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[Bug]: Reconciling accounts doesn't show cleared checkboxes #1013

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DistroByte opened this issue May 7, 2023 · 4 comments · Fixed by #2589
Closed
1 task done

[Bug]: Reconciling accounts doesn't show cleared checkboxes #1013

DistroByte opened this issue May 7, 2023 · 4 comments · Fixed by #2589
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bug Something isn't working good first issue Good for newcomers transactions Related to transactions user interface Related to the user interface

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@DistroByte
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Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When reconciling an account with "show cleared checkboxes" disabled (no checkboxes), a notice is shown to the user stating the cleared vs uncleared balance of the account. If this is hidden, then the UI is inconsistent. Either force enabling the checkboxes or notifying the user they have them off would be a solution to this problem.

To reproduce, create an account, add some uncleared transactions, hide the checkboxes, reconcile the account.

image

What error did you receive?

No response

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

@DistroByte DistroByte added bug Something isn't working needs triage labels May 7, 2023
@j-f1 j-f1 added transactions Related to transactions user interface Related to the user interface and removed needs triage labels May 7, 2023
@rich-howell
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Maybe a silly question but how can you reconcile a budget if you can't clear transactions?

@DistroByte
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DistroByte commented May 9, 2023

Not really a silly question, but with the addition of the "hide checkboxes" for accounts (like cash, where transaction is instant), reconciling cash balances should be instant also.

@shall0pass
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shall0pass commented May 9, 2023

If you set a rule to automatically clear transactions for that account, it would give the desired behavior since you assume all those transactions are cleared anyways.

See the second Q in the docs. https://actualbudget.github.io/docs/Budgeting/rules/rules-custom

@DistroByte
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That's valid, however the UI is still inconsistent without that rule, which I imagine most people won't think to create (myself included)

@MatissJanis MatissJanis added the help wanted Extra attention is needed label Aug 26, 2023
@youngcw youngcw added the good first issue Good for newcomers label Feb 4, 2024
@github-actions github-actions bot removed the help wanted Extra attention is needed label Apr 13, 2024
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Labels
bug Something isn't working good first issue Good for newcomers transactions Related to transactions user interface Related to the user interface
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6 participants