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[GH-ISSUE #3627] [Bug]: Custom Report Total Mode not showing offbudget transactions #27289

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opened 2026-04-18 03:45:27 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-18 03:45:27 -05:00
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Originally created by @UnderKoen on GitHub (Oct 10, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3627

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

  1. On edge create a test file
  2. Create a custom report
  3. Select mode: total
  4. Select split: interval
  5. Select type: net
  6. Add filter: account is vanguard 401k (or any other offbalance account)
  7. No data

I would expect there to be some data in the graph.

Where are you hosting Actual?

Locally via Yarn

What browsers are you seeing the problem on?

Chrome

Operating System

Windows 11

Originally created by @UnderKoen on GitHub (Oct 10, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3627 ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? 1. On edge create a test file 2. Create a custom report 3. Select mode: total 4. Select split: interval 5. Select type: net 6. Add filter: account is vanguard 401k (or any other offbalance account) 7. No data I would expect there to be some data in the graph. ### Where are you hosting Actual? Locally via Yarn ### What browsers are you seeing the problem on? Chrome ### Operating System Windows 11
GiteaMirror added the reportsbug labels 2026-04-18 03:45:27 -05:00
GiteaMirror commented 2026-04-18 03:45:29 -05:00
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@youngcw commented on GitHub (Oct 18, 2024):

I tried this and got no data, but got data when I enabled off budget accounts in the options. Is that still not showing all the data you expect? This seems to be working as expected to me.

<!-- gh-comment-id:2422834289 --> @youngcw commented on GitHub (Oct 18, 2024): I tried this and got no data, but got data when I enabled off budget accounts in the options. Is that still not showing all the data you expect? This seems to be working as expected to me.
GiteaMirror commented 2026-04-18 03:45:31 -05:00
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@UnderKoen commented on GitHub (Oct 21, 2024):

Ah, didn't test this with the test budget. Tried this in my own instance. The problem with the test budget is that the offbudget transactions have categories that why it shows here.

<!-- gh-comment-id:2425866836 --> @UnderKoen commented on GitHub (Oct 21, 2024): Ah, didn't test this with the test budget. Tried this in my own instance. The problem with the test budget is that the offbudget transactions have categories that why it shows here.
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Reference: github-starred/actual#27289
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