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[Bug]: Filtered balance on Split's notes not calculating properly #4381

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Rescue9 opened this issue Feb 14, 2025 · 0 comments
Open
1 task done

[Bug]: Filtered balance on Split's notes not calculating properly #4381

Rescue9 opened this issue Feb 14, 2025 · 0 comments
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@Rescue9
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Rescue9 commented Feb 14, 2025

Verified issue does not already exist?

  • I have searched and found no existing issue

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.

Image

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

@Rescue9 Rescue9 added the bug Something isn't working label Feb 14, 2025
@Rescue9 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
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