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[GH-ISSUE #3204] [Bug]: uncategorized transactions not included in "split: category" reports when "show uncategorized" option is checked #15542

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opened 2026-04-14 18:33:31 -05:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-04-14 18:33:31 -05:00
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Originally created by @olets on GitHub (Aug 5, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3204

Verified issue does not already exist?

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

What happened?

In a report with "split" type "category", uncategorized transactions don't show up when the "show uncategorized" option is checked.

I'm on 24.7.0 because of

I checked the 24.8.0 release notes and didn't see anything that obviously relates to this. Apologies if it's already fixed in 24.8.0.

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

Desktop App (Electron)

Operating System

Mac OSX

Originally created by @olets on GitHub (Aug 5, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3204 ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? In a report with "split" type "category", uncategorized transactions don't show up when the "show uncategorized" option is checked. I'm on 24.7.0 because of - #3199 I checked the [24.8.0 release notes](https://actualbudget.org/blog/release-24.8.0/) and didn't see anything that obviously relates to this. Apologies if it's already fixed in 24.8.0. ### Where are you hosting Actual? None ### What browsers are you seeing the problem on? Desktop App (Electron) ### Operating System Mac OSX
GiteaMirror added the reportssplit transactionsbug labels 2026-04-14 18:33:31 -05:00
GiteaMirror commented 2026-04-14 18:33:32 -05:00
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@ze6killer commented on GitHub (Aug 26, 2024):

Hi,

Actual 24.8.0 on OsX Desktop App (locally, not hosted) here.
I seem to be having the same issue (that's how I stumbled on this page)

<!-- gh-comment-id:2309430912 --> @ze6killer commented on GitHub (Aug 26, 2024): Hi, Actual 24.8.0 on OsX Desktop App (locally, not hosted) here. I seem to be having the same issue (that's how I stumbled on this page)
GiteaMirror commented 2026-04-14 18:33:32 -05:00
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@CrazyKidJack commented on GitHub (Jan 17, 2026):

I don't think this is related to the "split" selection at all.
To the contrary, I believe it has to do with a mismatch/conflict between the category filter and the "show uncategorized" option. I would be curious to know if OP had a category filter active in the report that they originally observed the behavior.

I created a report with all categories selected (no category filter) and show uncategorized = true. The value calculated was was 82,194.56.

I then changed it to remove just a single category that I know should have had a value of 0, and the calculated value for the report was 7,812.61. "show uncategorized" was still true.

Difference: 74,381.95

I then exported the transaction ledger for these two reports and compared.
# Transactions in 1st report: 142
# Transactions in 2nd report: 99
Difference: 43

# Uncategorized transactions in 1st report: 43
Sum of uncategorized transaction in first report: 74,381.95

Many (but not all) of the uncategorized transactions are transfers.

I saw the exact same number for every "split" option. I also tested different report "types". All the same with regard to this (though I do think I may have found another bug which I will report separately).

Here is an example budget file:
2026-01-17-My Finances 1.zip

<!-- gh-comment-id:3764399574 --> @CrazyKidJack commented on GitHub (Jan 17, 2026): I don't think this is related to the "split" selection at all. To the contrary, I believe it has to do with a mismatch/conflict between the category filter and the "show uncategorized" option. I would be curious to know if OP had a category filter active in the report that they originally observed the behavior. I created a report with all categories selected (no category filter) and `show uncategorized = true`. The value calculated was was 82,194.56. I then changed it to remove just a single category that I know should have had a value of 0, and the calculated value for the report was 7,812.61. "show uncategorized" was still `true`. Difference: 74,381.95 I then exported the transaction ledger for these two reports and compared. \# Transactions in 1st report: 142 \# Transactions in 2nd report: 99 Difference: 43 \# Uncategorized transactions in 1st report: 43 Sum of uncategorized transaction in first report: 74,381.95 Many (but not all) of the uncategorized transactions are transfers. I saw the exact same number for every "split" option. I also tested different report "types". All the same with regard to this (though I do think I may have found another bug which I will report separately). Here is an example budget file: [2026-01-17-My Finances 1.zip](https://github.com/user-attachments/files/24692398/2026-01-17-My.Finances.1.zip)
GiteaMirror commented 2026-04-14 18:33:33 -05:00
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@CrazyKidJack commented on GitHub (Jan 17, 2026):

Further inspection shows this bug does not present when category filter uses "not one of".
My tests previously only checked with "category one of" because "category one of" is the default used when you just check/uncheck boxes in the report configuration GUI.

<!-- gh-comment-id:3764418807 --> @CrazyKidJack commented on GitHub (Jan 17, 2026): Further inspection shows this bug **_does not_** present when category filter uses "not one of". My tests previously only checked with "category one of" because "category one of" is the default used when you just check/uncheck boxes in the report configuration GUI.
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Reference: github-starred/actual#15542
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