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[Bug]: "Set Average Budget" also updates hidden categories — unexpected behavior #2185

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opened 2026-02-28 20:05:48 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 20:05:48 -06:00
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Originally created by @SohrabFarjami on GitHub (Jun 8, 2025).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When using the "Set Average Budget" option in Actual Budget, it also applies budget values to hidden categories. This seems counterintuitive, especially when those categories have been hidden because they are no longer in active use.

How can we reproduce the issue?

Create a category (e.g., "Washing Machine").

Use it actively for a few months, entering expenses and budgets.

Hide the category after it's no longer needed.

Use the "Set Average Budget (last 3 months)" option for your budget.

Where are you hosting Actual?

Desktop App (Electron)

What browsers are you seeing the problem on?

No response

Operating System

Windows 10

Originally created by @SohrabFarjami on GitHub (Jun 8, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? When using the "Set Average Budget" option in Actual Budget, it also applies budget values to hidden categories. This seems counterintuitive, especially when those categories have been hidden because they are no longer in active use. ### How can we reproduce the issue? Create a category (e.g., "Washing Machine"). Use it actively for a few months, entering expenses and budgets. Hide the category after it's no longer needed. Use the "Set Average Budget (last 3 months)" option for your budget. ### Where are you hosting Actual? Desktop App (Electron) ### What browsers are you seeing the problem on? _No response_ ### Operating System Windows 10
GiteaMirror added the good first issuebudgetingbug labels 2026-02-28 20:05:48 -06:00
GiteaMirror commented 2026-02-28 20:05:49 -06:00
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@youngcw commented on GitHub (Jun 9, 2025):

Goal templates ignore hidden categories, so the apply average should also ignore hidden categories.

If you wanted, you could use the average template. It should act the same as the option in the budget, but it wont run on hidden categories.

@youngcw commented on GitHub (Jun 9, 2025): Goal templates ignore hidden categories, so the apply average should also ignore hidden categories. If you wanted, you could use the average template. It should act the same as the option in the budget, but it wont run on hidden categories.
GiteaMirror commented 2026-02-28 20:05:50 -06:00
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@SohrabFarjami commented on GitHub (Jun 22, 2025):

Sorry i didnt understand what you mean? Are you saying this is intended behavior?

@SohrabFarjami commented on GitHub (Jun 22, 2025): Sorry i didnt understand what you mean? Are you saying this is intended behavior?
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Reference: github-starred/actual#2185
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