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Reference: github-starred/actual#17088
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Originally created by @youngcw on GitHub (Jan 21, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/6742
Add all feedback for the Budget Analysis report here. Original PR #6137
@Juulz commented on GitHub (Jan 25, 2026):
Thank you for your work on this!
Balance is using numberNeutral. That is mostly set for zeros and is set to be the same as pageTextSubdued and is really hard to see. There are already variables to use, reportsBlue or reportsGray that would show up well.
Actual Light Theme
@youngcw commented on GitHub (Jan 26, 2026):
@Juulz Feel free to put in a PR for that since the colors are new all over
@sexyskinnybitch commented on GitHub (Feb 2, 2026):
Can this also take into account when "cover overspending" was used? I never leave any categories over spent at month end, I always cover any overspending from some other category, but it still should report that it was overspent. The details are logged in the month notes, so it shouldn't be all that hard to figure it out.
example:
I budget $100 for eating out, spend $120. I use the cover overspending to pull $20 from my grocery category to cover the overspending. I want to be able to see that I did in fact over spend in the eating out category, even though I covered it before month end.
@niffelheimba commented on GitHub (Feb 3, 2026):
I love the overall idea of this widget, but I think there should be an option to have the bars overlap/stacked. I think default layout makes for a poor experience trying to view all four bars for every month, for two main reasons:
@Juulz commented on GitHub (Feb 4, 2026):
I also think the report would be easier to read if all of the values were absolutes.
@youngcw commented on GitHub (Feb 4, 2026):
The problem with absolute bars is what if the spending total is positve? Like you received a large refund or something. The current bars match the cashflow report
@skynet-gh commented on GitHub (Feb 5, 2026):
The widget only shows 6 months on Reports, even when you click through, change to 1 year, and save.
@tabedzki commented on GitHub (Feb 5, 2026):
I don't believe there's a way to take into account the amount that you additionally allocated to cover the overspending. In the example provided, the $120 becomes the new budgeted amount. @youngcw can you correct me if I'm wrong?
I understand where you're coming from. Would you be able to provide your feedback on #6877, which is deployed here.
The one problem we'll have to tackle is transparency/overlap since I was able to concoct a Budget.zip wherein the Spent bar is hidden behind Overspending Adj bar (December 2025 in the test budget).
This should be fixed in #6875. Can you take a look at it here?
@sexyskinnybitch commented on GitHub (Feb 5, 2026):
It could be done if the month notes are parsed. All the "cover overspending" is logged there.
Dana
They/Them
2026-02-05T21:38:20Z tabedzki @.***>:
@skynet-gh commented on GitHub (Feb 5, 2026):
@tabedzki yep #6875 fixes it!
@Juulz commented on GitHub (Feb 5, 2026):
While true, I think that scenario is an outlier. Perhaps a choice in the report?
@youngcw commented on GitHub (Feb 5, 2026):
I think per category it wont be especially uncommon. On a whole budget scale, yes, per category, no.
@tabedzki commented on GitHub (Feb 6, 2026):
Easiest example I can think of is cancelling a trip or flight in a later month; any refund is likely to cause the category to be positive, especially if you're not buying flights frequently.
I don't know much about the month notes and parsing them. If you have knowledge with them, I'd appreciate the support on getting this implemented.
@sexyskinnybitch commented on GitHub (Feb 6, 2026):
Sadly, my coding skills don't apply to this.
Dana
They/Them
2026-02-06T00:11:51Z tabedzki @.***>:
@TacticalPidgeon9941 commented on GitHub (Mar 3, 2026):
What happened?
When using the Budget Analysis report with the new Category Group filter (added in #6834), the totals shown (Budgeted, Spent, Balance) do not match the totals shown when selecting each individual category within that same category group.
What I was trying to do: Use the new Category Group filter in the Budget Analysis report to view totals for a specific category group.
What I expected to happen: Filtering by a Category Group should produce the same totals (Budgeted, Spent, Balance) as selecting all individual categories within that group manually using the “one of” category filter.
I.e.: Category Group filter = Sum of all categories within that group
What actually happened: When filtering by Category Group, the totals shown (Budgeted, Spent, Balance) appear to reflect the entire budget, not just the selected category group.
However, when filtering by category → “one of”, selecting each individual category inside the same category group, the totals reflect only that group’s categories (which appears correct).
Error messages
None.
How can we reproduce the issue?
Filter by Category Group
Choose a specific category group (e.g., “Housing” or any group with multiple categories)
Category → “is one of”
Manually select every individual category inside the same category group used above
Where are you hosting Actual?
Docker
What browsers are you seeing the problem on?
Firefox
Operating System
Windows 11
@marci-makes commented on GitHub (Mar 26, 2026):
It would be nice to have the option to show only the balance, and hide the bar graphs. Similar to what a Net worth graph looks like. I would use this for example for categories where I save for long term goals, like vacations, rainy day funds, etc.
@A5308Y commented on GitHub (Apr 3, 2026):
For long term goals it would also be nice if we could select future months.