-
-
Notifications
You must be signed in to change notification settings - Fork 2.3k
[Bug]: Cannot remove pre-assigned category when adding a new transaction #7390
Copy link
Copy link
Open
Labels
Description
What happened?
When adding a new transaction for a Payee that has a pre-assigned category, there's no way to clear the category field before submitting. You can change it to a different category, but you can't remove it entirely and leave it uncategorized.
This is a problem if your workflow involves entering payment/deposit amounts first and categorizing later. For complex transactions, I want to submit the line item without a category and come back to assign it after the fact. Instead, I have to submit with the wrong category, back out of the add screen, and then manually remove the category from the transaction. Extra steps for no reason.
How can we reproduce the issue?
- Have a Payee with a pre-assigned category (e.g., "Amazon" mapped to "Shopping")
- Click to add a new transaction
- Select that Payee. The category field auto-fills with the pre-assigned category.
- Try to clear the category field so the transaction is uncategorized
- There is no option to do this. You can only swap to a different category.
- Submit the transaction. It saves with the pre-assigned (or swapped) category regardless.
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
Firefox
Operating System
Windows 11
Reactions are currently unavailable