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[Feature] Off Budget Reporting #1381

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opened 2026-02-28 19:42:11 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 19:42:11 -06:00
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Originally created by @JamiesonRoberts on GitHub (Sep 4, 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?

It would be fantastic to be able to create ongoing reports to track the value and changes of off budget accounts over time to be able to see slow progress towards investment and savings goals in a more detailed way beyond just the net worth view.

There is no granularity in terms of tracking specific investments growth or stagnation beyond just a very broad overall number.

Describe your ideal solution to this problem

No response

Teaching and learning

No response

Originally created by @JamiesonRoberts on GitHub (Sep 4, 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? It would be fantastic to be able to create ongoing reports to track the value and changes of off budget accounts over time to be able to see slow progress towards investment and savings goals in a more detailed way beyond just the net worth view. There is no granularity in terms of tracking specific investments growth or stagnation beyond just a very broad overall number. ### Describe your ideal solution to this problem _No response_ ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:42:11 -06:00
GiteaMirror commented 2026-02-28 19:42:12 -06:00
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@github-actions[bot] commented on GitHub (Sep 4, 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 (Sep 4, 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 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 19:42:12 -06:00
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@youngcw commented on GitHub (Oct 18, 2024):

You can now modify the net worth type of report to track single accounts, then save that modified report. You need to enable the reports dashboard feature to do that.

@youngcw commented on GitHub (Oct 18, 2024): You can now modify the net worth type of report to track single accounts, then save that modified report. You need to enable the reports dashboard feature to do that.
GiteaMirror commented 2026-02-28 19:42:12 -06:00
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@JamiesonRoberts commented on GitHub (Oct 20, 2024):

@youngcw is it possible to have more than one net worth report on the report dashboard?

@JamiesonRoberts commented on GitHub (Oct 20, 2024): @youngcw is it possible to have more than one net worth report on the report dashboard?
GiteaMirror commented 2026-02-28 19:42:12 -06:00
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@youngcw commented on GitHub (Oct 20, 2024):

It may just be in the edge build currently

@youngcw commented on GitHub (Oct 20, 2024): It may just be in the edge build currently
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