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[GH-ISSUE #4622] [Bug]: Rule applied categories to off-budget transactions and there is no way to see or clear them #71705

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opened 2026-05-16 11:17:27 -05:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-05-16 11:17:27 -05:00
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Originally created by @micheal65536 on GitHub (Mar 13, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4622

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

A rule inadvertantly applied categories to transactions in an off-budget account. There is no way to see or clear these categories, but the transactions show up when clicking on the category spending in the budget view or when using the category filter in the transactions list view for the off-budget account.

EDIT: Worse than I thought, these transactions actually contribute to the spent amount for the relevant category in the budget view.

How can we reproduce the issue?

Have an off-budget account. Have a payee rule that assigns a category. Add a transaction to the off-budget account that uses the payee with the rule. Set filter to "category" and choose the assigned category. Verify that the transaction appears in the filtered list when the assigned category is chosen, and not when any other category is chosen, indicating that the category is assigned even though it is hidden from the UI and cannot be edited.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Linux

Originally created by @micheal65536 on GitHub (Mar 13, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4622 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? A rule inadvertantly applied categories to transactions in an off-budget account. There is no way to see or clear these categories, but the transactions show up when clicking on the category spending in the budget view or when using the category filter in the transactions list view for the off-budget account. EDIT: Worse than I thought, these transactions actually contribute to the spent amount for the relevant category in the budget view. ### How can we reproduce the issue? Have an off-budget account. Have a payee rule that assigns a category. Add a transaction to the off-budget account that uses the payee with the rule. Set filter to "category" and choose the assigned category. Verify that the transaction appears in the filtered list when the assigned category is chosen, and not when any other category is chosen, indicating that the category is assigned even though it is hidden from the UI and cannot be edited. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Linux
GiteaMirror added the bug label 2026-05-16 11:17:27 -05:00
GiteaMirror commented 2026-05-16 11:17:31 -05:00
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@youngcw commented on GitHub (Mar 13, 2025):

Use the repair transactions button in the settings

<!-- gh-comment-id:2721428621 --> @youngcw commented on GitHub (Mar 13, 2025): Use the repair transactions button in the settings
GiteaMirror commented 2026-05-16 11:17:31 -05:00
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@micheal65536 commented on GitHub (Mar 13, 2025):

Did "Reset budget cache" and "Repair split transactions", no change. Don't see any other "Repair transactions" button.

Also still a bug imo as it shouldn't be applying categories to transactions that shouldn't be "categorisable" anyway.

<!-- gh-comment-id:2721453185 --> @micheal65536 commented on GitHub (Mar 13, 2025): Did "Reset budget cache" and "Repair split transactions", no change. Don't see any other "Repair transactions" button. Also still a bug imo as it shouldn't be applying categories to transactions that shouldn't be "categorisable" anyway.
GiteaMirror commented 2026-05-16 11:17:31 -05:00
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@youngcw commented on GitHub (Mar 13, 2025):

You must be a number of versions behind. You should update.

Im not able to recreate the issue with your steps. The category never gets applied, or is getting stripped from the transaction.

<!-- gh-comment-id:2721459822 --> @youngcw commented on GitHub (Mar 13, 2025): You must be a number of versions behind. You should update. Im not able to recreate the issue with your steps. The category never gets applied, or is getting stripped from the transaction.
GiteaMirror commented 2026-05-16 11:17:32 -05:00
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@micheal65536 commented on GitHub (Mar 22, 2025):

I updated to the latest version (25.3.1). Ran "Repair transactions" and "Reset budget cache". Spent total is still wrong and the affected transactions are still showing up in filters.

EDIT: Apologies, total is correct but the transactions show up in filters.

EDIT: It appears that having a rule no longer sets the category when adding an off-budget transaction. However, my existing off-budget transactions still contain a category and there is no way to fix this.

Please reopen.

<!-- gh-comment-id:2745349047 --> @micheal65536 commented on GitHub (Mar 22, 2025): I updated to the latest version (25.3.1). Ran "Repair transactions" and "Reset budget cache". Spent total is still wrong and the affected transactions are still showing up in filters. EDIT: Apologies, total is correct but the transactions show up in filters. EDIT: It appears that having a rule no longer sets the category when adding an off-budget transaction. However, my existing off-budget transactions still contain a category and there is no way to fix this. Please reopen.
GiteaMirror commented 2026-05-16 11:17:32 -05:00
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@youngcw commented on GitHub (Mar 22, 2025):

Delete the affected transactions then recreate them.

<!-- gh-comment-id:2745358789 --> @youngcw commented on GitHub (Mar 22, 2025): Delete the affected transactions then recreate them.
GiteaMirror commented 2026-05-16 11:17:33 -05:00
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@micheal65536 commented on GitHub (Mar 22, 2025):

Not an answer as we are talking about 20-odd transactions here including splits and transfers that will take a substantial amount of work to recreate without errors. 👎

<!-- gh-comment-id:2745359942 --> @micheal65536 commented on GitHub (Mar 22, 2025): Not an answer as we are talking about 20-odd transactions here including splits and transfers that will take a substantial amount of work to recreate without errors. 👎
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