actualbudget/actual

[Bug]: All Accounts totals do not match when a closed account has a balance

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#5413 opened on Jul 28, 2025

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Description

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

A bug happened! When a closed account has a balance (for whatever reason), the reported totals: Purple sidebar All accounts does not include the balance from the closed account(s) Green Transaction page All Accounts total DOES include the balance from the closed account(s).

How can we reproduce the issue?

How can we reproduce the issue? Add a transaction to a closed account so it's balance is not zero.

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Chrome

Operating System

Windows 11

Contributor guide

Tech stack
javascript
Domain
full stack
Issue type
bug
DifficultyEstimated implementation difficulty for a new contributor, from 1 for very small changes to 5 for expert-level work.
3
Estimated timeA rough time range for an experienced contributor to investigate, implement, test, and prepare a pull request.
1-3 hours
Activity statusHow available the issue appears right now: fresh, active, stale, blocked, or waiting on maintainer input.
fresh
ClarityHow clearly the issue explains the expected change, acceptance criteria, and next step.
clear
Prerequisites
JavaScriptfamiliarity with Actual's account balance logic
Newbie friendlinessA 1-100 score estimating how approachable this issue is for first-time contributors.
60
Research direction
Examine the code for computing 'All accounts' totals in the sidebar and transaction page. Identify where closed accounts are excluded in the sidebar but included in the transaction page. Fix the inconsistency by making both totals include or exclude closed accounts consistently. Look for relevant React components and backend aggregation logic. Check existing tests and add a new test for this scenario.