[GH-ISSUE #1918] [Feedback]: Custom Reports #14976

New Issue

GiteaMirror · 2026-04-14T17:47:42-05:00

GiteaMirror commented

2026-04-14 17:47:42 -05:00

Originally created by @carkom on GitHub (Nov 16, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/1918

Thanks to everyone for their input in getting this merged. Thanks to the maintainers for the reviews. Anything not listed please feel free to add to the conversation. Cheers!

Update: moving completed items down and consolidating most recent feedback items

Known Issues:

Newly hidden categories do not update the dashboad cards. The actual report correctly excludes newly hidden categories.
Table Totals need a callback

Upcoming Additions:

Add interval selection (by: day, week, month, year)
Implement disabledList so all disabled functions can get updated/maintained in one place
Drag and drop dashboard

UI suggestions:

Condsider adding Rolling Averages (like Category Spending graph)
Add Net Worth numbers
Click graph items (table cell, donut section, single bar, etc.) and see transaction that contribute to that cell *all done except table graph
onHover first columns (make faster)
Change Category sort order
Refactor show hidden and show empty toggles

***** Version 1 *****
Known Issues:

Need to find a way to freeze first row column when scrolling (table graph) (fixed by #1996)
Would like to freeze bottom "totals" row as well. Not sure it's possible (table graph) (same as above)
Table Rendering is funky when using filters (makes me think my rendering could be done much better) (same as above)
- Add tnum to table formats
Load Payees is intermitent (must navigate to payee page to load them into app before it will work)
Hidden Groups crash Bar Graph
- Hidden Groups crash Table Graph
Error when changing "split" drop down in "time" mode for StackedBarGraph
The Range: "all time" is not working.
Loading time for large budgets is quite slow (fixed by #1988)
dataset does not update on "Type" change
Add interval selection (by: day, week, fortnight, month, year)

Upcoming Additions:

Saving the graph to the "Reports" homepage (#1924)
- Drag and drop to reorder
- "..." to rename or delete on homepage
Make relative saved graphs update when opened (eg. current month)
Enable "Show Label" button
Enable "Show Legend" button
Add range options "year to date" and "last year"
Figure out logic for when/how to show labels on each graph
Create Live/Static choice for date ranges.

UI suggestions from reviewers (open to discussion, leave your comment!):

Legend and Summary on by default (changed to global variables)
Condsider adding Rolling Averages (like Category Spending graph)
Display percentages in pie chart (argument here is that it could get really busy with 30+ categories)
- It's been suggested to only display pieces with more than 10%
Collapse Groups in matrix table (not entirely neccessary since groups can be found in the "split" menu). A nice functionality to consider though.
Remove hover highlight on Bar/StackedBar
Add Net Worth numbers
Add select all and unselect all buttons to categorySelector
Use global variables for view (legend/summart/labels)

Backend planned additions/changes to improve code/functionality:

Improve state variables
Implement disabledList so all disabled functions can get updated/maintained in one place

Originally created by @carkom on GitHub (Nov 16, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/1918 Thanks to everyone for their input in getting this merged. Thanks to the maintainers for the reviews. Anything not listed please feel free to add to the conversation. Cheers! Update: moving completed items down and consolidating most recent feedback items Known Issues: - [x] Newly hidden categories do not update the dashboad cards. The actual report correctly excludes newly hidden categories. - [x] Table Totals need a callback Upcoming Additions: - [x] Add interval selection (by: day, week, month, year) - [x] Implement disabledList so all disabled functions can get updated/maintained in one place - [ ] Drag and drop dashboard UI suggestions: - [ ] Condsider adding Rolling Averages (like Category Spending graph) - [ ] Add Net Worth numbers - [x] Click graph items (table cell, donut section, single bar, etc.) and see transaction that contribute to that cell *all done except table graph - [ ] onHover first columns (make faster) - [x] Change Category sort order - [ ] Refactor show hidden and show empty toggles ***** Version 1 ***** Known Issues: - [x] Need to find a way to freeze first row column when scrolling (table graph) (fixed by #1996) - [x] Would like to freeze bottom "totals" row as well. Not sure it's possible (table graph) (same as above) - [x] Table Rendering is funky when using filters (makes me think my rendering could be done much better) (same as above) - Add tnum to table formats - [x] Load Payees is intermitent (must navigate to payee page to load them into app before it will work) - [x] Hidden Groups crash Bar Graph - [x] Hidden Groups crash Table Graph - [x] Error when changing "split" drop down in "time" mode for StackedBarGraph - [x] The Range: "all time" is not working. - [x] Loading time for large budgets is quite slow (fixed by #1988) - [x] dataset does not update on "Type" change - [x] Add interval selection (by: day, week, fortnight, month, year) Upcoming Additions: - [x] Saving the graph to the "Reports" homepage (#1924) - Drag and drop to reorder - "..." to rename or delete on homepage - [x] Make relative saved graphs update when opened (eg. current month) - [x] Enable "Show Label" button - [x] Enable "Show Legend" button - [x] Add range options "year to date" and "last year" - [x] Figure out logic for when/how to show labels on each graph - [x] Create Live/Static choice for date ranges. UI suggestions from reviewers (open to discussion, leave your comment!): - [x] Legend and Summary on by default (changed to global variables) - [ ] Condsider adding Rolling Averages (like Category Spending graph) - [x] Display percentages in pie chart (argument here is that it could get really busy with 30+ categories) - It's been suggested to only display pieces with more than 10% - [ ] Collapse Groups in matrix table (not entirely neccessary since groups can be found in the "split" menu). A nice functionality to consider though. - [x] Remove hover highlight on Bar/StackedBar - [ ] Add Net Worth numbers - [x] Add select all and unselect all buttons to categorySelector - [x] Use global variables for view (legend/summart/labels) Backend planned additions/changes to improve code/functionality: - [ ] Improve state variables - [ ] Implement disabledList so all disabled functions can get updated/maintained in one place

GiteaMirror added the feedback experimental feature labels 2026-04-14 17:47:42 -05:00

GiteaMirror closed this issue

2026-04-14 17:47:43 -05:00

GiteaMirror commented

2026-04-14 17:47:45 -05:00

@Kidglove57 commented on GitHub (Nov 17, 2023):

Great work! It looks as if it must have been a huge task for which we are very grateful indeed.

My main use will be of the Table view. As you say, the alignment of numbers (particularly larger numbers) in the table still needs some work and also this alignment seems inconsistent between various time-scale views.

The "year to date" and "last year" options will be great additions!

@Kidglove57 commented on GitHub (Nov 17, 2023): Great work! It looks as if it must have been a huge task for which we are very grateful indeed. My main use will be of the Table view. As you say, the alignment of numbers (particularly larger numbers) in the table still needs some work and also this alignment seems inconsistent between various time-scale views. The "year to date" and "last year" options will be great additions!

GiteaMirror commented

2026-04-14 17:47:46 -05:00

@Kidglove57 commented on GitHub (Nov 17, 2023):

In my dream world I would also love to be able to click through the table entry to see the underlying transactions!

@Kidglove57 commented on GitHub (Nov 17, 2023): In my dream world I would also love to be able to click through the table entry to see the underlying transactions!

GiteaMirror commented

2026-04-14 17:47:46 -05:00

@youngcw commented on GitHub (Nov 17, 2023):

Hidden category groups break the processing. The error below is what gets printed, but the core of the issue is that the categoryGroupCalcData ends up with a null entry for each hidden category.

default-spreadsheet.tsx:350 Uncaught (in promise) TypeError: Cannot read properties of null (reading 'id')
  ¦ at default-spreadsheet.tsx:350:19
  ¦ at Array.map (<anonymous>)
  ¦ at default-spreadsheet.tsx:349:29
  ¦ at Array.map (<anonymous>)
  ¦ at default-spreadsheet.tsx:332:40
(anonymous) @ default-spreadsheet.tsx:350
(anonymous) @ default-spreadsheet.tsx:349
(anonymous) @ default-spreadsheet.tsx:332
Promise.then (async)
(anonymous) @ useReport.js:11
sS @ react-dom.production.min.js:244
lM @ react-dom.production.min.js:286
lP @ react-dom.production.min.js:283
lO @ react-dom.production.min.js:281
ly @ react-dom.production.min.js:273
i_ @ react-dom.production.min.js:127
(anonymous) @ react-dom.production.min.js:267

@youngcw commented on GitHub (Nov 17, 2023): Hidden category groups break the processing. The error below is what gets printed, but the core of the issue is that the categoryGroupCalcData ends up with a null entry for each hidden category. ``` default-spreadsheet.tsx:350 Uncaught (in promise) TypeError: Cannot read properties of null (reading 'id') ¦ at default-spreadsheet.tsx:350:19 ¦ at Array.map (<anonymous>) ¦ at default-spreadsheet.tsx:349:29 ¦ at Array.map (<anonymous>) ¦ at default-spreadsheet.tsx:332:40 (anonymous) @ default-spreadsheet.tsx:350 (anonymous) @ default-spreadsheet.tsx:349 (anonymous) @ default-spreadsheet.tsx:332 Promise.then (async) (anonymous) @ useReport.js:11 sS @ react-dom.production.min.js:244 lM @ react-dom.production.min.js:286 lP @ react-dom.production.min.js:283 lO @ react-dom.production.min.js:281 ly @ react-dom.production.min.js:273 i_ @ react-dom.production.min.js:127 (anonymous) @ react-dom.production.min.js:267 ```

GiteaMirror commented

2026-04-14 17:47:47 -05:00

@Shazib commented on GitHub (Nov 18, 2023):

Awesome work. Couple issues i've noticed.

Selecting a payee filter seems to show it as deleted

Flipping between the 'Type' when in 'Time' mode crashes the app.

@Shazib commented on GitHub (Nov 18, 2023): Awesome work. Couple issues i've noticed. - Selecting a payee filter seems to show it as deleted ![image](https://github.com/actualbudget/actual/assets/4405777/b4625fab-22d6-498f-8201-8e270507fd4c) - Flipping between the 'Type' when in 'Time' mode crashes the app.

GiteaMirror commented

2026-04-14 17:47:47 -05:00

@Kidglove57 commented on GitHub (Nov 18, 2023):

“ Flipping between the 'Type' when in 'Time' mode crashes the app”
I have been unable to reproduce this crash on my live budget. Although I do get the crash when selecting a Split other than category
EDIT I should have added that this happened in the stacked bar graph. But seems to be fixed in 1930.

@Kidglove57 commented on GitHub (Nov 18, 2023): “ _Flipping between the 'Type' when in 'Time' mode crashes the app_” I have been unable to reproduce this crash on my live budget. Although I do get the crash when selecting a Split other than category EDIT I should have added that this happened in the stacked bar graph. But seems to be fixed in 1930.

GiteaMirror commented

2026-04-14 17:47:48 -05:00

@Redbox3070 commented on GitHub (Nov 18, 2023):

Really happy to have this feature!

The Range: "all time" is not working.
Reducing Range in table view does not work properly
I saw the initial save report feature (https://github.com/actualbudget/actual/pull/1924) and it's sleek
not a big fan of the grey hover color for bar charts and I would remove it in the reports page

idea for the future that I had: net worth view which displays a breakdown of account balance. Ideally with an area chart

@Redbox3070 commented on GitHub (Nov 18, 2023): Really happy to have this feature! * The Range: "all time" is not working. * Reducing Range in table view does not work properly I saw the initial save report feature (https://github.com/actualbudget/actual/pull/1924) and it's sleek * not a big fan of the grey hover color for bar charts and I would remove it in the reports page idea for the future that I had: net worth view which displays a breakdown of account balance. Ideally with an area chart

GiteaMirror commented

2026-04-14 17:47:48 -05:00

@MatissJanis commented on GitHub (Nov 18, 2023):

Overall: super impressive work! This is a MASSIVE improvement to Actual. I will personally be using it loads as well! Thanks for all the hard work!

My feedback (sorry for nitpicking):

loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the split_by:payee to load the data - and there is no loading indicator while this is happening.
if I change from split_by:payee to split_by:group while payee is still loading - I will get a weird "flash" of the payee data after it finishes loading - I think the previous calculations don't get cancelled
the category visibility selector gets hidden on small screens with no ability to scroll in it - I think we're missing a minHeight
would be nice to add on-hover tooltips to the icons (i.e. show summary); the native title attribute shows up with a bit of a delay

@MatissJanis commented on GitHub (Nov 18, 2023): Overall: super impressive work! This is a MASSIVE improvement to Actual. I will personally be using it loads as well! Thanks for all the hard work! My feedback (sorry for nitpicking): - [x] loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening. - [ ] if I change from `split_by:payee` to `split_by:group` while payee is still loading - I will get a weird "flash" of the payee data after it finishes loading - I think the previous calculations don't get cancelled - [x] the category visibility selector gets hidden on small screens with no ability to scroll in it - I think we're missing a `minHeight` - [x] would be nice to add on-hover tooltips to the icons (i.e. `show summary`); the native `title` attribute shows up with a bit of a delay

GiteaMirror commented

2026-04-14 17:47:49 -05:00

@Kidglove57 commented on GitHub (Nov 18, 2023):

When reporting on categories it would be great to have a select and deselect all button. Particularly the latter, In order to quickly narrow down the categories required for a particular report.

@Kidglove57 commented on GitHub (Nov 18, 2023): When reporting on categories it would be great to have a select and deselect all button. Particularly the latter, In order to quickly narrow down the categories required for a particular report.

GiteaMirror commented

2026-04-14 17:47:49 -05:00

@carkom commented on GitHub (Nov 18, 2023):

When reporting on categories it would be great to have a select and deselect all button. Particularly the latter, In order to quickly narrow down the categories required for a particular report.

Can you specify what part of the page you are referring to?

@carkom commented on GitHub (Nov 18, 2023): > When reporting on categories it would be great to have a select and deselect all button. Particularly the latter, In order to quickly narrow down the categories required for a particular report. Can you specify what part of the page you are referring to?

GiteaMirror commented

2026-04-14 17:47:50 -05:00

@Kidglove57 commented on GitHub (Nov 18, 2023):

“Can you specify what part of the page you are referring to?”
Sorry for being unclear! I am referring to the sidebar in the Custom Reports screen where all Groups and Categories are ticked. I would like to be able to “deselect all” (rather than individually deselecting Grouos or Categories. This would make it quicker for me to then individually select just a few categories to compare.

@Kidglove57 commented on GitHub (Nov 18, 2023): _“Can you specify what part of the page you are referring to?”_ Sorry for being unclear! I am referring to the sidebar in the Custom Reports screen where all Groups and Categories are ticked. I would like to be able to “deselect all” (rather than individually deselecting Grouos or Categories. This would make it quicker for me to then individually select just a few categories to compare.

GiteaMirror commented

2026-04-14 17:47:50 -05:00

@Shazib commented on GitHub (Nov 18, 2023):

“ Flipping between the 'Type' when in 'Time' mode crashes the app” I have been unable to reproduce this crash on my live budget. Although I do get the crash when selecting a Split other than category EDIT I should have added that this happened in the stacked bar graph. But seems to be fixed in 1930.

Sorry there is an additional step in the sequence

switch from Total to Time, then change the Split

Here is a clip from demo.actualbudget.org

https://github.com/actualbudget/actual/assets/4405777/34451f1a-0463-4c73-bc5f-cf8892f65be9

@Shazib commented on GitHub (Nov 18, 2023): > “ _Flipping between the 'Type' when in 'Time' mode crashes the app_” I have been unable to reproduce this crash on my live budget. Although I do get the crash when selecting a Split other than category EDIT I should have added that this happened in the stacked bar graph. But seems to be fixed in 1930. Sorry there is an additional step in the sequence switch from `Total` to `Time`, then change the `Split` Here is a clip from demo.actualbudget.org https://github.com/actualbudget/actual/assets/4405777/34451f1a-0463-4c73-bc5f-cf8892f65be9

GiteaMirror commented

2026-04-14 17:47:51 -05:00

@carkom commented on GitHub (Nov 20, 2023):

* [x]  loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening.

Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big...

@carkom commented on GitHub (Nov 20, 2023): > * [x] loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening. Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big...

GiteaMirror commented

2026-04-14 17:47:52 -05:00

@Kidglove57 commented on GitHub (Nov 20, 2023):

* [x]  loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening.
Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big...

My budget goes back to Dec 2019 so I tested this in Netlifly. I used "all time", in "table view" and in "time mode". Loading time changing from category to payee was 13 seconds in Safari, although no indication that loading was happening.

@Kidglove57 commented on GitHub (Nov 20, 2023): > > ``` > > * [x] loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening. > > ``` > > Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big... My budget goes back to Dec 2019 so I tested this in Netlifly. I used "all time", in "table view" and in "time mode". Loading time changing from category to payee was 13 seconds in Safari, although no indication that loading was happening.

GiteaMirror commented

2026-04-14 17:47:53 -05:00

@Kidglove57 commented on GitHub (Nov 20, 2023):

PS: Thank you so much for adding in Year to Date and Last Year!

@Kidglove57 commented on GitHub (Nov 20, 2023): PS: Thank you so much for adding in Year to Date and Last Year!

GiteaMirror commented

2026-04-14 17:47:54 -05:00

@MatissJanis commented on GitHub (Nov 20, 2023):

* [x]  loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening.
Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big...

Sadly it's still quite slow and doing these "glitches". Tricky to explain what I'm seeing visually.. if you added privacy mode for the Y axis - I could share a screen recording.

@MatissJanis commented on GitHub (Nov 20, 2023): > > ``` > > * [x] loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening. > > ``` > > Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big... Sadly it's still quite slow and doing these "glitches". Tricky to explain what I'm seeing visually.. if you added privacy mode for the Y axis - I could share a screen recording.

GiteaMirror commented

2026-04-14 17:47:56 -05:00

@carkom commented on GitHub (Nov 20, 2023):

Sadly it's still quite slow and doing these "glitches". Tricky to explain what I'm seeing visually.. if you added privacy mode for the Y axis - I could share a screen recording.

Due to the way recharts handles YAxis tick labels I'm not sure I can use the "privacyFilter" implementation. I've used it everywhere else (tooltips, legends, etc) but the best I can do for Axis is replace the numbers with a static string variable. I chose '...' for now. Open to changing the string if there's a better or more consistant UI with how we do it elsewhere in the app. Cheers!

@carkom commented on GitHub (Nov 20, 2023): > Sadly it's still quite slow and doing these "glitches". Tricky to explain what I'm seeing visually.. if you added privacy mode for the Y axis - I could share a screen recording. Due to the way recharts handles YAxis tick labels I'm not sure I can use the "privacyFilter" implementation. I've used it everywhere else (tooltips, legends, etc) but the best I can do for Axis is replace the numbers with a static string variable. I chose '...' for now. Open to changing the string if there's a better or more consistant UI with how we do it elsewhere in the app. Cheers!

GiteaMirror commented

2026-04-14 17:47:57 -05:00

@MatissJanis commented on GitHub (Nov 21, 2023):

Here you go:

https://github.com/actualbudget/actual/assets/886567/6cedf0be-1714-4cb2-a0e2-f9639673a2f4

@MatissJanis commented on GitHub (Nov 21, 2023): Here you go: https://github.com/actualbudget/actual/assets/886567/6cedf0be-1714-4cb2-a0e2-f9639673a2f4

GiteaMirror commented

2026-04-14 17:47:57 -05:00

@Akellade commented on GitHub (Nov 21, 2023):

The control side bar isn't very reactive. There seems to be a max height.
This is clear on the categories selection, where there is plenty of space below, but it introduces a scroll bar element :

Setting the overflow-y behaviour of the ul element from scroll to auto had the desired result for me.

@Akellade commented on GitHub (Nov 21, 2023): The control side bar isn't very reactive. There seems to be a max height. This is clear on the categories selection, where there is plenty of space below, but it introduces a scroll bar element : ![image](https://github.com/actualbudget/actual/assets/5247087/d3630e7c-1a6c-42dd-aa20-e20a39dfb086) Setting the overflow-y behaviour of the ul element from scroll to auto had the desired result for me.

GiteaMirror commented

2026-04-14 17:47:58 -05:00

@carkom commented on GitHub (Nov 21, 2023):

Here you go:
Screen.Recording.2023-11-21.at.08.12.28.mov

I've added a loading indicator. Still not sure what to do to help speed that up though. Payees loading can be quite slow for larger SQL files. Also, not sure how to cancel current data load when something new is clicked - currently it just waits for first one to complete then loads the next one.

Maybe make individual query files and call them via switch statement based on "mode" "groupBy" and "graphType" selections?

@carkom commented on GitHub (Nov 21, 2023): > Here you go: > Screen.Recording.2023-11-21.at.08.12.28.mov I've added a loading indicator. Still not sure what to do to help speed that up though. Payees loading can be quite slow for larger SQL files. Also, not sure how to cancel current data load when something new is clicked - currently it just waits for first one to complete then loads the next one. Maybe make individual query files and call them via switch statement based on "mode" "groupBy" and "graphType" selections?

GiteaMirror commented

2026-04-14 17:47:58 -05:00

@Kidglove57 commented on GitHub (Nov 25, 2023):

I have also asked for feedback on this in the Project Reports discussion.

My thoughts are then when the Expense view is selected in Reports this should show the net in each expense category, after any refunds. In turn, the Income view should only show Income categories.

At present receipts into an expense category are shown as Income.

Just wondering if this behaviour is intended?
Thanks!

@Kidglove57 commented on GitHub (Nov 25, 2023): I have also asked for feedback on this in the Project Reports discussion. My thoughts are then when the Expense view is selected in Reports this should show the net in each expense category, after any refunds. In turn, the Income view should only show Income categories. At present receipts into an expense category are shown as Income. Just wondering if this behaviour is intended? Thanks!

GiteaMirror commented

2026-04-14 17:47:59 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

At present receipts into an expense category are shown as Income.

@carkom Im looking at one of my categories that is specifically for reimbursements and it isn't acting like you described on discord. I can select expenses only and get what is expected, but net and income views don't show the money coming into the category. My guess is that this is due to the income all being in the form of off-budget to on-budget transfers. Those don't seem to count towards the table data.

@youngcw commented on GitHub (Nov 27, 2023): > At present receipts into an expense category are shown as Income. @carkom Im looking at one of my categories that is specifically for reimbursements and it isn't acting like you described on discord. I can select expenses only and get what is expected, but net and income views don't show the money coming into the category. My guess is that this is due to the income all being in the form of off-budget to on-budget transfers. Those don't seem to count towards the table data.

GiteaMirror commented

2026-04-14 17:47:59 -05:00

@carkom commented on GitHub (Nov 27, 2023):

@carkom Im looking at one of my categories that is specifically for reimbursements and it isn't acting like you described on discord.

Heya! I'm not sure which discord post you're referencing. I posted some suggestions on how it could work but wasn't saying that is how it currently does.

For further understanding of what/how data is displayed. By default the report hides off-budget, hidden categories/groups, empty ($0) categories, and uncategorized transactions. You can choose to show any/all of this data by ticking the corresponding checkbox in the sidebar.

I can select expenses only and get what is expected, but net and income views don't show the money coming into the category. My guess is that this is due to the income all being in the form of off-budget to on-budget transfers. Those don't seem to count towards the table data.

FYI, the app labels transfers as uncategorized transactions that have a "payee.transfer_acct" not equal to null. It shows these in the transactions list of the accounts pages but does not add them to any budget totals since they have no category.

If you'd like to see income for an account select the table graph and Time/Account/Net for the sidebar choices. You can easily see all the income for that account in the "assets" column and all the expenses in the "debts" column.

@carkom commented on GitHub (Nov 27, 2023): > @carkom Im looking at one of my categories that is specifically for reimbursements and it isn't acting like you described on discord. Heya! I'm not sure which discord post you're referencing. I posted some suggestions on how it could work but wasn't saying that is how it currently does. For further understanding of what/how data is displayed. By default the report hides off-budget, hidden categories/groups, empty ($0) categories, and uncategorized transactions. You can choose to show any/all of this data by ticking the corresponding checkbox in the sidebar. > I can select expenses only and get what is expected, but net and income views don't show the money coming into the category. My guess is that this is due to the income all being in the form of off-budget to on-budget transfers. Those don't seem to count towards the table data. FYI, the app labels transfers as uncategorized transactions that have a "payee.transfer_acct" not equal to null. It shows these in the transactions list of the accounts pages but does not add them to any budget totals since they have no category. If you'd like to see income for an account select the table graph and Time/Account/Net for the sidebar choices. You can easily see all the income for that account in the "assets" column and all the expenses in the "debts" column.

GiteaMirror commented

2026-04-14 17:48:00 -05:00

@Kidglove57 commented on GitHub (Nov 27, 2023):

Just chipping in here but maybe I read the question wrongly? The off budget to on budget transfers seem to be key to this comment. They do not of course have a category on the off budget side of the transfer. However, on receipt into the on budget account that side would be categorised.

is @youngcw in fact saying that these categorised inflows are not appearing as income in the Custom Reports OR as a net off against the expense?

@Kidglove57 commented on GitHub (Nov 27, 2023): Just chipping in here but maybe I read the question wrongly? The off budget to on budget transfers seem to be key to this comment. They do not of course have a category on the off budget side of the transfer. However, on receipt into the on budget account that side would be categorised. is @youngcw in fact saying that these categorised inflows are not appearing as income in the Custom Reports OR as a net off against the expense?

GiteaMirror commented

2026-04-14 17:48:01 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

@Kidglove57 that was what I was trying to get at. The transfers don't get counted as income even though they are categorized in that reimbursement category. That category has a balance of zero on the budget. If I set the custom table report to "net" I only see the expenses and nothing shows up under "income".

@youngcw commented on GitHub (Nov 27, 2023): @Kidglove57 that was what I was trying to get at. The transfers don't get counted as income even though they are categorized in that reimbursement category. That category has a balance of zero on the budget. If I set the custom table report to "net" I only see the expenses and nothing shows up under "income".

GiteaMirror commented

2026-04-14 17:48:01 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

It would be nice to be able to hide the side bar and top bar settings options, especially if viewing a saved report.

@youngcw commented on GitHub (Nov 27, 2023): It would be nice to be able to hide the side bar and top bar settings options, especially if viewing a saved report.

GiteaMirror commented

2026-04-14 17:48:02 -05:00

@carkom commented on GitHub (Nov 27, 2023):

Just chipping in here but maybe I read the question wrongly? The off budget to on budget transfers seem to be key to this comment. They do not of course have a category on the off budget side of the transfer. However, on receipt into the on budget account that side would be categorised.

On the receipt side, where you say they have a category, what category would that be?

If you click on Payee and then "make transfer" it converts the transaction to a transfer and locks the category. You litterally can't set the category unless you remove the transfer flag. My contention is that it's not possible for a transfer to also have a category...

@carkom commented on GitHub (Nov 27, 2023): > Just chipping in here but maybe I read the question wrongly? The off budget to on budget transfers seem to be key to this comment. They do not of course have a category on the off budget side of the transfer. However, on receipt into the on budget account that side would be categorised. On the receipt side, where you say they have a category, what category would that be? If you click on Payee and then "make transfer" it converts the transaction to a transfer and locks the category. You litterally can't set the category unless you remove the transfer flag. My contention is that it's not possible for a transfer to also have a category...

GiteaMirror commented

2026-04-14 17:48:02 -05:00

@carkom commented on GitHub (Nov 27, 2023):

@Kidglove57 that was what I was trying to get at. The transfers don't get counted as income even though they are categorized in that reimbursement category. That category has a balance of zero on the budget. If I set the custom table report to "net" I only see the expenses and nothing shows up under "income".

Can you tick all these boxes and tell me if you see what you're expecting.

@carkom commented on GitHub (Nov 27, 2023): > @Kidglove57 that was what I was trying to get at. The transfers don't get counted as income even though they are categorized in that reimbursement category. That category has a balance of zero on the budget. If I set the custom table report to "net" I only see the expenses and nothing shows up under "income". Can you tick all these boxes and tell me if you see what you're expecting. ![image](https://github.com/actualbudget/actual/assets/55785687/37e0f2b2-0521-4dcf-931c-9f800232f425)

GiteaMirror commented

2026-04-14 17:48:03 -05:00

@carkom commented on GitHub (Nov 27, 2023):

@youngcw @Kidglove57 I think what we are missing here is examples. Can either of you share an example file that I can play with? Feel free to adjust a demo file to match what you are seeing so you don't have to share anything personal.

@carkom commented on GitHub (Nov 27, 2023): @youngcw @Kidglove57 I think what we are missing here is examples. Can either of you share an example file that I can play with? Feel free to adjust a demo file to match what you are seeing so you don't have to share anything personal.

GiteaMirror commented

2026-04-14 17:48:03 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

My contention is that it's not possible for a transfer to also have a category...

It is most certainly possible, I have lots of transfers with categories. Here is a demo budget that has an example. Look at the category Reimburse:Off-budget Reimburse. It has a charge then a transfer from off-budget. The budget table shows a balance of zero, but the data table shows only the expense even when selecting "net".
2023-11-27-_test-budget.zip

I tried selecting all the optional checkboxes and I still got the same issue

@youngcw commented on GitHub (Nov 27, 2023): > My contention is that it's not possible for a transfer to also have a category... It is most certainly possible, I have lots of transfers with categories. Here is a demo budget that has an example. Look at the category Reimburse:Off-budget Reimburse. It has a charge then a transfer from off-budget. The budget table shows a balance of zero, but the data table shows only the expense even when selecting "net". [2023-11-27-_test-budget.zip](https://github.com/actualbudget/actual/files/13477813/2023-11-27-_test-budget.zip) I tried selecting all the optional checkboxes and I still got the same issue

GiteaMirror commented

2026-04-14 17:48:04 -05:00

@Kidglove57 commented on GitHub (Nov 27, 2023):

On the receipt side, where you say they have a category, what category would that be?

If you click on Payee and then "make transfer" it converts the transaction to a transfer and locks the category. You litterally can't set the category unless you remove the transfer flag. My contention is that it's not possible for a transfer to also have a category...

I wonder if we are at cross purposes here? If I make a transfer from an "Off Budget Account" into a "For Budget" account then Actual will insist that I enter a category but on that one side only - i.e. for the transaction side that is entering the "For Budget" account. I can choose whichever category is appropriate.

At the moment, the categorised receipt into the For Budget account is not reflected whatever box or dropdown is selected. I am guessing this must be because transfers are ignored completely - as indeed they should be between "For Budget" accounts. So it is just this very specific use case that falls through the cracks ie uncategorised transfer from Off Budget become categorised transfer on the For Budget side.

@Kidglove57 commented on GitHub (Nov 27, 2023): > On the receipt side, where you say they have a category, what category would that be? > > If you click on Payee and then "make transfer" it converts the transaction to a transfer and locks the category. You litterally can't set the category unless you remove the transfer flag. My contention is that it's not possible for a transfer to also have a category... I wonder if we are at cross purposes here? If I make a transfer from an "Off Budget Account" into a "For Budget" account then Actual will **insist** that I enter a category but on that one side only - i.e. for the transaction side that is entering the "For Budget" account. I can choose whichever category is appropriate. At the moment, the categorised receipt into the For Budget account is not reflected whatever box or dropdown is selected. I am guessing this must be because transfers are ignored completely - as indeed they should be between "For Budget" accounts. So it is just this very specific use case that falls through the cracks ie uncategorised transfer from Off Budget become categorised transfer on the For Budget side.

GiteaMirror commented

2026-04-14 17:48:05 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

~~I haven't checked any transfers going the other way, on-budget to off-budget. Those would need to be counted as expenses in the table.~~ Transfers that go from on-budget to off-budget also are not showing up right. My mortgage category is really off because part of it shows up as a transfer towards my off-budget loan balance.

@youngcw commented on GitHub (Nov 27, 2023): ~~I haven't checked any transfers going the other way, on-budget to off-budget. Those would need to be counted as expenses in the table.~~ Transfers that go from on-budget to off-budget also are not showing up right. My mortgage category is really off because part of it shows up as a transfer towards my off-budget loan balance.

GiteaMirror commented

2026-04-14 17:48:05 -05:00

@carkom commented on GitHub (Nov 27, 2023):

My contention is that it's not possible for a transfer to also have a category...

It is most certainly possible, I have lots of transfers with categories. Here is a demo budget that has an example. Look at the category Reimburse:Off-budget Reimburse. It has a charge then a transfer from off-budget. The budget table shows a balance of zero, but the data table shows only the expense even when selecting "net".

My testing was from on-budget to on-budget accounts. I see that the on to off and off to on act differently. Thanks for bringing it to my attention. I'll have a look.

@carkom commented on GitHub (Nov 27, 2023): > > My contention is that it's not possible for a transfer to also have a category... > > It is most certainly possible, I have lots of transfers with categories. Here is a demo budget that has an example. Look at the category Reimburse:Off-budget Reimburse. It has a charge then a transfer from off-budget. The budget table shows a balance of zero, but the data table shows only the expense even when selecting "net". My testing was from on-budget to on-budget accounts. I see that the on to off and off to on act differently. Thanks for bringing it to my attention. I'll have a look.

GiteaMirror commented

2026-04-14 17:48:06 -05:00

@carkom commented on GitHub (Nov 27, 2023):

Thanks for getting me there gents. The test file helped. I see the issue now. Cheers!

@carkom commented on GitHub (Nov 27, 2023): Thanks for getting me there gents. The test file helped. I see the issue now. Cheers!

GiteaMirror commented

2026-04-14 17:48:06 -05:00

@carkom commented on GitHub (Nov 27, 2023):

Okay, does this meet expectations for your test file?

First transaction is Offbudget debit
Second is credit to "Off-budget Reimburse"
Third is debit to "Off-budget Reimburse"

Is this how you'd expect that to look?

@carkom commented on GitHub (Nov 27, 2023): Okay, does this meet expectations for your test file? ![image](https://github.com/actualbudget/actual/assets/55785687/520d6099-3329-4c61-ae10-beb4bba4ad76) **First transaction is Offbudget debit Second is credit to "Off-budget Reimburse" Third is debit to "Off-budget Reimburse"** Is this how you'd expect that to look? ![image](https://github.com/actualbudget/actual/assets/55785687/82d94e7d-c13c-4a39-84ee-376b74f2a817)

GiteaMirror commented

2026-04-14 17:48:07 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

Is this how you'd expect that to look?

I would expect the table to report 0 when looking at net since there was a matched inflow/outflow. That screenshot is what I see now

@youngcw commented on GitHub (Nov 27, 2023): > Is this how you'd expect that to look? I would expect the table to report 0 when looking at net since there was a matched inflow/outflow. That screenshot is what I see now

GiteaMirror commented

2026-04-14 17:48:07 -05:00

@Kidglove57 commented on GitHub (Nov 27, 2023):

Thanks for getting me there gents. The test file helped. I see the issue now. Cheers!

Totally understand and thanks for your patience - I'm sure there are many users who would not have this issue because they keep all their accounts on budget.

In the meantime I am greatly enjoying using the table view (to be honest this is the only one I will use as I am not very "visual" - prefer detail to a sweeping overview.)

Anyhow I just wanted to thank you again for the enormous amount of work you have gone through to bring two of my favourite features to Actual - this and Saved Filters!

@Kidglove57 commented on GitHub (Nov 27, 2023): > Thanks for getting me there gents. The test file helped. I see the issue now. Cheers! Totally understand and thanks for your patience - I'm sure there are many users who would not have this issue because they keep all their accounts on budget. In the meantime I am greatly enjoying using the table view (to be honest this is the only one I will use as I am not very "visual" - prefer detail to a sweeping overview.) Anyhow I just wanted to thank you again for the enormous amount of work you have gone through to bring two of my favourite features to Actual - this and Saved Filters!

GiteaMirror commented

2026-04-14 17:48:08 -05:00

@carkom commented on GitHub (Nov 27, 2023):

Is this how you'd expect that to look?

I would expect the table to report 0 when looking at net since there was a matched inflow/outflow. That screenshot is what I see now

So if you look at the "total" column for net on the "off-budget reimburse" category. It is equal to 0.

I'll put in a PR for testing with your own budgets.

@carkom commented on GitHub (Nov 27, 2023): > > Is this how you'd expect that to look? > > I would expect the table to report 0 when looking at net since there was a matched inflow/outflow. That screenshot is what I see now So if you look at the "total" column for net on the "off-budget reimburse" category. It is equal to 0. I'll put in a PR for testing with your own budgets.

GiteaMirror commented

2026-04-14 17:48:09 -05:00

@youngcw commented on GitHub (Nov 30, 2023):

When changing settings with large data tables, either to a large one or away from a large one, I get misaligned numbers. I can fix this by changing to a bar chart and back to a data table. It seems like the in code data table isn't updating properly since this should be a one month view.

@youngcw commented on GitHub (Nov 30, 2023): When changing settings with large data tables, either to a large one or away from a large one, I get misaligned numbers. I can fix this by changing to a bar chart and back to a data table. It seems like the in code data table isn't updating properly since this should be a one month view. ![image](https://github.com/actualbudget/actual/assets/28542559/73df23bc-4ef4-45cb-ae03-849501885115)

GiteaMirror commented

2026-04-14 17:48:10 -05:00

@carkom commented on GitHub (Nov 30, 2023):

When changing settings with large data tables, either to a large one or away from a large one, I get misaligned numbers. I can fix this by changing to a bar chart and back to a data table. It seems like the in code data table isn't updating properly since this should be a one month view.

Yep, I've already got it on my list. It's a rendering issue I need to fix. Thanks for the call out!

@carkom commented on GitHub (Nov 30, 2023): > When changing settings with large data tables, either to a large one or away from a large one, I get misaligned numbers. I can fix this by changing to a bar chart and back to a data table. It seems like the in code data table isn't updating properly since this should be a one month view. Yep, I've already got it on my list. It's a rendering issue I need to fix. Thanks for the call out!

GiteaMirror commented

2026-04-14 17:48:10 -05:00

@Teprifer commented on GitHub (Dec 2, 2023):

Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected.
For time series it shows the months, but still not the categories.

@Teprifer commented on GitHub (Dec 2, 2023): Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories. ![image](https://github.com/actualbudget/actual/assets/34882928/3b1ed497-1679-4239-a3f4-2ac341bd8c63)

GiteaMirror commented

2026-04-14 17:48:11 -05:00

@Teprifer commented on GitHub (Dec 2, 2023):

Issue: UI is unclear as to why no data will show after changing split by.

Example steps:

Split by category, untick all.
Change to split by account
Result, no data shows, and no way to identify this is because no categories are selected (category list is hidden).

This may also apply to other variations of changing split-by.

After playing some more, I think the category list will may almost always need to be present, regardless of split by.

Small suggestion:

'Time' mode isn't disabled when looking at 'area' chart, but is incompatible with it. Suggest disabling the button when viewing an area chart and add tool tip advising this is why e.g. "Time mode is not available for this chart type."

Note the reverse is already true, when viewing time mode, the area chart option is disabled.

Likewise add similar text for when other buttons are disabled.

When using table view and scrolling to the right, the categories get hidden.

Suggestion: Pin the categories column to the screen when scrolling horizontal so they are always visible.

For visibility, enforce a minimum width for the categories column (gets a bit too squished with more data columns)

The same idea for the header row, pin in place so it's always present when scrolling vertically.

It doesn't make sense for Range to show any of the current options, if either the From or To month is manually changed.

Suggest range should contain a 'Custom' option, and changing either From or To month values triggers the Range to change to the "Custom" option.

Feature suggestion:

When in total mode, for bar and donut, maybe an 'order by' option? E.g. Most to Least (or large to Small) and the reverse, 'by group', 'by group, then large to small' and the reverse, 'by category order' (as in the order they are in the budget)

Minor suggestion:
I found by accident clicking the bar chart icon again changes how the graph bars stack, suggest putting an explanation of what is changing in to the tool tip of the button, or elsewhere on screen.

Minor, by feel, show summary panel should be a remembered setting (ie, once toggled on, always on, even when leaving reports and coming back)

@Teprifer commented on GitHub (Dec 2, 2023): Issue: UI is unclear as to why no data will show after changing split by. Example steps: 1) Split by category, untick all. 2) Change to split by account Result, no data shows, and no way to identify this is because no categories are selected (category list is hidden). This may also apply to other variations of changing split-by. After playing some more, I think the category list will may almost always need to be present, regardless of split by. --- Small suggestion: 'Time' mode isn't disabled when looking at 'area' chart, but is incompatible with it. Suggest disabling the button when viewing an area chart and add tool tip advising this is why e.g. "Time mode is not available for this chart type." Note the reverse is already true, when viewing time mode, the area chart option is disabled. Likewise add similar text for when other buttons are disabled. --- When using table view and scrolling to the right, the categories get hidden. Suggestion: Pin the categories column to the screen when scrolling horizontal so they are always visible. For visibility, enforce a minimum width for the categories column (gets a bit too squished with more data columns) The same idea for the header row, pin in place so it's always present when scrolling vertically. --- It doesn't make sense for Range to show any of the current options, if either the From or To month is manually changed. Suggest range should contain a 'Custom' option, and changing either From or To month values triggers the Range to change to the "Custom" option. --- Feature suggestion: When in total mode, for bar and donut, maybe an 'order by' option? E.g. Most to Least (or large to Small) and the reverse, 'by group', 'by group, then large to small' and the reverse, 'by category order' (as in the order they are in the budget) --- Minor suggestion: I found by accident clicking the bar chart icon again changes how the graph bars stack, suggest putting an explanation of what is changing in to the tool tip of the button, or elsewhere on screen. --- Minor, by feel, show summary panel should be a remembered setting (ie, once toggled on, always on, even when leaving reports and coming back) ----

GiteaMirror commented

2026-04-14 17:48:12 -05:00

@carkom commented on GitHub (Dec 5, 2023):

Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories.

Use the tick boxes in the Display section in the sidebar to see this data. It is hidden by default.

@carkom commented on GitHub (Dec 5, 2023): > Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories. Use the tick boxes in the Display section in the sidebar to see this data. It is hidden by default.

GiteaMirror commented

2026-04-14 17:48:13 -05:00

@Teprifer commented on GitHub (Dec 6, 2023):

Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories.

Use the tick boxes in the Display section in the sidebar to see this data. It is hidden by default.

Ahh, so, your comment confused me as I couldn't see an option which reflected hidden categories, so I setup the same report again and played with those tick boxes before going "nah uh" :)

'Off Budget Items" seems to be the one you're referring to, I wouldn't consider "hidden" to mean "off budget" - they're still on budget, just not visible. Furthermore, prior to hiding them, they definitely were on budget, and their balances are reflected in the overall budget numbers. I thought that option was for 'off budget' accounts (since you can split by account).

If it's just for hidden categories, then I'd suggest renaming it to 'show hidden categories', if it's for both, I'd suggest renaming it to 'Show Hidden Categories and Off Budget Accounts", which is a lot of words I'll have to admit.

To address that I'd suggest separate tick boxes as they are different things.

p.s. I don't have off budget accounts, so not familiar with how they're interact with this custom reporting.

@Teprifer commented on GitHub (Dec 6, 2023): > > Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories. > > Use the tick boxes in the Display section in the sidebar to see this data. It is hidden by default. Ahh, so, your comment confused me as I couldn't see an option which reflected hidden categories, so I setup the same report again and played with those tick boxes before going "nah uh" :) 'Off Budget Items" seems to be the one you're referring to, I wouldn't consider "hidden" to mean "off budget" - they're still on budget, just not visible. Furthermore, prior to hiding them, they definitely were on budget, and their balances are reflected in the overall budget numbers. I thought that option was for 'off budget' accounts (since you can split by account). If it's just for hidden categories, then I'd suggest renaming it to 'show hidden categories', if it's for both, I'd suggest renaming it to 'Show Hidden Categories and Off Budget Accounts", which is a lot of words I'll have to admit. - To address that I'd suggest separate tick boxes as they are different things. p.s. I don't have off budget accounts, so not familiar with how they're interact with this custom reporting.

GiteaMirror commented

2026-04-14 17:48:13 -05:00

@youngcw commented on GitHub (Dec 8, 2023):

The data table has started to not align the date header properly. The bottom totals do the same thing.

@youngcw commented on GitHub (Dec 8, 2023): The data table has started to not align the date header properly. The bottom totals do the same thing. ![image](https://github.com/actualbudget/actual/assets/28542559/b0a94f11-8ba6-4bfa-a207-29dce4a94a51)

GiteaMirror commented

2026-04-14 17:48:14 -05:00

@carkom commented on GitHub (Dec 8, 2023):

The data table has started to not align the date header properly. The bottom totals do the same thing.

I have a fix for this waiting in the wings. Also comes with improved scrolling behaviors and better row rendering. 😁

@carkom commented on GitHub (Dec 8, 2023): > The data table has started to not align the date header properly. The bottom totals do the same thing. > ![image](https://github.com/actualbudget/actual/assets/28542559/b0a94f11-8ba6-4bfa-a207-29dce4a94a51) > I have a fix for this waiting in the wings. Also comes with improved scrolling behaviors and better row rendering. 😁

GiteaMirror commented

2026-04-14 17:48:14 -05:00

@carkom commented on GitHub (Dec 8, 2023):

Ahh, so, your comment confused me as I couldn't see an option which reflected hidden categories, so I setup the same report again and played with those tick boxes before going "nah uh" :)

'Off Budget Items" seems to be the one you're referring to, I wouldn't consider "hidden" to mean "off budget" - they're still on budget, just not visible. Furthermore, prior to hiding them, they definitely were on budget, and their balances are reflected in the overall budget numbers. I thought that option was for 'off budget' accounts (since you can split by account).

If it's just for hidden categories, then I'd suggest renaming it to 'show hidden categories', if it's for both, I'd suggest renaming it to 'Show Hidden Categories and Off Budget Accounts", which is a lot of words I'll have to admit.

To address that I'd suggest separate tick boxes as they are different things.

p.s. I don't have off budget accounts, so not familiar with how they're interact with this custom reporting.

I can see the use case for 2 separate checkboxes. 😁

@carkom commented on GitHub (Dec 8, 2023): > Ahh, so, your comment confused me as I couldn't see an option which reflected hidden categories, so I setup the same report again and played with those tick boxes before going "nah uh" :) > > 'Off Budget Items" seems to be the one you're referring to, I wouldn't consider "hidden" to mean "off budget" - they're still on budget, just not visible. Furthermore, prior to hiding them, they definitely were on budget, and their balances are reflected in the overall budget numbers. I thought that option was for 'off budget' accounts (since you can split by account). > > If it's just for hidden categories, then I'd suggest renaming it to 'show hidden categories', if it's for both, I'd suggest renaming it to 'Show Hidden Categories and Off Budget Accounts", which is a lot of words I'll have to admit. > - To address that I'd suggest separate tick boxes as they are different things. > > p.s. I don't have off budget accounts, so not familiar with how they're interact with this custom reporting. I can see the use case for 2 separate checkboxes. 😁

GiteaMirror commented

2026-04-14 17:48:15 -05:00

@Teprifer commented on GitHub (Dec 14, 2023):

Sorry one more minor feature request, currently a category group is either selected, or not, I propose a third state for cases like this, where one or more, but not all, of the categories are selected:

Mock up:

@Teprifer commented on GitHub (Dec 14, 2023): Sorry one more minor feature request, currently a category group is either selected, or not, I propose a third state for cases like this, where one or more, but not all, of the categories are selected: ![image](https://github.com/actualbudget/actual/assets/34882928/cd5166c4-7c23-47d5-8dd6-31d7fa610404) Mock up: ![image](https://github.com/actualbudget/actual/assets/34882928/1bd7a6e4-4a45-4170-bb3a-369987d44abe)

GiteaMirror commented

2026-04-14 17:48:16 -05:00

@HStep20 commented on GitHub (Dec 29, 2023):

I love these reports so much. Ive only ever missed Firefly III for its reporting capabilities, so Ive been super happy to explore these ones.

I did find a bug when it comes to the 'Amount' filter. When used to filter expenses, using the 'greater than' filter doesn't seem to show any actual data on the chart:

As it turns out, behind the scenes, it seems like the chart is counting expenses as Negative Dollars (which makes sense), even though it displays them as Positive (line go up).

In order to actually see data when the Expenses are selected as the reporting data, you have to invert the filter selection to look like: Less than -$150:

Im not sure how the data is retrieved via a filter, but I think that using the Absolute Value of the filtered data would solve this. Otherwise, it may be better to invert the chart for Expense reports so that they look like negative values when viewed.

As an aside, there is some weird behavior with the value filter. I figure its a separate Actual bug, but I definitely put in less thatn $150 as my filter, and its showing as $1.50. Ive seen similar things where Ill add a value filter for something like $100.00 and it will translate it to $10000

@HStep20 commented on GitHub (Dec 29, 2023): I love these reports so much. Ive only ever missed Firefly III for its reporting capabilities, so Ive been super happy to explore these ones. I did find a bug when it comes to the 'Amount' filter. When used to filter expenses, using the 'greater than' filter doesn't seem to show any actual data on the chart: ![image](https://github.com/actualbudget/actual/assets/6693120/97c5e07e-f166-455a-80fd-db0653551620) As it turns out, behind the scenes, it seems like the chart is counting expenses as Negative Dollars (which makes sense), even though it displays them as Positive (line go up). In order to actually see data when the Expenses are selected as the reporting data, you have to invert the filter selection to look like: `Less than -$150`: ![image](https://github.com/actualbudget/actual/assets/6693120/813954e3-22c7-4934-93c8-5924a4abbc98) Im not sure how the data is retrieved via a filter, but I think that using the Absolute Value of the filtered data would solve this. Otherwise, it may be better to invert the chart for Expense reports so that they look like negative values when viewed. As an aside, there is some weird behavior with the value filter. I figure its a separate Actual bug, but I definitely put in `less thatn $150` as my filter, and its showing as `$1.50`. Ive seen similar things where Ill add a value filter for something like `$100.00` and it will translate it to `$10000`

GiteaMirror commented

2026-04-14 17:48:16 -05:00

@carkom commented on GitHub (Dec 29, 2023):

These are all known issues that are not unique to the custom report. It's a problem with the filter in every part of the app.

Check issue #1935 for neg/pos views.

We discussed the direction of the payments graph...yes they are negative values but ended up deciding that it's more difficult for the general user to interpret negative graphs and so opted to flip it.

For your "aside" issue have a look at
https://github.com/actualbudget/actual/issues/1977

It's been fixed and closed but it sounds like there's still something similar happening for you?

@carkom commented on GitHub (Dec 29, 2023): These are all known issues that are not unique to the custom report. It's a problem with the filter in every part of the app. Check issue #1935 for neg/pos views. We discussed the direction of the payments graph...yes they are negative values but ended up deciding that it's more difficult for the general user to interpret negative graphs and so opted to flip it. For your "aside" issue have a look at https://github.com/actualbudget/actual/issues/1977 It's been fixed and closed but it sounds like there's still something similar happening for you?

GiteaMirror commented

2026-04-14 17:48:17 -05:00

@carkom commented on GitHub (Dec 29, 2023):

I love these reports so much. Ive only ever missed Firefly III for its reporting capabilities, so Ive been super happy to explore these ones.

Thanks!

@carkom commented on GitHub (Dec 29, 2023): > I love these reports so much. Ive only ever missed Firefly III for its reporting capabilities, so Ive been super happy to explore these ones. Thanks!

GiteaMirror commented

2026-04-14 17:48:18 -05:00

@pmamberti commented on GitHub (Jan 1, 2024):

I've read through this as I was looking for some better understanding of how the custom report works.
I select a single category and look at the Time / Expense report.

As expenses in this category initially were setup as transfers to an off-budget account with some reimbursement coming into an On-Budget account, the months where this happened are not appearing which I find surprising given the transfers out must have a category.
To see some activity there, I need to switch to Income, however the totals I see there are only for the income and not include the expenses (which I would expect given I've selected Income).

My expectation was that the expenses for that category would show up when Expenses is selected, but perhaps I am not understanding correctly how this custom report should work, is the fact that transfers out do not show even if they have the same category I'm looking at expected behaviour or a bug or some kind of limitation due to how Actual works behind the scenes with transfers?

Thanks for your incredible work here, truly appreciated, hope we see it out of experimental soon!
Piero

@pmamberti commented on GitHub (Jan 1, 2024): I've read through this as I was looking for some better understanding of how the custom report works. I select a single category and look at the Time / Expense report. As expenses in this category initially were setup as transfers to an off-budget account with some reimbursement coming into an On-Budget account, the months where this happened are not appearing which I find surprising given the transfers out must have a category. To see some activity there, I need to switch to `Income`, however the totals I see there are only for the income and not include the expenses (which I would expect given I've selected `Income`). My expectation was that the expenses for that category would show up when `Expenses` is selected, but perhaps I am not understanding correctly how this custom report should work, is the fact that transfers out do not show even if they have the same category I'm looking at expected behaviour or a bug or some kind of limitation due to how Actual works behind the scenes with transfers? Thanks for your incredible work here, truly appreciated, hope we see it out of experimental soon! Piero

GiteaMirror commented

2026-04-14 17:48:18 -05:00

@carkom commented on GitHub (Jan 2, 2024):

First question: are you using the released version or is this happening on edge? There's been updates that should fix this (new release out soon!)

Secondly: have you ticked "show offbudget" tick box?

@carkom commented on GitHub (Jan 2, 2024): First question: are you using the released version or is this happening on edge? There's been updates that should fix this (new release out soon!) Secondly: have you ticked "show offbudget" tick box?

GiteaMirror commented

2026-04-14 17:48:19 -05:00

@pmamberti commented on GitHub (Jan 2, 2024):

I'm on latest released, and even ticking off-budget items and makes no difference, but thanks for letting me know that changes are coming, will patiently wait for the release to test and report. Thanks for you work on this 🙏🏻

@pmamberti commented on GitHub (Jan 2, 2024): I'm on latest released, and even ticking off-budget items and makes no difference, but thanks for letting me know that changes are coming, will patiently wait for the release to test and report. Thanks for you work on this 🙏🏻

GiteaMirror commented

2026-04-14 17:48:20 -05:00

@chevdor commented on GitHub (Jan 3, 2024):

Verrrry nice, looking forward to being able to save them.

@chevdor commented on GitHub (Jan 3, 2024): Verrrry nice, looking forward to being able to save them.

GiteaMirror commented

2026-04-14 17:48:21 -05:00

@youngcw commented on GitHub (Jan 10, 2024):

I don't know if this is on your radar or not. I have to sometimes toggle the "show unused" option in order for lines to show up.

Example:

Set report to table
Set Time mode
Set Type to net
Observe that income categories are not shown

This is fixed by cycling the "show unused" option.

@youngcw commented on GitHub (Jan 10, 2024): I don't know if this is on your radar or not. I have to sometimes toggle the "show unused" option in order for lines to show up. Example: 1. Set report to table 2. Set Time mode 3. Set Type to net 4. Observe that income categories are not shown This is fixed by cycling the "show unused" option.

GiteaMirror commented

2026-04-14 17:48:22 -05:00

@carkom commented on GitHub (Jan 10, 2024):

I don't know if this is on your radar or not. I have to sometimes toggle the "show unused" option in order for lines to show up.

Example:

Set report to table

Set Time mode

Set Type to net

Observe that income categories are not shown

This is fixed by cycling the "show unused" option.

Okay I see that bug, wasn't on my radar. Thanks for the shout!

@carkom commented on GitHub (Jan 10, 2024): > I don't know if this is on your radar or not. I have to sometimes toggle the "show unused" option in order for lines to show up. > > Example: > 1. Set report to table > 2. Set Time mode > 3. Set Type to net > 4. Observe that income categories are not shown > > This is fixed by cycling the "show unused" option. Okay I see that bug, wasn't on my radar. Thanks for the shout!

GiteaMirror commented

2026-04-14 17:48:23 -05:00

@MatissJanis commented on GitHub (Jan 13, 2024):

Small timeseries bug: the 'net' option initially is disabled, but after switching a few things it becomes available. When using it - the data is very wonky.

https://github.com/actualbudget/actual/assets/886567/33975dd1-9a8e-4388-b41f-c23f06f41dd5

@MatissJanis commented on GitHub (Jan 13, 2024): Small timeseries bug: the 'net' option initially is disabled, but after switching a few things it becomes available. When using it - the data is very wonky. https://github.com/actualbudget/actual/assets/886567/33975dd1-9a8e-4388-b41f-c23f06f41dd5

GiteaMirror commented

2026-04-14 17:48:23 -05:00

@8bitgentleman commented on GitHub (Jan 16, 2024):

How do you use Split by - Year? No matter what I try it always seems to be gray'd out on the demo site(and my personal version). Is it not implemented yet? Loving the custom graph overall

@8bitgentleman commented on GitHub (Jan 16, 2024): How do you use Split by - Year? No matter what I try it always seems to be gray'd out on the demo site(and my personal version). Is it not implemented yet? Loving the custom graph overall ![image](https://github.com/actualbudget/actual/assets/4028391/0d3d452f-58be-4b34-98dc-095634d0f64d)

GiteaMirror commented

2026-04-14 17:48:24 -05:00

@carkom commented on GitHub (Jan 16, 2024):

How do you use Split by - Year? No matter what I try it always seems to be gray'd out on the demo site(and my personal version). Is it not implemented yet? Loving the custom graph overall

Yea not implemented yet.

@carkom commented on GitHub (Jan 16, 2024): > How do you use Split by - Year? No matter what I try it always seems to be gray'd out on the demo site(and my personal version). Is it not implemented yet? Loving the custom graph overall Yea not implemented yet.

GiteaMirror commented

2026-04-14 17:48:25 -05:00

@youngcw commented on GitHub (Jan 20, 2024):

When using the data table with lots of months, the category group line loses its highlight anywhere that was off screen to start.

This image is at the transition between initially on screen and initially off screen. Everything to the right of that is not highlighted.

@youngcw commented on GitHub (Jan 20, 2024): When using the data table with lots of months, the category group line loses its highlight anywhere that was off screen to start. This image is at the transition between initially on screen and initially off screen. Everything to the right of that is not highlighted. ![image](https://github.com/actualbudget/actual/assets/28542559/8ac8d434-87d4-411f-aa60-ee09b7981e39)

GiteaMirror commented

2026-04-14 17:48:26 -05:00

@carkom commented on GitHub (Jan 20, 2024):

When using the data table with lots of months, the category group line loses its highlight anywhere that was off screen to start.

This image is at the transition between initially on screen and initially off screen. Everything to the right of that is not highlighted.

I've noticed that as well. Any suggestions on how to fix it?

@carkom commented on GitHub (Jan 20, 2024): > When using the data table with lots of months, the category group line loses its highlight anywhere that was off screen to start. > > This image is at the transition between initially on screen and initially off screen. Everything to the right of that is not highlighted. I've noticed that as well. Any suggestions on how to fix it?

GiteaMirror commented

2026-04-14 17:48:26 -05:00

@Teprifer commented on GitHub (Jan 20, 2024):

Checked on Edge I pulled earlier my today, bar charts are missing the Y axis numbers formatting (area graph Y axis is formatted).

I didn't notice earlier as I don't use the bar charts much.

@Teprifer commented on GitHub (Jan 20, 2024): Checked on Edge I pulled earlier my today, bar charts are missing the Y axis numbers formatting (area graph Y axis is formatted). I didn't notice earlier as I don't use the bar charts much.

GiteaMirror commented

2026-04-14 17:48:27 -05:00

@Kidglove57 commented on GitHub (Feb 2, 2024):

@carkom Thank you for all the refinements that are coming through. They are fantastic.

I'm using the most recent Edge tag. I love Custom Reports but only tend to use the table view (Income and Expense, Tax reporting etc). So my thoughts are restricted to that. The new Options dropdown is a great addition.

This is a very minor point but some of my Category names are truncated (Payee names too if reporting by Payee). I am on a 15 inch laptop screen but I don't think this is related to screen size as the column width is fixed.

For me these Custom Reports are such an amazing feature for an app like Actual! My ideals would be:

to freeze the first column when scrolling a table. In the same way that the first (header) row is currently frozen.
to have a slightly wider first column to accommodate payee names.
If possible to be able to select a date range that included days not just months - due to the British tax year running from 5 April
To save Reports - but unfair of me to mention as this is work in progress at present.

@Kidglove57 commented on GitHub (Feb 2, 2024): @carkom Thank you for all the refinements that are coming through. They are fantastic. I'm using the most recent Edge tag. I love Custom Reports but only tend to use the table view (Income and Expense, Tax reporting etc). So my thoughts are restricted to that. The new Options dropdown is a great addition. This is a very minor point but some of my Category names are truncated (Payee names too if reporting by Payee). I am on a 15 inch laptop screen but I don't think this is related to screen size as the column width is fixed. For me these Custom Reports are such an amazing feature for an app like Actual! My ideals would be: 1) to freeze the first column when scrolling a table. In the same way that the first (header) row is currently frozen. 2) to have a slightly wider first column to accommodate payee names. 3) If possible to be able to select a date range that included days not just months - due to the British tax year running from 5 April 4) To save Reports - but unfair of me to mention as this is work in progress at present.

GiteaMirror commented

2026-04-14 17:48:28 -05:00

@carkom commented on GitHub (Feb 2, 2024):

Thanks! Glad you like it and use it! I appreciate the feedback.

I have a PR ready with this change in it but I think I'll wait until the "saving" functionality is done.
I can change the width of the column. Have you discovered that "on hover" the full name is displayed?
Yep, this is on my roadmap. I've got space built-in/resereved to add an "interval" selection which will have options like day/week/month/year.
😄

@carkom commented on GitHub (Feb 2, 2024): Thanks! Glad you like it and use it! I appreciate the feedback. 1. I have a PR ready with this change in it but I think I'll wait until the "saving" functionality is done. 2. I can change the width of the column. Have you discovered that "on hover" the full name is displayed? 3. Yep, this is on my roadmap. I've got space built-in/resereved to add an "interval" selection which will have options like day/week/month/year. 4. 😄

GiteaMirror commented

2026-04-14 17:48:28 -05:00

@Kidglove57 commented on GitHub (Feb 2, 2024):

Thanks for your swift response! And the very encouraging replies.

Incidentally, I was playing with a very long established NZ app recently (Pocketsmith). They had still not managed to freeze the first column/row on their cashflow forecasts. So the progress you are making in Actual is remarkable.

No, I had not discovered the "reveal full name on hover" feature. When I tried it just now I thought at first that it was not working. But I think that was because I was not allowing a sufficient delay for it to appear. It does seem just a touch too long for optimum discoverability.

Just a thought - is this delay set to the same speed as notes are in other parts of the app (category and accounts notes)? Those seem a micro second faster.

PS I think in the light of this I am happy for the column width to stay "as is". With some payee names being so long, the column could never be wide enough for everything, so no point in compromising the "by month" columns.

PPS with this sort of functionality I can soon see my self dumping my Banktivity (Mac app) completely. I only like it for the reporting.

@Kidglove57 commented on GitHub (Feb 2, 2024): Thanks for your swift response! And the very encouraging replies. Incidentally, I was playing with a very long established NZ app recently (Pocketsmith). They had still not managed to freeze the first column/row on their cashflow forecasts. So the progress you are making in Actual is remarkable. No, I had not discovered the "reveal full name on hover" feature. When I tried it just now I thought at first that it was not working. But I think that was because I was not allowing a sufficient delay for it to appear. It does seem just a touch too long for optimum discoverability. Just a thought - is this delay set to the same speed as notes are in other parts of the app (category and accounts notes)? Those seem a micro second faster. PS I think in the light of this I am happy for the column width to stay "as is". With some payee names being so long, the column could never be wide enough for everything, so no point in compromising the "by month" columns. PPS with this sort of functionality I can soon see my self dumping my Banktivity (Mac app) completely. I only like it for the reporting.

GiteaMirror commented

2026-04-14 17:48:29 -05:00

@Kidglove57 commented on GitHub (Feb 2, 2024):

And thanks for fixing the column alignment when in a multi month table view. Looking really good for me now.

@Kidglove57 commented on GitHub (Feb 2, 2024): And thanks for fixing the column alignment when in a multi month table view. Looking really good for me now.

GiteaMirror commented

2026-04-14 17:48:30 -05:00

@carkom commented on GitHub (Feb 2, 2024):

The timing for on Hover is different than those elements. Can easily be changed to be slightly faster though.

@carkom commented on GitHub (Feb 2, 2024): The timing for on Hover is different than those elements. Can easily be changed to be slightly faster though.

GiteaMirror commented

2026-04-14 17:48:31 -05:00

@Kidglove57 commented on GitHub (Feb 2, 2024):

Brilliant - thanks! I’m sure it can be quite subjective but users (me?!) can be impatient and assume nothing will happen.

@Kidglove57 commented on GitHub (Feb 2, 2024): Brilliant - thanks! I’m sure it can be quite subjective but users (me?!) can be impatient and assume nothing will happen.

GiteaMirror commented

2026-04-14 17:48:32 -05:00

@carkom commented on GitHub (Feb 2, 2024):

Brilliant - thanks! I’m sure it can be quite subjective but users (me?!) can be impatient and assume nothing will happen.

I think it's a valid point. Thanks for calling it out! Cheers.

@carkom commented on GitHub (Feb 2, 2024): > Brilliant - thanks! I’m sure it can be quite subjective but users (me?!) can be impatient and assume nothing will happen. I think it's a valid point. Thanks for calling it out! Cheers.

GiteaMirror commented

2026-04-14 17:48:32 -05:00

@Teprifer commented on GitHub (Feb 4, 2024):

On the above, I think the first column in the table should be at least as wide as the budget table's category cells. They look a bit too squished at the moment when split by category.
With the latest release labels:
On the area chart, with no labels the top of the graph has Zero for the Y axis, enabling labels causes this to be non-zero.
Labels don't get privacy mode, but since they can be toggled off, not important?
Suggestion, add padding below the bottom of the table view so the horizontal scroll bar doesn't semi-cover it - can't scroll and read.

This one tripped me up again, derp, as I'd un-ticked one category in split by category view and then changed to split by month:

_UI is unclear as to why no data will show after changing split by.
Example steps:
Split by category, untick all.
Change to split by account
Result, no data shows, and no way to identify this is because no categories are selected (category list is hidden).
This may also apply to other variations of changing split-by.
After playing some more, I think the category list will may almost always need to be present, regardless of split by._

Thanks again for your work in to these custom reports, it's quite evident you've put a lot of work in to this feature!

@Teprifer commented on GitHub (Feb 4, 2024): * On the above, I think the first column in the table should be at least as wide as the budget table's category cells. They look a bit too squished at the moment when split by category. * With the latest release labels: On the area chart, with no labels the top of the graph has Zero for the Y axis, enabling labels causes this to be non-zero. * Labels don't get privacy mode, but since they can be toggled off, not important? * Suggestion, add padding below the bottom of the table view so the horizontal scroll bar doesn't semi-cover it - can't scroll and read. * This one tripped me up again, derp, as I'd un-ticked one category in split by category view and then changed to split by month: _UI is unclear as to why no data will show after changing split by. Example steps: Split by category, untick all. Change to split by account Result, no data shows, and no way to identify this is because no categories are selected (category list is hidden). This may also apply to other variations of changing split-by. After playing some more, I think the category list will may almost always need to be present, regardless of split by._ Thanks again for your work in to these custom reports, it's quite evident you've put a lot of work in to this feature!

GiteaMirror commented

2026-04-14 17:48:33 -05:00

@Teprifer commented on GitHub (Feb 5, 2024):

When on the Data Table view, the toggle Labels button is available for toggling, which doesn't fit as there are no labels.

@Teprifer commented on GitHub (Feb 5, 2024): When on the Data Table view, the toggle Labels button is available for toggling, which doesn't fit as there are no labels.

GiteaMirror commented

2026-04-14 17:48:34 -05:00

@Teprifer commented on GitHub (Feb 8, 2024):

Not specific to the PR I was looking at, so adding here:

Default card displays a different date range to the one used after opening it - this is in the latest release, only noticing it now:
Default card displays: Nov 2023 - Feb 2024
But when clicking in to view it is Sep 2023 - Feb 2024

@Teprifer commented on GitHub (Feb 8, 2024): Not specific to the PR I was looking at, so adding here: * Default card displays a different date range to the one used after opening it - this is in the latest release, only noticing it now: Default card displays: Nov 2023 - Feb 2024 But when clicking in to view it is Sep 2023 - Feb 2024

GiteaMirror commented

2026-04-14 17:48:35 -05:00

@cazdlt commented on GitHub (Feb 8, 2024):

Hello! Thanks for all the great work being done here.

Currently, report axes do not fit big numbers very well. I am working in COP, where monthly finances are mostly counted in the millions, and none of the reports show the numbers completely (pic related).

This happens on all report types, including custom ones.

This may be fixed by dynamically adjust margins on reports based on largest value in the graph. Thanks!

@cazdlt commented on GitHub (Feb 8, 2024): Hello! Thanks for all the great work being done here. Currently, report axes do not fit big numbers very well. I am working in COP, where monthly finances are mostly counted in the millions, and none of the reports show the numbers completely (pic related). This happens on all report types, including custom ones. This may be fixed by dynamically adjust margins on reports based on largest value in the graph. Thanks! ![image](https://github.com/actualbudget/actual/assets/18340047/bda31471-8277-4554-94fd-cbdbd9583ccf)

GiteaMirror commented

2026-04-14 17:48:36 -05:00

@Teprifer commented on GitHub (Feb 9, 2024):

Suggestion for when custom reports moves out of experimental: Reduce the net worth display card to half it's current width.

At the moment the top row of the reports preview screen has Net worth which is twice the width of other cards (~2/3 see below), then net worth which is 1/3.
If net worth was reduced to 1/3, then custom reports would slot in to the top row if Sankey was disabled (not sure if it'll move out of experimental?) making it all very neat indeed.

Let me know if you think favourably of this idea - although I appreciate this does depend on the status of the Sankey graph. If not I'll create an enhancement request to fix the net worth width. It's width should be 2x width + the between card spacing but it is currently 2x width which means the right edge doesn't align with the right edge of the 2nd column of cards below it.

@Teprifer commented on GitHub (Feb 9, 2024): Suggestion for when custom reports moves out of experimental: Reduce the net worth display card to half it's current width. At the moment the top row of the reports preview screen has Net worth which is twice the width of other cards (~2/3 see below), then net worth which is 1/3. If net worth was reduced to 1/3, then custom reports would slot in to the top row if Sankey was disabled (not sure if it'll move out of experimental?) making it all very neat indeed. Let me know if you think favourably of this idea - although I appreciate this does depend on the status of the Sankey graph. If not I'll create an enhancement request to fix the net worth width. It's width should be _2x width + the between card spacing_ but it is currently _2x width_ which means the right edge doesn't align with the right edge of the 2nd column of cards below it.

GiteaMirror commented

2026-04-14 17:48:36 -05:00

@Redbox3070 commented on GitHub (Feb 10, 2024):

Hi, I'm testing the custom reports experimental feature but I'm having a hard time understanding why there is a "show off budget" option. I think they should included by default as they are counted in the "budget" page.

In my case I move money from onbudget to off budget investment account and I set as category "Investments". After enabling off-budget transactions I also get two additional categories "transfers" and "offbudget" categories under the group "Uncategorized". I'm not sure how the two are calculated (sum of all transfers and sum of all transactions towards off budget?), but this also adds categories which inflate the totals at the bottom of table view and bar chart view. To my understanding this categories cannot be hidden from the bottom left menu. A workaround is to add a filter for all categories to hide "transfers" and "offbudget".

@Redbox3070 commented on GitHub (Feb 10, 2024): Hi, I'm testing the custom reports experimental feature but I'm having a hard time understanding why there is a "show off budget" option. I think they should included by default as they are counted in the "budget" page. In my case I move money from onbudget to off budget investment account and I set as category "Investments". After enabling off-budget transactions I also get two additional categories "transfers" and "offbudget" categories under the group "Uncategorized". I'm not sure how the two are calculated (sum of all transfers and sum of all transactions towards off budget?), but this also adds categories which inflate the totals at the bottom of table view and bar chart view. To my understanding this categories cannot be hidden from the bottom left menu. A workaround is to add a filter for all categories to hide "transfers" and "offbudget".

GiteaMirror commented

2026-04-14 17:48:37 -05:00

@carkom commented on GitHub (Feb 10, 2024):

Hi. The point of the feature is to allow for a multitude of use cases. I'd caution at assuming that there's only one way people use the app.

Sorry, but you are mistaken. The "budget" page does not include off budget transactions. By definition, the whole point of the page is to display "on budget" data. Transactions "towards" off-budget accounts are on budget and by default would be shown without any toggles or filters needed. Anything with a category assigned is considered on budget and would be shown.

It might help if you shared some screenshots to help point out what you are seeing. Feel free to use privacy filter to hide the numbers.

@carkom commented on GitHub (Feb 10, 2024): Hi. The point of the feature is to allow for a multitude of use cases. I'd caution at assuming that there's only one way people use the app. Sorry, but you are mistaken. The "budget" page does not include off budget transactions. By definition, the whole point of the page is to display "on budget" data. Transactions "towards" off-budget accounts are on budget and by default would be shown without any toggles or filters needed. Anything with a category assigned is considered on budget and would be shown. It might help if you shared some screenshots to help point out what you are seeing. Feel free to use privacy filter to hide the numbers.

GiteaMirror commented

2026-04-14 17:48:38 -05:00

@Redbox3070 commented on GitHub (Feb 10, 2024):

Hi. The point of the feature is to allow for a multitude of use cases. I'd caution at assuming that there's only one way people use the app.

First of all sorry if I was rude in my comment.

Sorry, but you are mistaken. The "budget" page does not include off budget transactions. By definition, the whole point of the page is to display "on budget" data. Transactions "towards" off-budget accounts are on budget and by default would be shown without any toggles or filters needed. Anything with a category assigned is considered on budget and would be shown.

In Actual a transfer from an on-budget account to an off-budget account requires a category and is considered as an expense in the "Budget" page. I use this to budget for investments, this way I can track my outflows to an investment account, which I added as an off-budget account.

It might help if you shared some screenshots to help point out what you are seeing. Feel free to use privacy filter to hide the numbers.

Sure.
In Oct23 I made a transfer from an on budget account to an off budget account, I set as a category "investment". The bar chart shows 0 expense in the group that contains "investment" category in october.

The budget page shows that in October i had an expense in "Investment". The number shown in "Spent" column in budget page is different vs the default behaviour in the chart of what an expense is considered.

If i turn on "Show off-budget"

The group that contains "Investment" is now correctly displayed, but also a group named "Uncategorized & Off Budget" shows up. The group contains two automatically created categories named "Transfers" and "Off budget". I am not sure how they are calculated, but I cannot hide them without also hiding transfers from on-budget to off-budget accounts in the category "Investments". The workaround I have found is to use the filter and manually select all categories, this way "Transfers" and "Off budget" do not show up in the bar chart.

@Redbox3070 commented on GitHub (Feb 10, 2024): > Hi. The point of the feature is to allow for a multitude of use cases. I'd caution at assuming that there's only one way people use the app. First of all sorry if I was rude in my comment. > > Sorry, but you are mistaken. The "budget" page does not include off budget transactions. By definition, the whole point of the page is to display "on budget" data. Transactions "towards" off-budget accounts are on budget and by default would be shown without any toggles or filters needed. Anything with a category assigned is considered on budget and would be shown. In Actual a transfer from an on-budget account to an off-budget account requires a category and is considered as an expense in the "Budget" page. I use this to budget for investments, this way I can track my outflows to an investment account, which I added as an off-budget account. > > It might help if you shared some screenshots to help point out what you are seeing. Feel free to use privacy filter to hide the numbers. Sure. In Oct23 I made a transfer from an on budget account to an off budget account, I set as a category "investment". The bar chart shows 0 expense in the group that contains "investment" category in october. ![offbudget turned off](https://github.com/actualbudget/actual/assets/81518984/dc629a21-a59a-40c4-b41b-67733eee28b3) The budget page shows that in October i had an expense in "Investment". The number shown in "Spent" column in budget page is different vs the default behaviour in the chart of what an expense is considered. ![budget](https://github.com/actualbudget/actual/assets/81518984/549444e0-22f6-46a8-8d71-25ddbb4ac9bf) If i turn on "Show off-budget" ![offbudget turned on](https://github.com/actualbudget/actual/assets/81518984/e0a45d57-d7eb-4a61-acba-aa824dc88a54) The group that contains "Investment" is now correctly displayed, but also a group named "Uncategorized & Off Budget" shows up. The group contains two automatically created categories named "Transfers" and "Off budget". I am not sure how they are calculated, but I cannot hide them without also hiding transfers from on-budget to off-budget accounts in the category "Investments". The workaround I have found is to use the filter and manually select all categories, this way "Transfers" and "Off budget" do not show up in the bar chart.

GiteaMirror commented

2026-04-14 17:48:39 -05:00

@Teprifer commented on GitHub (Feb 10, 2024):

@Redbox3070 Sounds like you may want to look at the transactions themselves, if the transactions aren't looking as you'd expect I'd suggest opening a support thread in discord. Could be related to having the off budget on budget before and moving it off, or bank import wonkyness or something else.

p.s. an easy way to hide values is to use the eye icon in the top right to enable privacy mode:

@Teprifer commented on GitHub (Feb 10, 2024): @Redbox3070 Sounds like you may want to look at the transactions themselves, if the transactions aren't looking as you'd expect I'd suggest opening a support thread in discord. Could be related to having the off budget on budget before and moving it off, or bank import wonkyness or something else. p.s. an easy way to hide values is to use the eye icon in the top right to enable privacy mode: ![image](https://github.com/actualbudget/actual/assets/34882928/407c8fe1-c06c-473c-b4c8-5e426a3328dd)

GiteaMirror commented

2026-04-14 17:48:40 -05:00

@carkom commented on GitHub (Feb 10, 2024):

The group that contains "Investment" is now correctly displayed, but also a group named "Uncategorized & Off Budget" shows up. The group contains two automatically created categories named "Transfers" and "Off budget". I am not sure how they are calculated, but I cannot hide them without also hiding transfers from on-budget to off-budget accounts in the category "Investments". The workaround I have found is to use the filter and manually select all categories, this way "Transfers" and "Off budget" do not show up in the bar chart.

I see now. Thanks for the SS and for taking time to explain it. This is a bug, I'll work on fixing it in the next PR. Those transfers should be visible by default.

@carkom commented on GitHub (Feb 10, 2024): > The group that contains "Investment" is now correctly displayed, but also a group named "Uncategorized & Off Budget" shows up. The group contains two automatically created categories named "Transfers" and "Off budget". I am not sure how they are calculated, but I cannot hide them without also hiding transfers from on-budget to off-budget accounts in the category "Investments". The workaround I have found is to use the filter and manually select all categories, this way "Transfers" and "Off budget" do not show up in the bar chart. I see now. Thanks for the SS and for taking time to explain it. This is a bug, I'll work on fixing it in the next PR. Those transfers should be visible by default.

GiteaMirror commented

2026-04-14 17:48:41 -05:00

@joel-jeremy commented on GitHub (Feb 11, 2024):

I noticed that the custom report tooltips are blurred when privacy mode is enabled. Those should not be blurred IMO as users usually intend to view the amounts whenever they hover over the report components. That, or we should add a keyboard shortcut to toggle the privacy mode.

@joel-jeremy commented on GitHub (Feb 11, 2024): I noticed that the custom report tooltips are blurred when privacy mode is enabled. Those should not be blurred IMO as users usually intend to view the amounts whenever they hover over the report components. That, or we should add a keyboard shortcut to toggle the privacy mode.

GiteaMirror commented

2026-04-14 17:48:42 -05:00

@psybers commented on GitHub (Feb 21, 2024):

It looks like the "Last Month" time filter might be picking the wrong dates. As you can see, it shows two (possibly partial for January?) months of data:

@psybers commented on GitHub (Feb 21, 2024): It looks like the "Last Month" time filter might be picking the wrong dates. As you can see, it shows two (possibly partial for January?) months of data: ![image](https://github.com/actualbudget/actual/assets/1115390/3592fabd-5fa4-42bc-af9b-50c1eae43bd2)

GiteaMirror commented

2026-04-14 17:48:42 -05:00

@psybers commented on GitHub (Feb 21, 2024):

The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget:

And in dropdowns on transactions:

And even the checkboxes in the custom report to select them:

But then the actual graph winds up with a (seemingly arbitrarily) different sort:

This can be annoying as you might toggle things on/off and then after each toggle glance over to the chart. But then you have to find it in the chart and have no hint as to where to look.

@psybers commented on GitHub (Feb 21, 2024): The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget: <img width="199" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/6ad361ed-175a-44cc-9e75-0b7764fc2b6b"> And in dropdowns on transactions: <img width="162" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/28ee5f6e-e4e5-4a8c-85f6-e0dfa77d12aa"> And even the checkboxes in the custom report to select them: <img width="236" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/acc1bff2-366e-4a3b-807a-9b216cbef034"> But then the actual graph winds up with a (seemingly arbitrarily) different sort: <img width="187" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/7f41719b-5c73-40a4-a501-77dc3dc69a1d"> This can be annoying as you might toggle things on/off and then after each toggle glance over to the chart. But then you have to find it in the chart and have no hint as to where to look.

GiteaMirror commented

2026-04-14 17:48:43 -05:00

@psybers commented on GitHub (Feb 21, 2024):

A feature request for custom reports: the ability to click on data in the table and view transactions.

For example, you might get something like this:

It'd be nice if I could click on the values and have it jump to a list of transactions matching the currently reported period and that category.

This is something you can already do in the report budget by clicking in the "Spent" column:

which then takes you to a view like:

@psybers commented on GitHub (Feb 21, 2024): A feature request for custom reports: the ability to click on data in the table and view transactions. For example, you might get something like this: <img width="272" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/d85cd148-e42e-4bd8-82cd-c22995b26001"> It'd be nice if I could click on the values and have it jump to a list of transactions matching the currently reported period and that category. This is something you can already do in the report budget by clicking in the "Spent" column: <img width="540" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/92bc4d70-40bf-42bc-b4e2-46643083f4f2"> which then takes you to a view like: <img width="393" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/39f3d98a-6ca7-490f-a550-14344c0b1fb0">

GiteaMirror commented

2026-04-14 17:48:44 -05:00

@psybers commented on GitHub (Feb 21, 2024):

I noticed that the custom report tooltips are blurred when privacy mode is enabled. Those should not be blurred IMO as users usually intend to view the amounts whenever they hover over the report components. That, or we should add a keyboard shortcut to toggle the privacy mode.

True. But one thing that should be blurred (but currently isn't) is the labels in the graphs themselves:

@psybers commented on GitHub (Feb 21, 2024): > I noticed that the custom report tooltips are blurred when privacy mode is enabled. Those should not be blurred IMO as users usually intend to view the amounts whenever they hover over the report components. That, or we should add a keyboard shortcut to toggle the privacy mode. True. But one thing that *should* be blurred (but currently isn't) is the labels in the graphs themselves: <img width="453" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/425542f2-6936-4266-8b5f-5e390ae8e3ad">

GiteaMirror commented

2026-04-14 17:48:44 -05:00

@youngcw commented on GitHub (Feb 21, 2024):

True. But one thing that should be blurred (but currently isn't) is the labels in the graphs themselves:

This is already fixed in edge. In what im seeing the labels just go away with privacy mode

@youngcw commented on GitHub (Feb 21, 2024): > True. But one thing that _should_ be blurred (but currently isn't) is the labels in the graphs themselves: This is already fixed in edge. In what im seeing the labels just go away with privacy mode

GiteaMirror commented

2026-04-14 17:48:45 -05:00

@carkom commented on GitHub (Feb 21, 2024):

The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget:

Mine does sort the legend in the way you describe. Can you give me your steps to repeat the issue?

@carkom commented on GitHub (Feb 21, 2024): > The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget: Mine does sort the legend in the way you describe. Can you give me your steps to repeat the issue?

GiteaMirror commented

2026-04-14 17:48:48 -05:00

@psybers commented on GitHub (Feb 22, 2024):

The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget:

Mine does sort the legend in the way you describe. Can you give me your steps to repeat the issue?

Maybe this is fixed in edge? I'm running v24.2.0.

I simply go into the custom reports, the default screen. And then toggle the legend on.

No matter what I do, the order of the bars (and thus the legend) is somewhat arbitrary, though it seems deterministic.

@psybers commented on GitHub (Feb 22, 2024): > > The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget: > > Mine does sort the legend in the way you describe. Can you give me your steps to repeat the issue? Maybe this is fixed in edge? I'm running v24.2.0. I simply go into the custom reports, the default screen. And then toggle the legend on. No matter what I do, the order of the bars (and thus the legend) is somewhat arbitrary, though it seems deterministic.

GiteaMirror commented

2026-04-14 17:48:48 -05:00

@Teprifer commented on GitHub (Feb 22, 2024):

The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget:

Mine does sort the legend in the way you describe. Can you give me your steps to repeat the issue?

Maybe this is fixed in edge? I'm running v24.2.0.

I simply go into the custom reports, the default screen. And then toggle the legend on.

No matter what I do, the order of the bars (and thus the legend) is somewhat arbitrary, though it seems deterministic.

Just checked Edge and I'm seeing the same behaviour as you(same as latest release), these two very large bars are categories that are together mid-way down my budget page.

@Teprifer commented on GitHub (Feb 22, 2024): > > > The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget: > > > > > > Mine does sort the legend in the way you describe. Can you give me your steps to repeat the issue? > > Maybe this is fixed in edge? I'm running v24.2.0. > > I simply go into the custom reports, the default screen. And then toggle the legend on. > > No matter what I do, the order of the bars (and thus the legend) is somewhat arbitrary, though it seems deterministic. Just checked Edge and I'm seeing the same behaviour as you(same as latest release), these two very large bars are categories that are together mid-way down my budget page. ![image](https://github.com/actualbudget/actual/assets/34882928/8a80bb70-a1a0-44bd-9bda-8c69cf42830e)

GiteaMirror commented

2026-04-14 17:48:49 -05:00

@carkom commented on GitHub (Feb 22, 2024):

You'll have to be more specific. I'll show you what I'm seeing on edge. This is a brand new test budget showing category order in budget page, then in sidebar check boxes then in filter drop down then in legend. You can also see that the categories are listed the same left to right in the graph as top to bottom everywhere else. They are all the same. I'm not sure what you are seeing so please feel free to share your experience in more detail...

https://github.com/actualbudget/actual/assets/55785687/6664c80c-bc03-4214-b208-0e4414189138

@carkom commented on GitHub (Feb 22, 2024): You'll have to be more specific. I'll show you what I'm seeing on edge. This is a brand new test budget showing category order in budget page, then in sidebar check boxes then in filter drop down then in legend. You can also see that the categories are listed the same left to right in the graph as top to bottom everywhere else. They are all the same. I'm not sure what you are seeing so please feel free to share your experience in more detail... https://github.com/actualbudget/actual/assets/55785687/6664c80c-bc03-4214-b208-0e4414189138

GiteaMirror commented

2026-04-14 17:48:50 -05:00

@psybers commented on GitHub (Feb 22, 2024):

Just a hunch, but the categories you have in this new budget were created sequentially in the order they are shown.

My categories were created in completely random orders as I thought of a new category.

Is it sorting based on ID?

@psybers commented on GitHub (Feb 22, 2024): Just a hunch, but the categories you have in this new budget were created sequentially in the order they are shown. My categories were created in completely random orders as I thought of a new category. Is it sorting based on ID?

GiteaMirror commented

2026-04-14 17:48:51 -05:00

@carkom commented on GitHub (Feb 22, 2024):

No, the order is not based on creation time or id number. It uses sort_order. I'm looking at the code as I've never dealt with it before. I'm finding out that sort order is based on category group. So you can have one category in groupA with sort_order = 1024 and a different category in groupB with the same sort order. When the groups are removed (as they are in the custom report bar graph) they'll get place next to eachother due to the similar sort_order numbers.

@carkom commented on GitHub (Feb 22, 2024): No, the order is not based on creation time or id number. It uses sort_order. I'm looking at the code as I've never dealt with it before. I'm finding out that sort order is based on category group. So you can have one category in groupA with sort_order = 1024 and a different category in groupB with the same sort order. When the groups are removed (as they are in the custom report bar graph) they'll get place next to eachother due to the similar sort_order numbers.

GiteaMirror commented

2026-04-14 17:48:52 -05:00

@psybers commented on GitHub (Feb 23, 2024):

Ah, that might be. I probably have dragged mine around to re-order them at some point. I have probably even dragged things to new groups at some point. Is there a table in the sqlite I can show that might help you see why mine sorts wrong?

@psybers commented on GitHub (Feb 23, 2024): Ah, that might be. I probably have dragged mine around to re-order them at some point. I have probably even dragged things to new groups at some point. Is there a table in the sqlite I can show that might help you see why mine sorts wrong?

GiteaMirror commented

2026-04-14 17:48:53 -05:00

@psybers commented on GitHub (Feb 23, 2024):

Probably you have to join on the category_group and then sort based category_group.sort_order then on the categories.sort_order. This seems to work on my data:

select c.name from categories as c, category_groups as g where c.cat_group=g.id and c.tombstone=0 order by c.is_income asc, g.sort_order, c.sort_order

Not sure about the income flag, but at least for me income always showed at the bottom so I added that.

@psybers commented on GitHub (Feb 23, 2024): Probably you have to join on the `category_group` and then sort based `category_group.sort_order` then on the `categories.sort_order`. This seems to work on my data: `select c.name from categories as c, category_groups as g where c.cat_group=g.id and c.tombstone=0 order by c.is_income asc, g.sort_order, c.sort_order` <img width="134" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/1664718a-a3fc-4d3f-aabc-56b27463ca09"> Not sure about the income flag, but at least for me income always showed at the bottom so I added that.

GiteaMirror commented

2026-04-14 17:48:54 -05:00

@Teprifer commented on GitHub (Feb 23, 2024):

You'll have to be more specific. I'll show you what I'm seeing on edge. This is a brand new test budget showing category order in budget page, then in sidebar check boxes then in filter drop down then in legend. You can also see that the categories are listed the same left to right in the graph as top to bottom everywhere else. They are all the same. I'm not sure what you are seeing so please feel free to share your experience in more detail...
Untitled.mp4

Sounds like from the other comments you've figured it out and psybers can assist more than I can, but if you still would like more info from me just let me know. If this discussion leads to a change, happy to import my budget and test it out, just tag away.

To possibly confirm what you're looking at, I can move my big bar from the end of the graph in to the middle of the graph just by dragging that category from the 3rd category group(of 7), to the first.

Dang github hiding comments so I failed at ctrl+f and went down a rabbit hole of how to search your comments on github. I'm embarrassed how long it took me.

~~I vaguely recall suggesting the bars being sorted from High->low or low->high at some point in the past but danged if I remember where*.~~ There's value in category order too, so naturally the obvious thought is to go 'why not both?' but I won't be that cheeky. ;)

*so maybe I didn't save? Argh! Probably the same comment I mentioned categories are filtering when the list isn't hidden by a different split-by and suggesting they should always be shown.

@Teprifer commented on GitHub (Feb 23, 2024): > You'll have to be more specific. I'll show you what I'm seeing on edge. This is a brand new test budget showing category order in budget page, then in sidebar check boxes then in filter drop down then in legend. You can also see that the categories are listed the same left to right in the graph as top to bottom everywhere else. They are all the same. I'm not sure what you are seeing so please feel free to share your experience in more detail... > Untitled.mp4 Sounds like from the other comments you've figured it out and psybers can assist more than I can, but if you still would like more info from me just let me know. If this discussion leads to a change, happy to import my budget and test it out, just tag away. To possibly confirm what you're looking at, I can move my big bar from the end of the graph in to the middle of the graph just by dragging that category from the 3rd category group(of 7), to the first. _Dang github hiding comments so I failed at ctrl+f and went down a rabbit hole of how to search your comments on github. I'm embarrassed how long it took me._ ~I vaguely recall suggesting the bars being sorted from High->low or low->high at some point in the past but danged if I remember where*.~ There's value in category order too, so naturally the obvious thought is to go 'why not both?' but I won't be that cheeky. ;) ~*so maybe I didn't save? Argh! Probably the same comment I mentioned categories are filtering when the list isn't hidden by a different split-by and suggesting they should always be shown.~

GiteaMirror commented

2026-04-14 17:48:54 -05:00

@carkom commented on GitHub (Feb 23, 2024):

Thanks for your comments. I put a fix into #2386 about 12 hours ago.

@carkom commented on GitHub (Feb 23, 2024): Thanks for your comments. I put a fix into #2386 about 12 hours ago.

GiteaMirror commented

2026-04-14 17:48:55 -05:00

@Redbox3070 commented on GitHub (Feb 23, 2024):

So happy to finally have the save option enabled in custom reports, an absolute killer feature. @carkom did an incredible job over the last months.

Minor bug, if you save a chart and then hide the category, the preview in the Reports page will still show the now hidden category, while if you open the individual chart it will correctly exclude the hidden category. To solve the issue you need to save the report as a new one.
Potential bug with negative values in income categories: while probably a wrong use case there's something about their sums in my budget that I cannot figure out. I need to test it more to provide a feedback

@Redbox3070 commented on GitHub (Feb 23, 2024): So happy to finally have the save option enabled in custom reports, an absolute killer feature. @carkom did an incredible job over the last months. * Minor bug, if you save a chart and then hide the category, the preview in the Reports page will still show the now hidden category, while if you open the individual chart it will correctly exclude the hidden category. To solve the issue you need to save the report as a new one. * ~~Potential bug with negative values in income categories: while probably a wrong use case there's something about their sums in my budget that I cannot figure out. I need to test it more to provide a feedback~~

GiteaMirror commented

2026-04-14 17:48:56 -05:00

@carkom commented on GitHub (Feb 23, 2024):

So happy to finally have the save option enabled in custom reports, an absolute killer feature. @carkom did an incredible job over the last months.

* Minor bug, if you save a chart and then hide the category, the preview in the Reports page will still show the now hidden category, while if you open the individual chart it will correctly exclude the hidden category. To solve the issue you need to save the report as a new one.

* Potential bug with negative values in income categories: while probably a wrong use case there's something about their sums in my budget that I cannot figure out. I need to test it more to provide a feedback

Thanks for the kind words.

Noted
For best results, look at net numbers. It is possible to have debts (payments) in income categories for some use cases this is why it's possible to view them separately - but that is likely not what you are wanting to see?

@carkom commented on GitHub (Feb 23, 2024): > So happy to finally have the save option enabled in custom reports, an absolute killer feature. @carkom did an incredible job over the last months. > > * Minor bug, if you save a chart and then hide the category, the preview in the Reports page will still show the now hidden category, while if you open the individual chart it will correctly exclude the hidden category. To solve the issue you need to save the report as a new one. > > * Potential bug with negative values in income categories: while probably a wrong use case there's something about their sums in my budget that I cannot figure out. I need to test it more to provide a feedback Thanks for the kind words. 1. Noted 2. For best results, look at net numbers. It is possible to have debts (payments) in income categories for some use cases this is why it's possible to view them separately - but that is likely not what you are wanting to see?

GiteaMirror commented

2026-04-14 17:48:56 -05:00

@Redbox3070 commented on GitHub (Feb 23, 2024):

For best results, look at net numbers. It is possible to have debts (payments) in income categories for some use cases this is why it's possible to view them separately - but that is likely not what you are wanting to see?

There were a couple of "compounding" errors on my side, along with no net option for pie charts so it wasn't immediate to figure out how some sums were calculated. Let's say that custom report forced me to dig through my budget data 😄 . So negative values in Income work as expected.

Something else that I noticed, if I set a pie chart in payment mode and change the split i can use net mode which is normally greyed out. The result is a buggy chart.

@Redbox3070 commented on GitHub (Feb 23, 2024): > 2. For best results, look at net numbers. It is possible to have debts (payments) in income categories for some use cases this is why it's possible to view them separately - but that is likely not what you are wanting to see? There were a couple of "compounding" errors on my side, along with no net option for pie charts so it wasn't immediate to figure out how some sums were calculated. Let's say that custom report forced me to dig through my budget data :smile: . So negative values in Income **work as expected**. Something else that I noticed, if I set a pie chart in payment mode and change the split i can use net mode which is normally greyed out. The result is a buggy chart. ![net pie chart](https://github.com/actualbudget/actual/assets/81518984/b47699cb-c953-464b-8ddb-5c84fd7a0eb2)

GiteaMirror commented

2026-04-14 17:48:57 -05:00

@Redbox3070 commented on GitHub (Feb 29, 2024):

Minor bug, if you save a chart and then hide the category, the preview in the Reports page will still show the now hidden category, while if you open the individual chart it will correctly exclude the hidden category. To solve the issue you need to save the report as a new one.

Noted

Noticed that this is a general problem in the preview page not limited to hidden category. When you add new data, the report preview does not update, while once you open the full report it is correctly updated

@Redbox3070 commented on GitHub (Feb 29, 2024): > > * Minor bug, if you save a chart and then hide the category, the preview in the Reports page will still show the now hidden category, while if you open the individual chart it will correctly exclude the hidden category. To solve the issue you need to save the report as a new one. > 1. Noted Noticed that this is a general problem in the preview page not limited to hidden category. When you add new data, the report preview does not update, while once you open the full report it is correctly updated

GiteaMirror commented

2026-04-14 17:48:58 -05:00

@Gandalf-the-Blue commented on GitHub (Mar 3, 2024):

Hi,
Is there a reason the Type=Net cannot be used for certain types of reports (Cannot be used for a Category split over time report)?
Is this a bug/feature awaiting fixing/implementing?

@Gandalf-the-Blue commented on GitHub (Mar 3, 2024): Hi, Is there a reason the Type=Net cannot be used for certain types of reports (Cannot be used for a Category split over time report)? Is this a bug/feature awaiting fixing/implementing?

GiteaMirror commented

2026-04-14 17:48:59 -05:00

@carkom commented on GitHub (Mar 3, 2024):

Hi, Is there a reason the Type=Net cannot be used for certain types of reports (Cannot be used for a Category split over time report)? Is this a bug/feature awaiting fixing/implementing?

Yes, there's a reason. No, it's not a bug. These are primarily set where the data doesn't make sense to have a "net" graph. If you look 2 posts above yours you'll see a perfect example of a donut graph giving garbage data when using "net".

For your question, you'll have to be more specific about which graph you are trying to use. Often times the "over time" graph can be accomplished using the "time" mode OR by using the "interval" split.

@carkom commented on GitHub (Mar 3, 2024): > Hi, Is there a reason the Type=Net cannot be used for certain types of reports (Cannot be used for a Category split over time report)? Is this a bug/feature awaiting fixing/implementing? Yes, there's a reason. No, it's not a bug. These are primarily set where the data doesn't make sense to have a "net" graph. If you look 2 posts above yours you'll see a perfect example of a donut graph giving garbage data when using "net". For your question, you'll have to be more specific about which graph you are trying to use. Often times the "over time" graph can be accomplished using the "time" mode OR by using the "interval" split.

GiteaMirror commented

2026-04-14 17:49:00 -05:00

@nikolajhendel commented on GitHub (Mar 3, 2024):

Not sure if this is a bug or a feature request (or something I have missed). Forgot to specify the graph type. Net is available in Data table mode, but not in stacked bar graph mode

Version: v24.3.0
Area: Custom report

Fields:
Mode: Time
Split: Category
Type: (Net greyed out)
Interval: Monthly
Date filters: Live

Bug/missing feature: "net" greyed out as "Type" when "Split" set to "Category" and graph = "stacked bar graph"

Impact: When having categories that includes payment and deposit amounts - the current report options of showing either "Payment" or "Deposit" doesn't reflect the actual spend (Net).

Happy to supply data example if required.

@nikolajhendel commented on GitHub (Mar 3, 2024): Not sure if this is a bug or a feature request (or something I have missed). **Forgot to specify the graph type. Net is available in Data table mode, but not in stacked bar graph mode** **Version**: v24.3.0 **Area**: Custom report Fields: **Mode**: Time **Split**: Category **Type**: (Net greyed out) **Interval**: Monthly **Date filters**: Live **Bug/missing feature**: "net" greyed out as "Type" when "Split" set to "Category" and graph = "stacked bar graph" **Impact**: When having categories that includes payment and deposit amounts - the current report options of showing either "Payment" or "Deposit" doesn't reflect the actual spend (Net). Happy to supply data example if required.

GiteaMirror commented

2026-04-14 17:49:01 -05:00

@Cldfire commented on GitHub (Mar 3, 2024):

Loving the ability to save custom reports!

Two things I'd love to see added:

"Balance" as a display type, to display the current balance of, say, various accounts in a pie chart
A "viewer" mode when you click into a saved report that doesn't show any of the editing tools, and then an "edit" button you can click to show them if you want to edit the saved report

Awesome work!

@Cldfire commented on GitHub (Mar 3, 2024): Loving the ability to save custom reports! Two things I'd love to see added: * "Balance" as a display type, to display the current balance of, say, various accounts in a pie chart * A "viewer" mode when you click into a saved report that doesn't show any of the editing tools, and then an "edit" button you can click to show them if you want to edit the saved report Awesome work!

GiteaMirror commented

2026-04-14 17:49:02 -05:00

@karmanbadhesha commented on GitHub (Mar 5, 2024):

+1 to balance display type

@karmanbadhesha commented on GitHub (Mar 5, 2024): +1 to balance display type

GiteaMirror commented

2026-04-14 17:49:03 -05:00

@youngcw commented on GitHub (Mar 5, 2024):

Looks like the dashboard cards are not updating ever. The update if I delete and recreate the report, but no other time.

@youngcw commented on GitHub (Mar 5, 2024): Looks like the dashboard cards are not updating ever. The update if I delete and recreate the report, but no other time.

GiteaMirror commented

2026-04-14 17:49:04 -05:00

@carkom commented on GitHub (Mar 5, 2024):

Looks like the dashboard cards are not updating ever. The update if I delete and recreate the report, but no other time.

Yep, that's a known issue. Thanks for the call out!

@carkom commented on GitHub (Mar 5, 2024): > Looks like the dashboard cards are not updating ever. The update if I delete and recreate the report, but no other time. Yep, that's a known issue. Thanks for the call out!

GiteaMirror commented

2026-04-14 17:49:05 -05:00

@glp-66 commented on GitHub (Mar 8, 2024):

I am seeing something a little weird. This is using the data table view. I have the "show empty rows" checked in the options and then have a few categories unchecked. In the report, some of the unchecked categories still show up when I have the "Hide Unchecked" going. But if I unselect "show empty rows" in the options, then the "unchecked" categories disappear in the report. the totals though i believe are correct. the visual is not completely following the "hide unchecked" options when show empty rows is selected.

@glp-66 commented on GitHub (Mar 8, 2024): I am seeing something a little weird. This is using the data table view. I have the "show empty rows" checked in the options and then have a few categories unchecked. In the report, some of the unchecked categories still show up when I have the "Hide Unchecked" going. But if I unselect "show empty rows" in the options, then the "unchecked" categories disappear in the report. the totals though i believe are correct. the visual is not completely following the "hide unchecked" options when show empty rows is selected. ![actualrep1](https://github.com/actualbudget/actual/assets/93476792/cfea7e6d-b6de-4ebb-b728-70cd79c5ff4b)

GiteaMirror commented

2026-04-14 17:49:05 -05:00

@ngocphamm commented on GitHub (Mar 8, 2024):

Not sure if this is a bug or a feature request (or something I have missed). Forgot to specify the graph type. Net is available in Data table mode, but not in stacked bar graph mode

Version: v24.3.0 Area: Custom report

Fields: Mode: Time Split: Category Type: (Net greyed out) Interval: Monthly Date filters: Live

Bug/missing feature: "net" greyed out as "Type" when "Split" set to "Category" and graph = "stacked bar graph"

Impact: When having categories that includes payment and deposit amounts - the current report options of showing either "Payment" or "Deposit" doesn't reflect the actual spend (Net).

Happy to supply data example if required.

I think I get the same issue, but with Pie chart. I am trying to get a "Spending by category" pie chart similar to what I've been familiarized with YNAB, but the Net option is grayed out. I have an expense for Vet, but also get some reimbursement from the Pet insurance company (going back to the Vet category), so I want to know the true expense for that Vet category.

@ngocphamm commented on GitHub (Mar 8, 2024): > Not sure if this is a bug or a feature request (or something I have missed). **Forgot to specify the graph type. Net is available in Data table mode, but not in stacked bar graph mode** > > **Version**: v24.3.0 **Area**: Custom report > > Fields: **Mode**: Time **Split**: Category **Type**: (Net greyed out) **Interval**: Monthly **Date filters**: Live > > **Bug/missing feature**: "net" greyed out as "Type" when "Split" set to "Category" and graph = "stacked bar graph" > > **Impact**: When having categories that includes payment and deposit amounts - the current report options of showing either "Payment" or "Deposit" doesn't reflect the actual spend (Net). > > Happy to supply data example if required. I think I get the same issue, but with Pie chart. I am trying to get a "Spending by category" pie chart similar to what I've been familiarized with YNAB, but the `Net` option is grayed out. I have an expense for `Vet`, but also get some reimbursement from the Pet insurance company (going back to the `Vet` category), so I want to know the true expense for that `Vet` category.

GiteaMirror commented

2026-04-14 17:49:06 -05:00

@youngcw commented on GitHub (Mar 8, 2024):

@ngocphamm The pie chart cant show net because there isn't a way to show categories with both a net expense and net gain together.

@youngcw commented on GitHub (Mar 8, 2024): @ngocphamm The pie chart cant show net because there isn't a way to show categories with both a net expense and net gain together.

GiteaMirror commented

2026-04-14 17:49:07 -05:00

@nikolajhendel commented on GitHub (Mar 8, 2024):

@ngocphamm The pie chart cant show net because there isn't a way to show categories with both a net expense and net gain together.

Hi @youngcw - just trying to understand. Why it isn't possible (and is this also a restriction for stacked bar graph)? All the data seems to be there in the table view, so why can't it be presented in a graphical form?

@nikolajhendel commented on GitHub (Mar 8, 2024): > @ngocphamm The pie chart cant show net because there isn't a way to show categories with both a net expense and net gain together. Hi @youngcw - just trying to understand. Why it isn't possible (and is this also a restriction for stacked bar graph)? All the data seems to be there in the table view, so why can't it be presented in a graphical form?

GiteaMirror commented

2026-04-14 17:49:08 -05:00

@youngcw commented on GitHub (Mar 9, 2024):

@nikolajhendel it comes down to needing to render a negative slice in the pie chart. If all the slices are representing negative amounts then one slice is positive, that would mathematically be a negative percent of the total pie, which doesn't make sense

@youngcw commented on GitHub (Mar 9, 2024): @nikolajhendel it comes down to needing to render a negative slice in the pie chart. If all the slices are representing negative amounts then one slice is positive, that would mathematically be a negative percent of the total pie, which doesn't make sense

GiteaMirror commented

2026-04-14 17:49:09 -05:00

@nikolajhendel commented on GitHub (Mar 10, 2024):

@youngcw - that makes sense (for pie charts). For stacked bar graph it shouldn't be an issue though (as that can show negative values), correct?

@nikolajhendel commented on GitHub (Mar 10, 2024): @youngcw - that makes sense (for pie charts). For stacked bar graph it shouldn't be an issue though (as that can show negative values), correct?

GiteaMirror commented

2026-04-14 17:49:10 -05:00

@kangruixiang commented on GitHub (Mar 17, 2024):

Hi is there a way for us to adjust colors? The current color scheme with so many complementary bright colors are so hard on the eyes:

One thing we could consider is to just lower the saturation on all the colors. I made a similar chart in excel, with the same colors as the above graph, and then just dropped the saturation of each color:

@kangruixiang commented on GitHub (Mar 17, 2024): Hi is there a way for us to adjust colors? The current color scheme with so many complementary bright colors are so hard on the eyes: ![Screenshot 2024-03-17 082735](https://github.com/actualbudget/actual/assets/17035138/3b9cb652-c083-4d8f-8349-d779654eb46f) One thing we could consider is to just lower the saturation on all the colors. I made a similar chart in excel, with the same colors as the above graph, and then just dropped the saturation of each color: ![Picture1](https://github.com/actualbudget/actual/assets/17035138/2e883c54-5b24-4c2d-9ede-5b5fa4a3c9c7)

GiteaMirror commented

2026-04-14 17:49:10 -05:00

@MikesGlitch commented on GitHub (Mar 21, 2024):

I love this feature btw, thanks a bunch for this 👍

One small bugbear for me is that when selecting "Live" Date filter, on an area chart, it shows data for as long as I've had my budget.

I've had my budget since 2015, but I'm reporting only on data gathered from 2018 onwards. That leaves me with 3 years worth of empty months on my area chart. This looks like:

I have "Show empty rows" set to Off - But I'm still seeing the empty months. I'm unsure if this is a bug or if I'm just not understanding what qualifies as a "Row" in this case.

The ask: I would love to filter out months where I don't have data when using the "Live" date filter.

@MikesGlitch commented on GitHub (Mar 21, 2024): I love this feature btw, thanks a bunch for this 👍 One small bugbear for me is that when selecting "Live" Date filter, on an area chart, it shows data for as long as I've had my budget. I've had my budget since 2015, but I'm reporting only on data gathered from 2018 onwards. That leaves me with 3 years worth of empty months on my area chart. This looks like: ![image](https://github.com/actualbudget/actual/assets/5285928/af2efe5b-72f2-4daf-9b7e-669444b291e1) I have "Show empty rows" set to Off - But I'm still seeing the empty months. I'm unsure if this is a bug or if I'm just not understanding what qualifies as a "Row" in this case. ![image](https://github.com/actualbudget/actual/assets/5285928/bce8c639-bb8b-424c-9694-f376cc389834) --- ### The ask: I would love to filter out months where I don't have data when using the "Live" date filter.

GiteaMirror commented

2026-04-14 17:49:11 -05:00

@shall0pass commented on GitHub (Mar 21, 2024):

I just installed the newest 'edge' (Mar-21 2024) release and am getting this error when navigating to reports. I have 4 saved reports, two pie charts and 2 tables. I'm not sure if that will help track this down.

Show error from dialog box:

TypeError: Cannot read properties of undefined (reading 'map') at v8 (https://budget.example.com/static/js/ReportRouter.TfdhdMDp.chunk.js:65:58270) at a1 (https://budget.example.com/static/js/index.Coadwl6J.js:56:19539) at kI (https://budget.example.com/static/js/index.Coadwl6J.js:58:44045) at bI (https://budget.example.com/static/js/index.Coadwl6J.js:58:39777) at rL (https://budget.example.com/static/js/index.Coadwl6J.js:58:39705) at Wh (https://budget.example.com/static/js/index.Coadwl6J.js:58:39557) at G0 (https://budget.example.com/static/js/index.Coadwl6J.js:58:35921) at yI (https://budget.example.com/static/js/index.Coadwl6J.js:58:34870) at E (https://budget.example.com/static/js/index.Coadwl6J.js:43:1544) at MessagePort.H (https://budget.example.com/static/js/index.Coadwl6J.js:43:1903)

Dev console:

react-dom.production.min.js:189 
 TypeError: Cannot read properties of undefined (reading 'map')
    at v8 (ReportTableTotals.tsx:88:31)
    at a1 (react-dom.production.min.js:167:137)
    at kI (react-dom.production.min.js:290:337)
    at bI (react-dom.production.min.js:280:389)
    at rL (react-dom.production.min.js:280:320)
    at Wh (react-dom.production.min.js:280:180)
    at G0 (react-dom.production.min.js:271:88)
    at yI (react-dom.production.min.js:268:429)
    at E (scheduler.production.min.js:13:203)
    at MessagePort.H (scheduler.production.min.js:14:128)
B0	@	react-dom.production.min.js:189
Show less

@shall0pass commented on GitHub (Mar 21, 2024): I just installed the newest 'edge' (Mar-21 2024) release and am getting this error when navigating to reports. I have 4 saved reports, two pie charts and 2 tables. I'm not sure if that will help track this down. Show error from dialog box: ``` TypeError: Cannot read properties of undefined (reading 'map') at v8 (https://budget.example.com/static/js/ReportRouter.TfdhdMDp.chunk.js:65:58270) at a1 (https://budget.example.com/static/js/index.Coadwl6J.js:56:19539) at kI (https://budget.example.com/static/js/index.Coadwl6J.js:58:44045) at bI (https://budget.example.com/static/js/index.Coadwl6J.js:58:39777) at rL (https://budget.example.com/static/js/index.Coadwl6J.js:58:39705) at Wh (https://budget.example.com/static/js/index.Coadwl6J.js:58:39557) at G0 (https://budget.example.com/static/js/index.Coadwl6J.js:58:35921) at yI (https://budget.example.com/static/js/index.Coadwl6J.js:58:34870) at E (https://budget.example.com/static/js/index.Coadwl6J.js:43:1544) at MessagePort.H (https://budget.example.com/static/js/index.Coadwl6J.js:43:1903) ``` Dev console: ``` react-dom.production.min.js:189 TypeError: Cannot read properties of undefined (reading 'map') at v8 (ReportTableTotals.tsx:88:31) at a1 (react-dom.production.min.js:167:137) at kI (react-dom.production.min.js:290:337) at bI (react-dom.production.min.js:280:389) at rL (react-dom.production.min.js:280:320) at Wh (react-dom.production.min.js:280:180) at G0 (react-dom.production.min.js:271:88) at yI (react-dom.production.min.js:268:429) at E (scheduler.production.min.js:13:203) at MessagePort.H (scheduler.production.min.js:14:128) B0 @ react-dom.production.min.js:189 Show less ```

GiteaMirror commented

2026-04-14 17:49:12 -05:00

@psybers commented on GitHub (Mar 21, 2024):

@MikesGlitch Maybe a simple solution is to have the option in the range filter of "Since", where you can indicate the starting month, and it goes until today.

@psybers commented on GitHub (Mar 21, 2024): @MikesGlitch Maybe a simple solution is to have the option in the range filter of "Since", where you can indicate the starting month, and it goes until today.

GiteaMirror commented

2026-04-14 17:49:12 -05:00

@Kidglove57 commented on GitHub (Mar 21, 2024):

I just installed the newest 'edge' (Mar-21 2024) release and am getting this error when navigating to reports. I have 4 saved reports, two pie charts and 2 tables. I'm not sure if that will help track this down.

Show error from dialog box:

TypeError: Cannot read properties of undefined (reading 'map') at v8 (https://budget.example.com/static/js/ReportRouter.TfdhdMDp.chunk.js:65:58270) at a1 (https://budget.example.com/static/js/index.Coadwl6J.js:56:19539) at kI (https://budget.example.com/static/js/index.Coadwl6J.js:58:44045) at bI (https://budget.example.com/static/js/index.Coadwl6J.js:58:39777) at rL (https://budget.example.com/static/js/index.Coadwl6J.js:58:39705) at Wh (https://budget.example.com/static/js/index.Coadwl6J.js:58:39557) at G0 (https://budget.example.com/static/js/index.Coadwl6J.js:58:35921) at yI (https://budget.example.com/static/js/index.Coadwl6J.js:58:34870) at E (https://budget.example.com/static/js/index.Coadwl6J.js:43:1544) at MessagePort.H (https://budget.example.com/static/js/index.Coadwl6J.js:43:1903)

Dev console:

react-dom.production.min.js:189 
 TypeError: Cannot read properties of undefined (reading 'map')
    at v8 (ReportTableTotals.tsx:88:31)
    at a1 (react-dom.production.min.js:167:137)
    at kI (react-dom.production.min.js:290:337)
    at bI (react-dom.production.min.js:280:389)
    at rL (react-dom.production.min.js:280:320)
    at Wh (react-dom.production.min.js:280:180)
    at G0 (react-dom.production.min.js:271:88)
    at yI (react-dom.production.min.js:268:429)
    at E (scheduler.production.min.js:13:203)
    at MessagePort.H (scheduler.production.min.js:14:128)
B0	@	react-dom.production.min.js:189
Show less

Me too. Crashed everything. I have about 12 saved reports, some based on saved searches from the filter too.

@Kidglove57 commented on GitHub (Mar 21, 2024): > I just installed the newest 'edge' (Mar-21 2024) release and am getting this error when navigating to reports. I have 4 saved reports, two pie charts and 2 tables. I'm not sure if that will help track this down. > > Show error from dialog box: > > ``` > TypeError: Cannot read properties of undefined (reading 'map') at v8 (https://budget.example.com/static/js/ReportRouter.TfdhdMDp.chunk.js:65:58270) at a1 (https://budget.example.com/static/js/index.Coadwl6J.js:56:19539) at kI (https://budget.example.com/static/js/index.Coadwl6J.js:58:44045) at bI (https://budget.example.com/static/js/index.Coadwl6J.js:58:39777) at rL (https://budget.example.com/static/js/index.Coadwl6J.js:58:39705) at Wh (https://budget.example.com/static/js/index.Coadwl6J.js:58:39557) at G0 (https://budget.example.com/static/js/index.Coadwl6J.js:58:35921) at yI (https://budget.example.com/static/js/index.Coadwl6J.js:58:34870) at E (https://budget.example.com/static/js/index.Coadwl6J.js:43:1544) at MessagePort.H (https://budget.example.com/static/js/index.Coadwl6J.js:43:1903) > ``` > > Dev console: > > ``` > react-dom.production.min.js:189 > TypeError: Cannot read properties of undefined (reading 'map') > at v8 (ReportTableTotals.tsx:88:31) > at a1 (react-dom.production.min.js:167:137) > at kI (react-dom.production.min.js:290:337) > at bI (react-dom.production.min.js:280:389) > at rL (react-dom.production.min.js:280:320) > at Wh (react-dom.production.min.js:280:180) > at G0 (react-dom.production.min.js:271:88) > at yI (react-dom.production.min.js:268:429) > at E (scheduler.production.min.js:13:203) > at MessagePort.H (scheduler.production.min.js:14:128) > B0 @ react-dom.production.min.js:189 > Show less > ``` Me too. Crashed everything. I have about 12 saved reports, some based on saved searches from the filter too.

GiteaMirror commented

2026-04-14 17:49:13 -05:00

@carkom commented on GitHub (Mar 22, 2024):

Hey all. The way saved reports start and end dates are saved has changed. Any reports you have saved need to be deleted and remade. Sorry for the inconvenience, but that's the risk when using experimental features.

This change was nessecary in order to implement intervals (daily/weekly/yearly). Cheers!

@carkom commented on GitHub (Mar 22, 2024): Hey all. The way saved reports start and end dates are saved has changed. Any reports you have saved need to be deleted and remade. Sorry for the inconvenience, but that's the risk when using experimental features. This change was nessecary in order to implement intervals (daily/weekly/yearly). Cheers!

GiteaMirror commented

2026-04-14 17:49:14 -05:00

@Teprifer commented on GitHub (Mar 22, 2024):

Hey all. The way saved reports start and end dates are saved has changed. Any reports you have saved need to be deleted and remade. Sorry for the inconvenience, but that's the risk when using experimental features.

This change was nessecary in order to implement intervals (daily/weekly/yearly). Cheers!

This is absolutely a fair take, and I did some brief testing on what approach users should take when they encounter this and miss out on the messaging that needs to accompany the next release to alert them to this. (because your work is popular!)

Upgrade AB
Find reports crash
--Can't use restart app button
Use base URL without /reports (user can export budget still here if they want to blow away their install)
Roll back
Delete saved reports
Update again - Works, yayyyyyy

Also tested Export Budget from the newer version, and re-importing back in to the old, successful.

Given it is an experimental feature with the accompanying warnings this isn't unreasonable, my only consideration is for users of a service which upgrades AB for them - any thoughts on what advice they could be given?

@Teprifer commented on GitHub (Mar 22, 2024): > Hey all. The way saved reports start and end dates are saved has changed. Any reports you have saved need to be deleted and remade. Sorry for the inconvenience, but that's the risk when using experimental features. > > This change was nessecary in order to implement intervals (daily/weekly/yearly). Cheers! This is absolutely a fair take, and I did some brief testing on what approach users should take when they encounter this and miss out on the messaging that needs to accompany the next release to alert them to this. (because your work is popular!) 1. Upgrade AB 1. Find reports crash 1. --Can't use restart app button 1. Use base URL without /reports (user can export budget still here if they want to blow away their install) 1. Roll back 1. Delete saved reports 1. Update again - Works, yayyyyyy * Also tested Export Budget from the newer version, and re-importing back in to the old, successful. Given it is an experimental feature with the accompanying warnings this isn't unreasonable, my only consideration is for users of a service which upgrades AB for them - any thoughts on what advice they could be given?

GiteaMirror commented

2026-04-14 17:49:15 -05:00

@carkom commented on GitHub (Mar 22, 2024):

Yep, bad experience. I don't want anyone losing their budget on accident trying to fix the saved reports. I've put in a fix that stops the app from crashing and calls out the offending reports.

#2492

@carkom commented on GitHub (Mar 22, 2024): Yep, bad experience. I don't want anyone losing their budget on accident trying to fix the saved reports. I've put in a fix that stops the app from crashing and calls out the offending reports. #2492

GiteaMirror commented

2026-04-14 17:49:16 -05:00

@Teprifer commented on GitHub (Mar 22, 2024):

Thank you @carkom, I can appreciate you've become a bit of a victim of your own success as it were. On one hand this is still an experimental feature with all that means, on the other it's used by a far wider audience than most experimental work would normally be so is more 'mainstream' than the experimental flag would ordinarily suggest.

For what it's worth, I think it would be perfectly valid to automatically blow away saved reports affected by breaking changes while the feature remains in experimental. Especially to allow you the freedom to refine as required.

@Teprifer commented on GitHub (Mar 22, 2024): Thank you @carkom, I can appreciate you've become a bit of a victim of your own success as it were. On one hand this is still an experimental feature with all that means, on the other it's used by a far wider audience than most experimental work would normally be so is more 'mainstream' than the experimental flag would ordinarily suggest. For what it's worth, I think it would be perfectly valid to automatically blow away saved reports affected by breaking changes while the feature remains in experimental. Especially to allow you the freedom to refine as required.

GiteaMirror commented

2026-04-14 17:49:16 -05:00

@RemiBorgen commented on GitHub (Mar 25, 2024):

@nikolajhendel it comes down to needing to render a negative slice in the pie chart. If all the slices are representing negative amounts then one slice is positive, that would mathematically be a negative percent of the total pie, which doesn't make sense

Could this be solved by only showing categories that have a negative total sum? I think that's how it works in YNAB, and also what I am looking for to analyze my spendings.

@RemiBorgen commented on GitHub (Mar 25, 2024): > @nikolajhendel it comes down to needing to render a negative slice in the pie chart. If all the slices are representing negative amounts then one slice is positive, that would mathematically be a negative percent of the total pie, which doesn't make sense Could this be solved by only showing categories that have a negative total sum? I think that's how it works in YNAB, and also what I am looking for to analyze my spendings.

GiteaMirror commented

2026-04-14 17:49:17 -05:00

@shall0pass commented on GitHub (Apr 1, 2024):

Small nit to add to the list. With a saved report that has 'live' chosen, the report doesn't update when the month rolls over. For example, I have a 'live this month' setting that I saved in March. It's now April and I have to change the chart in some way, or select 'live' again for the report to refresh, which triggers the 'modified report' condition. It's persistent too. If I reload the page, it reverts back to last months numbers until I change the chart in some way. I've had to 'Update Report' from the menu in order to have this months numbers show up correctly.

@shall0pass commented on GitHub (Apr 1, 2024): Small nit to add to the list. With a saved report that has 'live' chosen, the report doesn't update when the month rolls over. For example, I have a 'live this month' setting that I saved in March. It's now April and I have to change the chart in some way, or select 'live' again for the report to refresh, which triggers the 'modified report' condition. It's persistent too. If I reload the page, it reverts back to last months numbers until I change the chart in some way. I've had to 'Update Report' from the menu in order to have this months numbers show up correctly.

GiteaMirror commented

2026-04-14 17:49:17 -05:00

@Cldfire commented on GitHub (Apr 2, 2024):

++, I hit the same problem as @shall0pass. My custom reports are all still showing March as the last month, not April.

@Cldfire commented on GitHub (Apr 2, 2024): ++, I hit the same problem as @shall0pass. My custom reports are all still showing March as the last month, not April.

GiteaMirror commented

2026-04-14 17:49:18 -05:00

@asonu0917 commented on GitHub (Apr 9, 2024):

Hi

Thanks for having custom report developed to help me understand my finances more. While I am trying to have different filters apply to the dataset, I found that it is impossible to filter out the transfer category. Can you have a look if that is possible?

@asonu0917 commented on GitHub (Apr 9, 2024): Hi Thanks for having custom report developed to help me understand my finances more. While I am trying to have different filters apply to the dataset, I found that it is impossible to filter out the transfer category. Can you have a look if that is possible?

GiteaMirror commented

2026-04-14 17:49:19 -05:00

@psybers commented on GitHub (Apr 9, 2024):

If you have 'off budget' or 'uncategorized' disabled:

It still shows a category for them (with $0):

@psybers commented on GitHub (Apr 9, 2024): If you have 'off budget' or 'uncategorized' disabled: <img width="224" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/97777e18-d362-4048-be17-162fa1cef192"> It still shows a category for them (with $0): <img width="176" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/804ef189-3413-45cd-9b34-0e68db385f0d"> <img width="138" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/457d8a1e-e087-45b5-970a-b3a8140e21cd"> <img width="181" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/06e326c4-ead8-4e8b-83f9-368f13a1b691">

GiteaMirror commented

2026-04-14 17:49:20 -05:00

@asonu0917 commented on GitHub (Apr 9, 2024):

I just realise that the 'transfers' catagory is only for off-budget. But still, it will be great if we can have 'off budget' and transfer' as other on budget categories.

@asonu0917 commented on GitHub (Apr 9, 2024): I just realise that the 'transfers' catagory is only for off-budget. But still, it will be great if we can have 'off budget' and transfer' as other on budget categories.

GiteaMirror commented

2026-04-14 17:49:21 -05:00

@ZanyHunter commented on GitHub (Apr 13, 2024):

In the Data Table view, I am experiencing strange behavior with the Average column, where I believe it is averaging incorrectly. Take a look at the below screenshot.

My monthly rent is $2125/mo. Selecting the settings below gives me a monthly average of $1859.37/mo.
If I manually calculate the average by dividing the total $14875 by the 7 months I selected, it returns the correct monthly average of $2125. However, it appears that it is incorrectly dividing the total by <months>+1 to determine the average, which would be $1859.37.

This is made more clear by selecting a 1 month range. In this case, the Total and Average should be the same (it should be dividing the total by 1), but it looks like it is halving it (dividing the total by 2, or <months>+1.

@ZanyHunter commented on GitHub (Apr 13, 2024): In the Data Table view, I am experiencing strange behavior with the Average column, where I believe it is averaging incorrectly. Take a look at the below screenshot. My monthly rent is $2125/mo. Selecting the settings below gives me a monthly average of $1859.37/mo. If I manually calculate the average by dividing the total $14875 by the 7 months I selected, it returns the correct monthly average of $2125. However, it appears that it is incorrectly dividing the total by `<months>+1` to determine the average, which would be $1859.37. ![image](https://github.com/actualbudget/actual/assets/34586837/bc0d7322-d40e-47c9-9263-b1d8b02acc1f) This is made more clear by selecting a 1 month range. In this case, the Total and Average should be the same (it should be dividing the total by 1), but it looks like it is halving it (dividing the total by 2, or `<months>+1`. ![image](https://github.com/actualbudget/actual/assets/34586837/87a75373-597a-4fd2-aafb-2754c7625c85)

GiteaMirror commented

2026-04-14 17:49:22 -05:00

@shall0pass commented on GitHub (Apr 25, 2024):

Not sure if this has been mentioned yet. The scrollbar at the bottom of the table report doesn't have any contrast between the slider and the background (assuming there actually is a slider in that element). It's most easily seen by using a 12 month table by time.

@shall0pass commented on GitHub (Apr 25, 2024): Not sure if this has been mentioned yet. The scrollbar at the bottom of the table report doesn't have any contrast between the slider and the background (assuming there actually is a slider in that element). It's most easily seen by using a 12 month table by time. ![image](https://github.com/actualbudget/actual/assets/20625555/9df7fdb7-6acd-45da-b210-49fb5dfca712)

GiteaMirror commented

2026-04-14 17:49:22 -05:00

@carkom commented on GitHub (Apr 26, 2024):

Hi all, I'm looking to take custom reports out from under the experimental features flag. If anyone has any bugs they'd like report I'd welcome any help in fully testing the feature. Cheers!

@carkom commented on GitHub (Apr 26, 2024): Hi all, I'm looking to take custom reports out from under the experimental features flag. If anyone has any bugs they'd like report I'd welcome any help in fully testing the feature. Cheers!

GiteaMirror commented

2026-04-14 17:49:23 -05:00

@carkom commented on GitHub (Apr 26, 2024):

Not sure if this has been mentioned yet. The scrollbar at the bottom of the table report doesn't have any contrast between the slider and the background (assuming there actually is a slider in that element). It's most easily seen by using a 12 month table by time.

What browser? I'm on Firefox and it looks fine.

@carkom commented on GitHub (Apr 26, 2024): > Not sure if this has been mentioned yet. The scrollbar at the bottom of the table report doesn't have any contrast between the slider and the background (assuming there actually is a slider in that element). It's most easily seen by using a 12 month table by time. What browser? I'm on Firefox and it looks fine.

GiteaMirror commented

2026-04-14 17:49:24 -05:00

@Redbox3070 commented on GitHub (Apr 26, 2024):

Hi all, I'm looking to take custom reports out from under the experimental features flag. If anyone has any bugs they'd like report I'd welcome any help in fully testing the feature. Cheers!

Something minor I noticed is that a different icon (funnel) for "Filter" is used compared to other sections of actual.

@Redbox3070 commented on GitHub (Apr 26, 2024): > Hi all, I'm looking to take custom reports out from under the experimental features flag. If anyone has any bugs they'd like report I'd welcome any help in fully testing the feature. Cheers! Something minor I noticed is that a different icon (funnel) for "Filter" is used compared to other sections of actual.

GiteaMirror commented

2026-04-14 17:49:25 -05:00

@Teprifer commented on GitHub (Apr 26, 2024):

@carkom Awesome! You've done a lot of work on this and I've been using it a bunch lately for some future planning.

Have you updated your original post of this thread with your implemented and may implement in the future?
Could be useful to avoid repeat feedback/requests you've already made a note of.

Are there any specific areas you think need testing out more than others?

On weekly view(just a quick glance now): Currently the date in the header cuts off the day number when showing more than a couple of weeks, possibly wrap around the date in the header into a second line, or abbreviate the year to e.g. '24 ? (or people could use monthly view, hah)

What are your thoughts on tweaking how the Live range "Last X months" works to always exclude the current month(and so go back 1 additional month), when interval = monthly? I'd consider how it's working now as a bug, but there may be other schools of thought on that. :)

The reason I'm asking as I was trying to determine my monthly expenses for the last 12 whole calendar months and I found it a bit clunky having to use specific dates as the current method includes the current month. This means the data used is anywhere from 11.01 months to 11.999 months, but is averaged and totaled as though it was 12 whole months making the numbers inaccurate.

@Teprifer commented on GitHub (Apr 26, 2024): @carkom Awesome! You've done a lot of work on this and I've been using it a bunch lately for some future planning. Have you updated your original post of this thread with your implemented and may implement in the future? Could be useful to avoid repeat feedback/requests you've already made a note of. Are there any specific areas you think need testing out more than others? On weekly view(just a quick glance now): Currently the date in the header cuts off the day number when showing more than a couple of weeks, possibly wrap around the date in the header into a second line, or abbreviate the year to e.g. '24 ? (or people could use monthly view, hah) What are your thoughts on tweaking how the Live range "Last X months" works to always exclude the **current** month(and so go back 1 additional month), when interval = monthly? I'd consider how it's working now as a bug, but there may be other schools of thought on that. :) The reason I'm asking as I was trying to determine my monthly expenses for the last 12 whole calendar months and I found it a bit clunky having to use specific dates as the current method includes the current month. This means the data used is anywhere from 11.01 months to 11.999 months, but is averaged and totaled as though it was 12 whole months making the numbers inaccurate.

GiteaMirror commented

2026-04-14 17:49:25 -05:00

@carkom commented on GitHub (Apr 26, 2024):

Sorry, just to clarify. This is not a request for feature additions or visual changes. It's a bug bashing session, specifically looking for any areas that crash the app or parts of the feature that aren't working correctly.

@carkom commented on GitHub (Apr 26, 2024): Sorry, just to clarify. This is not a request for feature additions or visual changes. It's a bug bashing session, specifically looking for any areas that crash the app or parts of the feature that aren't working correctly.

GiteaMirror commented

2026-04-14 17:49:26 -05:00

@carkom commented on GitHub (Apr 26, 2024):

Are there any specific areas you think need testing out more than others?

I am not aware of any bugs or issues currently. Cheers!

On weekly view(just a quick glance now): Currently the date in the header cuts off the day number when showing more than a couple of weeks, possibly wrap around the date in the header into a second line, or abbreviate the year to e.g. '24 ? (or people could use monthly view, hah)

You'll need to specify more info (split, mode, graphtype, etc.)

@carkom commented on GitHub (Apr 26, 2024): > Are there any specific areas you think need testing out more than others? I am not aware of any bugs or issues currently. Cheers! > On weekly view(just a quick glance now): Currently the date in the header cuts off the day number when showing more than a couple of weeks, possibly wrap around the date in the header into a second line, or abbreviate the year to e.g. '24 ? (or people could use monthly view, hah) You'll need to specify more info (split, mode, graphtype, etc.)

GiteaMirror commented

2026-04-14 17:49:27 -05:00

@carkom commented on GitHub (Apr 26, 2024):

What are your thoughts on tweaking how the Live range "Last X months" works to always exclude the current month(and so go back 1 additional month), when interval = monthly? I'd consider how it's working now as a bug, but there may be other schools of thought on that. :)

The reason I'm asking as I was trying to determine my monthly expenses for the last 12 whole calendar months and I found it a bit clunky having to use specific dates as the current method includes the current month. This means the data used is anywhere from 11.01 months to 11.999 months, but is averaged and totaled as though it was 12 whole months making the numbers inaccurate.

I understand your point and how you're trying to use the feature. I could see it being used both ways. Maybe something we could discuss after it's live?

@carkom commented on GitHub (Apr 26, 2024): > What are your thoughts on tweaking how the Live range "Last X months" works to always exclude the **current** month(and so go back 1 additional month), when interval = monthly? I'd consider how it's working now as a bug, but there may be other schools of thought on that. :) > > The reason I'm asking as I was trying to determine my monthly expenses for the last 12 whole calendar months and I found it a bit clunky having to use specific dates as the current method includes the current month. This means the data used is anywhere from 11.01 months to 11.999 months, but is averaged and totaled as though it was 12 whole months making the numbers inaccurate. I understand your point and how you're trying to use the feature. I could see it being used both ways. Maybe something we could discuss after it's live?

GiteaMirror commented

2026-04-14 17:49:28 -05:00

@Teprifer commented on GitHub (Apr 26, 2024):

On weekly view(just a quick glance now): Currently the date in the header cuts off the day number when showing more than a couple of weeks, possibly wrap around the date in the header into a second line, or abbreviate the year to e.g. '24 ? (or people could use monthly view, hah)

You'll need to specify more info (split, mode, graphtype, etc.)

Derp, apologies:

Graph: Data Table
Mode: Time
Split: Category
Interval: Weekly
Date filter live range: Last 3 months

@Teprifer commented on GitHub (Apr 26, 2024): > > On weekly view(just a quick glance now): Currently the date in the header cuts off the day number when showing more than a couple of weeks, possibly wrap around the date in the header into a second line, or abbreviate the year to e.g. '24 ? (or people could use monthly view, hah) > > You'll need to specify more info (split, mode, graphtype, etc.) Derp, apologies: Graph: Data Table Mode: Time Split: Category Interval: Weekly Date filter live range: Last 3 months ![image](https://github.com/actualbudget/actual/assets/34882928/32edbb23-da37-44f8-a15a-938098dbf32a)

GiteaMirror commented

2026-04-14 17:49:29 -05:00

@Teprifer commented on GitHub (Apr 26, 2024):

What are your thoughts on tweaking how the Live range "Last X months" works to always exclude the current month(and so go back 1 additional month), when interval = monthly? I'd consider how it's working now as a bug, but there may be other schools of thought on that. :)
The reason I'm asking as I was trying to determine my monthly expenses for the last 12 whole calendar months and I found it a bit clunky having to use specific dates as the current method includes the current month. This means the data used is anywhere from 11.01 months to 11.999 months, but is averaged and totaled as though it was 12 whole months making the numbers inaccurate.

I understand your point and how you're trying to use the feature. I could see it being used both ways. Maybe something we could discuss after it's live?

Hrm, changing how calculations and options work within an experimental feature is fair game, but once live it'll see much more use and there's a greater expectation of consistency. Not insurmountable, just cautious. :)

That said it depends on the approach, for example if an additional option to 'Exclude partial* interval' was added**, then the point is moot. Any approach which is saved with the report would work as otherwise a 'last 12 months' report would have to done as a static range and updated each month.

* Place holder wording to communicate thought
* * in the monthly 'last 12 months' case, purely as an example, it would go back an additional +1 month so would still be 12 months. For interval of weekly and 'last 3 months' it'd exclude the current and future weeks and still go back ~3 months.

Ultimately you're the one best placed to consider this point and the work involved for possible approaches so happy to defer to your judgement once you've had time to think it over.

@Teprifer commented on GitHub (Apr 26, 2024): > > What are your thoughts on tweaking how the Live range "Last X months" works to always exclude the **current** month(and so go back 1 additional month), when interval = monthly? I'd consider how it's working now as a bug, but there may be other schools of thought on that. :) > > The reason I'm asking as I was trying to determine my monthly expenses for the last 12 whole calendar months and I found it a bit clunky having to use specific dates as the current method includes the current month. This means the data used is anywhere from 11.01 months to 11.999 months, but is averaged and totaled as though it was 12 whole months making the numbers inaccurate. > > I understand your point and how you're trying to use the feature. I could see it being used both ways. Maybe something we could discuss after it's live? Hrm, changing how calculations and options work within an experimental feature is fair game, but once live it'll see much more use and there's a greater expectation of consistency. Not insurmountable, just cautious. :) That said it depends on the approach, for example if an additional option to 'Exclude partial* interval' was added**, then the point is moot. Any approach which is saved with the report would work as otherwise a 'last 12 months' report would have to done as a static range and updated each month. \* Place holder wording to communicate thought \* \* in the monthly 'last 12 months' case, purely as an example, it would go back an additional +1 month so would still be 12 months. For interval of weekly and 'last 3 months' it'd exclude the current and future weeks and still go back ~3 months. Ultimately you're the one best placed to consider this point and the work involved for possible approaches so happy to defer to your judgement once you've had time to think it over.

GiteaMirror commented

2026-04-14 17:49:30 -05:00

@shall0pass commented on GitHub (Apr 26, 2024):

Not sure if this has been mentioned yet. The scrollbar at the bottom of the table report doesn't have any contrast between the slider and the background (assuming there actually is a slider in that element). It's most easily seen by using a 12 month table by time.

What browser? I'm on Firefox and it looks fine.

I don't see it on Chrome, Edge, or Brave. I do see it on Firefox.

@shall0pass commented on GitHub (Apr 26, 2024): > > Not sure if this has been mentioned yet. The scrollbar at the bottom of the table report doesn't have any contrast between the slider and the background (assuming there actually is a slider in that element). It's most easily seen by using a 12 month table by time. > > What browser? I'm on Firefox and it looks fine. I don't see it on Chrome, Edge, or Brave. I do see it on Firefox.

GiteaMirror commented

2026-04-14 17:49:31 -05:00

@cocox commented on GitHub (Apr 26, 2024):

Any of these custom reports can be exported as CSV?

@cocox commented on GitHub (Apr 26, 2024): Any of these custom reports can be exported as CSV?

GiteaMirror commented

2026-04-14 17:49:32 -05:00

@glowtape commented on GitHub (Apr 26, 2024):

The categories list disappears when switching to the area chart (but whatever was checked still applies). Same applies with the donut chart set to Payees.

Is the category list supposed to disappear and theoretically disable? Because it is a quick and easy filter. Say for the donut graph, which payees got how much in the selected set of categories.

@glowtape commented on GitHub (Apr 26, 2024): The categories list disappears when switching to the area chart (but whatever was checked still applies). Same applies with the donut chart set to Payees. Is the category list supposed to disappear and theoretically disable? Because it is a quick and easy filter. Say for the donut graph, which payees got how much in the selected set of categories.

GiteaMirror commented

2026-04-14 17:49:33 -05:00

@youngcw commented on GitHub (Apr 28, 2024):

The data table card is sometimes weird, and maybe always weird on the mobile view. I see this on one of my saved reports on desktop view but not all of them.

Current master

the current update PR. Slightly better, but still weird

@youngcw commented on GitHub (Apr 28, 2024): The data table card is sometimes weird, and maybe always weird on the mobile view. I see this on one of my saved reports on desktop view but not all of them. Current master ![image](https://github.com/actualbudget/actual/assets/28542559/9dc3462e-65b5-421a-81cf-9f2c7427fd08) the current update PR. Slightly better, but still weird ![image](https://github.com/actualbudget/actual/assets/28542559/ddabfc77-a088-4ec9-8396-287679e6d4fc)

GiteaMirror commented

2026-04-14 17:49:33 -05:00

@shall0pass commented on GitHub (Apr 29, 2024):

Found a bug.

Create a new report
Add a filter
Save report
Change interval

The filter is added again with every change in the interval.

@shall0pass commented on GitHub (Apr 29, 2024): Found a bug. 1. Create a new report 2. Add a filter 3. Save report 4. Change interval The filter is added again with every change in the interval. ![cr_bug](https://github.com/actualbudget/actual/assets/20625555/4ea5efaa-620b-4e38-9f9c-76c4d1159e1b)

GiteaMirror commented

2026-04-14 17:49:34 -05:00

@glowtape commented on GitHub (Apr 29, 2024):

I'm currently implementing an "Exclude current period", where it's supposed to ignore the current week or month, depending on interval, and I noticed this when using the Weekly interval:

The first week and the last week in the table report are all zero for some reason, despite there being transactions. Same applies when I use my test budget on a Netlify deployment of #2677 to avoid my own changes. So it doesn't seem my own date fudgery is breaking it.

--edit:
There seems some spilling. If I chose date range "Last Week", which is Apr 22-28, this happens:

@glowtape commented on GitHub (Apr 29, 2024): I'm currently implementing an "Exclude current period", where it's supposed to ignore the current week or month, depending on interval, and I noticed this when using the Weekly interval: ![image](https://github.com/actualbudget/actual/assets/4010813/e63b8d6c-fa2a-47c3-81ad-25b776edd736) The first week and the last week in the table report are all zero for some reason, despite there being transactions. Same applies when I use my test budget on a Netlify deployment of #2677 to avoid my own changes. So it doesn't seem my own date fudgery is breaking it. --edit: There seems some spilling. If I chose date range "Last Week", which is Apr 22-28, this happens: ![image](https://github.com/actualbudget/actual/assets/4010813/fa8c0d14-231d-47ab-ac6c-b1e0ff8fb793)

GiteaMirror commented

2026-04-14 17:49:35 -05:00

@carkom commented on GitHub (Apr 29, 2024):

I'm currently implementing an "Exclude current period", where it's supposed to ignore the current week or month, depending on interval, and I noticed this when using the Weekly interval:

Hey mate, I've already got this code ready in a saved branch. Cheers!

@carkom commented on GitHub (Apr 29, 2024): > I'm currently implementing an "Exclude current period", where it's supposed to ignore the current week or month, depending on interval, and I noticed this when using the Weekly interval: Hey mate, I've already got this code ready in a saved branch. Cheers!

GiteaMirror commented

2026-04-14 17:49:35 -05:00

@Teprifer commented on GitHub (Apr 30, 2024):

Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago.

I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated.

Create test budget
Enable custom reporting
Create custom report

Data table
Mode: Time
Range: last 3 months
Interval: Daily

Start slowly zooming out - happens at 67%

Error: Minified React error #185; visit https://reactjs.org/docs/error-decoder.html?invariant=185 for the full message or use the non-minified dev environment for full errors and additional helpful warnings. at Eo (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:33813) at s7 (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:56:24854) at https://deploy-preview-2684.demo.actualbudget.org/static/js/ReportRouter.TZjQn1AY.chunk.js:65:64353 at pm (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:24259) at XT (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:31595) at Z$ (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:31451) at x7 (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:31001) at T7 (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:40881) at us (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:40241) at eC (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:36851)

I was also able to reproduce by starting zoomed out on another graph, then changing to data table and zooming out again, crash at 67%
Crashed even just using a blank file too.

@Teprifer commented on GitHub (Apr 30, 2024): Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago. I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated. Create test budget Enable custom reporting Create custom report - Data table - Mode: Time - Range: last 3 months - Interval: Daily Start slowly zooming out - happens at 67% > Error: Minified React error #185; visit https://reactjs.org/docs/error-decoder.html?invariant=185 for the full message or use the non-minified dev environment for full errors and additional helpful warnings. at Eo (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:33813) at s7 (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:56:24854) at https://deploy-preview-2684.demo.actualbudget.org/static/js/ReportRouter.TZjQn1AY.chunk.js:65:64353 at pm (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:24259) at XT (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:31595) at Z$ (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:31451) at x7 (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:31001) at T7 (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:40881) at us (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:40241) at eC (https://deploy-preview-2684.demo.actualbudget.org/static/js/index.L2SrLj1H.js:58:36851) ![image](https://github.com/actualbudget/actual/assets/34882928/c28de414-1c79-43e2-8e60-05996bdaea66) I was also able to reproduce by starting zoomed out on another graph, then changing to data table and zooming out again, crash at 67% Crashed even just using a blank file too.

GiteaMirror commented

2026-04-14 17:49:36 -05:00

@carkom commented on GitHub (Apr 30, 2024):

Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago.

I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated.

I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue.

@carkom commented on GitHub (Apr 30, 2024): > Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago. > > I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated. I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue.

GiteaMirror commented

2026-04-14 17:49:37 -05:00

@psybers commented on GitHub (Apr 30, 2024):

Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago.
I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated.

I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue.

I can not reproduce this using #2684. Chrome Version 124.0.6367.62 (Official Build) (x86_64) on OSX 14.4.1 (23E224).

@psybers commented on GitHub (Apr 30, 2024): > > Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago. > > I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated. > > I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue. I can not reproduce this using #2684. Chrome Version 124.0.6367.62 (Official Build) (x86_64) on OSX 14.4.1 (23E224).

GiteaMirror commented

2026-04-14 17:49:38 -05:00

@shall0pass commented on GitHub (Apr 30, 2024):

Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago.
I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated.

I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue.

I can reproduce this on Microsoft Edge.

@shall0pass commented on GitHub (Apr 30, 2024): > > Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago. > > I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated. > > I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue. I can reproduce this on Microsoft Edge.

GiteaMirror commented

2026-04-14 17:49:38 -05:00

@carkom commented on GitHub (Apr 30, 2024):

Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago.
I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated.

I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue.

I can reproduce this on Microsoft Edge.

I've tried it on MS Edge, Firefox, Chrome, Brave and cannot reproduce. Seems to be an issue tied to the local machine rather than the app?

@carkom commented on GitHub (Apr 30, 2024): > > > Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago. > > > I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated. > > > > > > I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue. > > I can reproduce this on Microsoft Edge. I've tried it on MS Edge, Firefox, Chrome, Brave and cannot reproduce. Seems to be an issue tied to the local machine rather than the app?

GiteaMirror commented

2026-04-14 17:49:39 -05:00

@shall0pass commented on GitHub (Apr 30, 2024):

I just tried it on Chrome (desktop) and recreated the bug again. I'm not totally convinced this is an issue with the custom charts though. It may be a bug in the charting library itself. I'm not quite sure how to tell the difference though. However, I cannot reproduce this on my laptop.

@shall0pass commented on GitHub (Apr 30, 2024): I just tried it on Chrome (desktop) and recreated the bug again. I'm not totally convinced this is an issue with the custom charts though. It may be a bug in the charting library itself. I'm not quite sure how to tell the difference though. However, I cannot reproduce this on my laptop. ![cr_bug2](https://github.com/actualbudget/actual/assets/20625555/6e7bf571-e984-49c1-866d-a665ce8469f2)

GiteaMirror commented

2026-04-14 17:49:40 -05:00

@shall0pass commented on GitHub (Apr 30, 2024):

Explanation from CoPilot:

The error message from the DevTools console indicates a React Error #185. Here’s a breakdown of the issue:

Maximum Update Depth: This error occurs when a React component exceeds the maximum update depth by repeatedly calling setState inside componentWillUpdate or componentDidUpdate 1.
Infinite Loop Prevention: React limits nested updates to prevent potential infinite loops within components 2.
Resolution Steps: To resolve this, ensure state updates only occur in components mounted on the DOM. Use a flag variable to check if the component is mounted before updating state 3.
Debugging Tip: Utilize the non-minified development environment of React for full errors and additional helpful warnings to debug the issue

@shall0pass commented on GitHub (Apr 30, 2024): Explanation from CoPilot: The error message from the DevTools console indicates a React Error #185. Here’s a breakdown of the issue: [Maximum Update Depth: This error occurs when a React component exceeds the maximum update depth by repeatedly calling setState inside componentWillUpdate or componentDidUpdate](https://stackoverflow.com/questions/67845436/how-to-solve-error-minified-react-error-185-visit-https-reactjs-org-docs-er)[1](https://stackoverflow.com/questions/67845436/how-to-solve-error-minified-react-error-185-visit-https-reactjs-org-docs-er). [Infinite Loop Prevention: React limits nested updates to prevent potential infinite loops within components](https://react.dev/errors/185)[2](https://react.dev/errors/185). Resolution Steps: To resolve this, ensure state updates only occur in components mounted on the DOM. [Use a flag variable to check if the component is mounted before updating state](https://javascriptux.com/how-to-resolve-uncaught-error-minified-react-error-185/)[3](https://javascriptux.com/how-to-resolve-uncaught-error-minified-react-error-185/). [Debugging Tip: Utilize the non-minified development environment of React for full errors and additional helpful warnings to debug the issue](https://stackoverflow.com/questions/67845436/how-to-solve-error-minified-react-error-185-visit-https-reactjs-org-docs-er)

GiteaMirror commented

2026-04-14 17:49:40 -05:00

@Teprifer commented on GitHub (May 1, 2024):

Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago.
I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated.

I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue.

I can not reproduce this using #2684. Chrome Version 124.0.6367.62 (Official Build) (x86_64) on OSX 14.4.1 (23E224).

Windows 11,

I was using 124.0.6367.6 3

Updated to: Version 124.0.6367.119 (Official Build) (64-bit) - regular window, but clearing all browsing data, and still getting the crash.
Testing in Edge(just updated to latest), in a private window, Version 124.0.2478.67 (Official build) (64-bit), and got the crash.

Googling "suddenly getting Error: Minified React error #185" it sounds like other apps have started seeing this happening recently, which suggests it's library or browser related rather than custom reports.

E.g.
https://www.reddit.com/r/ClaudeAI/comments/1c2ql5m/application_error_clientside_exception/?rdt=49574
https://wordpress.org/support/topic/minified-react-error-185-with-1-0-4/ (this one has a person tagged 'plugin support' advising the issue was fixed in their plugin.)
https://community.concur.com/t5/Concur-Expense/Keep-Getting-quot-Error-Minified-React-185-quot/m-p/74910

If it's not something that can be fixed within Actual then I don't think it's a show stopper to prevent custom reports moving out of the feature flag.

@Teprifer commented on GitHub (May 1, 2024): > > > Wanted to test 2684 and be able to view column headers in full so tried zooming out and got a reproducible crash - commenting here as I've reproduced it using an edge image pulled just a few minutes ago. > > > I could only produce this in Chrome, not Firefox. - Default options unless otherwise stated. > > > > > > I'm not able to duplicate this following your steps. Can anyone else confirm if these steps cause a crash? Need a 3rd party to verify or it might be a local issue. > > I can not reproduce this using #2684. Chrome Version 124.0.6367.62 (Official Build) (x86_64) on OSX 14.4.1 (23E224). Windows 11, I was using 124.0.6367.6 **_3_** Updated to: Version 124.0.6367.119 (Official Build) (64-bit) - regular window, but clearing **all** browsing data, and still getting the crash. Testing in Edge(just updated to latest), in a private window, Version 124.0.2478.67 (Official build) (64-bit), and got the crash. Googling "suddenly getting Error: Minified React error #185" it sounds like other apps have started seeing this happening recently, which suggests it's library or browser related rather than custom reports. E.g. https://www.reddit.com/r/ClaudeAI/comments/1c2ql5m/application_error_clientside_exception/?rdt=49574 https://wordpress.org/support/topic/minified-react-error-185-with-1-0-4/ (this one has a person tagged 'plugin support' advising the issue was fixed in their plugin.) https://community.concur.com/t5/Concur-Expense/Keep-Getting-quot-Error-Minified-React-185-quot/m-p/74910 If it's not something that can be fixed within Actual then I don't think it's a show stopper to prevent custom reports moving out of the feature flag.

GiteaMirror commented

2026-04-14 17:49:41 -05:00

@Teprifer commented on GitHub (May 4, 2024):

Just pulled the latest edge and the live x month ranges is starting and ending at the wrong month.

Identified in Firefox and cross checked in a reset browser data chrome window.

All settings except range are the same for the below, also same for other graph types.
12 month range, starts June 2023 and goes to June 2024 (2 images)

Last 6 months:

last 3 months:

@Teprifer commented on GitHub (May 4, 2024): Just pulled the latest edge and the live x month ranges is starting and ending at the wrong month. Identified in Firefox and cross checked in a reset browser data chrome window. All settings except range are the same for the below, also same for other graph types. 12 month range, starts June 2023 and goes to June 2024 (2 images) ![image](https://github.com/actualbudget/actual/assets/34882928/78110035-32d9-452f-b39b-7eafe3f0e67e) ![image](https://github.com/actualbudget/actual/assets/34882928/2f37ca44-d788-4774-a023-ea1f5230ab72) Last 6 months: ![image](https://github.com/actualbudget/actual/assets/34882928/d3b94f0b-6670-4a3a-8f77-5e653f17330c) last 3 months: ![image](https://github.com/actualbudget/actual/assets/34882928/243ab6bf-dd21-48b9-a5c2-3ef45eaade21)

GiteaMirror commented

2026-04-14 17:49:42 -05:00

@bnordio commented on GitHub (May 5, 2024):

One thing that would make the pie/donut chart much more useful in some situations would be the option to deduct deposits from the category spending amount. This would account for large expenses that are reimbursed in parts. To make sure the category amount doesn't go positive, the amount can be clamped at 0, so that only amounts <$0 are represented.

One example of this that greatly skews the chart is being the roommate who pays the rent from their account.

@bnordio commented on GitHub (May 5, 2024): One thing that would make the pie/donut chart much more useful in some situations would be the option to deduct deposits from the category spending amount. This would account for large expenses that are reimbursed in parts. To make sure the category amount doesn't go positive, the amount can be clamped at 0, so that only amounts <$0 are represented. One example of this that greatly skews the chart is being the roommate who pays the rent from their account.

GiteaMirror commented

2026-04-14 17:49:43 -05:00

@carkom commented on GitHub (May 5, 2024):

One thing that would make the pie/donut chart much more useful in some situations would be the option to deduct deposits from the category spending amount. This would account for large expenses that are reimbursed in parts. To make sure the category amount doesn't go positive, the amount can be clamped at 0, so that only amounts <$0 are represented.

One example of this that greatly skews the chart is being the roommate who pays the rent from their account.

Use filters?

@carkom commented on GitHub (May 5, 2024): > One thing that would make the pie/donut chart much more useful in some situations would be the option to deduct deposits from the category spending amount. This would account for large expenses that are reimbursed in parts. To make sure the category amount doesn't go positive, the amount can be clamped at 0, so that only amounts <$0 are represented. > > One example of this that greatly skews the chart is being the roommate who pays the rent from their account. Use filters?

GiteaMirror commented

2026-04-14 17:49:44 -05:00

@TheBlueCircle commented on GitHub (May 11, 2024):

One thing that would make the pie/donut chart much more useful in some situations would be the option to deduct deposits from the category spending amount. This would account for large expenses that are reimbursed in parts. To make sure the category amount doesn't go positive, the amount can be clamped at 0, so that only amounts <$0 are represented.

One example of this that greatly skews the chart is being the roommate who pays the rent from their account.

Wouldn't that be better fixed by implementing Net as a type for the pie/bar charts?

@TheBlueCircle commented on GitHub (May 11, 2024): > One thing that would make the pie/donut chart much more useful in some situations would be the option to deduct deposits from the category spending amount. This would account for large expenses that are reimbursed in parts. To make sure the category amount doesn't go positive, the amount can be clamped at 0, so that only amounts <$0 are represented. > > One example of this that greatly skews the chart is being the roommate who pays the rent from their account. Wouldn't that be better fixed by implementing Net as a type for the pie/bar charts?

GiteaMirror commented

2026-04-14 17:49:45 -05:00

@bnordio commented on GitHub (May 11, 2024):

One thing that would make the pie/donut chart much more useful in some situations would be the option to deduct deposits from the category spending amount. This would account for large expenses that are reimbursed in parts. To make sure the category amount doesn't go positive, the amount can be clamped at 0, so that only amounts <$0 are represented.
One example of this that greatly skews the chart is being the roommate who pays the rent from their account.

Wouldn't that be better fixed by implementing Net as a type for the pie/bar charts?

That's what I suggested previously but another user pointed out that the "net" value runs the risk of being positive or negative. But long story short, yes, just clamp the value at zero.

@bnordio commented on GitHub (May 11, 2024): > > One thing that would make the pie/donut chart much more useful in some situations would be the option to deduct deposits from the category spending amount. This would account for large expenses that are reimbursed in parts. To make sure the category amount doesn't go positive, the amount can be clamped at 0, so that only amounts <$0 are represented. > > One example of this that greatly skews the chart is being the roommate who pays the rent from their account. > > Wouldn't that be better fixed by implementing Net as a type for the pie/bar charts? That's what I suggested previously but another user pointed out that the "net" value runs the risk of being positive or negative. But long story short, yes, just clamp the value at zero.

GiteaMirror commented

2026-04-14 17:49:46 -05:00

@matt-fidd commented on GitHub (May 14, 2024):

I'm having an issue updating existing custom reports. When I make a change and hit "update report" I get the below error:

@matt-fidd commented on GitHub (May 14, 2024): I'm having an issue updating existing custom reports. When I make a change and hit "update report" I get the below error: ![image](https://github.com/actualbudget/actual/assets/81489167/7ba30b61-a92f-47ae-a616-e497ef400d88) ![image](https://github.com/actualbudget/actual/assets/81489167/370d2dc8-df3f-42dc-ac32-63e438b77961)

GiteaMirror commented

2026-04-14 17:49:46 -05:00

@carkom commented on GitHub (May 14, 2024):

I'm having an issue updating existing custom reports. When I make a change and hit "update report" I get the below error:

Thanks for the feedback. It's been fixed in an upcoming PR. Cheers!

@carkom commented on GitHub (May 14, 2024): > I'm having an issue updating existing custom reports. When I make a change and hit "update report" I get the below error: > > ![image](https://github.com/actualbudget/actual/assets/81489167/7ba30b61-a92f-47ae-a616-e497ef400d88) > > ![image](https://github.com/actualbudget/actual/assets/81489167/370d2dc8-df3f-42dc-ac32-63e438b77961) Thanks for the feedback. It's been fixed in an upcoming PR. Cheers!

GiteaMirror commented

2026-04-14 17:49:48 -05:00

@jsehnoutka commented on GitHub (May 29, 2024):

Hello, first of all, thanks for this great work!

I'd like to ask - why is every report including month following the current month? It is shifting the timeframe unnecesarily, also affecting average calculations inside report details...

Did I miss a PR where recreating all reports was necessary after merging to mitigate this?

Thanks!

@jsehnoutka commented on GitHub (May 29, 2024): Hello, first of all, thanks for this great work! I'd like to ask - why is every report including month following the current month? It is shifting the timeframe unnecesarily, also affecting average calculations inside report details... Did I miss a PR where recreating all reports was necessary after merging to mitigate this? ![image](https://github.com/actualbudget/actual/assets/133903243/ec4766ea-c573-4ee9-8bb3-0413726b22b6) Thanks!

GiteaMirror commented

2026-04-14 17:49:48 -05:00

@carkom commented on GitHub (May 29, 2024):

Hello, first of all, thanks for this great work!

I'd like to ask - why is every report including month following the current month? It is shifting the timeframe unnecesarily, also affecting average calculations inside report details...

Did I miss a PR where recreating all reports was necessary after merging to mitigate this?

There are unmerged PRs to fix these issues.

@carkom commented on GitHub (May 29, 2024): > Hello, first of all, thanks for this great work! > > I'd like to ask - why is every report including month following the current month? It is shifting the timeframe unnecesarily, also affecting average calculations inside report details... > > Did I miss a PR where recreating all reports was necessary after merging to mitigate this? There are unmerged PRs to fix these issues.

GiteaMirror commented

2026-04-14 17:49:49 -05:00

@markchalloner commented on GitHub (Jun 6, 2024):

Hi, thank you for this and apologies if the below is on the roadmap, I couldn't see anything related.

I'm trying to create a bar chart of accounts matching a filter (e.g. Savings) and their current balances but unfortunately Type Net is greyed out. Using Payment or Deposit gives inaccurate results as either incoming (>0) or outgoing (<0) funds are ignored.

Data table view works but isn't as visually pleasing ~~and each account can't be clicked to detail a list of transactions~~.

Edit: Just realised data table Net Totals can be clicked for a detailed list of transactions.

Screenshot below to illustrate:

@markchalloner commented on GitHub (Jun 6, 2024): Hi, thank you for this and apologies if the below is on the roadmap, I couldn't see anything related. I'm trying to create a bar chart of accounts matching a filter (e.g. Savings) and their current balances but unfortunately `Type` `Net` is greyed out. Using `Payment` or `Deposit` gives inaccurate results as either incoming (>0) or outgoing (<0) funds are ignored. Data table view works but isn't as visually pleasing ~~and each account can't be clicked to detail a list of transactions~~. Edit: Just realised data table Net `Totals` can be clicked for a detailed list of transactions. Screenshot below to illustrate: ![CustomReportTotals](https://github.com/actualbudget/actual/assets/665830/e8a3489b-8e33-437b-86a5-aa8a81468102)

GiteaMirror commented

2026-04-14 17:49:51 -05:00

@psybers commented on GitHub (Jun 7, 2024):

There is now a scrollbar on the graph. No matter what size my window is.

This appears on all of my graphs.

@psybers commented on GitHub (Jun 7, 2024): There is now a scrollbar on the graph. No matter what size my window is. <img width="304" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/464c3824-ef28-4ddc-9107-f163e0cbf0ea"> This appears on all of my graphs.

GiteaMirror commented

2026-04-14 17:49:52 -05:00

@psybers commented on GitHub (Jun 7, 2024):

The report previews (only for the custom reports, the net worth and cash flow reports work) do not hide numbers:

@psybers commented on GitHub (Jun 7, 2024): The report previews (only for the custom reports, the net worth and cash flow reports work) do not hide numbers: <img width="204" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/cab5a466-4024-437b-a0a3-e500d1b7c815">

GiteaMirror commented

2026-04-14 17:49:53 -05:00

@carkom commented on GitHub (Jun 7, 2024):

There is now a scrollbar on the graph. No matter what size my window is.

This appears on all of my graphs.

Are you on release or edge? Can you check that it's an issue on both builds?

@carkom commented on GitHub (Jun 7, 2024): > There is now a scrollbar on the graph. No matter what size my window is. > > This appears on all of my graphs. Are you on release or edge? Can you check that it's an issue on both builds?

GiteaMirror commented

2026-04-14 17:49:56 -05:00

@carkom commented on GitHub (Jun 7, 2024):

The report previews (only for the custom reports, the net worth and cash flow reports work) do not hide numbers:

What "numbers" are you expecting to be hidden? Is this an issue with all graph types or just one specific one?

@carkom commented on GitHub (Jun 7, 2024): > The report previews (only for the custom reports, the net worth and cash flow reports work) do not hide numbers: What "numbers" are you expecting to be hidden? Is this an issue with all graph types or just one specific one?

GiteaMirror commented

2026-04-14 17:49:57 -05:00

@Teprifer commented on GitHub (Jun 7, 2024):

There is now a scrollbar on the graph. No matter what size my window is.
This appears on all of my graphs.

Are you on release or edge? Can you check that it's an issue on both builds?

I'd seen this too but forgot about it.

Present in the latest release, but fixed in edge.

@Teprifer commented on GitHub (Jun 7, 2024): > > There is now a scrollbar on the graph. No matter what size my window is. > > This appears on all of my graphs. > > Are you on release or edge? Can you check that it's an issue on both builds? I'd seen this too but forgot about it. Present in the latest release, but fixed in edge.

GiteaMirror commented

2026-04-14 17:49:57 -05:00

@armanckeser commented on GitHub (Jun 8, 2024):

Can one sort a donut graph by percentage of spendings? Right now there is no sorting and small percentages get interspersed between larger spendings, I think the sort should be a low lift addition that would add much more value to these graphs, allowing you to see your spending percentages easily.

@armanckeser commented on GitHub (Jun 8, 2024): Can one sort a donut graph by percentage of spendings? Right now there is no sorting and small percentages get interspersed between larger spendings, I think the sort should be a low lift addition that would add much more value to these graphs, allowing you to see your spending percentages easily.

GiteaMirror commented

2026-04-14 17:49:59 -05:00

@carkom commented on GitHub (Jun 12, 2024):

FYI for anyone that's requested "net" numbers be reworked. Please test and comment here: #2871

@carkom commented on GitHub (Jun 12, 2024): FYI for anyone that's requested "net" numbers be reworked. Please test and comment here: #2871

GiteaMirror commented

2026-04-14 17:50:00 -05:00

@matt-fidd commented on GitHub (Jun 14, 2024):

Not sure if this has already been reported, but the live date ranges appear to include a month extra than I'd expect.

@matt-fidd commented on GitHub (Jun 14, 2024): Not sure if this has already been reported, but the live date ranges appear to include a month extra than I'd expect. ![image](https://github.com/actualbudget/actual/assets/81489167/a23825ac-49f8-4319-9e59-74a9a84b1d6d)

GiteaMirror commented

2026-04-14 17:50:02 -05:00

@carkom commented on GitHub (Jun 14, 2024):

Not sure if this has already been reported, but the live date ranges appear to include a month extra than I'd expect.

Please read previous posts before adding new feedback in order to avoid duplication...

@carkom commented on GitHub (Jun 14, 2024): > Not sure if this has already been reported, but the live date ranges appear to include a month extra than I'd expect. > > ![image](https://github.com/actualbudget/actual/assets/81489167/a23825ac-49f8-4319-9e59-74a9a84b1d6d) > > Please read previous posts before adding new feedback in order to avoid duplication...

GiteaMirror commented

2026-04-14 17:50:02 -05:00

@ToniCipriani commented on GitHub (Jun 18, 2024):

Created a custom report on with a live period of last 3 months, as of today it somehow includes July

@ToniCipriani commented on GitHub (Jun 18, 2024): Created a custom report on with a live period of last 3 months, as of today it somehow includes July ![image](https://github.com/actualbudget/actual/assets/2412685/735967ea-9b41-4fdb-883a-c0964b79cdc1)

GiteaMirror commented

2026-04-14 17:50:03 -05:00

@Teprifer commented on GitHub (Jun 18, 2024):

Created a custom report on with a live period of last 3 months, as of today it somehow includes July

@ToniCipriani as above, this has been fixed in edge and will be in the next release.

@Teprifer commented on GitHub (Jun 18, 2024): > Created a custom report on with a live period of last 3 months, as of today it somehow includes July > > ![image](https://private-user-images.githubusercontent.com/2412685/340737245-735967ea-9b41-4fdb-883a-c0964b79cdc1.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.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.jJ8EZ2PQSAqhqajc29jUkiHiCeZgN3sapmoUStkUdgM) @ToniCipriani as above, this has been fixed in edge and will be in the next release.

GiteaMirror commented

2026-04-14 17:50:03 -05:00

@ToniCipriani commented on GitHub (Jun 20, 2024):

Created a custom report on with a live period of last 3 months, as of today it somehow includes July

@ToniCipriani as above, this has been fixed in edge and will be in the next release.

Thanks, pulled Edge and it's all good now.

@ToniCipriani commented on GitHub (Jun 20, 2024): > > Created a custom report on with a live period of last 3 months, as of today it somehow includes July > > ![image](https://private-user-images.githubusercontent.com/2412685/340737245-735967ea-9b41-4fdb-883a-c0964b79cdc1.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.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.jJ8EZ2PQSAqhqajc29jUkiHiCeZgN3sapmoUStkUdgM) > > @ToniCipriani as above, this has been fixed in edge and will be in the next release. Thanks, pulled Edge and it's all good now.

GiteaMirror commented

2026-04-14 17:50:04 -05:00

@MatissJanis commented on GitHub (Jul 4, 2024):

Custom reports are now a first-party feature in the latest release - 24.7.0.

If there are any new issues/feature requests - please open individual issues.

Thanks to everyone that contributed!

@MatissJanis commented on GitHub (Jul 4, 2024): Custom reports are now a first-party feature in the latest release - 24.7.0. If there are any new issues/feature requests - please open individual issues. Thanks to everyone that contributed!

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Reference: github-starred/actual#14976