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[GH-ISSUE #296] Filtering a category's transactions doesn't update the total #6995

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opened 2026-04-10 16:40:06 -05:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-04-10 16:40:06 -05:00
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Originally created by @Deguello on GitHub (Mar 27, 2022).
Original GitHub issue: https://github.com/actualbudget/actual/issues/296

  1. Click the Spent column on a category.

  2. The sum of the transactions in the resulting register view matches the category total, as expected.

  3. Apply a filter that excludes one or more of the listed transactions.

  4. The transactions which don't match the filter disappear, as expected.

  5. The category total at the top left of the screen doesn't update to reflect the actual total of the remaining transactions (it still reflects the category total).

I expect the displayed total to update to reflect the sum of the displayed transactions rather than staying the same as the category total.

Originally created by @Deguello on GitHub (Mar 27, 2022). Original GitHub issue: https://github.com/actualbudget/actual/issues/296 1. Click the Spent column on a category. 2. The sum of the transactions in the resulting register view matches the category total, as expected. 3. Apply a filter that excludes one or more of the listed transactions. 4. The transactions which don't match the filter disappear, as expected. 5. The category total at the top left of the screen doesn't update to reflect the actual total of the remaining transactions (it still reflects the category total). I expect the displayed total to update to reflect the sum of the displayed transactions rather than staying the same as the category total.
GiteaMirror added the needs testing label 2026-04-10 16:40:06 -05:00
GiteaMirror commented 2026-04-10 16:40:08 -05:00
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@Kidglove57 commented on GitHub (Mar 28, 2022):

Yes, I had noticed something similar when selecting transactions and found that I always had to manually deselect everything and then start from scratch. Which is not ideal.

<!-- gh-comment-id:1280036800 --> @Kidglove57 commented on GitHub (Mar 28, 2022): Yes, I had noticed something similar when selecting transactions and found that I always had to manually deselect everything and then start from scratch. Which is not ideal.
GiteaMirror commented 2026-04-10 16:40:09 -05:00
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@Kidglove57 commented on GitHub (Oct 18, 2022):

This is of course correctly summarised - however, I am not sure that it is a “real” issue and indeed more by design. The selection of specific transactions within the list displays a “selected balance = x”. So alongside one another is (1) a total of all transactions in that category AND (b) a total of the transactions that have been specifically selected.”

Of more concern is the way that split transactions are handled here. If a number of transactions that include a split are selected then the part of the transaction that is not in that category erroneously appears in the total.

<!-- gh-comment-id:1282832940 --> @Kidglove57 commented on GitHub (Oct 18, 2022): This is of course correctly summarised - however, I am not sure that it is a “real” issue and indeed more by design. The selection of specific transactions within the list displays a “selected balance = x”. So alongside one another is (1) a total of all transactions in that category AND (b) a total of the transactions that have been specifically selected.” Of more concern is the way that split transactions are handled here. If a number of transactions that include a split are selected then the part of the transaction that is not in that category erroneously appears in the total.
GiteaMirror commented 2026-04-10 16:40:10 -05:00
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@carkom commented on GitHub (Nov 8, 2023):

I agree with @Kidglove57, this is by design. The label at the top shows: "Food (August 2023)", for example. Applying filters does not change the "total cleared" for that category in that month, it changes the transactions listed. You can select all transactions to see a "total selected box" as a functioning work around for your use case.

Are we happy to close this one?

<!-- gh-comment-id:1801682545 --> @carkom commented on GitHub (Nov 8, 2023): I agree with @Kidglove57, this is by design. The label at the top shows: "Food (August 2023)", for example. Applying filters does not change the "total cleared" for that category in that month, it changes the transactions listed. You can select all transactions to see a "total selected box" as a functioning work around for your use case. Are we happy to close this one?
GiteaMirror commented 2026-04-10 16:40:11 -05:00
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@Kidglove57 commented on GitHub (Nov 8, 2023):

Thanks @carkom. Yes, I would agree that this should be closed.
However, the separate issue of Splits not calculating correctly in filters remains.

<!-- gh-comment-id:1801735143 --> @Kidglove57 commented on GitHub (Nov 8, 2023): Thanks @carkom. Yes, I would agree that this should be closed. However, the separate issue of Splits not calculating correctly in filters remains.
GiteaMirror commented 2026-04-10 16:40:12 -05:00
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@carkom commented on GitHub (Nov 8, 2023):

Does #1864 fix that concern?

<!-- gh-comment-id:1801998746 --> @carkom commented on GitHub (Nov 8, 2023): Does #1864 fix that concern?
GiteaMirror commented 2026-04-10 16:40:14 -05:00
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@Kidglove57 commented on GitHub (Nov 8, 2023):

Yes- thank you for drawing that to my attention. It certainly does!

<!-- gh-comment-id:1802092710 --> @Kidglove57 commented on GitHub (Nov 8, 2023): Yes- thank you for drawing that to my attention. It certainly does!
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