actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
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[Bug]: Hidden Categories spends and budget are being shown in summary page #3129

Closed bchooxg closed 3 weeks ago

bchooxg commented 1 month ago

Verified issue does not already exist?

What happened?

Values for budget and spend in hidden categories are being considered in the columnar total summary.

image

As well as the summary top card summary.

untitled

This makes it hard to tally up or get an accurate representation of the amount spent or budgeted.

Only once the hidden categories are toggled then we are able to see the reason for the values not tallying

image

Steps to reproduce

Use case : Im trying to reconcile my balances in my accounts, however I do not want reconciliation amount to be considered as my spending or expenses for the month . But would rather want to adjust the initial balance of the account ( similar to budget bakers )

IMG_4126

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Chrome

Operating System

None

youngcw commented 1 month ago

Excluding hidden categories from the calculations would cause the budget to be inaccurate to what the accounts show, so including hidden categories in the totals is by design.

I don't quite understand what you are meaning about the reconciliation process, so I cant suggest anything that would help.