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[PR #6980] [CLOSED] Net Worth Projection on Widget #104557

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opened 2026-05-30 06:04:37 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-30 06:04:37 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6980
Author: @jordirmz
Created: 2/15/2026
Status: ❌ Closed

Base: master ← Head: net-worth-projection

📝 Commits (10+)

  • 5eae9a5 Add Net Worth projection calculation and graph rendering
  • 1b85cfe Add projection toggle
  • 237f453 Add upcoming release notes
  • d19b422 [autofix.ci] apply automated fixes
  • 5be6656 Merge remote-tracking branch 'upstream/master' into net-worth-projection
  • 8322072 Merge branch 'net-worth-projection' of https://github.com/jordirmz/actual into net-worth-projection
  • e424155 [autofix.ci] apply automated fixes
  • 64d324f Update VRT screenshots
  • efa279a Merge remote-tracking branch 'upstream/master' into net-worth-projection
  • 43a8284 Refactor code based on CodeRabbit suggestions

📊 Changes

10 files changed (+489 additions, -85 deletions)

View changed files

📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/src/components/reports/graphs/NetWorthGraph.tsx (+63 -16)
📝 packages/desktop-client/src/components/reports/reports/NetWorth.tsx (+55 -16)
📝 packages/desktop-client/src/components/reports/reports/NetWorthCard.tsx (+33 -17)
📝 packages/desktop-client/src/components/reports/spreadsheets/net-worth-spreadsheet.ts (+264 -36)
➕ packages/desktop-client/src/components/reports/useNetWorthProjectionRefresh.ts (+67 -0)
📝 packages/loot-core/src/types/models/dashboard.ts (+1 -0)
➕ upcoming-release-notes/6980.md (+6 -0)

📄 Description

Sharing this as a starting point for discussion. I’d appreciate any feedback or suggestions!

Summary

Add projected Net Worth in monthly trend mode using budgeted changes.

Description

A common planning problem is: “I want to end 2026 with a specific net worth target. Am I on track?”
Before this change, Net Worth only showed recorded history. Now you can also see a projected path forward based on your budget.

When Show projection is enabled, Actual continues the Net Worth trend into future months using budgeted change, so you can compare your target against a forward-looking estimate. Historical values remain solid, projected values are shown as dashed, and projected points are labeled in tooltips.

The projection setting is saved with the Net Worth widget, so your dashboard cards and report stay aligned.

image

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 14.85 MB → 14.86 MB (+10.16 kB) +0.07%
loot-core 1 5.82 MB 0%
api 1 4.43 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 14.85 MB → 14.86 MB (+10.16 kB) +0.07%
Changeset
File Δ Size
src/components/reports/useNetWorthProjectionRefresh.ts 🆕 +1.61 kB 0 B → 1.61 kB
src/components/reports/spreadsheets/net-worth-spreadsheet.ts 📈 +4.75 kB (+84.03%) 5.66 kB → 10.41 kB
src/components/reports/graphs/NetWorthGraph.tsx 📈 +1.98 kB (+8.46%) 23.36 kB → 25.34 kB
src/components/reports/reports/NetWorthCard.tsx 📈 +693 B (+7.85%) 8.62 kB → 9.29 kB
src/components/reports/reports/NetWorth.tsx 📈 +1.14 kB (+7.61%) 15.03 kB → 16.17 kB
src/reports/mutations.ts 📈 +4 B (+0.03%) 14.15 kB → 14.15 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/ReportRouter.js 1.16 MB → 1.17 MB (+10.16 kB) +0.85%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/index.js 9.54 MB 0%
static/js/indexeddb-main-thread-worker-e59fee74.js 12.94 kB 0%
static/js/workbox-window.prod.es5.js 5.64 kB 0%
static/js/ca.js 188.15 kB 0%
static/js/da.js 106.35 kB 0%
static/js/de.js 180.07 kB 0%
static/js/en-GB.js 7.18 kB 0%
static/js/en.js 170.37 kB 0%
static/js/es.js 174.55 kB 0%
static/js/fr.js 179.6 kB 0%
static/js/it.js 171.16 kB 0%
static/js/nb-NO.js 156.96 kB 0%
static/js/nl.js 106.37 kB 0%
static/js/pl.js 88.37 kB 0%
static/js/pt-BR.js 154.22 kB 0%
static/js/th.js 181.87 kB 0%
static/js/uk.js 214.74 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 120.54 kB 0%
static/js/narrow.js 637.68 kB 0%
static/js/TransactionList.js 106.22 kB 0%
static/js/wide.js 164.15 kB 0%
static/js/AppliedFilters.js 9.71 kB 0%
static/js/usePayeeRuleCounts.js 10.04 kB 0%
static/js/useTransactionBatchActions.js 13.23 kB 0%
static/js/FormulaEditor.js 1.04 MB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.82 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
kcab.worker.BwrdDDMW.js 5.82 MB 0%

api

Total

Files count Total bundle size % Changed
1 4.43 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
bundle.api.js 4.43 MB 0%

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/6980 **Author:** [@jordirmz](https://github.com/jordirmz) **Created:** 2/15/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `net-worth-projection` --- ### 📝 Commits (10+) - [`5eae9a5`](https://github.com/actualbudget/actual/commit/5eae9a5701aac5a80f473615181301bc711304b5) Add Net Worth projection calculation and graph rendering - [`1b85cfe`](https://github.com/actualbudget/actual/commit/1b85cfe1e0e561ef8e52d8bdbe21a892f311ece9) Add projection toggle - [`237f453`](https://github.com/actualbudget/actual/commit/237f4531e1f41b979367a22c176efeb3d0aaaadb) Add upcoming release notes - [`d19b422`](https://github.com/actualbudget/actual/commit/d19b42251682bc01210d6541cc5ddf83d698bb66) [autofix.ci] apply automated fixes - [`5be6656`](https://github.com/actualbudget/actual/commit/5be66566933c86f31f96365d2c5590d38c324046) Merge remote-tracking branch 'upstream/master' into net-worth-projection - [`8322072`](https://github.com/actualbudget/actual/commit/8322072b970e48579f27450a837e978398cd2b0d) Merge branch 'net-worth-projection' of https://github.com/jordirmz/actual into net-worth-projection - [`e424155`](https://github.com/actualbudget/actual/commit/e4241557a168ae89fc04598b1aba8af2863a5808) [autofix.ci] apply automated fixes - [`64d324f`](https://github.com/actualbudget/actual/commit/64d324f727b77aef3c9c7b37ffb3fe2f8376a99b) Update VRT screenshots - [`efa279a`](https://github.com/actualbudget/actual/commit/efa279a2d72bd2e1742c5303711d55d84e3d22a1) Merge remote-tracking branch 'upstream/master' into net-worth-projection - [`43a8284`](https://github.com/actualbudget/actual/commit/43a828488288a8fdfd8976b67777c538a9a07d01) Refactor code based on CodeRabbit suggestions ### 📊 Changes **10 files changed** (+489 additions, -85 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/src/components/reports/graphs/NetWorthGraph.tsx` (+63 -16) 📝 `packages/desktop-client/src/components/reports/reports/NetWorth.tsx` (+55 -16) 📝 `packages/desktop-client/src/components/reports/reports/NetWorthCard.tsx` (+33 -17) 📝 `packages/desktop-client/src/components/reports/spreadsheets/net-worth-spreadsheet.ts` (+264 -36) ➕ `packages/desktop-client/src/components/reports/useNetWorthProjectionRefresh.ts` (+67 -0) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+1 -0) ➕ `upcoming-release-notes/6980.md` (+6 -0) </details> ### 📄 Description Sharing this as a starting point for discussion. I’d appreciate any feedback or suggestions! Summary -- Add projected Net Worth in monthly trend mode using budgeted changes. Description -- A common planning problem is: *“I want to end 2026 with a specific net worth target. Am I on track?”* Before this change, Net Worth only showed recorded history. Now you can also see a projected path forward based on your budget. When **Show projection** is enabled, Actual continues the Net Worth trend into future months using budgeted change, so you can compare your target against a forward-looking estimate. Historical values remain solid, projected values are shown as dashed, and projected points are labeled in tooltips. The projection setting is saved with the Net Worth widget, so your dashboard cards and report stay aligned. <img width="2278" height="680" alt="image" src="https://github.com/user-attachments/assets/f878a77e-5343-40fb-94f4-61bb69213f26" /> <!--- actual-bot-sections ---> <hr /> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 14.85 MB → 14.86 MB (+10.16 kB) | +0.07% loot-core | 1 | 5.82 MB | 0% api | 1 | 4.43 MB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 14.85 MB → 14.86 MB (+10.16 kB) | +0.07% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/reports/useNetWorthProjectionRefresh.ts` | 🆕 +1.61 kB | 0 B → 1.61 kB `src/components/reports/spreadsheets/net-worth-spreadsheet.ts` | 📈 +4.75 kB (+84.03%) | 5.66 kB → 10.41 kB `src/components/reports/graphs/NetWorthGraph.tsx` | 📈 +1.98 kB (+8.46%) | 23.36 kB → 25.34 kB `src/components/reports/reports/NetWorthCard.tsx` | 📈 +693 B (+7.85%) | 8.62 kB → 9.29 kB `src/components/reports/reports/NetWorth.tsx` | 📈 +1.14 kB (+7.61%) | 15.03 kB → 16.17 kB `src/reports/mutations.ts` | 📈 +4 B (+0.03%) | 14.15 kB → 14.15 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- static/js/ReportRouter.js | 1.16 MB → 1.17 MB (+10.16 kB) | +0.85% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 9.54 MB | 0% static/js/indexeddb-main-thread-worker-e59fee74.js | 12.94 kB | 0% static/js/workbox-window.prod.es5.js | 5.64 kB | 0% static/js/ca.js | 188.15 kB | 0% static/js/da.js | 106.35 kB | 0% static/js/de.js | 180.07 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/en.js | 170.37 kB | 0% static/js/es.js | 174.55 kB | 0% static/js/fr.js | 179.6 kB | 0% static/js/it.js | 171.16 kB | 0% static/js/nb-NO.js | 156.96 kB | 0% static/js/nl.js | 106.37 kB | 0% static/js/pl.js | 88.37 kB | 0% static/js/pt-BR.js | 154.22 kB | 0% static/js/th.js | 181.87 kB | 0% static/js/uk.js | 214.74 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/narrow.js | 637.68 kB | 0% static/js/TransactionList.js | 106.22 kB | 0% static/js/wide.js | 164.15 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 10.04 kB | 0% static/js/useTransactionBatchActions.js | 13.23 kB | 0% static/js/FormulaEditor.js | 1.04 MB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.82 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.BwrdDDMW.js | 5.82 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.43 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- bundle.api.js | 4.43 MB | 0% </div> </details> </details> <!--- bundlestats-action-comment key:combined end ---> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-05-30 06:04:37 -05:00
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Reference: github-starred/actual#104557
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