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[GH-ISSUE #7419] [Bug]: Spending Analysis in Tracking Budget uses wrong amount. #17313

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opened 2026-04-14 20:11:50 -05:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-04-14 20:11:50 -05:00
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Originally created by @keinezeit8 on GitHub (Apr 8, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7419

What happened?

First off, thanks for #7191 and starting working on this.
Currently my planned tracking budget:

Image

and the final budget in the Spending Analysis report when set to budgeted

Image

do not fit together

How can we reproduce the issue?

I tried to reproduce it in the demo, but it is not yet on the newest version. So this might not be completely correct.

  1. Switch to tracking budget
  2. Enter some values into the budgeted columns
  3. Create a spending analysis report and set it to Budgeted
  4. The final value at of the report at 28+ days does not equal the actual budgeted value

Where are you hosting Actual?

NAS

What browsers are you seeing the problem on?

Firefox

Operating System

Linux

Originally created by @keinezeit8 on GitHub (Apr 8, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7419 ### What happened? First off, thanks for #7191 and starting working on this. Currently my planned tracking budget: <img width="241" height="116" alt="Image" src="https://github.com/user-attachments/assets/873507d0-b9b3-4619-8402-823b471d3e97" /> and the final budget in the Spending Analysis report when set to budgeted <img width="191" height="96" alt="Image" src="https://github.com/user-attachments/assets/fa3ea649-33b6-43df-8134-f6b4205d0ebe" /> do not fit together ### How can we reproduce the issue? I tried to reproduce it in the demo, but it is not yet on the newest version. So this might not be completely correct. 1. Switch to tracking budget 2. Enter some values into the budgeted columns 3. Create a spending analysis report and set it to *Budgeted* 4. The final value at of the report at 28+ days does not equal the actual budgeted value ### Where are you hosting Actual? NAS ### What browsers are you seeing the problem on? Firefox ### Operating System Linux
GiteaMirror added the reportsbug labels 2026-04-14 20:11:50 -05:00
GiteaMirror commented 2026-04-14 20:11:51 -05:00
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@matt-fidd commented on GitHub (Apr 8, 2026):

Demo should be on 26.4 now, can you try force reloading and trying again to see if it works for you?

<!-- gh-comment-id:4205693014 --> @matt-fidd commented on GitHub (Apr 8, 2026): Demo should be on 26.4 now, can you try force reloading and trying again to see if it works for you?
GiteaMirror commented 2026-04-14 20:11:51 -05:00
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@keinezeit8 commented on GitHub (Apr 8, 2026):

I was able to test it and the actual problem seems to be that income is also included in the report. To test it I did the following:

  1. Load a fresh instance on the demo.
  2. Change to tracking budget.
  3. Planned budget should now all be 0.
  4. Add 100 to food.
  5. Budget overview in reports will show a correct budget line towards 100.
  6. Add 100 to income.
  7. Budget overview will now plan for 200.
    I would expect any incomes not to count towards the planned budget.
<!-- gh-comment-id:4207161979 --> @keinezeit8 commented on GitHub (Apr 8, 2026): I was able to test it and the actual problem seems to be that income is also included in the report. To test it I did the following: 1. Load a fresh instance on the demo. 2. Change to tracking budget. 3. Planned budget should now all be 0. 4. Add 100 to food. 5. Budget overview in reports will show a correct budget line towards 100. 6. Add 100 to income. 7. Budget overview will now plan for 200. I would expect any incomes not to count towards the planned budget.
GiteaMirror commented 2026-04-14 20:11:52 -05:00
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@matt-fidd commented on GitHub (Apr 8, 2026):

cc @pranayseela in case you're interested as you put https://github.com/actualbudget/actual/pull/7191 in :)

<!-- gh-comment-id:4207182111 --> @matt-fidd commented on GitHub (Apr 8, 2026): cc @pranayseela in case you're interested as you put https://github.com/actualbudget/actual/pull/7191 in :)
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