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[GH-ISSUE #5374] [Bug]: Local group cleanup will consume To Budget #43961

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opened 2026-04-26 04:49:50 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-26 04:49:50 -05:00
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Originally created by @kleinweby on GitHub (Jul 23, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5374

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Using #cleanup group1 sink on a category will also take funds from To Budget. Reading the documentation only #cleanup sink should take from To Budget. At least that is how I would interpret it. This makes groups a bit weird as they would Sink more than expected. My use case is to take any balance from a specific category and move it to another at the end of month regardless of what else is going on in my budget.

If anyone wanted to have the current behaviour one could simply use #cleanup group1 sink and #cleanup sink for the same category to achieve this.

How can we reproduce the issue?

Create a budget:

  • put a Transaction with 500 into it
  • Create Category A:
    • Budget 200
    • Set Note to #cleanup g1 source
  • Create Category B:
    • Set Note to #cleanup g1 sink

At this point one should see:

  • To Budget: 300
  • Balance A: 200
  • Balance B: 0

The run End of month cleanup.

Now one would see:

  • To Budget: 0
  • Balance A: 0
  • Balance B: 500

However as I use cleanup groups I would expect it to be:

  • To Budget: 300
  • Balance A: 0
  • Balance B: 200

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Safari

Operating System

Mac OSX

Originally created by @kleinweby on GitHub (Jul 23, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5374 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? Using `#cleanup group1 sink` on a category will also take funds from `To Budget`. Reading the documentation only `#cleanup sink` should take from `To Budget`. At least that is how I would interpret it. This makes groups a bit weird as they would Sink more than expected. My use case is to take any balance from a specific category and move it to another at the end of month regardless of what else is going on in my budget. If anyone wanted to have the current behaviour one could simply use `#cleanup group1 sink` and `#cleanup sink` for the same category to achieve this. ### How can we reproduce the issue? Create a budget: - put a Transaction with 500 into it - Create Category A: - Budget 200 - Set Note to `#cleanup g1 source` - Create Category B: - Set Note to `#cleanup g1 sink` At this point one should see: - To Budget: 300 - Balance A: 200 - Balance B: 0 The run `End of month cleanup`. Now one would see: - To Budget: 0 - Balance A: 0 - Balance B: 500 However as I use cleanup groups I would expect it to be: - To Budget: 300 - Balance A: 0 - Balance B: 200 ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Safari ### Operating System Mac OSX
GiteaMirror added the bug label 2026-04-26 04:49:50 -05:00
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Reference: github-starred/actual#43961
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