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[Feature] Year to Date filter for default Report widgets #1801

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opened 2026-02-28 19:54:55 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:54:55 -06:00
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Originally created by @ToniCipriani on GitHub (Jan 30, 2025).

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?

Image

Currently the default Summary report widget only has specified months, while the Custom Reports have a "Year to Date" date filter. Add the functionality to the default widgets as well.

This is useful for creating a KPI widget for tracking specific accounts or categories at a glance.

Describe your ideal solution to this problem

Additional Live date filter which picks up all transactions beginning 1/1 of each year to current date.

Teaching and learning

No response

Originally created by @ToniCipriani on GitHub (Jan 30, 2025). ### 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? ![Image](https://github.com/user-attachments/assets/d790aca7-6a1f-4a86-ba30-c356115e5b3c) Currently the default Summary report widget only has specified months, while the Custom Reports have a "Year to Date" date filter. Add the functionality to the default widgets as well. This is useful for creating a KPI widget for tracking specific accounts or categories at a glance. ### Describe your ideal solution to this problem Additional Live date filter which picks up all transactions beginning 1/1 of each year to current date. ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:54:55 -06:00
GiteaMirror commented 2026-02-28 19:54:56 -06:00
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@github-actions[bot] commented on GitHub (Jan 30, 2025):

✨ 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 (Jan 30, 2025): :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 19:54:56 -06:00
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@youngcw commented on GitHub (Aug 6, 2025):

This was added at some point. I see it as an option in v25.8

@youngcw commented on GitHub (Aug 6, 2025): This was added at some point. I see it as an option in v25.8
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