[Bug]: "To Budget" should take into consideration transactions with no category about actual HOT 4 CLOSED

There is a feature request for this #1794. Closing the issue since its not really a bug, but its true that it can be confusing.

from actual.

I see. IMHO it is not just confusing: it makes the whole budget useless, unless you have all of those transactions categorized. In fact, this is the second bug report about the same thing, so I'm afraid we will have to disagree on how to classify this. If this is not a bug, then I guess it is "by design", which doesn't make much sense to me.

from actual.

Also, apologies for not search thoroughly before posting this.

from actual.

I have four years of records in Actual so of course I can’t fully appreciate your situation. However, leaving aside any rights or wrongs as to the issue you raise, I would have approached it this way:

1. Set an opening balance on each account at the beginning of the series of imported transactions.
2. Check that my account balances after import are still correct
3. Categorise all the imported transactions as either “Pre Actual Expenses” or “Pre Actual income”
4. Start budgeting in Actual from the beginning of a new month using the account balances available
5. In due course use the “hide category” facility for the “ Pre Actual” categories.

from actual.