[Bug]: Splitting a transaction that is a transfer to another account off budget does not match up

[jonmchan]

Verified issue does not already exist?

• [x] I have searched and found no existing issue

What happened?

I split a transaction that is a transfer to an off budget account.

In the off budget account, it does not allow you to link to the transfer, but ends up adding 2 transactions.

These 2 transactions then cannot be marked as transfer, so there is the $3000 transaction and the split transactions showing up separately causing an additional $3000 to show up in the off budget ledger.

How can we reproduce the issue?

I would expect that the split would exist on both accounts and not show up as 2 new transactions that is not markable as transfers.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome

Operating System

Linux

[youngcw]

What process are you using to get to this state?

[jonmchan]

I am using simplefin bridge to sync with my bank accounts.

Bank account A - Sending account and on budget Bank Account B - Receiving account and off budget

It would seem that:

1. First sync, only Bank Account A saw the transactions.
2. I split the transaction on Bank Account A. In Bank Account B, these now show up as 2 different transactions instead of the split.
3. Bank Account B, the transfer posted, but now I can't mark as a transfer since it was split into 2 transactions instead of 1 single transaction with a split.

[youngcw]

Can you elaborate on what your use case is? Why do you want the transaction to be a split, but then both splits go to the same place? Is it just to divide up the categories?

[youngcw]

So you can fix the account B side by 1) selecting the two transfers and saying "make split" then 2) merge the unmatched, imported transaction to the split.

[jonmchan]

@youngcw I'll try that next time, however, it does seem a painful process to have to put the split in on both sides.

If this is the solution though, we can close this bug.

[youngcw]

It would be nice to have that happen automatically, but I don't know how that would be done in the code where each of the split lines are treated as separate transactions on the backend. Ill leave this open for now

[jonmchan]

Does it become a feature instead of a bug then? :) It sounds like actually a new feature disguised as a bug.

[youngcw]

It could be a feature request. If you want to change this to be a feature request that would be fine.