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[PR #6263] [MERGED] Exclude transfers from summary cards #55721

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opened 2026-05-01 02:57:09 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-01 02:57:09 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6263
Author: @mreimbold
Created: 11/27/2025
Status: ✅ Merged
Merged: 12/4/2025
Merged by: @matt-fidd

Base: master ← Head: fix/exclude-transfers-from-summary-cards

📝 Commits (5)

  • ba9baa5 fix(reports): exclude transfers from dashboard summary cards
  • 7e33f27 Add release notes for PR #6263
  • 65c596a Revert "fix(reports): exclude transfers from dashboard summary cards"
  • 0450e10 fix(reports): exclude transfers from summary cards in the default dashboard
  • 898e451 Update release notes for PR #6263

📊 Changes

3 files changed (+28 additions, -1 deletions)

View changed files

📝 packages/loot-core/src/shared/dashboard.ts (+20 -0)
📝 packages/loot-core/src/types/models/rule.ts (+2 -1)
➕ upcoming-release-notes/6263.md (+6 -0)

📄 Description

The income and expense summary cards were incorrectly including transfer transactions, which inflated the displayed values.

Added 'payee.transfer_acct': null filter to the AQL queries to exclude transfers.

Fixes #6258

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/6263 **Author:** [@mreimbold](https://github.com/mreimbold) **Created:** 11/27/2025 **Status:** ✅ Merged **Merged:** 12/4/2025 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `fix/exclude-transfers-from-summary-cards` --- ### 📝 Commits (5) - [`ba9baa5`](https://github.com/actualbudget/actual/commit/ba9baa5c6d2dd82fd95178157d840188fb84909d) fix(reports): exclude transfers from dashboard summary cards - [`7e33f27`](https://github.com/actualbudget/actual/commit/7e33f275dc826866d99c68b6242b9482214bebec) Add release notes for PR #6263 - [`65c596a`](https://github.com/actualbudget/actual/commit/65c596a2277e85cfc5f61febaf1a2a3c7a719deb) Revert "fix(reports): exclude transfers from dashboard summary cards" - [`0450e10`](https://github.com/actualbudget/actual/commit/0450e10d0704ec3a89da25bcef663f507a28badf) fix(reports): exclude transfers from summary cards in the default dashboard - [`898e451`](https://github.com/actualbudget/actual/commit/898e451384ca05d75f3cfeb924064e0099216479) Update release notes for PR #6263 ### 📊 Changes **3 files changed** (+28 additions, -1 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/shared/dashboard.ts` (+20 -0) 📝 `packages/loot-core/src/types/models/rule.ts` (+2 -1) ➕ `upcoming-release-notes/6263.md` (+6 -0) </details> ### 📄 Description The income and expense summary cards were incorrectly including transfer transactions, which inflated the displayed values. Added 'payee.transfer_acct': null filter to the AQL queries to exclude transfers. Fixes #6258 <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-05-01 02:57:09 -05:00
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