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[GH-ISSUE #7695] [Feature] Report: Current Spend by Group / Category with Average / Median Spend Over Set Duration #117548

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opened 2026-06-11 12:48:33 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-06-11 12:48:33 -05:00
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Originally created by @kstepho on GitHub (May 4, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7695

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 am newer to budgeting and one thing I'm currently doing is just trying to understand my cash flow and then improve upon where I am misspending. I've been inputting all my receipts into Actual Budget over the last 8 months or so and have been meticulously grouping / categorizing my spending habits. I'm not technically budgeting yet, just watching where my money tends to be going.

As a response to cash flow observance, it would be nice to be able to create a report that tracks current spend (for example: monthly) in various groups / categories to average spend over a set duration of time. This would allow me to keep an active view on my average spending over the last 6 months (for example) and try to stay below that for the current month. I guess it's a variation of the envelope system... just a bit more visual and without setting an actual envelope budget - it would be based on averages.

Describe your ideal solution to this problem

A variation of a bar chart report would be nice. Perhaps a dual bar chart of sorts. I'm sure there might be a better way to display the data though. I believe this would be a good report option. One bar current month and specified group or category, second bar average 6 months and specified group or category. Repeat for other groups or categories. Adjustable duration / time frame (1mo, 3mo, 6mo, 12mo, etc) options.

Teaching and learning

Put it in as an option in the reports section.

Originally created by @kstepho on GitHub (May 4, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7695 ### 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? I am newer to budgeting and one thing I'm currently doing is just trying to understand my cash flow and then improve upon where I am misspending. I've been inputting all my receipts into Actual Budget over the last 8 months or so and have been meticulously grouping / categorizing my spending habits. I'm not technically budgeting yet, just watching where my money tends to be going. As a response to cash flow observance, it would be nice to be able to create a report that tracks current spend (for example: monthly) in various groups / categories to average spend over a set duration of time. This would allow me to keep an active view on my average spending over the last 6 months (for example) and try to stay below that for the current month. I guess it's a variation of the envelope system... just a bit more visual and without setting an actual envelope budget - it would be based on averages. ### Describe your ideal solution to this problem A variation of a bar chart report would be nice. Perhaps a dual bar chart of sorts. I'm sure there might be a better way to display the data though. I believe this would be a good report option. One bar current month and specified group or category, second bar average 6 months and specified group or category. Repeat for other groups or categories. Adjustable duration / time frame (1mo, 3mo, 6mo, 12mo, etc) options. ### Teaching and learning Put it in as an option in the reports section.
GiteaMirror added the featureneeds votes labels 2026-06-11 12:48:35 -05:00
GiteaMirror commented 2026-06-11 12:48:40 -05:00
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@github-actions[bot] commented on GitHub (May 4, 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:4368860750 --> @github-actions[bot] commented on GitHub (May 4, 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 12:48:42 -05:00
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@coderabbitai[bot] commented on GitHub (May 4, 2026):

⚠️ Possible Duplicate Issue(s)
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Check the box below or use the @coderabbitai plan command to generate an implementation plan and prompts that you can use with your favorite coding assistant.

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🧪 Issue enrichment is currently in open beta.

You can configure auto-planning by selecting labels in the issue_enrichment configuration.

To disable automatic issue enrichment, add the following to your .coderabbit.yaml:

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💬 Have feedback or questions? Drop into our discord!

<!-- gh-comment-id:4368861656 --> @coderabbitai[bot] commented on GitHub (May 4, 2026): <!-- This is an auto-generated issue plan by CodeRabbit --> <details> <summary>⚠️ Possible Duplicate Issue(s)</summary> - https://github.com/actualbudget/actual/issues/5148 </details> --- <details> <summary>📝 Issue Planner</summary> <sub>Check the box below or use the `@coderabbitai plan` command to generate an implementation plan and prompts that you can use with your favorite coding assistant.</sub> - [ ] <!-- {"checkboxId": "8d4f2b9c-3e1a-4f7c-a9b2-d5e8f1c4a7b9"} --> Create Plan </details> --- <details> <summary> 🧪 Issue enrichment is currently in open beta.</summary> You can configure auto-planning by selecting labels in the issue_enrichment configuration. To disable automatic issue enrichment, add the following to your `.coderabbit.yaml`: ```yaml issue_enrichment: auto_enrich: enabled: false ``` </details> 💬 Have feedback or questions? Drop into our [discord](https://discord.gg/coderabbit)!
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