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[Bug]: Reports Widget Spending Analysis Budgeted with tracking budgeting #1924

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opened 2026-02-28 19:58:40 -06:00 by GiteaMirror · 7 comments
GiteaMirror commented 2026-02-28 19:58:40 -06:00
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Originally created by @MathysDev on GitHub (Mar 3, 2025).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Hi everyone

When using tracking budgeting the widget Spending analysis does not take the correct budgeted amount. The amount is read from envelope budgeting.

How can we reproduce the issue?

In a new file: Enter a sum in envelope budgeting, control the widget in Reports
Then switch to tracking budgeting, the widget does not change anymore.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @MathysDev on GitHub (Mar 3, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? Hi everyone When using tracking budgeting the widget Spending analysis does not take the correct budgeted amount. The amount is read from envelope budgeting. ### How can we reproduce the issue? In a new file: Enter a sum in envelope budgeting, control the widget in Reports Then switch to tracking budgeting, the widget does not change anymore. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11
GiteaMirror added the reportsgood first issuebughelp wanted labels 2026-02-28 19:58:40 -06:00
GiteaMirror commented 2026-02-28 19:58:41 -06:00
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@FuryV-99 commented on GitHub (Mar 29, 2025):

I have the same issue. Running 25.3.1 on proxmox, using tracking budget.

It was driving me crazy why the budgeted amount was €15 for the whole month, every month. It was a left over amount value on the envelope budget.

Thanks

@FuryV-99 commented on GitHub (Mar 29, 2025): I have the same issue. Running 25.3.1 on proxmox, using tracking budget. It was driving me crazy why the budgeted amount was €15 for the whole month, every month. It was a left over amount value on the envelope budget. Thanks
GiteaMirror commented 2026-02-28 19:58:42 -06:00
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@Alpakat commented on GitHub (May 7, 2025):

Can confirm. Switching to envelope budgeting changing the budgets and switching back works but only as a workaround.

@Alpakat commented on GitHub (May 7, 2025): Can confirm. Switching to envelope budgeting changing the budgets and switching back works but only as a workaround.
GiteaMirror commented 2026-02-28 19:58:42 -06:00
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@kpg80 commented on GitHub (Jun 5, 2025):

Please fix this, it's really annoying. Should be simple?

@kpg80 commented on GitHub (Jun 5, 2025): Please fix this, it's really annoying. Should be simple?
GiteaMirror commented 2026-02-28 19:58:42 -06:00
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@ShadowJonathan commented on GitHub (Aug 5, 2025):

I think I'm also encountering the same issue

@ShadowJonathan commented on GitHub (Aug 5, 2025): I think I'm also encountering the same issue
GiteaMirror commented 2026-02-28 19:58:42 -06:00
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@LunarNL commented on GitHub (Oct 29, 2025):

I suspect I see the same issue as well. I have no envelope budget set and use tracking budget. The spending analysis widget shows a flat budget line on 0. Can this be fixed?

@LunarNL commented on GitHub (Oct 29, 2025): I suspect I see the same issue as well. I have no envelope budget set and use tracking budget. The spending analysis widget shows a flat budget line on 0. Can this be fixed?
GiteaMirror commented 2026-02-28 19:58:43 -06:00
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@deadhead-pharaoh commented on GitHub (Oct 29, 2025):

Yes I think it's an easy enough fix I have been meaning to attempt, validate, and submit a PR.

@deadhead-pharaoh commented on GitHub (Oct 29, 2025): Yes I think it's an easy enough fix I have been meaning to attempt, validate, and submit a PR.
GiteaMirror commented 2026-02-28 19:58:43 -06:00
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@ptotushek commented on GitHub (Nov 26, 2025):

I can also confirm. This can be replicated on the demo if you first clear the envelope budget for the current month, then switch to tracking, create a budget for the current month, and look at the Spending Analysis for the current month. Budget line will stay at 0.

@ptotushek commented on GitHub (Nov 26, 2025): I can also confirm. This can be replicated on the demo if you first clear the envelope budget for the current month, then switch to tracking, create a budget for the current month, and look at the Spending Analysis for the current month. Budget line will stay at 0.
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