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

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mkalamarz opened this issue Apr 15, 2023 · 5 comments · Fixed by #3669
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@mkalamarz
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Verified issue does not already exist?

  • I have searched and found no existing issue

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
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j-f1 commented Apr 16, 2023

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

sriranganathan added a commit to sriranganathan/actual that referenced this issue Jun 24, 2023
…ctions

- Add new field to the views to denote whether a transaction is transfer
- Implement new filter method that uses the above field
- Fixes actualbudget#901
sriranganathan added a commit to sriranganathan/actual that referenced this issue Jun 24, 2023
- Add new field to the views to denote whether a transaction is transfer
- Implement new filter method that uses the above field
- Fixes actualbudget#901
@anthonyronda
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anthonyronda commented Aug 4, 2023

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
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carkom commented Nov 8, 2023

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
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youngcw commented Feb 5, 2024

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

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

@github-actions github-actions bot removed the help wanted Extra attention is needed label Nov 20, 2024
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6 participants