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[GH-ISSUE #901] [Bug]: Using filter "category is (nothing)" displays transactions with category "Transfer" #114726

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opened 2026-06-11 04:46:32 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-06-11 04:46:32 -05:00
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Originally created by @mkalamarz on GitHub (Apr 15, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/901

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

How to replicate:

  1. Assuming you have at least two accounts with at least one transaction for each category of "Transfer", "[Catgorize]" (no category) and some other category.
  2. Select "Filter" then "Category" then use default comparison type of "is" and don't specify category. This creates filter "category is (nothing).
  3. List of transations displays ones without category (cool!) and those with category set to "Transfer" (not cool).

It is especially inconvinient because there is no way to set an additional filter of type "category is NOT Transfer".

Version: 23.4.0

What error did you receive?

No error just unexpected behavior.

Where are you hosting Actual?

Fly.io

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 10

Originally created by @mkalamarz on GitHub (Apr 15, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/901 ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? How to replicate: 1. Assuming you have at least two accounts with at least one transaction for each category of "Transfer", "[Catgorize]" (no category) and some other category. 2. Select "Filter" then "Category" then use default comparison type of "is" and don't specify category. This creates filter "category is (nothing). 3. List of transations displays ones without category (cool!) and those with category set to "Transfer" (not cool). It is especially inconvinient because there is no way to set an additional filter of type "category is NOT Transfer". Version: 23.4.0 ### What error did you receive? No error just unexpected behavior. ### Where are you hosting Actual? Fly.io ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 10
GiteaMirror added the bug label 2026-06-11 04:46:32 -05:00
GiteaMirror commented 2026-06-11 04:46:37 -05:00
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@j-f1 commented on GitHub (Apr 16, 2023):

Good catch! I opened #904 to track adding an explicit way to filter for these transactions, but this definitely be fixed.

<!-- gh-comment-id:1510336212 --> @j-f1 commented on GitHub (Apr 16, 2023): Good catch! I opened #904 to track adding an explicit way to filter for these transactions, but this definitely be fixed.
GiteaMirror commented 2026-06-11 04:46:37 -05:00
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@anthonyronda commented on GitHub (Aug 4, 2023):

Came to report a related (likely the same) issue: when sorting transactions by category, [Categorize] and Transfer are treated as the same category for sort purposes. Still present as of v23.8.0

Example
image

<!-- gh-comment-id:1665506161 --> @anthonyronda commented on GitHub (Aug 4, 2023): Came to report a related (likely the same) issue: when sorting transactions by category, [Categorize] and Transfer are treated as the same category for sort purposes. Still present as of v23.8.0 Example <img width="196" alt="image" src="https://github.com/actualbudget/actual/assets/1410433/46acec1d-4e6e-40c4-a9fe-fd20b305a5d2">
GiteaMirror commented 2026-06-11 04:46:41 -05:00
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@carkom commented on GitHub (Nov 8, 2023):

Due to the way the transactions are stored, category = null for these transactions types:

Transfer
Uncategorized (shown as "Categorize" in the table)
Parent Split (the children have categories but the parent is null)

Should we add these as options at the bottom of the autocomplete category list under a new group heading "Uncategorized"?

<!-- gh-comment-id:1801742434 --> @carkom commented on GitHub (Nov 8, 2023): Due to the way the transactions are stored, category = null for these transactions types: Transfer Uncategorized (shown as "Categorize" in the table) Parent Split (the children have categories but the parent is null) Should we add these as options at the bottom of the autocomplete category list under a new group heading "Uncategorized"?
GiteaMirror commented 2026-06-11 04:46:45 -05:00
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@youngcw commented on GitHub (Feb 5, 2024):

It looks to me like splits also count when filtering this way.

<!-- gh-comment-id:1927355476 --> @youngcw commented on GitHub (Feb 5, 2024): It looks to me like splits also count when filtering this way.
GiteaMirror commented 2026-06-11 04:46:48 -05:00
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@hui-zheng commented on GitHub (Aug 2, 2024):

To add to this. currently, there is no way to set a filter to display only those transactions with category set to "Transfer"

<!-- gh-comment-id:2264605518 --> @hui-zheng commented on GitHub (Aug 2, 2024): To add to this. currently, there is no way to set a filter to display only those transactions with category set to "Transfer"
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