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[GH-ISSUE #7131] [Bug]: The category cover fails when the budget is zero even though the balance is positive. #9926

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opened 2026-04-10 20:16:24 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-04-10 20:16:24 -05:00
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Originally created by @esseti on GitHub (Mar 5, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7131

What happened?

I was trying to cover an over‑budget amount by taking from a category where I have a positive balance (nothing budgetd for this month), so there are money in the category.
Yet, the system does nothing.

How can we reproduce the issue?

  1. have a Category with positive balance and no budget.
  2. have a category with overspending, thus on top you have overbudget
Image
  1. try to cover from the category where the budget is.
Image

nothing happens, but the overbudeget should be taken from the budget of the selected category

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Chrome

Operating System

Mac OSX

Originally created by @esseti on GitHub (Mar 5, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7131 ### What happened? I was trying to cover an over‑budget amount by taking from a category where I have a positive balance (nothing budgetd for this month), so there are money in the category. Yet, the system does nothing. ### How can we reproduce the issue? 1. have a Category with positive balance and no budget. 2. have a category with overspending, thus on top you have overbudget <img width="842" height="788" alt="Image" src="https://github.com/user-attachments/assets/2c38d31b-221c-49f4-89fc-16f686c9d294" /> 3. try to cover from the category where the budget is. <img width="816" height="788" alt="Image" src="https://github.com/user-attachments/assets/2f3a9524-3457-4354-a586-e0fb6cf6be6b" /> nothing happens, but the overbudeget should be taken from the budget of the selected category ### Where are you hosting Actual? Pikapods ### What browsers are you seeing the problem on? Chrome ### Operating System Mac OSX
GiteaMirror added the good first issuebugbudgeting labels 2026-04-10 20:16:25 -05:00
GiteaMirror commented 2026-04-10 20:16:26 -05:00
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@Alieksieiev0 commented on GitHub (Mar 10, 2026):

Hi
Trying to reproduce your flow i got something like this

Image Image Image

In my case, the overbudgeted value stays the same because there’s still a net deficit from the previous month: 2100 was budgeted but only 2000 income exists. Moving money between categories doesn’t change that overall shortage — it only shifts where it’s allocated. It is possible to cover an overspent category from another, but the overbudgeted number won’t drop below the total available income.

<!-- gh-comment-id:4034856971 --> @Alieksieiev0 commented on GitHub (Mar 10, 2026): Hi Trying to reproduce your flow i got something like this <img width="962" height="941" alt="Image" src="https://github.com/user-attachments/assets/1c7edeb9-3d2a-4910-a455-d88935381b40" /> <img width="1038" height="924" alt="Image" src="https://github.com/user-attachments/assets/7c8313f0-641a-4ce7-81f7-9526af982e92" /> <img width="1031" height="981" alt="Image" src="https://github.com/user-attachments/assets/3931253a-6bf1-4730-93f9-7ec412b06028" /> In my case, the overbudgeted value stays the same because there’s still a net deficit from the previous month: 2100 was budgeted but only 2000 income exists. Moving money between categories doesn’t change that overall shortage — it only shifts where it’s allocated. It is possible to cover an overspent category from another, but the overbudgeted number won’t drop below the total available income.
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Reference: github-starred/actual#9926
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