📖 start of reports dashboard updates (#6976)

* start of reports dashboard updates

* spelling

* Add release notes for PR #6976

* don't need one of these

* consistent naming

* bunny fixes

* images

* image again

* extenion

* fix

* consistent naming

* naming

* fix

* last one

* Ill be done with this someday

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Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
This commit is contained in:
youngcw
2026-02-18 15:07:01 -07:00
committed by GitHub
parent bc32f4fcde
commit 2bb5a861c1
4 changed files with 36 additions and 20 deletions

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@@ -186,7 +186,7 @@ const sidebars = {
},
{
type: 'category',
label: 'Reports',
label: 'Reports Dashboard',
collapsed: true,
link: {
type: 'doc',

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@@ -8,7 +8,7 @@ Custom reports allow analyzing transaction data by using charts or a data table
4. Area Graph
5. Donut Graph
![Custom Report Dashboard example](/img/reports/cr-fancy-example.webp)
![Custom Report examples](/img/reports/cr-fancy-example.webp)
## Left Menu

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@@ -1,48 +1,64 @@
# Reports
# Reports Dashboard
Currently, Actual comes with a few built in reports:
Actual features a robust report dashboard.
It is here to allow each user to do deep analysis of their transaction data.
- net worth graph
- cash flow graph
- spending analysis
- text widget
- summary card
- calendar card
A default dashboard is provided to get you acquainted with the capabilities of the Actual reporting system.
The dashboard is fully customizable, with many available reports and widgets.
If one dashboard is not enough, you can make as many dashboards as you like, each with its own set of reports and widgets.
![](/img/reports/reports-dashboard.webp)
All of the available reports can be tuned with filters and live or static date ranges.
This flexibility gives each user the tools they need to understand their finances in a very deep, very personal way.
## Net Worth Graph
![Default Reports Dashboard](/img/reports/dashboard.webp)
![](/img/reports/net-worth.webp)
Currently, Actual comes with the following built-in widgets and reports:
Net worth shows the balance of all accounts over time. Your net worth is all of your cash and assets minus and debts you owe. Net worth shows the balance of all accounts over time, including all of your investments. Your "net worth" is considered to be the amount you'd have if you sold all your assets and paid off as much debt as possible.
- [Cash Flow graph](#cash-flow-graph)
- [Net Worth graph](#net-worth-graph)
- [Spending Analysis report](#spending-analysis)
- [Summary card](#summary-card)
- [Calendar card](#calendar-card)
- [Text widget](#text-widget)
- [Custom Reports](/docs/reports/custom-reports)
The following are available as experimental features:
- [Crossover Point report](/docs/experimental/crossover-point-report)
- [Budget Analysis report](/docs/experimental/budget-analysis-report)
## Cash Flow Graph
![](/img/reports/cash-flow.webp)
![Cash Flow Graph](/img/reports/cash-flow.webp)
Cash flow shows your spending over time. It only looks at budgeted accounts and shows their balance over time, and includes separate income and expense visualizations. It's a quick way to see how your income and expenses affected your available money over time. Your budgeted accounts are considered to be "cash on hand," so this gives you a picture of how available money fluctuates.
## Net Worth Graph
![Net Worth Graph](/img/reports/net-worth.webp)
Net worth shows the balance of all accounts over time. Your net worth is all of your cash and assets minus any debts you owe. This includes all of your off budget accounts. Your "net worth" is considered to be the amount you would have left if you sold all your assets and paid off as much debt as possible.
## Spending Analysis
![](/img/reports/spending-analysis.webp)
![Spending Analysis Report](/img/reports/spending-analysis.webp)
A spending analysis report tracks and compares expenses over a specified period, highlighting trends, fluctuations, and areas of overspending or savings.
## Text Widget
![](/img/reports/text-widget.webp)
![Text Widget](/img/reports/text-widget.webp)
Use markdown to generate a text box to use as report headings and organizational labels.
Use Markdown to generate a text box to use as report headings and organizational labels.
## Summary Card
![](/img/reports/summary-card.webp)
![Summary Card](/img/reports/summary-card.webp)
The summary card provides an overview of all transactions within a selected time period, offering options such as total sum or monthly average.
## Calendar Card
![](/img/reports/calendar-card.webp)
![Calendar Card](/img/reports/calendar-card.webp)
The calendar card displays daily income and expenses in a calendar format for a specified time period.

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