[Feature] Net Worth Pie Chart #1120

New Issue

GiteaMirror · 2026-02-28T19:32:40-06:00

GiteaMirror commented

2026-02-28 19:32:40 -06:00

Originally created by @SimonSomlai on GitHub (May 28, 2024).

Verified feature request does not already exist?

I have searched and found no existing issue

💻

Would you like to implement this feature?

Pitch: what problem are you trying to solve?

I want to visualize the net asset balance of all my accounts in 1 pie chart. This allows me to quickly see the % of my net worth that is allocated to each Account and if something should be rebalanced. Something like;

Describe your ideal solution to this problem

I was thinking to just extend this inside the Custom Reports.

display mode total
split on Account
Type equals Net (currently disabled for some reason)

If this sounds good for you! Let me know how to best move forward! :D

Teaching and learning

No response

Originally created by @SimonSomlai on GitHub (May 28, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I want to visualize the net asset balance of all my accounts in 1 pie chart. This allows me to quickly see the % of my net worth that is allocated to each Account and if something should be rebalanced. Something like; <img width="849" alt="Screenshot 2024-05-28 at 21 08 40" src="https://github.com/actualbudget/actual/assets/12100448/db4df741-4bc2-4455-bde9-615013288077"> ### Describe your ideal solution to this problem I was thinking to just extend this inside the Custom Reports. - display mode total - split on Account - Type equals Net (currently disabled for some reason) <img width="443" alt="Screenshot 2024-05-28 at 21 27 39" src="https://github.com/actualbudget/actual/assets/12100448/79b90cf0-1701-45b3-a696-06e90f51721b"> If this sounds good for you! Let me know how to best move forward! :D ### Teaching and learning _No response_

GiteaMirror added the needs votes feature labels 2026-02-28 19:32:40 -06:00

GiteaMirror closed this issue

2026-02-28 19:32:41 -06:00

GiteaMirror commented

2026-02-28 19:32:41 -06:00

@github-actions[bot] commented on GitHub (May 28, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (May 28, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍!

GiteaMirror commented

2026-02-28 19:32:41 -06:00

@TheBlueCircle commented on GitHub (May 28, 2024):

Not sure if net is disabled just because it's not been built yet or for some other reason, but implementing it would be a major win for me!

(For this sort of report though, I'd need to be able to group different accounts to represent different assets, netting off mortgage and house value for example. I'm not sure if that's supported at the moment?)

@TheBlueCircle commented on GitHub (May 28, 2024): Not sure if net is disabled just because it's not been built yet or for some other reason, but implementing it would be a major win for me! (For this sort of report though, I'd need to be able to group different accounts to represent different assets, netting off mortgage and house value for example. I'm not sure if that's supported at the moment?)

GiteaMirror commented

2026-02-28 19:32:41 -06:00

@Teprifer commented on GitHub (May 28, 2024):

There Net option is disabled because you can't show a negative value on a pie chart.

Accounts don't have types beyond off and on budget, so no information available if it were possible to group.

@Teprifer commented on GitHub (May 28, 2024): There Net option is disabled because you can't show a negative value on a pie chart. Accounts don't have types beyond off and on budget, so no information available if it were possible to group.

GiteaMirror commented

2026-02-28 19:32:42 -06:00

@TheBlueCircle commented on GitHub (May 28, 2024):

I get the point you can't show negative on a pie chart, but we're ruling out all the circumstances where you might have one account at €3000 and one at -€1000 and not being able to show that it nets off at 2k. It feels more logical to keep net in for all chart types but limit the lower range to 0.

(Just my take on it, anyway)

@TheBlueCircle commented on GitHub (May 28, 2024): I get the point you can't show negative on a pie chart, but we're ruling out all the circumstances where you might have one account at €3000 and one at -€1000 and not being able to show that it nets off at 2k. It feels more logical to keep net in for all chart types but limit the lower range to 0. (Just my take on it, anyway)

GiteaMirror commented

2026-02-28 19:32:42 -06:00

@SimonSomlai commented on GitHub (May 29, 2024):

@Teprifer I think setting a 0 lower bound for "Net" in all pie charts would be a good sensible default OR enabling the "Net" option for users without negative net balances. This would already serve more use cases than disabling the feature all-together. I'm not sure how much people actively work with negative net balances in AB though.

@TheBlueCircle For me, grouping accounts would also be useful! Both to;

Generalize accounts (multiple bank accounts, grouped under "Cash" for example)
Working in AB with a partner (for joint and individual accounts for example)

But I would leave this outside the scope of this feature.

Anyway, I would be happy to shoot a PR proposal for this and see where it goes. I think it'll be something that I can easily fix. Could someone point me in the right direction here? I haven't found the docs yet on how to set up the dev server locally. 👀

@SimonSomlai commented on GitHub (May 29, 2024): @Teprifer I think setting a 0 lower bound for "Net" in all pie charts would be a good sensible default OR enabling the "Net" option for users without negative net balances. This would already serve more use cases than disabling the feature all-together. I'm not sure how much people actively work with negative net balances in AB though. @TheBlueCircle For me, grouping accounts would also be useful! Both to; - Generalize accounts (multiple bank accounts, grouped under "Cash" for example) - Working in AB with a partner (for joint and individual accounts for example) But I would leave this outside the scope of this feature. --- Anyway, I would be happy to shoot a PR proposal for this and see where it goes. I think it'll be something that I can easily fix. Could someone point me in the right direction here? I haven't found the docs yet on how to set up the dev server locally. 👀