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[GH-ISSUE #7175] [Feature] Enable "per tag" ventilation in custom reports #17238

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opened 2026-04-14 20:08:48 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-04-14 20:08:48 -05:00
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Originally created by @hjurin on GitHub (Mar 12, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7175

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 usually like to check my expenses per category, or payee.
As so, in my budgets, I often create a dedicated category for each project (e.g. a holiday).
This is very convenient to budget those projects, and compare them.

However, if I want to drill down into this category, I cannot really do it through a report.
For instance, in a holiday project, I would like to analyse the expenses between transport there, transport to go there, food, gifts, activities, etc

Tags are just perfect for that, although it is a bit of work to set up (it works like a sub-category).
But when I want to generate reports based on that, I have to bring it back to an excel-like software :(

Describe your ideal solution to this problem

I think the possibility to choose "tags" in the 'divide" menu of custom reports would do it :)

Teaching and learning

I believe users who would want to use such a feature are already used to using graph settings this way.

Two things to think about though :

  1. How would transactions without tags appear in such a report?

    • I guess just like it does for transactions without categories?

  2. What if a transaction has more than one tag?

    • The sum of each bar (for a bar chart) would not match the total of the category
    • We could propose an option "only use the first tag in the notes" or "do not show transactions with multiple tags"
    • Both ways, we could just display both totals, or the duplicated amout:
      • prop 1: Total 2 000 € / Total with duplicated values 2 100 €
      • prop 2: Total 2 000 € / Duplicated amount 100 €
Originally created by @hjurin on GitHub (Mar 12, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7175 ### 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 usually like to check my expenses per category, or payee. As so, in my budgets, I often create a dedicated category for each project (e.g. a holiday). This is very convenient to budget those projects, and compare them. However, if I want to drill down into this category, I cannot really do it through a report. For instance, in a holiday project, I would like to analyse the expenses between transport there, transport to go there, food, gifts, activities, etc Tags are just perfect for that, although it is a bit of work to set up (it works like a sub-category). But when I want to generate reports based on that, I have to bring it back to an excel-like software :( ### Describe your ideal solution to this problem I think the possibility to choose "tags" in the 'divide" menu of custom reports would do it :) ### Teaching and learning I believe users who would want to use such a feature are already used to using graph settings this way. Two things to think about though : 1. How would transactions without tags appear in such a report? - I guess just like it does for transactions without categories? 2. What if a transaction has more than one tag? - The sum of each bar (for a bar chart) would not match the total of the category - We could propose an option "only use the first tag in the notes" or "do not show transactions with multiple tags" - Both ways, we could just display both totals, or the duplicated amout: - prop 1: Total 2 000 € / Total with duplicated values 2 100 € - prop 2: Total 2 000 € / Duplicated amount 100 €
GiteaMirror added the needs votesfeature labels 2026-04-14 20:08:48 -05:00
GiteaMirror commented 2026-04-14 20:08:50 -05:00
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@github-actions[bot] commented on GitHub (Mar 12, 2026):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 👍!

<!-- gh-comment-id:4045643872 --> @github-actions[bot] commented on GitHub (Mar 12, 2026): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 -->
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