[Feature]: Hide on budget transfers from calendar report #2525

New Issue

GiteaMirror · 2026-02-28T20:17:02-06:00

GiteaMirror commented

2026-02-28 20:17:02 -06:00

Originally created by @mybuddymichael on GitHub (Oct 7, 2025).

Verified issue does not already exist?

I have searched and found no existing issue

What happened?

Scenario

I have a calendar report.
I transfer $4k from my on-budget savings account to my on-budget checking account.
I move $2k from my on-budget checking account to an off-budget retirement account, spending from a budget category called "Retirement".

What I expect to happen

The calendar ignores the $4k transfer between on-budget accounts. (It is not income nor expense.)
The calendar shows a $2k expense from the Retirement category.

What actually happens

The calendar shows $4k in expenses and $4k in income.
The calendar shows the $2k expense.

What I've tried to fix it

I tried setting a "transfer is false" filter, but that causes the calendar to ignore both the on-budget transfer and the move to an off-budget account.

Philosophically

Ideally, AB reports should distinguish between on-budge and off-budget transfers.
Moving between on-budget accounts is never income nor expense.
Moving from off-budget to on-budget is income.
Moving from on-budget to off-budget is expense.

How can we reproduce the issue?

Create a calendar report.
Create two on-budget accounts.
Create one off-budget account.
Move $100 from on-budget account A to on-budget account B.
Move $100 from on-budget account B to the off-budget account.

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Other, Chrome

Operating System

Mac OSX

Originally created by @mybuddymichael on GitHub (Oct 7, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? ## Scenario - I have a calendar report. - I **transfer** $4k from my **on-budget** savings account to my **on-budget** checking account. - I **move** $2k from my on-budget checking account to an **off-budget** retirement account, spending from a budget category called "Retirement". ## What I expect to happen - The calendar ignores the $4k transfer between on-budget accounts. (It is not income nor expense.) - The calendar shows a $2k expense from the Retirement category. ## What actually happens - The calendar shows $4k in expenses and $4k in income. - The calendar shows the $2k expense. ## What I've tried to fix it - I tried setting a "transfer is false" filter, but that causes the calendar to ignore both the on-budget transfer and the move to an off-budget account. ## Philosophically - Ideally, AB reports should distinguish between on-budge and off-budget transfers. - Moving between on-budget accounts is never income nor expense. - Moving from off-budget to on-budget is income. - Moving from on-budget to off-budget is expense. ### How can we reproduce the issue? 1. Create a calendar report. 2. Create two on-budget accounts. 3. Create one off-budget account. 4. Move $100 from on-budget account A to on-budget account B. 5. Move $100 from on-budget account B to the off-budget account. ### Where are you hosting Actual? Pikapods ### What browsers are you seeing the problem on? Other, Chrome ### Operating System Mac OSX

GiteaMirror added the needs votes feature labels 2026-02-28 20:17:02 -06:00

GiteaMirror closed this issue

2026-02-28 20:17:03 -06:00

GiteaMirror commented

2026-02-28 20:17:03 -06:00

@matt-fidd commented on GitHub (Oct 8, 2025):

Hey! I think this falls closer to a feature request than a bug. I'll move it over and hopefully someone will take a look for you.

@matt-fidd commented on GitHub (Oct 8, 2025): Hey! I think this falls closer to a feature request than a bug. I'll move it over and hopefully someone will take a look for you.

GiteaMirror commented

2026-02-28 20:17:04 -06:00

@github-actions[bot] commented on GitHub (Oct 8, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Oct 8, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍!

GiteaMirror commented

2026-02-28 20:17:04 -06:00

@mybuddymichael commented on GitHub (Oct 8, 2025):

Thanks, Matt!

@mybuddymichael commented on GitHub (Oct 8, 2025): Thanks, Matt!