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[GH-ISSUE #8042] [Bug]: Transfers between on-budget accounts are shown as expenses when all categories are selected #117651

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opened 2026-06-11 13:05:33 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-06-11 13:05:33 -05:00
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Originally created by @Andy-Ivanyuk on GitHub (Jun 2, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/8042

What happened?

Description

When viewing the monthly spending graph, transfers between on-budget accounts are incorrectly displayed as expenses under “Uncategorized and off-budget”.

This only happens when all categories are selected in the graph/report filters.

If I deselect any single expense category, or if I completely deselect income, the same transfer transactions disappear from the graph, which seems to be the correct behavior.

Expected behavior

Transfers between on-budget accounts should not be included in the spending graph or spending total.

They should not appear under “Uncategorized and off-budget”, because they are not real expenses and both accounts are within the budget.

Actual behavior

When all categories are selected, internal transfers between on-budget accounts appear in the monthly spending graph as “Uncategorized and off-budget” expenses.

This incorrectly increases the monthly spending total.

The bug appears only when all categories are selected.

Changing the selection by removing at least one category, or removing income completely, causes the transfers to disappear from the spending graph.

Additional context

In my case, the affected transactions were normal transfers between on-budget accounts:

Mono → ₴ Cash
₴ Cash → $ Cash

All involved accounts were shown under “On budget” in the account list.

The transfers were incorrectly added to the graph total as “Uncategorized and off-budget”, even though they were not expenses.

As you see I named categories in Ukrainian so if you need any translations or anything else please let me know

Image Image Image

How can we reproduce the issue?

  1. Create at least two on-budget accounts.
    a. Example: Mono
    b. Example: ₴ Cash
    c. Example: $ Cash
  2. Create a transfer between two on-budget accounts.
    a. Example: Mono → ₴ Cash
  3. Optionally, create another transfer between two other on-budget accounts.
    a. Example: ₴ Cash → $ Cash
  4. Open the monthly spending graph/report.
  5. Select all categories in the graph/report filters.
  6. Observe that the transfer amount is included in the graph under “Uncategorized and off-budget”.
  7. Deselect any single expense category.
  8. Observe that the transfer disappears from the graph.
  9. Select all expense categories again, but deselect income completely.
  10. Observe that the transfer also disappears from the graph.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Mac OSX

Originally created by @Andy-Ivanyuk on GitHub (Jun 2, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/8042 ### What happened? Description When viewing the monthly spending graph, transfers between on-budget accounts are incorrectly displayed as expenses under “Uncategorized and off-budget”. This only happens when all categories are selected in the graph/report filters. If I deselect any single expense category, or if I completely deselect income, the same transfer transactions disappear from the graph, which seems to be the correct behavior. Expected behavior Transfers between on-budget accounts should not be included in the spending graph or spending total. They should not appear under “Uncategorized and off-budget”, because they are not real expenses and both accounts are within the budget. Actual behavior When all categories are selected, internal transfers between on-budget accounts appear in the monthly spending graph as “Uncategorized and off-budget” expenses. This incorrectly increases the monthly spending total. The bug appears only when all categories are selected. Changing the selection by removing at least one category, or removing income completely, causes the transfers to disappear from the spending graph. Additional context In my case, the affected transactions were normal transfers between on-budget accounts: Mono → ₴ Cash ₴ Cash → $ Cash All involved accounts were shown under “On budget” in the account list. The transfers were incorrectly added to the graph total as “Uncategorized and off-budget”, even though they were not expenses. As you see I named categories in Ukrainian so if you need any translations or anything else please let me know <img width="1196" height="882" alt="Image" src="https://github.com/user-attachments/assets/e106b663-6167-4038-b230-7939e1fe7d87" /> <img width="2048" height="542" alt="Image" src="https://github.com/user-attachments/assets/b9612c0c-9f21-4107-adca-ebeb9f99dea1" /> <img width="458" height="558" alt="Image" src="https://github.com/user-attachments/assets/9c0b7e47-9d0e-42df-a876-75e5f576250c" /> ### How can we reproduce the issue? 1. Create at least two on-budget accounts. a. Example: Mono b. Example: ₴ Cash c. Example: $ Cash 2. Create a transfer between two on-budget accounts. a. Example: Mono → ₴ Cash 3. Optionally, create another transfer between two other on-budget accounts. a. Example: ₴ Cash → $ Cash 4. Open the monthly spending graph/report. 5. Select all categories in the graph/report filters. 6. Observe that the transfer amount is included in the graph under “Uncategorized and off-budget”. 7. Deselect any single expense category. 8. Observe that the transfer disappears from the graph. 9. Select all expense categories again, but deselect income completely. 10. Observe that the transfer also disappears from the graph. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Mac OSX
GiteaMirror added the bug label 2026-06-11 13:05:33 -05:00
GiteaMirror commented 2026-06-11 13:05:35 -05:00
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@matt-fidd commented on GitHub (Jun 2, 2026):

I believe this is by design, add a filter for Transfers = false if you'd like to hide them

<!-- gh-comment-id:4604023215 --> @matt-fidd commented on GitHub (Jun 2, 2026): I believe this is by design, add a filter for Transfers = false if you'd like to hide them
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Reference: github-starred/actual#117651
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