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[GH-ISSUE #4210] [Bug]: Incorrect date range and filtered balance showing in reports #50907

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opened 2026-04-30 16:40:54 -05:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-04-30 16:40:54 -05:00
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Originally created by @softbanana55 on GitHub (Jan 20, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4210

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

When viewing a custom report with a specific date range, then clicking into a category to see a breakdown, the filtered balance changes and the date range is different. This happens on every report.

How can we reproduce the issue?

See screenshots. The in-depth category view of transactions has different dates than the custom report.

Image
Image

Where are you hosting Actual?

Desktop App (Electron)

What browsers are you seeing the problem on?

No response

Operating System

Windows 11

Originally created by @softbanana55 on GitHub (Jan 20, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4210 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? When viewing a custom report with a specific date range, then clicking into a category to see a breakdown, the filtered balance changes and the date range is different. This happens on every report. ### How can we reproduce the issue? See screenshots. The in-depth category view of transactions has different dates than the custom report. ![Image](https://github.com/user-attachments/assets/a0e81b59-38be-4b8d-8873-42d16b36d306) ![Image](https://github.com/user-attachments/assets/2a567344-5692-4ee3-92ac-1623532c8704) ### Where are you hosting Actual? Desktop App (Electron) ### What browsers are you seeing the problem on? _No response_ ### Operating System Windows 11
GiteaMirror added the bug label 2026-04-30 16:40:54 -05:00
GiteaMirror commented 2026-04-30 16:40:56 -05:00
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@maciejmatczak commented on GitHub (Feb 2, 2025):

I see similar issue in the same custom report setting (mode total, type net payment, just interval being monthly on my side, last 3 months).

When I change the split from group to category, the total changes. With split by group - it's correct (at least for the data shown in table). Changing split to payee gives yet another result...

<!-- gh-comment-id:2629465492 --> @maciejmatczak commented on GitHub (Feb 2, 2025): I see similar issue in the same custom report setting (mode total, type net payment, just interval being monthly on my side, last 3 months). When I **change the split** from group to category, the **total changes**. With split by group - it's correct (at least for the data shown in table). Changing split to payee gives yet another result...
GiteaMirror commented 2026-04-30 16:40:57 -05:00
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@kmantel commented on GitHub (May 6, 2025):

I have this same issue with a custom report using date filters Live and Range: Year to date. Clicking on the number in the Totals column like circled in the OP goes to transactions with the filter date is less than or equals <date report created>. Clicking on Live in date filters (which is already highlighted) makes the same number click give transactions with the filter date is less than or equals <today>, and the report is then "(modified)". Updating the report keeps the new filtering. I'd expect not to need to update/save a Live filter.

<!-- gh-comment-id:2853185450 --> @kmantel commented on GitHub (May 6, 2025): I have this same issue with a custom report using date filters `Live` and `Range: Year to date`. Clicking on the number in the Totals column like circled in the OP goes to transactions with the filter `date is less than or equals <date report created>`. Clicking on `Live` in date filters (which is already highlighted) makes the same number click give transactions with the filter `date is less than or equals <today>`, and the report is then "(modified)". Updating the report keeps the new filtering. I'd expect not to need to update/save a Live filter.
GiteaMirror commented 2026-04-30 16:40:58 -05:00
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@youngcw commented on GitHub (Jun 7, 2025):

Im not able to recreate this. If the issue persists, please open a new ticket.

<!-- gh-comment-id:2952960770 --> @youngcw commented on GitHub (Jun 7, 2025): Im not able to recreate this. If the issue persists, please open a new ticket.
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