Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Use Cleared Balance for "Record Payment" isn't working for me #2968

Closed
lbrand309 opened this issue Oct 4, 2022 · 2 comments · Fixed by #2980
Closed

Use Cleared Balance for "Record Payment" isn't working for me #2968

lbrand309 opened this issue Oct 4, 2022 · 2 comments · Fixed by #2980
Assignees
Labels
bug Something isn't working pr created A PR has been opened that solves this issue

Comments

@lbrand309
Copy link

Describe the bug
I have Use Cleared Balance for "Record Payment" toggled on and credit card payments aren't using the cleared balance by default like they should

To Reproduce
Steps to reproduce the behavior:

  1. Go to credit card account
  2. Click on record payment
  3. Amount populated in inflow matches available funds for payment (which is a larger amount and includes uncleared transactions) instead of cleared balance (which is a smaller amount)

Expected behavior
I expected to see the amount populated in inflow match the cleared balance since the description for the setting indicates that would be the case: Change the default credit card payment value to use the Cleared Balance instead of the Working Balance to avoid overpaying credit card bills. Note: If you don't have enough budgeted in Payment to cover the selected option, it will use the Payment value instead to avoid overbudgeting

Screenshots
If applicable, add screenshots to help explain your problem.

Desktop (please complete the following information):

  • OS: Chromebook - Version 105.0.5195.134 (Official Build) (64-bit)
  • Browser: Chrome
  • Toolkit Version: Toolkit for YNAB v3.3.6

Setting Export
Please replace the text 'REPLACE_ME_WITH_SETTINGS' below with your exported Toolkit settings. You can export these by going to the Toolkit Options page, click the Import/Export Settings button at the top right and copying the text in the modal which appears.

Note! DO NOT replace the leading and trailing ``` characters as they are required formatting characters.

[{"key":"AccountsDisplayDensity","value":false},{"key":"AccountsEmphasizedInflows","value":true},{"key":"AccountsEmphasizedOutflows","value":false},{"key":"AccountsStripedRows","value":false},{"key":"AccountsStripedRowsColor","value":"#fafafa"},{"key":"AccountsStripedRowsDarkColor","value":"#1e1e1f"},{"key":"AssistedClear","value":false},{"key":"AutoDistributeSplits","value":false},{"key":"AutoEnableRunningBalance","value":false},{"key":"AutomaticallyMarkAsCleared","value":false},{"key":"BetterScrollbars","value":false},{"key":"BottomNotificationBar","value":false},{"key":"BudgetProgressBars","value":false},{"key":"BudgetQuickSwitch","value":false},{"key":"BulkEditMemo","value":true},{"key":"BulkManagePayees","value":false},{"key":"CalculateIRR","value":false},{"key":"CalendarFirstDay","value":false},{"key":"CategoryActivityCopy","value":false},{"key":"CategoryActivityPopupWidth","value":false},{"key":"ChangeEnterBehavior","value":false},{"key":"ChangeMemoEnterBehavior","value":false},{"key":"CheckCreditBalances","value":true},{"key":"CheckNumbers","value":false},{"key":"ClearSelection","value":false},{"key":"CollapseInspector","value":false},{"key":"CompactIncomeVsExpense","value":false},{"key":"ConfirmEditTransactionCancellation","value":false},{"key":"CreditCardEmoji","value":false},{"key":"CtrlEnterCleared","value":true},{"key":"CurrentMonthIndicator","value":false},{"key":"CustomAverageBudgeting","value":false},{"key":"CustomFlagNames","value":false},{"key":"CustomizeColourScheme","value":true},{"key":"DateOfMoney","value":false},{"key":"DaysOfBuffering","value":"6"},{"key":"DaysOfBufferingExcludeCreditCards","value":false},{"key":"DefaultCCToCleared","value":true},{"key":"DeselectTransactionsOnSave","value":false},{"key":"DisableToolkit","value":false},{"key":"DisplayMonthlyGoalsOverview","value":false},{"key":"DisplayTargetGoalAmount","value":false},{"key":"DisplayTotalMonthlyGoals","value":false},{"key":"DisplayTotalOverspent","value":false},{"key":"DisplayUpcomingAmount","value":false},{"key":"EasyTransactionApproval","value":false},{"key":"EditAccountButton","value":false},{"key":"EnlargeCategoriesDropdown","value":true},{"key":"FilterCategories","value":true},{"key":"GoalIndicator","value":false},{"key":"GoalWarningColor","value":false},{"key":"GoogleFontsSelector","value":false},{"key":"HideAccountBalancesType","value":false},{"key":"HideAgeOfMoney","value":false},{"key":"HideClosedAccounts","value":false},{"key":"HideDebtRatio","value":false},{"key":"HideHelp","value":false},{"key":"HideReferralBanner","value":false},{"key":"HighlightNegatives","value":false},{"key":"HoveredBudgetRows","value":false},{"key":"ImportNotification","value":false},{"key":"IncomeVsExpenseHoverHighlight","value":true},{"key":"LargerClickableIcons","value":false},{"key":"LiveOnLastMonthsIncome","value":false},{"key":"MasterCategoryRowColor","value":false},{"key":"MasterCategoryRowColorSelect","value":"#d1d1d6"},{"key":"MasterCategoryRowDarkColorSelect","value":"#636366"},{"key":"MemoAsMarkdown","value":false},{"key":"MonthlyNotesPopupWidth","value":false},{"key":"NavDisplayDensity","value":false},{"key":"NotesAsMarkdown","value":false},{"key":"POSStyleCurrencyEntryMode","value":false},{"key":"Pacing","value":false},{"key":"PrintingImprovements","value":true},{"key":"PrivacyMode","value":false},{"key":"QuickBudgetWarning","value":false},{"key":"ReconcileAssistant","value":false},{"key":"ReconcileBalance","value":false},{"key":"ReconcileConfetti","value":true},{"key":"ReconciledTextColor","value":false},{"key":"RemovePositiveHighlight","value":false},{"key":"RemoveZeroCategories","value":false},{"key":"RightClickToEdit","value":true},{"key":"RowHeight","value":false},{"key":"RowsHeight","value":false},{"key":"SavingsRatio","value":"0.10"},{"key":"ScrollableEditMenu","value":false},{"key":"ShowAvailableAfterSavings","value":false},{"key":"ShowCategoryBalance","value":false},{"key":"SpareChange","value":false},{"key":"SplitTransactionAutoAdjust","value":false},{"key":"SplitTransactionAutoFillPayee","value":false},{"key":"SplitTransactionTabExpand","value":true},{"key":"SquareNegativeMode","value":false},{"key":"StealingFromFuture","value":false},{"key":"StripedBudgetRows","value":false},{"key":"SubtractUpcomingFromAvailable","value":false},{"key":"SwapClearedFlagged","value":false},{"key":"TargetBalanceWarning","value":false},{"key":"ToBeBudgetedWarning","value":false},{"key":"ToggleAccountColumns","value":true},{"key":"ToggleMasterCategories","value":false},{"key":"ToggleSplits","value":true},{"key":"ToggleTransactionFilters","value":false},{"key":"ToolkitReports","value":true},{"key":"UnclearedAccountHighlight","value":false},{"key":"ViewZeroAsEmpty","value":false}]```
@TroyHomeBrew
Copy link

I can confirm this issue on Brave 1.44.105 and Firefox (don't have the version handy, but current as of this post date) on Windows 10, Toolkit version 3.3.6.

@williammck williammck added bug Something isn't working awaiting-triage labels Oct 9, 2022
@williammck williammck linked a pull request Oct 9, 2022 that will close this issue
@williammck williammck added pr created A PR has been opened that solves this issue and removed awaiting-triage labels Oct 9, 2022
@williammck williammck added this to Review in progress in toolkit-for-ynab Oct 9, 2022
@carrjar
Copy link

carrjar commented Oct 18, 2022

It's also not working for Chrome Version 106.0.5249.119 (Official Build) (arm64). Thanks for working on this.

toolkit-for-ynab automation moved this from Review in progress to Done Nov 20, 2022
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
bug Something isn't working pr created A PR has been opened that solves this issue
Projects
No open projects
Development

Successfully merging a pull request may close this issue.

4 participants