github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-07-15 22:54:03 -05:00
Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[GH-ISSUE #6962] [Bug]: Net Worth change value always zero on first interval #80360

New Issue
Closed
opened 2026-05-19 03:59:40 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-05-19 03:59:40 -05:00
Owner
Copy Link

Originally created by @TerborX on GitHub (Feb 13, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/6962

What happened?

I was trying to review the change in net worth for the current year shown in the net worth report versus a hand-calculated number and found a difference. While the actual new worth amount always seems to be correct, it appears that the change calculation excludes any activity that occurs in the first period of the calculation window.

I expected that the change figure in the report would take the current net worth balance and subtract the balance from the end of the prior period

What should happen:

  • December 31st - Net worth is $100
  • January 1st - Receive $100,000
  • No other January transactions
  • YTD Net Worth change should be $100,000 (YTD minus end of prior period)

What actually happens:

  • December 31st - Net worth is $100
  • January 1st - Receive $100,000
  • No other January transactions
  • YTD Net Worth is change is reported as zero; It is using the January 1 balance as the starting point of the calculation

Fix needed: Adjust net worth report change calculation to go back one day to grab the prior period's balance

How can we reproduce the issue?

a hand calculation of net worth will show that the change amount always excludes the change associated with the beginning of the period. This applies to days or months.

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Safari

Operating System

Mac OSX

Originally created by @TerborX on GitHub (Feb 13, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/6962 ### What happened? I was trying to review the change in net worth for the current year shown in the net worth report versus a hand-calculated number and found a difference. While the actual new worth amount always seems to be correct, it appears that the change calculation excludes any activity that occurs in the first period of the calculation window. I expected that the change figure in the report would take the current net worth balance and subtract the balance from the end of the prior period What should happen: - December 31st - Net worth is $100 - January 1st - Receive $100,000 - No other January transactions - YTD Net Worth change should be $100,000 (YTD minus end of prior period) What actually happens: - December 31st - Net worth is $100 - January 1st - Receive $100,000 - No other January transactions - YTD Net Worth is change is reported as zero; It is using the January 1 balance as the starting point of the calculation Fix needed: Adjust net worth report change calculation to go back one day to grab the prior period's balance ### How can we reproduce the issue? a hand calculation of net worth will show that the change amount always excludes the change associated with the beginning of the period. This applies to days or months. ### Where are you hosting Actual? Pikapods ### What browsers are you seeing the problem on? Safari ### Operating System Mac OSX
GiteaMirror added the bugreports labels 2026-05-19 03:59:40 -05:00
GiteaMirror commented 2026-05-19 03:59:42 -05:00
Author
Owner
Copy Link

@PratikSilwal5 commented on GitHub (Feb 14, 2026):

In net-worth-spreadsheet.ts, the change calculation used the first period's ending balance as the baseline instead of the prior period's ending balance (i.e., the balance right before
the report window starts).

Two specific issues:

  1. Per-period change (line 239): const change = last ? total - last.y : 0— the first period always showed 0 change because there was no previous data point to compare against.
  2. Total change (line 295): totalChange: endNetWorth - startNetWorth — startNetWorth was set to the first period's ending balance, which already included that period's transactions.

I will make a PR to fix this

<!-- gh-comment-id:3900546243 --> @PratikSilwal5 commented on GitHub (Feb 14, 2026): In `net-worth-spreadsheet.ts`, the change calculation used the first period's ending balance as the baseline instead of the prior period's ending balance (i.e., the balance right before the report window starts). Two specific issues: 1. Per-period change (line 239): `const change = last ? total - last.y : 0`— the first period always showed 0 change because there was no previous data point to compare against. 2. Total change (line 295): `totalChange: endNetWorth - startNetWorth` — startNetWorth was set to the first period's ending balance, which already included that period's transactions. I will make a PR to fix this
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
tech-support
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label bug reports
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#80360
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?