github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-07-15 22:54:03 -05:00
Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[GH-ISSUE #8056] [Feature] Custom Reports: percentage-based metric (e.g. monthly savings rate over time) #117660

New Issue
Closed
opened 2026-06-11 13:06:20 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-06-11 13:06:20 -05:00
Owner
Copy Link

Originally created by @rodrigosargaco on GitHub (Jun 3, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/8056

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'd like to track my monthly savings rate as a percentage over time, displayed as a bar chart
on the dashboard (YTD or any custom range).

  • The savings rate formula is: savings rate (%) = (expenses / net income)

Currently, Custom Reports can only display absolute values (€/$). There is no way to express
a ratio or percentage between two metrics (e.g. expenses ÷ income) as the Y axis of a time-based
chart. The existing Savings widget (shown on the dashboard) only displays the rate for a single
month — it cannot show the monthly evolution over time.

Describe your ideal solution to this problem

Add support for a percentage / ratio balance type in Custom Reports, so that users can create
a time-based bar or line chart where each data point represents:

(metric A) ÷ (metric B) × 100

Teaching and learning

No response

Originally created by @rodrigosargaco on GitHub (Jun 3, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/8056 ### 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'd like to track my **monthly savings rate as a percentage** over time, displayed as a bar chart on the dashboard (YTD or any custom range). - The savings rate formula is: savings rate (%) = (expenses / net income) Currently, Custom Reports can only display **absolute values** (€/$). There is no way to express a ratio or percentage between two metrics (e.g. expenses ÷ income) as the Y axis of a time-based chart. The existing Savings widget (shown on the dashboard) only displays the rate for a **single month** — it cannot show the monthly evolution over time. ### Describe your ideal solution to this problem Add support for a **percentage / ratio balance type** in Custom Reports, so that users can create a time-based bar or line chart where each data point represents: > `(metric A) ÷ (metric B) × 100` ### Teaching and learning _No response_
GiteaMirror added the featureneeds votes labels 2026-06-11 13:06:21 -05:00
GiteaMirror commented 2026-06-11 13:06:22 -05:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Jun 3, 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:4610654905 --> @github-actions[bot] commented on GitHub (Jun 3, 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 13:06:23 -05:00
Author
Owner
Copy Link

@coderabbitai[bot] commented on GitHub (Jun 3, 2026):

⚠️ Possible Duplicate Issue(s)
📝 Issue Planner

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.

  • Create Plan
🧪 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:

issue_enrichment:
  auto_enrich:
    enabled: false

💬 Have feedback or questions? Drop into our discord!

<!-- gh-comment-id:4610657989 --> @coderabbitai[bot] commented on GitHub (Jun 3, 2026): <!-- This is an auto-generated issue plan by CodeRabbit --> <details> <summary>⚠️ Possible Duplicate Issue(s)</summary> - https://github.com/actualbudget/actual/issues/3986 </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)!
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
tech-support
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature needs votes
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#117660
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?