[GH-ISSUE #7999] [Bug]: Drill-down filters on Custom Report bar chart missing "Transfer" criteria #117637

Closed
opened 2026-06-11 13:04:13 -05:00 by GiteaMirror · 0 comments
Owner

Originally created by @plarguin on GitHub (May 30, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7999

What happened?

When viewing a Custom Report split by Category for Deposits, clicking on a specific bar representing Transfers redirects to the transaction view, but the applied filters are incorrect. Instead of filtering exclusively for transfers, it shows all deposits for that period, missing the transfer is true or category filter.

How can we reproduce the issue?

  1. Create or open a Custom Report.
  2. Configure the following settings:
  • Split: Category
  • Type: Deposit
  • Interval: Weekly
  • Range: Last week (Live)
  • Filter: Filter by 1 specific account
  1. Look at the generated bar chart. The bars/columns display correctly.
  2. Click directly on the Transfers bar to drill down into the transaction list.

Actual Behavior
The transaction view opens but only applies the general report filters (Account, Dates, and Inflow \ge 0.00). It completely misses the transfer filter, displaying unrelated regular deposits alongside the transfers.

Image Image

Expected Behavior
The transaction list should open with a filter targeting only transfers (e.g., transfer is true), isolating the specific transaction(s) that make up that bar.
Image

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

No response

Operating System

Windows 11

Originally created by @plarguin on GitHub (May 30, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7999 ### What happened? When viewing a Custom Report split by Category for Deposits, clicking on a specific bar representing **Transfers** redirects to the transaction view, but the applied filters are incorrect. Instead of filtering exclusively for transfers, it shows all deposits for that period, missing the transfer is true or category filter. ### How can we reproduce the issue? 1. Create or open a Custom Report. 2. Configure the following settings: - Split: Category - Type: Deposit - Interval: Weekly - Range: Last week (Live) - Filter: Filter by 1 specific account 3. Look at the generated bar chart. The bars/columns display correctly. 4. Click directly on the Transfers bar to drill down into the transaction list. **Actual Behavior** The transaction view opens but only applies the general report filters (Account, Dates, and Inflow $\ge$ 0.00). It completely misses the transfer filter, displaying unrelated regular deposits alongside the transfers. <img width="1466" height="1233" alt="Image" src="https://github.com/user-attachments/assets/338ef3be-8902-4ec8-a9b4-aea98745eb1b" /> <img width="1475" height="190" alt="Image" src="https://github.com/user-attachments/assets/5f7d09a7-e927-496a-b9ae-3c092b18a7a9" /> **Expected Behavior** The transaction list should open with a filter targeting only transfers (e.g., transfer is true), isolating the specific transaction(s) that make up that bar. <img width="1476" height="164" alt="Image" src="https://github.com/user-attachments/assets/60e752ca-feea-4d10-965e-dae2af4e8342" /> ### Where are you hosting Actual? None ### What browsers are you seeing the problem on? _No response_ ### Operating System Windows 11
GiteaMirror added the buguser interfacereportsgood first issue labels 2026-06-11 13:04:15 -05:00
Sign in to join this conversation.
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#117637