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[GH-ISSUE #7929] [Bug]: BALANCE_OF returning zero for existing account #92861

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opened 2026-05-26 04:50:29 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-05-26 04:50:29 -05:00
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Originally created by @utdemir on GitHub (May 23, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7929

What happened?

I am trying to use the experimental excel formula feature to show the current balance of accounts on the reports page.

However - no matter how I use the BALANCE_OF functions - I can't get it to show any value that is not zero. I tried both with "account-name" and "account-id", targeting multiple accounts (on budget and off budget) with positive balances. I can't see any errors on dev console.

Screenshot attached - I hid the numbers but when I unhide them the report shows 0.00.

Image Image

Both server and client versions are: v26.5.2

How can we reproduce the issue?

  1. Use actualbudget v26.5.2.
  2. Have an accounts with a positive balance, called "Main".
  3. "Reports" > "Add new widget" > "Formula card" > click on the card
  4. Put =BALANCE_OF("Main") on the formula input
  5. Observe the result always being 0.00

Where are you hosting Actual?

Linux (Using the services.actual NixOS module)

What browsers are you seeing the problem on?

Safari

Operating System

Mac

Originally created by @utdemir on GitHub (May 23, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7929 ### What happened? I am trying to use the experimental excel formula feature to show the current balance of accounts on the reports page. However - no matter how I use the `BALANCE_OF` functions - I can't get it to show any value that is not zero. I tried both with `"account-name"` and `"account-id"`, targeting multiple accounts (on budget and off budget) with positive balances. I can't see any errors on dev console. Screenshot attached - I hid the numbers but when I unhide them the report shows 0.00. <img width="1350" height="701" alt="Image" src="https://github.com/user-attachments/assets/8c44ee74-e464-408a-97f9-6eca0d408452" /> <img width="1338" height="673" alt="Image" src="https://github.com/user-attachments/assets/5a578657-a177-4cc2-8010-1f765effbbfd" /> Both server and client versions are: `v26.5.2` ### How can we reproduce the issue? 1. Use actualbudget v26.5.2. 2. Have an accounts with a positive balance, called "Main". 3. "Reports" > "Add new widget" > "Formula card" > click on the card 4. Put `=BALANCE_OF("Main")` on the formula input 5. Observe the result always being `0.00` ### Where are you hosting Actual? Linux (Using the `services.actual` NixOS module) ### What browsers are you seeing the problem on? Safari ### Operating System Mac
GiteaMirror added the needs triagebug labels 2026-05-26 04:50:29 -05:00
GiteaMirror commented 2026-05-26 04:50:32 -05:00
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@matt-fidd commented on GitHub (May 26, 2026):

Thank you for reporting, but as this is an experimental feature, please add this as feedback to https://github.com/actualbudget/actual/issues/5949

<!-- gh-comment-id:4538722473 --> @matt-fidd commented on GitHub (May 26, 2026): Thank you for reporting, but as this is an experimental feature, please add this as feedback to https://github.com/actualbudget/actual/issues/5949
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