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📋 Pull Request Information
Original PR: https://github.com/actualbudget/actual/pull/7220
Author: @emiltb
Created: 3/16/2026
Status: ✅ Merged
Merged: 4/5/2026
Merged by: @youngcw
Base:
master← Head:sankey-report📝 Commits (10+)
4f13155Implement Sankey graph report561a9f0Add release notes6e1902cUpdate VRT screenshots024fc6fRemove local debug settings0dcb57cMerge branch 'sankey-graph-report' of https://github.com/andrewhumble/actual into sankey-graph-reportee1a25a[autofix.ci] apply automated fixes8168528Update VRT screenshots55bfe69Improve graphs from comments034498bMerge815ddc8Merge branch 'sankey-graph-report' of https://github.com/andrewhumble/actual into sankey-graph-report📊 Changes
12 files changed (+1904 additions, -4 deletions)
View changed files
📝
packages/desktop-client/src/components/reports/Overview.tsx(+22 -0)📝
packages/desktop-client/src/components/reports/ReportRouter.tsx(+8 -0)➕
packages/desktop-client/src/components/reports/graphs/SankeyGraph.tsx(+330 -0)➕
packages/desktop-client/src/components/reports/reports/Sankey.tsx(+615 -0)➕
packages/desktop-client/src/components/reports/reports/SankeyCard.tsx(+168 -0)➕
packages/desktop-client/src/components/reports/spreadsheets/sankey-spreadsheet.ts(+730 -0)📝
packages/desktop-client/src/components/settings/Experimental.tsx(+6 -1)📝
packages/desktop-client/src/hooks/useFeatureFlag.ts(+1 -0)📝
packages/loot-core/src/server/dashboard/app.ts(+1 -0)📝
packages/loot-core/src/types/models/dashboard.ts(+15 -2)📝
packages/loot-core/src/types/prefs.ts(+2 -1)➕
upcoming-release-notes/7220.md(+6 -0)📄 Description
Description
This PR adds a Sankey chart report that can visualise the money flow in two ways: spent and budgeted. It shows either the total spend amount for a time period and how it flows through categories and subcategories, or similarly for the budgeted amount how funds are allocated. This is a new way to visualise money flows, making it easy for users to compare the relative amounts they are spending or allocating in their budgets.
I derived this from the previous work in #6068. Notable changes from that PR are:
Spent view:

Budgeted view:

I'm looking for feedback and ideas on what to improve from here on. One specific thing that should be improved, that I would like to discuss the implementation of is budgets with many small categories, which clutter the view. Ideally we should take the smallest subcategories and lump them together in an 'Other' category, which could show what data they contain in a tooltip. However, I'm unsure what the best approach is to select which categories goes into 'Other'. Options include:
Related issue(s)
This fixes #1716, which has been addressed several times (#1919, #4156 and lately in #6068). I've continued the recent branch from #6068 and provided my own take on some of the outstanding issues.
Testing
I tested the visuals of the graph using the provided test budget in Actual and using my own Budget (with significantly more data). I also updated the test added previously in #6068 to reflect my changes, but I'm unsure how to update and run the visual tests, and was unable to figure that out from the Actual docs.
Checklist
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desktop-client
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Changeset
node_modules/recharts/es6/chart/Sankey.jssrc/components/reports/reports/Sankey.tsxsrc/components/reports/spreadsheets/sankey-spreadsheet.tssrc/components/reports/graphs/SankeyGraph.tsxsrc/components/reports/reports/SankeyCard.tsxnode_modules/es-toolkit/dist/function/debounce.jsnode_modules/es-toolkit/dist/compat/function/debounce.jsnode_modules/es-toolkit/dist/compat/math/sumBy.jsnode_modules/es-toolkit/dist/array/maxBy.jsnode_modules/es-toolkit/dist/compat/math/maxBy.jsnode_modules/es-toolkit/dist/compat/function/throttle.jsnode_modules/es-toolkit/compat/throttle.jsnode_modules/es-toolkit/compat/maxBy.jsnode_modules/es-toolkit/compat/sumBy.jshome/runner/work/actual/actual/packages/component-library/src/icons/v1/List.tsxnode_modules/recharts/es6/component/ResponsiveContainer.jsnode_modules/recharts/es6/component/responsiveContainerUtils.jsnode_modules/recharts/es6/context/chartDataContext.jssrc/components/reports/ReportRouter.tsxnode_modules/recharts/es6/context/chartLayoutContext.jssrc/hooks/useFeatureFlag.tssrc/components/reports/Overview.tsxsrc/components/settings/Experimental.tsxnode_modules/recharts/es6/chart/PieChart.jsnode_modules/recharts/es6/chart/PolarChart.jsnode_modules/recharts/es6/shape/Trapezoid.jsnode_modules/recharts/es6/shape/Symbols.jssrc/components/reports/ReportLegend.tsxsrc/components/accounts/AccountEmptyMessage.tsxnode_modules/recharts/es6/cartesian/XAxis.jssrc/components/reports/spreadsheets/net-worth-spreadsheet.tssrc/components/reports/reports/BudgetAnalysis.tsxsrc/components/reports/reports/NetWorthCard.tsxsrc/components/reports/graphs/BarGraph.tsxsrc/components/reports/SaveReport.tsxsrc/components/reports/reports/NetWorth.tsxView detailed bundle breakdown
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loot-core
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home/runner/work/actual/actual/packages/loot-core/src/server/dashboard/app.tsView detailed bundle breakdown
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api
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home/runner/work/actual/actual/packages/loot-core/src/server/dashboard/app.tsView detailed bundle breakdown
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cli
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🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.