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[GH-ISSUE #4663] [Bug]: Account filter dosen't work in Cash Flow widget #43634

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opened 2026-04-26 04:15:28 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-26 04:15:28 -05:00
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Originally created by @marco-ragusa on GitHub (Mar 19, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4663

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

For my convenience, I keep track of the different currencies separately, e.g.
Account (EUR)
Account (CHF)
Account (USD)

But when I try to use the Cash Flow widget in Reports, by using the "Account Contains" filter and entering "(EUR)", the widget correctly applies the filter, yet the preview does not and shows me the total for all accounts with different currencies. So, the filter only works if you open the widget, but not when you go to the Reports section.

How can we reproduce the issue?

Using Account Contains filter in the Cash Flow widget for some accounts, and go to the Reports section to see the preview.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox, Chrome

Operating System

Windows 11

Originally created by @marco-ragusa on GitHub (Mar 19, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4663 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? For my convenience, I keep track of the different currencies separately, e.g. Account (EUR) Account (CHF) Account (USD) But when I try to use the Cash Flow widget in Reports, by using the "Account Contains" filter and entering "(EUR)", the widget correctly applies the filter, yet the preview does not and shows me the total for all accounts with different currencies. So, the filter only works if you open the widget, but not when you go to the Reports section. ### How can we reproduce the issue? Using Account Contains filter in the Cash Flow widget for some accounts, and go to the Reports section to see the preview. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox, Chrome ### Operating System Windows 11
GiteaMirror added the reportsgood first issuebug labels 2026-04-26 04:15:28 -05:00
GiteaMirror commented 2026-04-26 04:15:33 -05:00
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@alecbakholdin commented on GitHub (Mar 21, 2025):

I suspect this may be a design decision, so I'll let a core maintainer weigh in before I submit a PR to change this. Just wanted to provide screenshot context using test data:

See filter applied here (after clicking save)
Image

See filter not applied in the widget
Image

It would make sense to me that the "save filters" button would also affect the dashboard widget.

<!-- gh-comment-id:2742094451 --> @alecbakholdin commented on GitHub (Mar 21, 2025): I suspect this *may* be a design decision, so I'll let a core maintainer weigh in before I submit a PR to change this. Just wanted to provide screenshot context using test data: See filter applied here (after clicking save) <img width="1382" alt="Image" src="https://github.com/user-attachments/assets/6b4bf294-d8e4-45ae-80b3-242b84b450b2" /> See filter not applied in the widget <img width="449" alt="Image" src="https://github.com/user-attachments/assets/07ce3995-fc29-4c93-b776-dfe14419a902" /> It would make sense to me that the "save filters" button would also affect the dashboard widget.
GiteaMirror commented 2026-04-26 04:15:34 -05:00
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@MatissJanis commented on GitHub (Mar 21, 2025):

Not a design decision; this is definitely a bug. In fact: no filters are currently being applied to the dashboard cash flow widget. This is not exclusive to "account + contains" filters.

<!-- gh-comment-id:2743424228 --> @MatissJanis commented on GitHub (Mar 21, 2025): Not a design decision; this is definitely a bug. ~In fact: no filters are currently being applied to the dashboard cash flow widget. This is not exclusive to "account + contains" filters.~
GiteaMirror commented 2026-04-26 04:15:36 -05:00
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@MatissJanis commented on GitHub (Mar 21, 2025):

The problem is likely here: af09e5b1d5/packages/desktop-client/src/components/reports/spreadsheets/cash-flow-spreadsheet.tsx (L37-L38)

If conditionsOpKey is $and then line 38 overrides all the filters.

<!-- gh-comment-id:2743470214 --> @MatissJanis commented on GitHub (Mar 21, 2025): The problem is likely here: https://github.com/actualbudget/actual/blob/af09e5b1d5be8eb3ddebb96da95f065675206b5e/packages/desktop-client/src/components/reports/spreadsheets/cash-flow-spreadsheet.tsx#L37-L38 If `conditionsOpKey` is `$and` then line 38 overrides all the filters.
GiteaMirror commented 2026-04-26 04:15:37 -05:00
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@kcollett commented on GitHub (Mar 22, 2025):

Note potentially-related bug #3915

<!-- gh-comment-id:2745216102 --> @kcollett commented on GitHub (Mar 22, 2025): Note potentially-related bug #3915
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