[Feature] Remember selected filters #1243

New Issue

2026-02-28T19:37:16-06:00

GiteaMirror commented

2026-02-28 19:37:16 -06:00

Originally created by @mchal on GitHub (Jul 16, 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'm a user of YNAB4 and there is one feature that I'm missing in Actual Budget - remembering what filters where set in "Reports" section (Reports dashboard and individual report pages)

In YNAB if I want to focus on specific accounts and categories I can select whatever I want and during my next session those filters will still apply.

Currently Actual Budget has an option to save filters (in "All accounts" section only; not "Reports" for whatever reason) but every time I'm opening "Reports" I have to apply those filters. They are not persisted, which is a shame in my humble opinion.

Describe your ideal solution to this problem

On "Settings" page add a new check box "remember my last filter" that would store last used filter in localStorage.
by default just remember the filters (still capture the last filters in localStorage) - no need to change anything in settings.
capture last filter in database rather than localStorage to use it across multiple devices

Teaching and learning

If option 1 - by default checkbox "remember my last filter" is true.

Originally created by @mchal on GitHub (Jul 16, 2024). ### 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'm a user of YNAB4 and there is one feature that I'm missing in Actual Budget - **remembering what filters where set** in "Reports" section (Reports dashboard and individual report pages) In YNAB if I want to focus on specific accounts and categories I can select whatever I want and during my next session those filters will still apply. Currently Actual Budget has an option to save filters (in "All accounts" section only; not "Reports" for whatever reason) but every time I'm opening "Reports" I have to apply those filters. They are not persisted, which is a shame in my humble opinion. ### Describe your ideal solution to this problem 1. On "Settings" page add a new check box "remember my last filter" that would store last used filter in localStorage. 2. by default just remember the filters (still capture the last filters in localStorage) - no need to change anything in settings. 3. capture last filter in database rather than localStorage to use it across multiple devices ### Teaching and learning If option 1 - by default checkbox "remember my last filter" is true.

GiteaMirror added the needs votes feature labels 2026-02-28 19:37:16 -06:00

GiteaMirror closed this issue

2026-02-28 19:37:17 -06:00

GiteaMirror commented

2026-02-28 19:37:17 -06:00

@github-actions[bot] commented on GitHub (Jul 16, 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 (Jul 16, 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 19:37:17 -06:00

@atgrey24 commented on GitHub (Jul 17, 2024):

You can create and save custom reports.

This doesn't solve the problem for the default reports though, like Net Worth or Monthly Spending, but at least the selections on the custom report are persistent.

@atgrey24 commented on GitHub (Jul 17, 2024): You can create and save custom reports. ![image](https://github.com/user-attachments/assets/55232708-1f7f-4df3-a52f-8097e14d1fd3) This doesn't solve the problem for the default reports though, like Net Worth or Monthly Spending, but at least the selections on the custom report are persistent.

GiteaMirror commented

2026-02-28 19:37:18 -06:00

@mchal commented on GitHub (Jul 17, 2024):

Thank you for the reply. Yes - I should clarify that I was focusing on the default reports, i.e. Net worth, Cash flow, Monthly spending.

@mchal commented on GitHub (Jul 17, 2024): Thank you for the reply. Yes - I should clarify that I was focusing on the default reports, i.e. Net worth, Cash flow, Monthly spending.

GiteaMirror commented

2026-02-28 19:37:18 -06:00

@atgrey24 commented on GitHub (Aug 5, 2024):

So I just realized that filters you save on the All Accounts screen are available to be set in the reports!

It won't remember what you used last, but at least you can now get to your favorite reports easily! I do still think they should add the save/rename filter menu to the report screens.

@atgrey24 commented on GitHub (Aug 5, 2024): So I just realized that filters you save on the All Accounts screen are available to be set in the reports! ![image](https://github.com/user-attachments/assets/f2a8f220-be0f-4ee1-b1e6-2f4507eafae5) It won't remember what you used last, but at least you can now get to your favorite reports easily! I do still think they should add the save/rename filter menu to the report screens.