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[GH-ISSUE #2986] [Bug]: Custom report should not include tranfers between accounts when specfic category selected and Off budget transactions included #50318

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opened 2026-04-30 14:12:24 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-30 14:12:24 -05:00
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Originally created by @Klice on GitHub (Jul 5, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2986

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

I want to generate a custom income report per payee. Im using the following settings:
image

It works as expected when Show off budget is disabled, but when it's enabled the resulting report also includes all internal transfers between my accounts in addition to income transactions.

I believe in that case internal transfers should not be included in the report. Only Income transactions from budget and off-budget accounts should be included.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 10

Originally created by @Klice on GitHub (Jul 5, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/2986 ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? I want to generate a custom income report per payee. Im using the following settings: ![image](https://github.com/actualbudget/actual/assets/2285786/24cf1d84-c670-456f-83e7-9e9842bb2682) It works as expected when `Show off budget` is disabled, but when it's enabled the resulting report also includes all internal transfers between my accounts in addition to income transactions. I believe in that case internal transfers should not be included in the report. Only Income transactions from budget and off-budget accounts should be included. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 10
GiteaMirror added the bug label 2026-04-30 14:12:25 -05:00
GiteaMirror commented 2026-04-30 14:12:29 -05:00
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@carkom commented on GitHub (Aug 1, 2024):

Is this still an issue?

<!-- gh-comment-id:2262256326 --> @carkom commented on GitHub (Aug 1, 2024): Is this still an issue?
GiteaMirror commented 2026-04-30 14:12:31 -05:00
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@carkom commented on GitHub (Aug 8, 2024):

This is working as intended. You're filtering by category. Internal transfers between accounts do not have a category. If you'd like to only include certain accounts then you can do that in the filter.

<!-- gh-comment-id:2275051949 --> @carkom commented on GitHub (Aug 8, 2024): This is working as intended. You're filtering by category. Internal transfers between accounts do not have a category. If you'd like to only include certain accounts then you can do that in the filter.
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Reference: github-starred/actual#50318
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