Incorrect manual account balance updates when removing or deleting grouped transactions | Voters

Incorrect manual account balance updates when removing or deleting grouped transactions

Din from Lunch Money

There is an issue with balance calculations for manually managed accounts when transactions are grouped and later modified or deleted.

Current behavior

A user groups multiple transactions
User filters the Transactions page to see the individual transactions in the group listed in the table
User selects the “delete” option on a transaction within the group. The UI messaging states that the transaction will be “removed from the transaction group,” but the transaction is actually deleted entirely.
Because the transaction is deleted, the manually managed account balance is updated to reflect that.
If the user later deletes the entire transaction group, the account balance is adjusted using the group’s original total amount instead of the updated total after the transaction deletion/removal.

Expected behavior

The action for transactions inside a group should be explicit and consistent:

If the action permanently deletes the transaction, the UI should clearly state that the transaction will be deleted.
If the intention is only to remove the transaction from the group, the transaction should still be visible in the UI and the account balance should not be affected, because the transaction is still associated with the same account.
Balance adjustments caused by deleting a group transaction should always be calculated based on the group's updated total, not the original amout.

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