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[GH-ISSUE #7120] [Bug]: Net Worth widget is showing incorrect change value #100394
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Originally created by @jberlyn on GitHub (Mar 3, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7120
What happened?
When I view the Net Worth widget via the Reports page, the change value is incorrectly showing for the time period I have selected. I have tried a few different time periods and they all seem to be calculating incorrectly. I am using the default Net Worth widget, no filters applied other than having it set to Year To Date.
As you can see from the screenshots, the change value should be in the negative but it is showing in the positive.
I am able to reproduce the issue on version
v26.3.0but the issue does not occur onv26.2.1.Screenshot from
v26.2.1.How can we reproduce the issue?
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
Firefox
Operating System
Mac OSX
@youngcw commented on GitHub (Mar 4, 2026):
So the reason for this is because its including the gain of the first month of the window. I can see why it would be confusing. Im not sure what the best course of action is as it is technically correct as it includes the change in January instead of using January as the baseline.
@TerborX commented on GitHub (Mar 4, 2026):
@jberlyn commented on GitHub (Mar 5, 2026):
I take Year To Date to mean what the value was at the start of the year, so 1st January 2026, until the current date. I changed the detail level to Daily and I can see the value on the 1st January 2026 was
$365,190. This seems correct.However, I typically have my widget set to Monthly, which the graph itself is showing based on the last day of January where the value was
$412,375. The current value is$385,002but the change value is showing based on the first day of the month.To me, the second screenshot feels wrong. I can visually see it going down, I can mouse over each month and see it being higher in January than it is now, but the change value in the top right corner is saying the value has gone up.
@youngcw commented on GitHub (Mar 5, 2026):
So is the issue ultimately that the first month ins't included in the graph line? So if you choose 3 months, only 2 month intervals are shown. In your example, January is the far left of the chart so the change for January isn't visible, thus only showing the change for February and March. I think the total is more correct now as if you choose 3 months, the change over the last 3 month intervals is what is shown. Not just the change over the last 2 months.
@TerborX commented on GitHub (Mar 5, 2026):
@youngcw yes, that's it. the graph line starts with the end of the first period, not the end of the period BEFORE the reporting window. so as you noted, the 3 month interval only shows 2 months.
the original issue was that the change calculation excluded any activity that occurs in the first period of the calculation window.
reported here: https://github.com/actualbudget/actual/issues/6962
fixed here: https://github.com/actualbudget/actual/pull/6968
so that's the number fix (the total change) but the graph doesn't reflect the fix.