github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 20:15:33 -05:00
Code Issues 1.5k Packages Projects Releases 55 Wiki Activity

[PR #6373] Add target income adjustment factor to crossover report #20835

New Issue
Closed
opened 2026-04-14 21:46:38 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-14 21:46:38 -05:00
Owner
Copy Link

Original Pull Request: https://github.com/actualbudget/actual/pull/6373

State: closed
Merged: Yes

Allow the user to specify an adjustment factor to apply to their target retirement income. This allows them to be a little more conservative or aggressive on their retirement goals rather than relying only on the calculated expense projection.

For example, if you want to spend more in retirement (or are simply more risk-averse), you could set the target income adjustment to 120%. Or if you expect some retirement income from a defined-benefit pension and don't need to rely only on the income sources in your budget, you could set this to 80% to account for that external income.

Originally discussed at https://github.com/actualbudget/actual/issues/6134#issuecomment-3608247467

Summary by CodeRabbit

  • New Features

    • Added "Target Income (% of expenses)" adjustment control in the Crossover report settings (persisted with the widget).
    • New dashed line visualizes adjusted expenses on the Crossover graph.
    • Tooltip now shows Target income when an adjustment is present.
    • Crossover calculations and exported spreadsheets incorporate the expense adjustment factor.

  • Documentation

    • Added release note documenting the new adjustment feature.

✏️ Tip: You can customize this high-level summary in your review settings.

**Original Pull Request:** https://github.com/actualbudget/actual/pull/6373 **State:** closed **Merged:** Yes --- Allow the user to specify an adjustment factor to apply to their target retirement income. This allows them to be a little more conservative or aggressive on their retirement goals rather than relying only on the calculated expense projection. For example, if you want to spend more in retirement (or are simply more risk-averse), you could set the target income adjustment to 120%. Or if you expect some retirement income from a defined-benefit pension and don't need to rely only on the income sources in your budget, you could set this to 80% to account for that external income. Originally discussed at https://github.com/actualbudget/actual/issues/6134#issuecomment-3608247467 <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit * **New Features** * Added "Target Income (% of expenses)" adjustment control in the Crossover report settings (persisted with the widget). * New dashed line visualizes adjusted expenses on the Crossover graph. * Tooltip now shows Target income when an adjustment is present. * Crossover calculations and exported spreadsheets incorporate the expense adjustment factor. * **Documentation** * Added release note documenting the new adjustment feature. <sub>✏️ Tip: You can customize this high-level summary in your review settings.</sub> <!-- end of auto-generated comment: release notes by coderabbit.ai -->
GiteaMirror added the pull-request label 2026-04-14 21:46:38 -05:00
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label pull-request
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#20835
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?