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

Open DistroByte opened this issue 1 year ago • 4 comments

Verified issue does not already exist?

  • [X] 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 avatar May 07 '23 22:05 DistroByte

Maybe a silly question but how can you reconcile a budget if you can't clear transactions?

rich-howell avatar May 09 '23 17:05 rich-howell

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.

DistroByte avatar May 09 '23 17:05 DistroByte

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

shall0pass avatar May 09 '23 17:05 shall0pass

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

DistroByte avatar May 09 '23 17:05 DistroByte