Feat/add-budget-analysis-report #6137
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Co-authored-by: tabedzki <[email protected]>
…ay controls Co-authored-by: tabedzki <[email protected]>
…readsheet.ts Co-authored-by: tabedzki <[email protected]>
…ace interval button with dropdown Co-authored-by: tabedzki <[email protected]>
Co-authored-by: tabedzki <[email protected]>
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It looks like the functional tests fail due to an artifact naming conflict. I believe this will require action from a maintainer. |
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For the maintainers, the new Budget Analysis Report is available on the test budget. (I am also comfortable with a name change if the maintainers prefer a different name.) |
Auto-generated by VRT workflow PR: actualbudget#6137
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✅ VRT screenshots have been automatically updated. |
Auto-generated by VRT workflow PR: actualbudget#6137
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✅ VRT screenshots have been automatically updated. |
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I don't know if I like that the hover tooltip has a different order of values than the summary does. What do you think about making that order the same? So move the balance value in the tooltip to the bottom. I like the overspend adjustment number. Im not sure about it being in the month being fixed, vs being in the month after like the budget does. Could that be in the next month like its handled on budget? What do you think? |
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Also, take a look at the recently merged reports pages PR. It added a copy function to each report and that will need added here. |
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youngcw, as I implement these changes, I noticed that the CashFlow had a change reported on tooltiphover. Given that we already have Budgeted, Spent, Overspending Adj, and Balance on the tooltip however, would you still include that or does it risk getting too crowded?
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| ## Key Features | ||
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| ### Time Period Controls |
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Probably remove this and the Filtering sections as that's not specific to this report. Im guessing that was added by copilot.
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Yes that was an oversight by me. However, filtering still works, but it is only for categories. I can update the documentation to reflect that.
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2026-01-19-Test Budget.zip |
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Looks like we just need merge conflicts resolved. Thanks for all the work on this |
…d filtering options
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For the feedback link, should that be a separate PR after this gets merged, or should we make an issue preemptively? |
Ill make one for you. Thanks for remembering |
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I think this is the last thing. PR #6661 updated the number format in the whole app. You will need to apply those changes here as this wasn't in yet. |
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When you get the chance, can you also review the lines/commit where I added a filtering capability to the Filter dropdown so that I'm not showing irrelevant filtering options? I'll take a look merging master into this PR. |
So the filter button already had the option to exclude certain filter types? It looks fine to me |
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Sounds good, thanks! |
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Feature: add budget analysis report
This feature allows the user to track how the Budget/Spent/Balance of categories as a function of time.
This feature is modelled after the Cash Flow and Net Worth reports. Currently, the user defines the interval resolution unlike "Cash Flow" which has the interval resolution (daily/monthly, etc) defined for each preset option. This can be adjusted based off maintainer feedback.
This feature also allows for both a line chart and bar chart representation, with balance always being a line chart.
Thank you maintainers for looking at this and considering this. This is related to feature request #6116
AI disclaimer: this PR was partly generated with Copilot as indicated in the git history.
Image of cards on report dashboard:
Individual pages:
