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[GH-ISSUE #5640] [Bug]: Custom Reports with 'Tag' filters do not calculate values of tagged top level split transactions #16664

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opened 2026-04-14 19:41:31 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-14 19:41:31 -05:00
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Originally created by @HStep20 on GitHub (Aug 28, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5640

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

I created a custom Pie Chart report to break down the amount spent with a Tag filter. The numbers were definitely wrong, when I realized I had tagged the Top Level of a split transaction instead of tagging each individual line item under the transactions

How can we reproduce the issue?

Create a split transaction in an account and tag the top level of the split with a tag:

  • Test transaction #test-tag = $50
  • Plane Ticket #test-tag = $1000
    --- Ticket = $750
    --- Seat Upgrade = $250

Create a custom report with the filter Has Tag #test-tag

See that the value will be equal to $50 instead of $1050

Now, if you tag each subtransaction of the split transaction with #test-tag, then you will see that the chart is properly calculated

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Linux

Originally created by @HStep20 on GitHub (Aug 28, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5640 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? I created a custom Pie Chart report to break down the amount spent with a Tag filter. The numbers were definitely wrong, when I realized I had tagged the Top Level of a split transaction instead of tagging each individual line item under the transactions ### How can we reproduce the issue? Create a split transaction in an account and tag the top level of the split with a tag: - Test transaction #test-tag = $50 - Plane Ticket #test-tag = $1000 --- Ticket = $750 --- Seat Upgrade = $250 Create a custom report with the filter `Has Tag #test-tag` See that the value will be equal to $50 instead of $1050 Now, if you tag each subtransaction of the split transaction with `#test-tag`, then you will see that the chart is properly calculated ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Linux
GiteaMirror added the reportshelp wantedbug labels 2026-04-14 19:41:31 -05:00
GiteaMirror commented 2026-04-14 19:41:32 -05:00
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@pogman-code commented on GitHub (Aug 29, 2025):

This is not really a tag related issue I guess, this is how it work with reports, you'd have the same behavior with a filter on "Notes" field for instance.
I tried that too a while ago and someone explained that it was like that by design.

<!-- gh-comment-id:3236230379 --> @pogman-code commented on GitHub (Aug 29, 2025): This is not really a tag related issue I guess, this is how it work with reports, you'd have the same behavior with a filter on "Notes" field for instance. I tried that too a while ago and someone explained that it was like that by design.
GiteaMirror commented 2026-04-14 19:41:32 -05:00
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@youngcw commented on GitHub (Sep 2, 2025):

This probably should function like the filtered amounts in the account ledger where parent's amounts are ignored if one of their children are included, but included if only the parent is included.

<!-- gh-comment-id:3246536639 --> @youngcw commented on GitHub (Sep 2, 2025): This probably should function like the filtered amounts in the account ledger where parent's amounts are ignored if one of their children are included, but included if only the parent is included.
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