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[Bug]: Rollover overspending reduces expenses by the spent amount instead of the balance amount. #1835

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opened 2026-02-28 19:55:54 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 19:55:54 -06:00
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Originally created by @pumacustom0c on GitHub (Feb 6, 2025).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When using Tracking Budgeting, the Rollover overspending feature deducts the entire spent amount from the expenses instead of just the balance. The expected behavior would be for only the balance to be deducted from the expenses since that is the amount that went over budget.

The docs suggest that if a category is not overspent, the full amount is rolled over. This does not make sense to me, but I guess it can be used as a hacky way to remove expenses from that month. However, when the category is overspent, the Rollover overspending feature should only roll over the amount that was overspent as the name suggests.

Image 1 - Expenses without Rollover overspending enabled
Image

Image 2 - Expenses with Rollover overspending enabled
Image

The full amount ($490) is being removed from that month's spending instead of the amount that was overspent ($375).

How can we reproduce the issue?

  1. Switch to Tracking Budgeting.
  2. Set a budget for a category.
  3. Add transactions into that category that total more than the budget.
  4. Enable Rollover overspending on that category.

Where are you hosting Actual?

Other

What browsers are you seeing the problem on?

Chrome

Operating System

Mac OSX

Originally created by @pumacustom0c on GitHub (Feb 6, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? When using Tracking Budgeting, the Rollover overspending feature deducts the entire spent amount from the expenses instead of just the balance. The expected behavior would be for only the balance to be deducted from the expenses since that is the amount that went over budget. The docs suggest that if a category is not overspent, the full amount is rolled over. This does not make sense to me, but I guess it can be used as a hacky way to remove expenses from that month. However, when the category is overspent, the Rollover overspending feature should only roll over the amount that was overspent as the name suggests. Image 1 - Expenses without Rollover overspending enabled ![Image](https://github.com/user-attachments/assets/70b0be71-086c-480d-9eaf-cb3a5a89c5da) Image 2 - Expenses with Rollover overspending enabled ![Image](https://github.com/user-attachments/assets/f313a470-b4b7-46e2-99a7-ada656972bef) The full amount ($490) is being removed from that month's spending instead of the amount that was overspent ($375). ### How can we reproduce the issue? 1. Switch to Tracking Budgeting. 2. Set a budget for a category. 3. Add transactions into that category that total more than the budget. 4. Enable Rollover overspending on that category. ### Where are you hosting Actual? Other ### What browsers are you seeing the problem on? Chrome ### Operating System Mac OSX
GiteaMirror added the bug label 2026-02-28 19:55:54 -06:00
GiteaMirror commented 2026-02-28 19:55:55 -06:00
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@youngcw commented on GitHub (Feb 6, 2025):

This is the expected behavior. The spent gets moved away from the current month, and will show in the balance of the month the rollover ends or it gets covered.

@youngcw commented on GitHub (Feb 6, 2025): This is the expected behavior. The spent gets moved away from the current month, and will show in the balance of the month the rollover ends or it gets covered.
GiteaMirror commented 2026-02-28 19:55:55 -06:00
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@pumacustom0c commented on GitHub (Feb 6, 2025):

Could you please explain the intended behavior for the two scenarios? The docs only address scenario 1 listed below and do not mention how scenario 2 should work.

  1. Category does not exceed budget.
  2. Category exceeds budget and is "overspent".
@pumacustom0c commented on GitHub (Feb 6, 2025): Could you please explain the intended behavior for the two scenarios? The docs only address scenario 1 listed below and do not mention how scenario 2 should work. 1. Category does not exceed budget. 2. Category exceeds budget and is "overspent".
GiteaMirror commented 2026-02-28 19:55:55 -06:00
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@Mpic commented on GitHub (Feb 23, 2025):

This is the expected behavior. The spent gets moved away from the current month, and will show in the balance of the month the rollover ends or it gets covered.

I can't make sense of this :-/
What is the intended use case for this behaviour ?

Mine would be either :

  • Savings categories : I want the amount to rollover, because I want to see how much I have saved or spent from the "savings bucket". I don't want this rollover to change the monthly totals in any way :
    • the money I spent from these is actually spent and I want it to show on the month it was spent.
    • The money I budget in these is not spent nor gained and should not be substracted from the monthly expenses.
  • Reimbursements : I want to see how much others owe me, over multiple months. This seems to work, I think ?
    In these categories, nothing is budgetized. The spendings/debts are tracked and do not count in the monthly expenses, as expected.

I don't understand where the current expected behaviour fits, can you please bring some clarity ?

@Mpic commented on GitHub (Feb 23, 2025): > This is the expected behavior. The spent gets moved away from the current month, and will show in the balance of the month the rollover ends or it gets covered. I can't make sense of this :-/ What is the intended use case for this behaviour ? Mine would be either : - Savings categories : I want the amount to rollover, because I want to see how much I have saved or spent from the "savings bucket". I don't want this rollover to change the monthly totals in any way : - the money I spent from these is actually spent and I want it to show on the month it was spent. - The money I budget in these is not spent nor gained and should not be substracted from the monthly expenses. - Reimbursements : I want to see how much others owe me, over multiple months. This seems to work, I think ? In these categories, nothing is budgetized. The spendings/debts are tracked and do not count in the monthly expenses, as expected. I don't understand where the current expected behaviour fits, can you please bring some clarity ?
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Reference: github-starred/actual#1835
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