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[GH-ISSUE #7115] [Bug]: Add filter option for category groups #6834 #17217

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opened 2026-04-14 20:07:19 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-04-14 20:07:19 -05:00
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Originally created by @TacticalPidgeon9941 on GitHub (Mar 3, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7115

What happened?

When using the Budget Analysis report with the new Category Group filter (added in #6834), the totals shown (Budgeted, Spent, Balance) do not match the totals shown when selecting each individual category within that same category group.

What I was trying to do: Use the new Category Group filter in the Budget Analysis report to view totals for a specific category group.

What I expected to happen: Filtering by a Category Group should produce the same totals (Budgeted, Spent, Balance) as selecting all individual categories within that group manually using the “one of” category filter.
I.e.: Category Group filter = Sum of all categories within that group

What actually happened: When filtering by Category Group, the totals shown (Budgeted, Spent, Balance) appear to reflect the entire budget, not just the selected category group.

However, when filtering by category → “one of”, selecting each individual category inside the same category group, the totals reflect only that group’s categories (which appears correct).

Error messages

None.

Image Image Image

How can we reproduce the issue?

  1. Navigate to Reports
  2. Open Budget Analysis
  3. In Filters, select:
    Filter by Category Group
    Choose a specific category group (e.g., “Housing” or any group with multiple categories)
  4. Observe the totals
  5. Make new Budget Analysis report
  6. Add a filter:
    Category → “is one of”
    Manually select every individual category inside the same category group used above
  7. Keep the same timeline as before.
  8. Compare the totals

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @TacticalPidgeon9941 on GitHub (Mar 3, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7115 ### What happened? When using the Budget Analysis report with the new Category Group filter (added in #6834), the totals shown (Budgeted, Spent, Balance) do not match the totals shown when selecting each individual category within that same category group. What I was trying to do: Use the new Category Group filter in the Budget Analysis report to view totals for a specific category group. What I expected to happen: Filtering by a Category Group should produce the same totals (Budgeted, Spent, Balance) as selecting all individual categories within that group manually using the “one of” category filter. I.e.: Category Group filter = Sum of all categories within that group What actually happened: When filtering by Category Group, the totals shown (Budgeted, Spent, Balance) appear to reflect the entire budget, not just the selected category group. However, when filtering by category → “one of”, selecting each individual category inside the same category group, the totals reflect only that group’s categories (which appears correct). Error messages None. <img width="689" height="228" alt="Image" src="https://github.com/user-attachments/assets/1c130433-18fe-4c75-9656-115941d066e2" /> <img width="1669" height="684" alt="Image" src="https://github.com/user-attachments/assets/1d595c6a-8e2b-4494-adc0-3b9ba8a06a90" /> <img width="1666" height="724" alt="Image" src="https://github.com/user-attachments/assets/97a23330-af89-4b13-91fe-5fc12f693130" /> ### How can we reproduce the issue? 1. Navigate to Reports 2. Open Budget Analysis 3. In Filters, select: Filter by Category Group Choose a specific category group (e.g., “Housing” or any group with multiple categories) 4. Observe the totals 5. Make new Budget Analysis report 6. Add a filter: Category → “is one of” Manually select every individual category inside the same category group used above 7. Keep the same timeline as before. 8. Compare the totals ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11
GiteaMirror added the bug label 2026-04-14 20:07:19 -05:00
GiteaMirror commented 2026-04-14 20:07:20 -05:00
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@youngcw commented on GitHub (Mar 3, 2026):

Please use the feedback ticket for the experimental feature

<!-- gh-comment-id:3992112690 --> @youngcw commented on GitHub (Mar 3, 2026): Please use the feedback ticket for the experimental feature
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Reference: github-starred/actual#17217
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