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custom reports - ignores hidden reconciliation transactions in calculations #2567

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opened 2026-02-28 20:19:24 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 20:19:24 -06:00
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Originally created by @MatissJanis on GitHub (Oct 26, 2025).

Originally assigned to: @Copilot on GitHub.

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

This is a tricky one, but it all boils down to: hidden categories for reconciliation transactions are ignored in custom reports. Thus the results custom reports produces are flawed.

Image

How can we reproduce the issue?

Example budget: 2025-10-26-Test Budget.zip

Open the report page. You will see "1000" in the summary report card (this is correct), but "0" values in custom report card (this is wrong - the two values must match).

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

No response

Operating System

None

Originally created by @MatissJanis on GitHub (Oct 26, 2025). Originally assigned to: @Copilot on GitHub. ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? This is a tricky one, but it all boils down to: hidden categories for reconciliation transactions are ignored in custom reports. Thus the results custom reports produces are flawed. <img width="1042" height="542" alt="Image" src="https://github.com/user-attachments/assets/dfca0498-d3b3-4c69-a509-040843245a13" /> ### How can we reproduce the issue? Example budget: [2025-10-26-Test Budget.zip](https://github.com/user-attachments/files/23153648/2025-10-26-Test.Budget.zip) Open the report page. You will see "1000" in the summary report card (this is correct), but "0" values in custom report card (this is wrong - the two values must match). ### Where are you hosting Actual? None ### What browsers are you seeing the problem on? _No response_ ### Operating System None
GiteaMirror added the reports label 2026-02-28 20:19:24 -06:00
GiteaMirror commented 2026-02-28 20:19:25 -06:00
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@MatissJanis commented on GitHub (Oct 26, 2025):

Ok, seems to actually be a user error.

If I check "show hidden categories" and "show uncategorized" in the custom report - the numbers match again.

Which makes me think.. should we make the default value for these two options "true" in custom reports? This is a really easy mistake to make.

@MatissJanis commented on GitHub (Oct 26, 2025): Ok, seems to actually be a user error. If I check "show hidden categories" and "show uncategorized" in the custom report - the numbers match again. Which makes me think.. should we make the default value for these two options "true" in custom reports? This is a really easy mistake to make.
GiteaMirror commented 2026-02-28 20:19:26 -06:00
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@youngcw commented on GitHub (Oct 26, 2025):

I would be ok with making show hidden and show uncategorized be true by default. The category filter will show hidden categories as an option always, so it makes sense that the report defaults to allowing them. As long as "show empty rows" is still defaulted to false.

@youngcw commented on GitHub (Oct 26, 2025): I would be ok with making show hidden and show uncategorized be true by default. The category filter will show hidden categories as an option always, so it makes sense that the report defaults to allowing them. As long as "show empty rows" is still defaulted to false.
GiteaMirror commented 2026-02-28 20:19:27 -06:00
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@MatissJanis commented on GitHub (Nov 8, 2025):

I would be ok with making show hidden and show uncategorized be true by default. The category filter will show hidden categories as an option always, so it makes sense that the report defaults to allowing them. As long as "show empty rows" is still defaulted to false.

@cursor implement this please

@MatissJanis commented on GitHub (Nov 8, 2025): > I would be ok with making show hidden and show uncategorized be true by default. The category filter will show hidden categories as an option always, so it makes sense that the report defaults to allowing them. As long as "show empty rows" is still defaulted to false. @cursor implement this please
GiteaMirror commented 2026-02-28 20:19:27 -06:00
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@MatissJanis commented on GitHub (Nov 9, 2025):

Copilot implemented it for us here @youngcw

https://github.com/actualbudget/actual/pull/6092

@MatissJanis commented on GitHub (Nov 9, 2025): Copilot implemented it for us here @youngcw https://github.com/actualbudget/actual/pull/6092
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Reference: github-starred/actual#2567
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