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[Bug]: Transfer category between Off Budget and Budget #1979

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pogora opened this issue Nov 26, 2023 · 2 comments
Closed
1 task done

[Bug]: Transfer category between Off Budget and Budget #1979

pogora opened this issue Nov 26, 2023 · 2 comments
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@pogora
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pogora commented Nov 26, 2023

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When transferring money between Budget accounts the category is automatically set to Transfer.
Transferring money from an Non-Budget account (i.e. Savings, Daily Savings) to a Budget account (i.e. Checking) does not set any category and warns that there are "x uncategorized transactions".

I could not find any mention of this in the help. Furthermore adding a category for this seem counterproductive since it would show up in the budget report.

2023-11-26 22_24_18-ActualBudget - Actual

What error did you receive?

No response

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

No response

Operating System

None

@pogora pogora added the bug Something isn't working label Nov 26, 2023
@kymckay
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kymckay commented Nov 26, 2023

Hey there, this is expected behaviour. Money which is moving in or out of your budget pool needs to be attributed to a category (this is the same principal as regular transactions in / out of your budget).

But perhaps this is signal that it's something which needs to be more clear in the documentation.

@pogora pogora closed this as completed Nov 30, 2023
@pogora
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pogora commented Nov 30, 2023

Yes. It would be good if the documentation mentioned this preferably here:
https://actualbudget.org/docs/transactions/transfers

Although today I found a mention here at the bottom:
https://actualbudget.org/docs/budgeting/categories

youngcw added a commit to actualbudget/docs that referenced this issue Dec 7, 2023
We get lots of questions about transfers involving off budget accounts.
This will hopefully alleviate some of that confusion.

It was mentioned in
[actualbudget/#1979](actualbudget/actual#1979)
that the docs don't have a good description of this.
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