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[PR #6055] Custom Reports: Ignore Parent Amount if Any Child Matches (Notes) #6298

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opened 2026-02-28 21:26:20 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:26:20 -06:00
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Original Pull Request: https://github.com/actualbudget/actual/pull/6055

State: closed
Merged: No

Fixes #5640

For custom report filters with note conditions: if any child transaction's notes match the condition, exclude the parent transaction in the amount calculation. Otherwise, exclude the children transactions if only the parent matched.

Excluding the other (if both parent and child matched) avoids double counting.

**Original Pull Request:** https://github.com/actualbudget/actual/pull/6055 **State:** closed **Merged:** No --- Fixes #5640 For custom report filters with note conditions: if any child transaction's notes match the condition, exclude the parent transaction in the amount calculation. Otherwise, exclude the children transactions if only the parent matched. Excluding the other (if both parent and child matched) avoids double counting. <!-- 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. -->
GiteaMirror added the pull-request label 2026-02-28 21:26:21 -06:00
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Reference: github-starred/actual#6298
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