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[Feature] Remember selected filters #1243
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Reference: github-starred/actual#1243
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Originally created by @mchal on GitHub (Jul 16, 2024).
Verified feature request does not already exist?
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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
Teaching and learning
If option 1 - by default checkbox "remember my last filter" is true.
@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 👍!
@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.
@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.
@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.