[GH-ISSUE #8084] [Feature] Custom Report Period Comparison #117668

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opened 2026-06-11 13:07:08 -05:00 by GiteaMirror · 1 comment
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Originally created by @davidbettis on GitHub (Jun 4, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/8084

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 propose a new feature for actual budget: Custom Report Period Comparisons.

Actual does a great job of tracking budgets and expenses.

However, it's not always obvious how some expenses are growing over time. Many expenses have built-in seasonal variability, where they spike in certain times of the year, then revert to the mean. For example, if you have a grocery budget, it might spike during holiday times when you prepare a fancy meal for friends and family. Perhaps you spend more money on visiting the swimming pool during the summer. In these scenarios, you may want to see how your spending is that month, relative to that month in the prior year.

Describe your ideal solution to this problem

What I'd like to do propose is adding a new flag in the Options section of Custom Reports:

[X] Compare to prior period

  • [selected] Year-over-year
  • Month-over-month
  • Week-over-week

When that option is selected, we'll pull two queries: for the current time period, and a second for the current time period minus (1 year, 1 month, or 1 week) depending on the period comparison selected above. We'll compute the difference between the current value and the prior period and render that in the graph. We'll render a tooltip that will display e.g. "Current: $500 Prior: $450 Difference: $50 +11%"

The data should plug directly into all the existing time-series graphs, like the table, bar chart, and line graph.

Teaching and learning

No response

Originally created by @davidbettis on GitHub (Jun 4, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/8084 ### 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'd like to propose a new feature for actual budget: Custom Report Period Comparisons. Actual does a great job of tracking budgets and expenses. However, it's not always obvious how some expenses are growing over time. Many expenses have built-in seasonal variability, where they spike in certain times of the year, then revert to the mean. For example, if you have a grocery budget, it might spike during holiday times when you prepare a fancy meal for friends and family. Perhaps you spend more money on visiting the swimming pool during the summer. In these scenarios, you may want to see how your spending is that month, relative to that month in the prior year. ### Describe your ideal solution to this problem What I'd like to do propose is adding a new flag in the Options section of Custom Reports: [X] Compare to prior period * [selected] Year-over-year * Month-over-month * Week-over-week When that option is selected, we'll pull two queries: for the current time period, and a second for the current time period minus (1 year, 1 month, or 1 week) depending on the period comparison selected above. We'll compute the difference between the current value and the prior period and render that in the graph. We'll render a tooltip that will display e.g. "Current: $500 Prior: $450 Difference: $50 +11%" The data should plug directly into all the existing time-series graphs, like the table, bar chart, and line graph. ### Teaching and learning _No response_
GiteaMirror added the featureneeds votes labels 2026-06-11 13:07:08 -05:00
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@github-actions[bot] commented on GitHub (Jun 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:4624999580 --> @github-actions[bot] commented on GitHub (Jun 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 -->
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Reference: github-starred/actual#117668