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[GH-ISSUE #7120] [Bug]: Net Worth widget is showing incorrect change value #17218

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opened 2026-04-14 20:07:21 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-04-14 20:07:21 -05:00
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Originally created by @jberlyn on GitHub (Mar 3, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7120

What happened?

When I view the Net Worth widget via the Reports page, the change value is incorrectly showing for the time period I have selected. I have tried a few different time periods and they all seem to be calculating incorrectly. I am using the default Net Worth widget, no filters applied other than having it set to Year To Date.

Image Image Image

As you can see from the screenshots, the change value should be in the negative but it is showing in the positive.

I am able to reproduce the issue on version v26.3.0 but the issue does not occur on v26.2.1.

Screenshot from v26.2.1.
Image

How can we reproduce the issue?

  1. Go to Reports
  2. View the Net Worth widget
  3. Ensure the filter is set to Year To Date (although issue occurs across different time spans)

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Mac OSX

Originally created by @jberlyn on GitHub (Mar 3, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7120 ### What happened? When I view the Net Worth widget via the Reports page, the change value is incorrectly showing for the time period I have selected. I have tried a few different time periods and they all seem to be calculating incorrectly. I am using the default Net Worth widget, no filters applied other than having it set to Year To Date. <img width="466" height="225" alt="Image" src="https://github.com/user-attachments/assets/02b6d4d6-2a11-40b9-be93-d24c1a8a224a" /> <img width="466" height="221" alt="Image" src="https://github.com/user-attachments/assets/3b6c398c-4dac-4ce3-a305-88cbadc7714c" /> <img width="463" height="221" alt="Image" src="https://github.com/user-attachments/assets/987ff15c-5af8-4901-a2ae-45e6d4d24127" /> As you can see from the screenshots, the change value should be in the negative but it is showing in the positive. I am able to reproduce the issue on version `v26.3.0` but the issue does not occur on `v26.2.1`. Screenshot from `v26.2.1`. <img width="467" height="223" alt="Image" src="https://github.com/user-attachments/assets/50f5bd02-8def-4576-b291-eedead6c6965" /> ### How can we reproduce the issue? 1. Go to Reports 2. View the Net Worth widget 3. Ensure the filter is set to Year To Date (although issue occurs across different time spans) ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Mac OSX
GiteaMirror added the reportsbug labels 2026-04-14 20:07:21 -05:00
GiteaMirror commented 2026-04-14 20:07:23 -05:00
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@youngcw commented on GitHub (Mar 4, 2026):

So the reason for this is because its including the gain of the first month of the window. I can see why it would be confusing. Im not sure what the best course of action is as it is technically correct as it includes the change in January instead of using January as the baseline.

<!-- gh-comment-id:3998706815 --> @youngcw commented on GitHub (Mar 4, 2026): So the reason for this is because its including the gain of the first month of the window. I can see why it would be confusing. Im not sure what the best course of action is as it is technically correct as it includes the change in January instead of using January as the baseline.
GiteaMirror commented 2026-04-14 20:07:23 -05:00
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@TerborX commented on GitHub (Mar 4, 2026):

Image
<!-- gh-comment-id:4000979363 --> @TerborX commented on GitHub (Mar 4, 2026): <img width="1289" height="575" alt="Image" src="https://github.com/user-attachments/assets/55b59d1a-5260-455c-9a54-92cf5a23fcd0" />
GiteaMirror commented 2026-04-14 20:07:24 -05:00
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@jberlyn commented on GitHub (Mar 5, 2026):

So the reason for this is because its including the gain of the first month of the window. I can see why it would be confusing. Im not sure what the best course of action is as it is technically correct as it includes the change in January instead of using January as the baseline.

I take Year To Date to mean what the value was at the start of the year, so 1st January 2026, until the current date. I changed the detail level to Daily and I can see the value on the 1st January 2026 was $365,190. This seems correct.

Image

However, I typically have my widget set to Monthly, which the graph itself is showing based on the last day of January where the value was $412,375. The current value is $385,002 but the change value is showing based on the first day of the month.

Image

To me, the second screenshot feels wrong. I can visually see it going down, I can mouse over each month and see it being higher in January than it is now, but the change value in the top right corner is saying the value has gone up.

<!-- gh-comment-id:4001337979 --> @jberlyn commented on GitHub (Mar 5, 2026): > So the reason for this is because its including the gain of the first month of the window. I can see why it would be confusing. Im not sure what the best course of action is as it is technically correct as it includes the change in January instead of using January as the baseline. I take Year To Date to mean what the value was at the start of the year, so 1st January 2026, until the current date. I changed the detail level to Daily and I can see the value on the 1st January 2026 was `$365,190`. This seems correct. <img width="1205" height="373" alt="Image" src="https://github.com/user-attachments/assets/f1061dbe-de19-4e28-9618-5d3638ea737b" /> However, I typically have my widget set to Monthly, which the graph itself is showing based on the last day of January where the value was `$412,375`. The current value is `$385,002` but the change value is showing based on the first day of the month. <img width="1184" height="368" alt="Image" src="https://github.com/user-attachments/assets/80bd7b1b-d240-4902-8e9e-62e85e3e6ca2" /> To me, the second screenshot feels wrong. I can visually see it going down, I can mouse over each month and see it being higher in January than it is now, but the change value in the top right corner is saying the value has gone up.
GiteaMirror commented 2026-04-14 20:07:25 -05:00
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@youngcw commented on GitHub (Mar 5, 2026):

So is the issue ultimately that the first month ins't included in the graph line? So if you choose 3 months, only 2 month intervals are shown. In your example, January is the far left of the chart so the change for January isn't visible, thus only showing the change for February and March. I think the total is more correct now as if you choose 3 months, the change over the last 3 month intervals is what is shown. Not just the change over the last 2 months.

<!-- gh-comment-id:4001595139 --> @youngcw commented on GitHub (Mar 5, 2026): So is the issue ultimately that the first month ins't included in the graph line? So if you choose 3 months, only 2 month intervals are shown. In your example, January is the far left of the chart so the change for January isn't visible, thus only showing the change for February and March. I think the total is more correct now as if you choose 3 months, the change over the last 3 month intervals is what is shown. Not just the change over the last 2 months.
GiteaMirror commented 2026-04-14 20:07:26 -05:00
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@TerborX commented on GitHub (Mar 5, 2026):

@youngcw yes, that's it. the graph line starts with the end of the first period, not the end of the period BEFORE the reporting window. so as you noted, the 3 month interval only shows 2 months.

the original issue was that the change calculation excluded any activity that occurs in the first period of the calculation window.
reported here: https://github.com/actualbudget/actual/issues/6962
fixed here: https://github.com/actualbudget/actual/pull/6968

so that's the number fix (the total change) but the graph doesn't reflect the fix.

<!-- gh-comment-id:4001699595 --> @TerborX commented on GitHub (Mar 5, 2026): @youngcw yes, that's it. the graph line starts with the end of the first period, not the end of the period BEFORE the reporting window. so as you noted, the 3 month interval only shows 2 months. the original issue was that the change calculation excluded any activity that occurs in the first period of the calculation window. reported here: https://github.com/actualbudget/actual/issues/6962 fixed here: https://github.com/actualbudget/actual/pull/6968 so that's the number fix (the total change) but the graph doesn't reflect the fix.
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