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[PR #5554] Add Crossover Report #13049

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opened 2026-04-10 21:45:53 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-10 21:45:53 -05:00
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Original Pull Request: https://github.com/actualbudget/actual/pull/5554

State: closed
Merged: Yes

This pull request adds a Crossover Point report for projecting when income from investments may be sufficient to cover expenses.

Selected categories are used as expenses and then forecast into the future.
Selected account balances are treated as investments and similarly forecast into the future using a configurable annual rate of return.
A configurable "Safe Withdrawal Rate" is used to determine how much income the investment accounts provide monthly.
The report projects out until the Projected Income exceeds the Projected Expenses or 50 years, whichever comes first.

image image
**Original Pull Request:** https://github.com/actualbudget/actual/pull/5554 **State:** closed **Merged:** Yes --- <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> This pull request adds a Crossover Point report for projecting when income from investments may be sufficient to cover expenses. Selected categories are used as expenses and then forecast into the future. Selected account balances are treated as investments and similarly forecast into the future using a configurable annual rate of return. A configurable "Safe Withdrawal Rate" is used to determine how much income the investment accounts provide monthly. The report projects out until the Projected Income exceeds the Projected Expenses or 50 years, whichever comes first. <img width="1921" height="1005" alt="image" src="https://github.com/user-attachments/assets/86a63f41-0537-4abf-b998-7c6ffcae9e38" /> <img width="1668" height="501" alt="image" src="https://github.com/user-attachments/assets/100b8b13-ab46-431b-8466-e9e4a9a401b9" />
GiteaMirror added the pull-request label 2026-04-10 21:45:53 -05:00
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Reference: github-starred/actual#13049
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