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[Feature Implemented] Report that tracks Category Balance Over time #2609

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opened 2026-02-28 20:21:16 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 20:21:16 -06:00
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Originally created by @tabedzki on GitHub (Nov 11, 2025).

Edit: this feature has since been implemented

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'd like to be able to track the balance of a category budget over time. This is most useful for categories that are "sinking funds" like "Savings" and you're trying to understand how the balance has changed over time.

I'd like help understanding how to implement this feature. What would be required of the backend? of the front end? Is there a good test data set to use while implementing something like this?

Thanks!

Describe your ideal solution to this problem

A separate report that could be a new custom report or one of the standard reports.

Teaching and learning

This can be also listed in the documentation for users to find.

Originally created by @tabedzki on GitHub (Nov 11, 2025). Edit: this feature has since been implemented ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I'd like to be able to track the balance of a category budget over time. This is most useful for categories that are "sinking funds" like "Savings" and you're trying to understand how the balance has changed over time. I'd like help understanding how to implement this feature. What would be required of the backend? of the front end? Is there a good test data set to use while implementing something like this? Thanks! ### Describe your ideal solution to this problem A separate report that could be a new custom report or one of the standard reports. ### Teaching and learning This can be also listed in the documentation for users to find.
GiteaMirror added the needs votesfeature labels 2026-02-28 20:21:16 -06:00
GiteaMirror commented 2026-02-28 20:21:17 -06:00
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@matt-fidd commented on GitHub (Nov 11, 2025):

✨ 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 👍!

@matt-fidd commented on GitHub (Nov 11, 2025): ✨ 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 👍!
GiteaMirror commented 2026-02-28 20:21:18 -06:00
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@david-kooi-dsi commented on GitHub (Jan 8, 2026):

This would be great.

The reports only deal with transactions and not categories....if the spirit of Actual is envelope budgeting...you would think there would be a way to visualize the balance of each envelope.

@david-kooi-dsi commented on GitHub (Jan 8, 2026): This would be great. The reports only deal with transactions and not categories....if the spirit of Actual is envelope budgeting...you would think there would be a way to visualize the balance of each envelope.
GiteaMirror commented 2026-02-28 20:21:19 -06:00
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@tabedzki commented on GitHub (Feb 10, 2026):

Just in case anyone has missed it, this was introduced as an experimental feature in 26.02.

@tabedzki commented on GitHub (Feb 10, 2026): Just in case anyone has missed it, this was introduced as an experimental feature in 26.02.
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