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When trying to filter transactions by Note, the "Filtered Balance" doesn't include the split if each line doesn't also have the note.
I would expect that the split be included if each split note is empty. If each split has a different note, then those splits should be filtered accordingly. For example, in the image, if the note on the External Purchases split said "Family" I would not expect it to calculate in the "contains kro" filter. However, those splits that are empty should calculate. Otherwise, every split needs to have all fields filed out to calculate properly.
How can we reproduce the issue?
How can we reproduce the issue?
Create a split transaction, notate the main split, but not the individual sub-splits, filter by note. Filtered Balance will be different than expected, and not show non-notated sub-splits.
Where are you hosting Actual?
Locally via Yarn
What browsers are you seeing the problem on?
Chrome, Firefox
Operating System
Windows 11
The text was updated successfully, but these errors were encountered:
Rescue9
changed the title
[Bug]: Filtered balance on Split's ntoes not calculating properly
[Bug]: Filtered balance on Split's notes not calculating properly
Feb 14, 2025
Verified issue does not already exist?
What happened?
When trying to filter transactions by Note, the "Filtered Balance" doesn't include the split if each line doesn't also have the note.
I would expect that the split be included if each split note is empty. If each split has a different note, then those splits should be filtered accordingly. For example, in the image, if the note on the External Purchases split said "Family" I would not expect it to calculate in the "contains kro" filter. However, those splits that are empty should calculate. Otherwise, every split needs to have all fields filed out to calculate properly.
How can we reproduce the issue?
How can we reproduce the issue?
Create a split transaction, notate the main split, but not the individual sub-splits, filter by note. Filtered Balance will be different than expected, and not show non-notated sub-splits.
Where are you hosting Actual?
Locally via Yarn
What browsers are you seeing the problem on?
Chrome, Firefox
Operating System
Windows 11
The text was updated successfully, but these errors were encountered: