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[Question]: Moving funds from onbudget to offbudget does not set category to "Off budget" #450

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opened 2026-02-28 19:04:41 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:04:41 -06:00
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Originally created by @joel-jeremy on GitHub (Jun 24, 2023).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Shouldn't a transaction which moves funds from an on budget account to an off budget account have its category set to "Off budget"?

What error did you receive?

No response

Where are you hosting Actual?

Fly.io

What browsers are you seeing the problem on?

Chrome

Operating System

Mobile Device

Originally created by @joel-jeremy on GitHub (Jun 24, 2023). ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? Shouldn't a transaction which moves funds from an on budget account to an off budget account have its category set to "Off budget"? ### What error did you receive? _No response_ ### Where are you hosting Actual? Fly.io ### What browsers are you seeing the problem on? Chrome ### Operating System Mobile Device
GiteaMirror added the bug label 2026-02-28 19:04:41 -06:00
GiteaMirror commented 2026-02-28 19:04:41 -06:00
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@Kidglove57 commented on GitHub (Jun 24, 2023):

In my view the transfer out of the “on budget”account must debit a category. Money is leaving your budget and this has to be taken from one category (envelope) or another for the budget to stay in balance. So this side will always be categorised.

There will not of course be any category for the credit side in the off budget account. The category column there simply says “off budget”

PS I have just checked my last off budget transfer and I can confirm that this is working correctly.

@Kidglove57 commented on GitHub (Jun 24, 2023): In my view the transfer out of the “on budget”account must debit a category. Money is leaving your budget and this has to be taken from one category (envelope) or another for the budget to stay in balance. So this side will always be categorised. There will not of course be any category for the credit side in the off budget account. The category column there simply says “off budget” PS I have just checked my last off budget transfer and I can confirm that this is working correctly.
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