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[GH-ISSUE #7206] Dashboard-level Filtering #117390

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opened 2026-06-11 12:23:44 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-06-11 12:23:44 -05:00
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Originally created by @jacob-kraniak on GitHub (Mar 15, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7206

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?

Current solution only allows filtering on a per-widget basis

Image

This becomes tedious when setting up multiple dashboards and widgets, requiring filter selections on each widget * Dashboard.

Describe your ideal solution to this problem

I'd imagine it would not be difficult to set up the same filters on the Dashboard Level, which apply to all included Widgets.

This is especially useful if creating dashboards for certain groups of accounts (Own Funds, Partner Funds, Family Accounts).

Teaching and learning

I'd imagine an options would be a Filter button or drop-down when selecting "Edit Dashboard" button.

Originally created by @jacob-kraniak on GitHub (Mar 15, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7206 ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Current solution only allows filtering on a per-widget basis <img width="341" height="218" alt="Image" src="https://github.com/user-attachments/assets/095873b8-c6c8-4321-86bc-d036e6090534" /> This becomes tedious when setting up multiple dashboards and widgets, requiring filter selections on each widget * Dashboard. ### Describe your ideal solution to this problem I'd imagine it would not be difficult to set up the same filters on the Dashboard Level, which apply to all included Widgets. This is especially useful if creating dashboards for certain groups of accounts (Own Funds, Partner Funds, Family Accounts). ### Teaching and learning I'd imagine an options would be a Filter button or drop-down when selecting "Edit Dashboard" button.
GiteaMirror added the featureneeds votes labels 2026-06-11 12:23:45 -05:00
GiteaMirror commented 2026-06-11 12:23:50 -05:00
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@github-actions[bot] commented on GitHub (Mar 15, 2026):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 👍!

<!-- gh-comment-id:4063299635 --> @github-actions[bot] commented on GitHub (Mar 15, 2026): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-06-11 12:23:50 -05:00
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@youngcw commented on GitHub (Mar 15, 2026):

You can save filters, then use those in each report. That doesn't implement the feature, but it would help for now.

<!-- gh-comment-id:4063927610 --> @youngcw commented on GitHub (Mar 15, 2026): You can save filters, then use those in each report. That doesn't implement the feature, but it would help for now.
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