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[Bug]: Cash Flow report doesn't honor category filter on Dashboard #1629

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opened 2026-02-28 19:49:11 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 19:49:11 -06:00
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Originally created by @kcollett on GitHub (Nov 29, 2024).

Verified issue does not already exist?

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

What happened?

I have "Customizable reports page" turned on. I created a Cash Flow report and noticed that, because it included Starting Balances, the figures for this month were wildly off. (I just started using Actual Budget.) I modified the report to include a "Category is not Starting Balances" filter. That successfully changes the report display when I'm editing the widget or drill down into the widget off of the Dashboard, but it does not affect the display of the widget in the Dashboard itself (it still includes Starting Balances).

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Microsoft Edge

Operating System

Windows 11

Originally created by @kcollett on GitHub (Nov 29, 2024). ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? I have "Customizable reports page" turned on. I created a Cash Flow report and noticed that, because it included Starting Balances, the figures for this month were wildly off. (I just started using Actual Budget.) I modified the report to include a "Category is not Starting Balances" filter. That successfully changes the report display when I'm editing the widget or drill down into the widget off of the Dashboard, but it does not affect the display of the widget in the Dashboard itself (it still includes Starting Balances). ### Where are you hosting Actual? Pikapods ### What browsers are you seeing the problem on? Microsoft Edge ### Operating System Windows 11
GiteaMirror added the reportsbug labels 2026-02-28 19:49:11 -06:00
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Reference: github-starred/actual#1629
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