

I could swear I've seen this elsewhere, but I can't find the issue, so I'm making sure it's not missed. The Actual files are kept in sync using Actual's own processes and service. Therefore, they should be stored in explicitly-local folders rather than in folders which are prone to syncing by some other service. Both Windows and Mac have services to sync the Documents folder; colliding changes from two different sync services produce results like this:

I don't know what the proper location would be on a Mac, but in Windows, you probably want %LOCALAPPDATA% -- this contains files which are synced neither by OneDrive nor by Roaming User Profiles. (There's perhaps an argument for %APPDATA% instead, which is synced by Roaming User Profiles, but the sync is completed before login.)

When transferring money from one category to another, the category "To:" field is empty until you start typing. Which I guess is fine, but I like the experience better in the "Add new transaction" line, where the category pops up already populated with list of categories, which then filters as you type.

Right now, we are only able to schedule every x {weeks, months, years}, will be nice if we can also schedule every x days

The "Create Payee Foo" item still appears in the payee list when a payee named Foo exists. Selecting it creates a second, identically-named payee. The option to create a new payee should disappear if what's typed exactly matches an existing payee. (Or, since I assume there's some trimming/normalization in that flow, if the created payee would have the same name as an existing payee.)

I haven't made a complete list, though I probably should, but in some places in the (Mac) app, a category can be selected by partially typing the name and hitting TAB once there's only one option and other places require ENTER to make the selection.

IMO, TAB is preferable but consistency is even more preferable.

I don't know if this feature is meant to be but when transferring funds from Checking/Cash/Savings to an Off-Tracking Account such as 401k, BTC/ETH, IRA or other investments, the mobile application (iOS) will not allow me to categorize the transaction.

So what I usually do as a workaround is:

1. Set the Category to a retirement category first - "Retirement Fund"
2. Set the Payee to "Transfer: 401k"
3. Add Transaction

On Desktop (Windows), I was able to categorize this.

This is from a bug report on slack.

If I am putting in a transaction for a Payee that autofills a category but actually want to temporarily leave off a category its not possible to delete the category, it autofills back in when I shift focus away.
Instead I have to add it and then remove the category. Would be nice if could remove during initial entry.
Use case is when I know there’s a charge but haven’t figured out the correct split/category.

The one thing that I miss from my previous budgeting app is being able to see the entire month's worth of scheduled transactions, as well as how they would affect the running balance. Actual will show the next weeks' worth of scheduled transactions, but doesn't show the running balance.

The use case for this, is say I want to keep $2000 in my checking account, as a buffer in case something unexpected comes up, but the rest can move to savings. So based on the running balance of scheduled transactions, I can tell what my checking account balance will be at any point during that month, and when would be a good time for transfer (probably right after payday but maybe not right before my property tax has to be paid...) and how much can go into savings. Taking into account any large transactions that might be coming up.

Maybe it could be a configuration setting that indicates how far in advance the scheduled balances would show up in the Account's register. And maybe even configured by account, because I really only care about the monthly affects on my Checking, but don't really care to look further than a week on my CC accounts.

Anyway, hope this makes sense, I'd really love to see that ability in Actual.

It is currently not possible to create a Payee with the same name as an existing Account. Typing the Account name in the Payee box changes the menu to Transfer.

The GUID which appears when the mouse cursor hovers over a transaction is presumably useful when debugging sync. That's a vanishingly small fraction of users. I'd suggest the GUID be hidden without enabling dev tools or otherwise specifically seeking out advanced options.

Instead, perhaps the tooltip should display the full text of whatever it's over if it's too wide for its column, and not appear otherwise.

Feedback from users:

• "there seems to be no way to assign them to a budget category until after it has gone into the account register"
• it's extra steps and it obfuscates which Schedules really do have custom conditions and actions when the only "custom" thing is adding a category.
• I have gone through and set up a bunch of my scheduled transactions that I had in YNAB, and it was a pain to create the schedule, save it, then go back into the schedule, "Edit as rule" and then add the category (and note), then you have 2 "​save" buttons to hit before you're done.
• Maybe there's a design or functionality reason I'm just missing, but Category is, it seems to me, a fundamental property of every transaction and it should be settable as a default property.

See actualbudget/releases#19 (comment) for full discussion thread

Maybe something like this?

This issue was automatically created by a bot from an internal issue. It may not follow the standard template for these reasons. It is an acknowledgement of a bug and more details are to come if needed.

In Chile, the principal currency is CLP and this is without decimals.

Thanks.

Description

Have the option to set the amount of cycles (repeats) for a repeating transaction.

Use Case

On many countries it's common to pay the full price of a product distributed in a fixed amount of months, 3, 6, 9, 12. As a user when making such transaction would be helpful to establish the end of the repeating input, so you wouldn't have to remember to remove a transaction once the period has ended.

Solution

How I imagine this being implemented:

1. Input a transaction (spend) of let's say $100
2. Mark transaction as repeating
3. Set it to Monthly
4. Set it to 3 Cycles to record only transaction and repeat it on the following two months.
5. Once 3 iterations of the transaction occur, stop scheduling it.

On my credit card I can see 4 upcoming transactions, but when selected the value is 0. When selecting already entered transactions the value is correct.

I have a scheduled transaction that was in the register, and then manually imported a transaction from the bank. I don't see a way to tell the software that these 2 are a "match" and really the same transaction. I guess I can delete the one that I imported, but it would be nice if they could be matched so I don't have to delete.