actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
13.61k stars 1.09k forks source link

[Bug]: Using filter "category is (nothing)" displays transactions with category "Transfer" #901

Open mkalamarz opened 1 year ago

mkalamarz commented 1 year ago

Verified issue does not already exist?

What happened?

How to replicate:

  1. Assuming you have at least two accounts with at least one transaction for each category of "Transfer", "[Catgorize]" (no category) and some other category.
  2. Select "Filter" then "Category" then use default comparison type of "is" and don't specify category. This creates filter "category is (nothing).
  3. List of transations displays ones without category (cool!) and those with category set to "Transfer" (not cool).

It is especially inconvinient because there is no way to set an additional filter of type "category is NOT Transfer".

Version: 23.4.0

What error did you receive?

No error just unexpected behavior.

Where are you hosting Actual?

Fly.io

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 10

j-f1 commented 1 year ago

Good catch! I opened #904 to track adding an explicit way to filter for these transactions, but this definitely be fixed.

anthonyronda commented 1 year ago

Came to report a related (likely the same) issue: when sorting transactions by category, [Categorize] and Transfer are treated as the same category for sort purposes. Still present as of v23.8.0

Example

image
carkom commented 10 months ago

Due to the way the transactions are stored, category = null for these transactions types:

Transfer Uncategorized (shown as "Categorize" in the table) Parent Split (the children have categories but the parent is null)

Should we add these as options at the bottom of the autocomplete category list under a new group heading "Uncategorized"?

youngcw commented 7 months ago

It looks to me like splits also count when filtering this way.

hui-zheng commented 1 month ago

To add to this. currently, there is no way to set a filter to display only those transactions with category set to "Transfer"