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[Bug]: Custom Reports - Choosing "Last Month" includes current month #1218

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opened 2026-02-28 19:36:26 -06:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-02-28 19:36:26 -06:00
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Originally created by @argeljoseph on GitHub (Jul 11, 2024).

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

  1. Create a report and choose:
    Split: Category
    Type: Payment
    Interval: Monthly
    Range: Last month

Save the custom report. You will see transactions in the report that are this month as well.
image

I was surprised with the report showing I spent a lot from last month on this category but it included this month's expenses too.

Where are you hosting Actual?

NAS

What browsers are you seeing the problem on?

Firefox, Chrome

Operating System

Linux

Originally created by @argeljoseph on GitHub (Jul 11, 2024). ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? 1. Create a report and choose: **Split**: Category **Type**: Payment **Interval**: Monthly **Range**: Last month Save the custom report. You will see transactions in the report that are this month as well. <img width="384" alt="image" src="https://github.com/actualbudget/actual/assets/3426950/90a86eb1-c9ae-400b-a004-36fafbd70d10"> I was surprised with the report showing I spent a lot from last month on this category but it included this month's expenses too. ### Where are you hosting Actual? NAS ### What browsers are you seeing the problem on? Firefox, Chrome ### Operating System Linux
GiteaMirror added the bug label 2026-02-28 19:36:26 -06:00
GiteaMirror commented 2026-02-28 19:36:27 -06:00
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@youngcw commented on GitHub (Jul 12, 2024):

@carkom

@youngcw commented on GitHub (Jul 12, 2024): @carkom
GiteaMirror commented 2026-02-28 19:36:27 -06:00
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@carkom commented on GitHub (Jul 22, 2024):

There is an option to include/exclude current month. I've added an indicator to the sidebar for when it's toggled on.

https://github.com/actualbudget/actual/pull/3117

@carkom commented on GitHub (Jul 22, 2024): There is an option to include/exclude current month. I've added an indicator to the sidebar for when it's toggled on. https://github.com/actualbudget/actual/pull/3117
GiteaMirror commented 2026-02-28 19:36:27 -06:00
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@matt-fidd commented on GitHub (Jul 22, 2024):

@carkom I don't think that "last month"/"this month" should be eligible for the "include current month" toggle, I'd expect the behaviour to show the transactions for the previous/current month only in those modes.

@matt-fidd commented on GitHub (Jul 22, 2024): @carkom I don't think that "last month"/"this month" should be eligible for the "include current month" toggle, I'd expect the behaviour to show the transactions for the previous/current month only in those modes.
GiteaMirror commented 2026-02-28 19:36:27 -06:00
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@carkom commented on GitHub (Jul 22, 2024):

It's already disabled for "This month" so no worries there.

Why shouldn't people be able to add the current month to the "last month" graph if they want? I don't understand that logic. Another way to write this would be "Last 1 month" - similar to "Last x months" options. If you don't want current month in your saved graph then toggle it off, there's no need to prevent others from including it if they want.

I don't think we need to be unneccessarily restrictive in how people can/can't use the feature. What if someone has a use case where they want a live graph that includes current month and last month?

@carkom commented on GitHub (Jul 22, 2024): It's already disabled for "This month" so no worries there. Why shouldn't people be able to add the current month to the "last month" graph if they want? I don't understand that logic. Another way to write this would be "Last 1 month" - similar to "Last x months" options. If you don't want current month in your saved graph then toggle it off, there's no need to prevent others from including it if they want. I don't think we need to be unneccessarily restrictive in how people can/can't use the feature. What if someone has a use case where they want a live graph that includes current month and last month?
GiteaMirror commented 2026-02-28 19:36:28 -06:00
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@matt-fidd commented on GitHub (Jul 22, 2024):

Yep, fair enough! I think it might just be the way that it reads more definitively as "last month". The indicator will help to alleviate any confusion there though, as you say.

@matt-fidd commented on GitHub (Jul 22, 2024): Yep, fair enough! I think it might just be the way that it reads more definitively as "last month". The indicator will help to alleviate any confusion there though, as you say.
GiteaMirror commented 2026-02-28 19:36:28 -06:00
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@argeljoseph commented on GitHub (Jul 22, 2024):

Thank you! Didn't see that "Option" before! I'm closing this.

@argeljoseph commented on GitHub (Jul 22, 2024): Thank you! Didn't see that "Option" before! I'm closing this.
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Reference: github-starred/actual#1218
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