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Something we need very soon is backing up the database and giving the user options for restoring it.

Need to explain how credit cards should work. This shouldn't require any additional features (not going to setup some weird special workflow for credit cards), but requires explaining how to carry debt through the budget using carryover.

The entire app needs undo functionality.

When entering a transfer between accounts, the other side of the transfer is created as already being cleared. Transactions should not clear by themselves.

Hey James,

I started my budget a while ago, and did not initially import QIF statements. I realized that QIF is probably much easier to deal with than manually entering stuff, and I started using it, but now I can't reconcile my budget with my bank account.

It would be helpful to be able to print all transactions (or a range), so that I can reconcile everything against my bank statements (print both sides, and strike on both sides when you find the matching items, what's left is the difference).

Thanks!

Improve the date field in the transactions table

One of the features I miss from YNAB is the automatic jumping from the category to either the Deposit or Payment field based on the category selected.

In Actual, Income is a special category. I propose, if the category is within Income, then the next field selected should be Deposit by default.

Reproducible on both web and windows app.

I've debugged the obfuscated code, and it looks like you are passing a null as as as a parameter to a function that then passes it to another function that appears to expect a string. Hopefully these screenshots make it easy to find the problem.



If I set the value of e to '' (instead of null), then the exception doesn't get thrown but then the next line passes an integer value to the same function, which again can cause a problem as a string is expected. Changing the integer to a string in the debugger prevents the exception from being thrown, and allows the rule to be created.

A "Cancel" button or the like would be more user friendly.

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.

These keys, as documented,

do not appear to work. Is this a Mac vs Windows problem (I assume testing is mainly done on a Mac)?

(Clicking the buttons manually do work)

I am having an issue with trying to setup a rule that is based on Amount (tried all three) and I cannot get it to work. I open the drop down and select any of the amounts and the drop down does not close. The next selection for comparison type doesn't update. It's almost like it is hanging or not sure how to handle an amount type. Anyone else seeing this?

https://actualbudget.slack.com/archives/CJ46FPL64/p1638277951215400

another test

A known problem with files where data exists since years ago (like 2012) is that the app is slow to load. This is fixable, but I wanted to wait to implement a fix to make sure the system works for people without it. The fix is to cache the values of the spreadsheet and use them on load instead of recalculating the world.

This potentially will cause very obscure bugs due to caching, but once the app stabilizes this shouldn't be hard to fix.

Hi, sorry if we shouldn't report bugs here.

Europeans who set their iOS device to such will use a comma (,) instead of the decimal and on iOS the numeric keyboard automatically sets the decimal key as a comma. The application at the moment can't handle this and 14,99 will turn into 1,499.00

A workaround for now is to just round the # up, but it would be nice for the app to handle this 👍

So far the app looks great! good work 💃

testing webhook

It's a bit primitive now and has a few issues (linked in internal bug tracker)

The interaction of shift+arrow keys is not intuitive and we should borrow more concepts from existing spreadsheet-style apps.

Also add keyboard navigation between pages.

Need to setup the release process for Windows and thoroughly test it.

Hi,

I might be doing something wrong but I've tried importing a sample .qif file using wikipedia's QIF page as source for the formatting and it doesn't work. I get a red toast that just says "Invalid file type".

Here's the contents of the .qif file I created:

!Type:Bank
D03/03/10
T-379.00
PCITY OF SPRINGFIELD
^
D03/04/10
T-20.28
PYOUR LOCAL SUPERMARKET
^
D03/03/10
T-421.35
PSPRINGFIELD WATER UTILITY
^

Not sure if related but I changed the date format setting to DD/MM/YYYY since I live in Europe but reverting to MM/DD/YYYY didn't fix the issue.

Let me know if there's anything I can do to help you debug this.

Thank you,
Kuroi

Make payees first-class and track them as a distinct type. Allow the user to manage them.

hello

I attempt to delete a category with existing transactions (Wish Farm methodology). The delete executed correctly and the transactions were re-categorized, but the budget view was incorrect. I had to use the "Reset budget cache" button to correct the view. I was able to reproduce this twice.

Version: 0.0.144

Some accounts may have so many transactions it's not feasible to manually enter them all in, or the accounts might fluctuate often in value e.g. stocks/investments. In these cases reconciliation is needed.

Currently, the flow is to:

• find the reconciliation button in the drop down.
• enter in the current amount.
• create a new transaction, copy the difference calculated by the above action (make sure you don't get confused by the +/- signs).
• clear the transaction, ensure the new reconciliation amount is now 0.
• exit reconciliation mode.

I propose that there be a second button during reconciliation that will create a transaction automatically (using a hard coded payer) with the calculated differences, and mark this transaction as cleared.

Hi,

the example at https://actualbudget.com/docs/developers/API/#examples-1 for importing transactions seems to be wrong. This should be IMHO something like

  await api.importTransactions("e2564e8c-ec96-43d7-92ce-3b91ee9d2d69", [{
       date: "2019-10-20",
       amount: 1200,
       payee: "Kroger",
       category_id: "c179c3f4-28a6-4fbd-a54d-195cced07a80"
}]);

There exists an option in the app to enter a transaction without navigating to a particular account simply by long-pressing the Accounts icon. However, there is no UI clue that this is even a possibility -- and yet, this is arguably the most important workflow in the mobile app. Consider giving "Add Transaction" its own icon or otherwise having a front-and-center way of getting to that screen.

Without it, I suspect you'll get a lot of requests (or silent wishes) for functionality you already have.

When I try to post, I get what appears to be the standard error handler message: Something internally went wrong. You may want to restart the app if anything looks wrong. We have been notified of the issue and will try to fix it soon

Multiple transactions. Multiple accounts. Multiple restarts. Nothing is working.

test2

How to reproduce: Create a transaction on mobile, add payee and total. Split to two different categories, and either leave both amounts at zero or set them to an amount that doesn't sum up to the correct total. Save the transaction.

What should happen: There should be a warning or something preventing saving a transaction without all the splits adding up to the transaction total.

In the desktop app, this looks to be prevented entirely. The "Add Transaction" button is replaced by an "Add Split" button, and only turns back into "Add Transaction" once all the splits add up to the correct total.

I'm going to leave a really long comment.

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some code in here

Can't confirm whether this also happens on iOS, but on my Android 11 device I see the following:

• Launch app
• Long-press Accounts to enter new transaction
• Type in the name of a new Payee
• Select "Create new Payee named..."

EXPECTED: Payee name is in Payee box
ACTUAL: Payee name is blank

• Select account for transaction
• Save transaction
• Navigate to account register

EXPECTED: Transaction appears with Payee name
ACTUAL: Transaction appears with Empty as the Payee name

Hello!

fix it

When moving into the Edit Categories view on Android, the Income categories appear to remain as they normally are, not modifiable. Is this Desktop-only functionality?

Say I want to skip a scheduled transaction:

Right now you have to:

• select the checkbox for the scheduled transaction:
• open the context menu
• select skip.
• uncheck the now hidden transaction (although, this is likely a bug).

I propose, (or the equivalent of):

If no transactions are selected:

• when a transaction is right clicked (or long held under mobile?), the transaction should be selected.
• the context menu should be opened.
• once the context menu is closed, then the transaction should be unchecked.

If transactions are selected:

• when a transaction is right clicked, select transaction if not already selected.
• the context menu should be opened as if all selected transactions were selected.
• once the context menu is closed, keep selected transactions, selected.

Alternatively, more actions via keyboard shortcuts should be supported. e.g. skipping a transaction.

get the body

Given the scheduled transaction:

Note that the "Automatically add transaction" button is checked and that the post date is the 22nd.

The transactions are not posting:

Platform: Web
To reproduce: Click a scheduled transaction, then hit Shift + Click on non-scheduled transaction, and a fatal error is thrown.

TypeError: Cannot read properties of undefined (reading 'id') at https://app.actualbudget.com/static/js/main.d0c119f5.chunk.js:1:59939 at m (https://app.actualbudget.com/static/js/main.d0c119f5.chunk.js:1:59474) at Object.selectedItems (https://app.actualbudget.com/static/js/main.d0c119f5.chunk.js:1:59921) at Object.ea [as useReducer] (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:565011) at t.useReducer (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:505136) at y (https://app.actualbudget.com/static/js/main.d0c119f5.chunk.js:1:59525) at E (https://app.actualbudget.com/static/js/main.d0c119f5.chunk.js:1:61919) at Xi (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:563416) at Fa (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:572304) at bu (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:611165) at bs (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:602570) at ys (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:602495) at ls (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:599497) at https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:550687 at t.unstable_runWithPriority (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:626355) at qo (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:550397) at Go (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:550633) at $o (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:550568) at N (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:620115) at https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:527891 at HTMLDocument.i (https://app.actualbudget.com/static/js/3.52ea9243.chunk.js:1:51970)

☝️ Likely not helpful since it's obfuscated, but it's very easy to reproduce.

Doing the same in only non-scheduled transactions works as expected.

Make the table a lot more dynamic.

Steps to recreate:

1. Enter a split transaction to on budget account. Split over 2 or more categories. Assign budget to categories.
2. Delete split transaction by selecting on main line and D.
3. Review budget - the transactions still show in the Spent column. Clicking on the spent amount opens category for the month shows "no transactions" (or if there were other transactions in the category, the split amount is not shown)
4. Although the deleted amount shows in the Spent column, the total is not included in the month summary at top of screen.
   To fix:
   Reset budget cache.
   To avoid:
   work-around to avoid is when deleting the split transaction to first delete the split lines, then the main line.

Also noted that if you add new transactions to the same category it also corrects the issue, possibly this action causes a re-calc of the category amount.

Users have said that get confused at the part where it asks you to budget everything and put some in the money category.

• OSX
• Actual version: 0.064

Steps:

1. New transaction
2. Add New transaction - new line is added
3. Click different columns in the added line

I am working on a script to import transactions from Revolut which cannot be imported through normal CSV due to unsupported date format (it's actually timestamp, but never mind that).

While writing draft of the script, I have noticed that importTransactions API call does not update the notes field on subsequent imports, despite claiming that the transaction was updated. Draft of the script is here, but the easiest way to reproduce this would be something like this:

import  api from '@actual-app/api'

let original_transaction = {
  amount: 500,
  date: '2021-11-29',
  payee_name: 'somevendor',
  notes: 'these are the original notes',
  cleared: true
}

let updated_transaction = {
  amount: 500,
  date: '2021-11-29',
  payee_name: 'somevendor',
  notes: 'these are the UPDATED notes',
  cleared: true
}

async function run() {
  let account = (await api.getAccounts())[0].id
  let result = await api.importTransactions(account, [original_transaction])
  console.log(result)
  let transaction_id = result.added[0]
  result = await api.importTransactions(account, [updated_transaction])
  console.log(result)
  let transaction_after_update = await api.runQuery(
    api
      .q('transactions')
      .filter({ id: transaction_id })
      .select(['notes'])
  )
  console.log(transaction_after_update)
}
await api.runWithBudget('My-Finances-1-923fd00', run);

which in my case results in following output:

❯ node issue.js
{ added: [ '213e9d12-c1e9-45ac-80d1-735338175217' ], updated: [] }
{ added: [], updated: [ '213e9d12-c1e9-45ac-80d1-735338175217' ] }

{
  data: [
    {
      notes: 'these are the original notes',
      id: '213e9d12-c1e9-45ac-80d1-735338175217'
    }
  ],
  dependencies: [ 'transactions' ]
}

while I expected the notes field to be updated. Just to confirm, I checked the transaction in the UI and it's the same.
Did I miss anything?

Free text entry is more error-prone and almost always takes longer.

I am in December 2021 and I have $X funds to budget; I want to hold $Y for January 2022. If I click on December and select hold for next month, the available funds / To budget for January 2022 does not increase.

Here is a screen recording; as you can see the next month's available funds does not update. If I select "hold $100 for January", and then try to budget $100 in a category for January, Actual says I have over spent the category for January even though I held funds for that month.

I had a scheduled transaction of a CC payment that I didn't need to pay this month, so I selected it, and chose "Skip scheduled date" to make it disappear from my list of upcoming transactions. But after I had done that, and then selected another transaction, the header said "2 transactions" were selected. After I deselected the one transaction, it still shows that one is selected (the checkbox on the header to the left of "date" is selected, and the link to the left of the "Collapse split transactions" icon indicates "1 transactions".

I have to deselect the "select all" checkbox before I can continue on.

sdfsdfsd

hello