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[Bug]: Budget breaks for one month after resetting cache #2794

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opened 2026-02-28 20:28:17 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 20:28:17 -06:00
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Originally created by @ja3cob on GitHub (Jan 8, 2026).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

EDIT: Exporting budget file and importing it again seems to resolve the issue. Having that in mind, I think it is still worth analysing this specific case to prevent it from happening again.

A very annoying bug happens in my budget. When I download the budget on a new device (or in privacy mode/after resetting all browser caches) a month's (september in particular) budget seems to be broken - my categories are overspent and there is money in "To Budget", despite I have earlier properly distributed this money. This waterfalls to breaking all budgets after september.

I found a way to "fix" that:

  1. Rollover overspendings for all categories in september
  2. Remove spending rollover for all categories
  3. Hold for next month what is left to budget
  4. Refresh page
  5. Reset next month's buffer and hold again

However this only fixes the issue for current cache. When I use a new device (or private mode) this appears again.

"Broken" september's budget:
Image

Expected september's budget:
Image

Fix demonstration:
Image

How can we reproduce the issue?

I honestly have no clue how to reproduce this on a fresh budget file because it seems extremely case specific. I am however willing to provide my docker data for analysis, but despite anonymization I'd prefer to do it in a private message rather than publicly on GitHub as I use this personally for everyday expenses.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox, Chrome

Operating System

Windows 11

Originally created by @ja3cob on GitHub (Jan 8, 2026). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? EDIT: Exporting budget file and importing it again seems to resolve the issue. Having that in mind, I think it is still worth analysing this specific case to prevent it from happening again. A very annoying bug happens in my budget. When I download the budget on a new device (or in privacy mode/after resetting all browser caches) a month's (september in particular) budget seems to be broken - my categories are overspent and there is money in "To Budget", despite I have earlier properly distributed this money. This waterfalls to breaking all budgets after september. I found a way to "fix" that: 1. Rollover overspendings for all categories in september 2. Remove spending rollover for all categories 3. Hold for next month what is left to budget 4. Refresh page 5. Reset next month's buffer and hold again However this only fixes the issue for current cache. When I use a new device (or private mode) this appears again. "Broken" september's budget: <img width="1799" height="1269" alt="Image" src="https://github.com/user-attachments/assets/2e7e9f10-bffa-46fb-a9aa-086f6de384f5" /> Expected september's budget: <img width="1826" height="1273" alt="Image" src="https://github.com/user-attachments/assets/0e4af01a-5ec4-478e-a3a2-5f105355d9b9" /> Fix demonstration: ![Image](https://github.com/user-attachments/assets/b0f92196-2735-4b1d-b918-abf41e6e9f9e) ### How can we reproduce the issue? I honestly have no clue how to reproduce this on a fresh budget file because it seems extremely case specific. I am however willing to provide my docker data for analysis, but despite anonymization I'd prefer to do it in a private message rather than publicly on GitHub as I use this personally for everyday expenses. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox, Chrome ### Operating System Windows 11
GiteaMirror added the bugneeds info labels 2026-02-28 20:28:17 -06:00
GiteaMirror commented 2026-02-28 20:28:18 -06:00
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@youngcw commented on GitHub (Jan 9, 2026):

If we cant reproduce it then there is not really anything we can do to try and fix it.

@youngcw commented on GitHub (Jan 9, 2026): If we cant reproduce it then there is not really anything we can do to try and fix it.
GiteaMirror commented 2026-02-28 20:28:18 -06:00
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@ja3cob commented on GitHub (Jan 9, 2026):

As I mentioned, I'd be happy to provide my data which you could use to debug the application and try to see whats the root cause of the issue

@ja3cob commented on GitHub (Jan 9, 2026): As I mentioned, I'd be happy to provide my data which you could use to debug the application and try to see whats the root cause of the issue
GiteaMirror commented 2026-02-28 20:28:19 -06:00
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@youngcw commented on GitHub (Jan 9, 2026):

If importing a file fixes the issue, then I don't know what to do. I would need to import your export

@youngcw commented on GitHub (Jan 9, 2026): If importing a file fixes the issue, then I don't know what to do. I would need to import your export
GiteaMirror commented 2026-02-28 20:28:19 -06:00
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@ja3cob commented on GitHub (Jan 9, 2026):

Importing the export does indeed fix the issue, therefore the only way could be directly using my actual-data dir (with server-files and user-files) (or in my case more specifically the docker volume)

@ja3cob commented on GitHub (Jan 9, 2026): Importing the export does indeed fix the issue, therefore the only way could be directly using my actual-data dir (with server-files and user-files) (or in my case more specifically the docker volume)
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