A report's numbers don't match what I expect

A report total differs from your account balance, the Budget page or another report.

Select How this is calculated at the bottom of the report first. It states that report's rules. The general rules are in Reports overview. Then check these causes.

Transfers between your accounts are not counted

A transfer between two on-budget accounts only moves money, so reports leave it out. A transfer to or from an off-budget account counts under its category. See Record a transfer between accounts.

An account is off-budget

Only Net worth counts off-budget accounts. A report with only off-budget accounts selected shows no activity.

1. Select the accounts chip (on Spending, the Accounts tab of Filters) and look under Off-budget.
2. If the account should count, open it from the Accounts page and select Move on budget. See On-budget and off-budget accounts.

A category is set to Off-budget

Reports leave out a category that has the Off-budget badge on the Categories page. Select Set for-budget on that category to count it again.

A category is hidden

A hidden category still counts. Its transactions and plan are in every total, and a report that lists the category shows a small hidden label after its name. The same applies to a category in a hidden group.

A refund lowers its category

A refund reduces the category it was entered in, so the total can be smaller than the purchases you see. The row says "includes $25.00 refunds".

A split transaction counts by part

Each part counts under its own category, so a category shows only its part of the total. See Split a transaction.

Money has no category

Spending and Income and cash flow list money with no category on its own row, Uncategorized. Plan vs actual leaves it out and says "Not included: $62.99 of uncategorized outflows. Categorize them to count them against the plan."

1. On Plan vs actual, select View in the ledger beside the note. On Income and cash flow, select the Uncategorized row under the outflows. On Spending, that row doesn't open: select Transactions in the sidebar (on a phone, the Transactions tab), then the Uncategorized chip (on a phone, choose Uncategorized in the View: menu).
2. Give each transaction a category. A split transaction shows with all its lines, and only the line that shows Categorize… needs one.
3. On a phone, select Categorize… on the line, then choose a category in the sheet that opens. A line that is a transfer shows "To" or "From" and the other account's name instead of Categorize…. To give it a category, select the card, choose the line's category in Split transaction, then select Save.

Pending and duplicate transactions count

Reports count every transaction in your accounts, including pending ones and ones your bank no longer reports. A bank transaction and a manual entry for the same purchase both count until you merge or delete one. See Find and remove duplicate transactions and Pending, possible match and removed transactions.

The period is not what you expect

• This month ends today. Last 12 months is the 11 months before this one plus this month so far, so it holds less than 12 full months.
• Plan vs actual counts whole calendar months, so a transaction dated later this month already counts there. On Spending and the other reports, This month stops today and leaves it out.
• On Income and cash flow, a compared period ends on the same day of its last month, so it can be shorter than you expect.

Check which period chip is outlined. To get whole months, select Pick months.

An account filter is on

When the accounts chip shows a name or a count, only those accounts count.

1. Select the chip, select Clear, then select Apply.
2. On Spending, open Filters, select the Accounts tab, select Clear all, then select Apply.

Plan vs actual ignores account filters.

Spending counts every outflow

Spending counts expenses, giving, saving and debt together. A figure for one kind, such as Expenses on Plan vs actual, is smaller. On Spending at the Tag level, a transaction with two tags counts under both, so tags can add up to more than total spending.

Net worth counts differently

Net worth counts every open account, including off-budget accounts and starting balances. It leaves out closed accounts and their history. A Balance-only account counts at your bank's figures from the first one on. See Transactions or Balance only for a bank account.

Still not fixed

Email support@goodsteward.io with the report name, the period and accounts shown, and the total you expected.