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[GH-ISSUE #3682] [Bug]: Net Worth is Incorrect #8457
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Reference: github-starred/actual#8457
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Originally created by @Jermon1 on GitHub (Oct 16, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3682
Verified issue does not already exist?
What happened?
From what I can see , net worth reports what is directly assigned to a category from a transaction and not the balances when I introduce a filter. In the screenshots , I have a initial net worth of 13,549.73. I have a category that holds 6940. If I do a filter to not include this category, the new balance is now 3484.92.
I've tried a similar situation in a new budget file (thinking the issue might've been my import) but it behaves the same.
Where are you hosting Actual?
Pikapods
What browsers are you seeing the problem on?
Firefox, Microsoft Edge
Operating System
Windows 10
@joel-rich commented on GitHub (Oct 16, 2024):
I believe this happens due to any category filter - even exclusion filters - limiting the search to transactions with a category. This leaves out off-budget and uncategorized transactions.
If you're interested in a workaround until it gets fixed, this is what I do: add a "category is (nothing)" filter and switch the "all" dropdown to "any"
To add a (nothing) filter, just add a category filter and leave the field empty - don't type anything or select a category - then click "Apply".
@Jermon1 commented on GitHub (Oct 17, 2024):
Tried your workaround but still doesn't add up.
@carkom commented on GitHub (Oct 28, 2024):
I'm afraid there's more to consider than what you are sharing when looking at the net worth calculations. Would you be willing to share your budget?
@Jermon1 commented on GitHub (Oct 30, 2024):
2024-10-30-My Finances.zip
Same behavior on this new one but I think I figured it out. When you select "is not" and use a category , it eliminates transactions on budget regarding the category, but not the category balance itself.
@carkom commented on GitHub (Oct 31, 2024):
Sounds like more of an issue with filters than with net worth graph. Do you mind closing this bug and opening one that explains the issues you're having with filters?