[GH-ISSUE #8050] [Bug]: Cannot toggle view/hide transfers when making a custom report #117655

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opened 2026-06-11 13:06:02 -05:00 by GiteaMirror · 2 comments
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Originally created by @jimmyconor on GitHub (Jun 2, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/8050

What happened?

I was making a new custom report and the total for Transfers shows on all of the graphs and data table. On the left side in checkboxes, you can toggle "Starting Balance" and "Starting Balances" and if one is unchecked Transfers go away. On the Data Graph, Transfers show as Uncategorized & Off budget. Not sure if it's intended or I am misunderstanding how it works.

Image Image Image Image

How can we reproduce the issue?

Go to make custom reports, and if you have an account that is off budget which reports only the balance and no transactions, typical for mortgage or investment accounts, it will show as "Transfers" and the checkboxes will indicate Starting Balance / Starting Balances. Again, not sure if it's intended to be this way, but both checkboxes have to be on to show "Transfers". Filter on screenshot is set to This Month but it also does it for other time ranges

Where are you hosting Actual?

Other

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @jimmyconor on GitHub (Jun 2, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/8050 ### What happened? I was making a new custom report and the total for Transfers shows on all of the graphs and data table. On the left side in checkboxes, you can toggle "Starting Balance" and "Starting Balances" and if one is unchecked Transfers go away. On the Data Graph, Transfers show as Uncategorized & Off budget. Not sure if it's intended or I am misunderstanding how it works. <img width="3371" height="1841" alt="Image" src="https://github.com/user-attachments/assets/502b36b3-e82c-4a92-8f59-a4a3b855babf" /> <img width="3380" height="1828" alt="Image" src="https://github.com/user-attachments/assets/b5235fca-acb1-41de-b538-6929039555ce" /> <img width="3404" height="1856" alt="Image" src="https://github.com/user-attachments/assets/474ecd49-e10b-4fe7-978d-71b3dfccc755" /> <img width="3414" height="1855" alt="Image" src="https://github.com/user-attachments/assets/fc0383cd-2cbd-4eae-b913-d1b330528506" /> ### How can we reproduce the issue? Go to make custom reports, and if you have an account that is off budget which reports only the balance and no transactions, typical for mortgage or investment accounts, it will show as "Transfers" and the checkboxes will indicate Starting Balance / Starting Balances. Again, not sure if it's intended to be this way, but both checkboxes have to be on to show "Transfers". Filter on screenshot is set to This Month but it also does it for other time ranges ### Where are you hosting Actual? Other ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11
GiteaMirror added the bug label 2026-06-11 13:06:02 -05:00
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@jdshupe commented on GitHub (Jun 5, 2026):

There is a filter to remove "Transfers".

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After clicking that, you can choose "is false"

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I believe this will solve your problem. Below are before and after pictures with this filter.

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<!-- gh-comment-id:4631724014 --> @jdshupe commented on GitHub (Jun 5, 2026): There is a filter to remove "Transfers". <img width="563" height="449" alt="Image" src="https://github.com/user-attachments/assets/f0c72891-20e4-40e4-80a5-0720975afc6a" /> After clicking that, you can choose "is false" <img width="738" height="214" alt="Image" src="https://github.com/user-attachments/assets/b37999cc-67a1-4d9c-8998-323029322661" /> I believe this will solve your problem. Below are before and after pictures with this filter. <img width="1922" height="1082" alt="Image" src="https://github.com/user-attachments/assets/16f294bc-2ea6-4ce2-8469-e9f879806172" /> <img width="1922" height="1082" alt="Image" src="https://github.com/user-attachments/assets/af454aaf-99c9-4bc0-b169-bb5bf837503c" />
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Owner

@youngcw commented on GitHub (Jun 9, 2026):

You can turn off uncategorized transactions in the options of the report.

<!-- gh-comment-id:4660643971 --> @youngcw commented on GitHub (Jun 9, 2026): You can turn off uncategorized transactions in the options of the report.
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Reference: github-starred/actual#117655