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[Bug]: Incorrect calculation of budget balance. #2876

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opened 2026-02-28 20:31:18 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 20:31:18 -06:00
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Originally created by @jpurdy647 on GitHub (Jan 31, 2026).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Screen shots attached, calculation of individual budget containing transfers does not properly add up.

Image
Image

How can we reproduce the issue?

Have multiple transactions in a zero sum budget that do not add up.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome

Operating System

Mobile Device

Originally created by @jpurdy647 on GitHub (Jan 31, 2026). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? Screen shots attached, calculation of individual budget containing transfers does not properly add up. ![Image](https://github.com/user-attachments/assets/7c5a6ddc-721c-41db-933d-9f8051a57659) ![Image](https://github.com/user-attachments/assets/a2d71bc9-b23e-43fa-b444-7a45f1681be9) ### How can we reproduce the issue? Have multiple transactions in a zero sum budget that do not add up. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Chrome ### Operating System Mobile Device
GiteaMirror added the bugneeds info labels 2026-02-28 20:31:18 -06:00
GiteaMirror commented 2026-02-28 20:31:19 -06:00
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@MatissJanis commented on GitHub (Feb 1, 2026):

Please upload a demo budget file so we could reproduce the problem.

@MatissJanis commented on GitHub (Feb 1, 2026): Please upload a demo budget file so we could reproduce the problem.
GiteaMirror commented 2026-02-28 20:31:19 -06:00
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@db-src commented on GitHub (Feb 1, 2026):

Looks right to me for the category group you called Transfers, but those aren't 'real' transfers or special in any way from Actual's PoV, so that's a little misleading.

@db-src commented on GitHub (Feb 1, 2026): Looks right to me for the category group you called Transfers, but those aren't 'real' transfers or special in any way from Actual's PoV, so that's a little misleading.
GiteaMirror commented 2026-02-28 20:31:19 -06:00
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@jpurdy647 commented on GitHub (Feb 1, 2026):

Closing. Math works out because it is carrying over balance from previous months where the accounts that bank sync back 90 days had transactions not in the bank account that synced back only 30 days. An imbalance in transfers.

Also had an issue with available balance not matching actual account balances, found this to be caused by uncategorized transactions which were not included 9nnthe budget page math. Maybe a line can be added for uncategorized and including in the math so it is not confusing?

@jpurdy647 commented on GitHub (Feb 1, 2026): Closing. Math works out because it is carrying over balance from previous months where the accounts that bank sync back 90 days had transactions not in the bank account that synced back only 30 days. An imbalance in transfers. Also had an issue with available balance not matching actual account balances, found this to be caused by uncategorized transactions which were not included 9nnthe budget page math. Maybe a line can be added for uncategorized and including in the math so it is not confusing?
GiteaMirror commented 2026-02-28 20:31:20 -06:00
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@StephenBrown2 commented on GitHub (Feb 2, 2026):

If you have uncategorized transactions, there's almost no way any math can work out. The yellow bar at the top of the page should be a fairly good indicator of something to fix before things will add up correctly.

@StephenBrown2 commented on GitHub (Feb 2, 2026): If you have uncategorized transactions, there's almost no way any math can work out. The yellow bar at the top of the page should be a fairly good indicator of something to fix before things will add up correctly.
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Reference: github-starred/actual#2876
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