[PR #5037] [MERGED] [Feature] Account Net Worth Graph #20084

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opened 2026-04-14 21:27:09 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5037
Author: @passabilities
Created: 5/20/2025
Status: Merged
Merged: 9/18/2025
Merged by: @youngcw

Base: masterHead: account-net-worth-graph


📝 Commits (10+)

  • dde5474 show net worth graph for each account page
  • a683238 add release notes
  • 04d1ac8 hide filter button
  • 24efd8b fix lint
  • 182c4c3 import ReactNode type
  • 32bad5a find selected accounts based on accountId param
  • 32a4749 remove breaks
  • 1a5a124 can toggle account page net worth graph
  • f1554b4 Merge remote-tracking branch 'actual/master' into account-net-worth-graph
  • a278d64 Improves account balance history graph

📊 Changes

13 files changed (+332 additions, -189 deletions)

View changed files

📝 packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-category-7-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-category-8-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-category-9-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-date-7-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-date-8-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-date-9-chromium-linux.png (+0 -0)
📝 packages/desktop-client/src/components/accounts/Account.tsx (+17 -1)
📝 packages/desktop-client/src/components/accounts/Balance.tsx (+4 -3)
📝 packages/desktop-client/src/components/accounts/BalanceHistoryGraph.tsx (+146 -93)
📝 packages/desktop-client/src/components/accounts/Header.tsx (+153 -89)
📝 packages/desktop-client/src/components/sidebar/Account.tsx (+5 -3)
📝 packages/loot-core/src/types/prefs.ts (+1 -0)
upcoming-release-notes/5037.md (+6 -0)

📄 Description

Feature

Adds a net worth graph on each account page. Also works for the following pages:

  • All accounts
  • On budget
  • Off budget

The graph can also be toggled on/off:

  • from the top toolbar
    Selection_115
  • from sidebar menu
    Selection_116

Screenshots

image
Selection_113
Selection_114


🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/5037 **Author:** [@passabilities](https://github.com/passabilities) **Created:** 5/20/2025 **Status:** ✅ Merged **Merged:** 9/18/2025 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `account-net-worth-graph` --- ### 📝 Commits (10+) - [`dde5474`](https://github.com/actualbudget/actual/commit/dde54743e773226ed8f98f47c5fa4e5168b2c05f) show net worth graph for each account page - [`a683238`](https://github.com/actualbudget/actual/commit/a6832383615783e277bcc3b7241cfd3f6d9fb002) add release notes - [`04d1ac8`](https://github.com/actualbudget/actual/commit/04d1ac87d4579f2e6484aef8d5dc465c808b5136) hide filter button - [`24efd8b`](https://github.com/actualbudget/actual/commit/24efd8b6c3627baca9d887cf90842b44219c1bdf) fix lint - [`182c4c3`](https://github.com/actualbudget/actual/commit/182c4c30600b1289b03a9dde78a52f7ed46f4f77) import ReactNode type - [`32bad5a`](https://github.com/actualbudget/actual/commit/32bad5a326149e79742e9d68d8cdb5d539dde58f) find selected accounts based on accountId param - [`32a4749`](https://github.com/actualbudget/actual/commit/32a4749f0e9a93989e3bbfa6e5052c0146abfd6d) remove breaks - [`1a5a124`](https://github.com/actualbudget/actual/commit/1a5a1243eee60c8c51f1c3705872bf69598be211) can toggle account page net worth graph - [`f1554b4`](https://github.com/actualbudget/actual/commit/f1554b4c30f660006768d1e8c6a53a00f056236a) Merge remote-tracking branch 'actual/master' into account-net-worth-graph - [`a278d64`](https://github.com/actualbudget/actual/commit/a278d6446bcce372e6ddb7cd624bfacf8da8983f) Improves account balance history graph ### 📊 Changes **13 files changed** (+332 additions, -189 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-category-7-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-category-8-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-category-9-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-date-7-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-date-8-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/transactions.test.ts-snapshots/Transactions-filters-transactions-by-date-9-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/src/components/accounts/Account.tsx` (+17 -1) 📝 `packages/desktop-client/src/components/accounts/Balance.tsx` (+4 -3) 📝 `packages/desktop-client/src/components/accounts/BalanceHistoryGraph.tsx` (+146 -93) 📝 `packages/desktop-client/src/components/accounts/Header.tsx` (+153 -89) 📝 `packages/desktop-client/src/components/sidebar/Account.tsx` (+5 -3) 📝 `packages/loot-core/src/types/prefs.ts` (+1 -0) ➕ `upcoming-release-notes/5037.md` (+6 -0) </details> ### 📄 Description # Feature Adds a net worth graph on each account page. Also works for the following pages: * All accounts * On budget * Off budget The graph can also be toggled on/off: * from the top toolbar ![Selection_115](https://github.com/user-attachments/assets/8e90cd6d-1053-4c11-9597-9d0dc0dac412) * from sidebar menu ![Selection_116](https://github.com/user-attachments/assets/7ca1b288-7ecd-4987-adf6-86d2a3e55ac6) ## Screenshots ![image](https://github.com/user-attachments/assets/11cb8c69-dbd9-4584-9643-73242cb4ee0f) ![Selection_113](https://github.com/user-attachments/assets/020d49fc-ba02-4f84-b537-d557da097482) ![Selection_114](https://github.com/user-attachments/assets/0668defc-a6e6-4b97-a5ad-6b1164fce52f) --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-14 21:27:09 -05:00
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Reference: github-starred/actual#20084