github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-03-09 19:52:56 -05:00
Code Issues 250 Packages Projects Releases 53 Wiki Activity

[Bug]: Incorrect date range and filtered balance showing in reports #1784

New Issue
Closed
opened 2026-02-28 19:54:31 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 19:54:31 -06:00
Owner
Copy Link

Originally created by @softbanana55 on GitHub (Jan 20, 2025).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When viewing a custom report with a specific date range, then clicking into a category to see a breakdown, the filtered balance changes and the date range is different. This happens on every report.

How can we reproduce the issue?

See screenshots. The in-depth category view of transactions has different dates than the custom report.

Image
Image

Where are you hosting Actual?

Desktop App (Electron)

What browsers are you seeing the problem on?

No response

Operating System

Windows 11

Originally created by @softbanana55 on GitHub (Jan 20, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? When viewing a custom report with a specific date range, then clicking into a category to see a breakdown, the filtered balance changes and the date range is different. This happens on every report. ### How can we reproduce the issue? See screenshots. The in-depth category view of transactions has different dates than the custom report. ![Image](https://github.com/user-attachments/assets/a0e81b59-38be-4b8d-8873-42d16b36d306) ![Image](https://github.com/user-attachments/assets/2a567344-5692-4ee3-92ac-1623532c8704) ### Where are you hosting Actual? Desktop App (Electron) ### What browsers are you seeing the problem on? _No response_ ### Operating System Windows 11
GiteaMirror added the bug label 2026-02-28 19:54:31 -06:00
GiteaMirror commented 2026-02-28 19:54:31 -06:00
Author
Owner
Copy Link

@maciejmatczak commented on GitHub (Feb 2, 2025):

I see similar issue in the same custom report setting (mode total, type net payment, just interval being monthly on my side, last 3 months).

When I change the split from group to category, the total changes. With split by group - it's correct (at least for the data shown in table). Changing split to payee gives yet another result...

@maciejmatczak commented on GitHub (Feb 2, 2025): I see similar issue in the same custom report setting (mode total, type net payment, just interval being monthly on my side, last 3 months). When I **change the split** from group to category, the **total changes**. With split by group - it's correct (at least for the data shown in table). Changing split to payee gives yet another result...
GiteaMirror commented 2026-02-28 19:54:31 -06:00
Author
Owner
Copy Link

@kmantel commented on GitHub (May 6, 2025):

I have this same issue with a custom report using date filters Live and Range: Year to date. Clicking on the number in the Totals column like circled in the OP goes to transactions with the filter date is less than or equals <date report created>. Clicking on Live in date filters (which is already highlighted) makes the same number click give transactions with the filter date is less than or equals <today>, and the report is then "(modified)". Updating the report keeps the new filtering. I'd expect not to need to update/save a Live filter.

@kmantel commented on GitHub (May 6, 2025): I have this same issue with a custom report using date filters `Live` and `Range: Year to date`. Clicking on the number in the Totals column like circled in the OP goes to transactions with the filter `date is less than or equals <date report created>`. Clicking on `Live` in date filters (which is already highlighted) makes the same number click give transactions with the filter `date is less than or equals <today>`, and the report is then "(modified)". Updating the report keeps the new filtering. I'd expect not to need to update/save a Live filter.
GiteaMirror commented 2026-02-28 19:54:32 -06:00
Author
Owner
Copy Link

@youngcw commented on GitHub (Jun 7, 2025):

Im not able to recreate this. If the issue persists, please open a new ticket.

@youngcw commented on GitHub (Jun 7, 2025): Im not able to recreate this. If the issue persists, please open a new ticket.
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label bug
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#1784
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?