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[Feature] Include running balance in exports #2722

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opened 2026-02-28 20:25:42 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 20:25:42 -06:00
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Originally created by @sidvishnoi on GitHub (Dec 14, 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?

Exports from individual accounts don't include a running balance column in the CSV. Running balance is useful when comparing statements in Actual to one provided by bank.
While Actual users have the running balance in the UI, the exports can be shared with other people (read: accountants) who would like to match the statements.

Describe your ideal solution to this problem

Include a running balance column in exported CSV.

At first, we can include running balance only when exporting entire account (no filters) to keep it simple.
Supporting running balance when a date range filter (like month, year, or custom continuous date range) is active would be even more helpful (e.g. exporting financial year statements).

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No response

Originally created by @sidvishnoi on GitHub (Dec 14, 2025). ### 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? Exports from individual accounts don't include a running balance column in the CSV. Running balance is useful when comparing statements in Actual to one provided by bank. While Actual users have the running balance in the UI, the exports can be shared with other people (read: accountants) who would like to match the statements. ### Describe your ideal solution to this problem Include a running balance column in exported CSV. At first, we can include running balance only when exporting entire account (no filters) to keep it simple. Supporting running balance when a date range filter (like month, year, or custom continuous date range) is active would be even more helpful (e.g. exporting financial year statements). ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:25:42 -06:00
GiteaMirror commented 2026-02-28 20:25:43 -06:00
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@github-actions[bot] commented on GitHub (Dec 14, 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 👍!

@github-actions[bot] commented on GitHub (Dec 14, 2025): :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 -->
GiteaMirror commented 2026-02-28 20:25:44 -06:00
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@sidvishnoi commented on GitHub (Dec 14, 2025):

I'm willing to send a PR for this, but I would need some direction on querying account balance on a given date, as then we can use exported transactions to compute the running balance (and whether it's a good approach compared to querying balance for each transaction).

@sidvishnoi commented on GitHub (Dec 14, 2025): I'm willing to send a PR for this, but I would need some direction on querying account balance on a given date, as then we can use exported transactions to compute the running balance (and whether it's a good approach compared to querying balance for each transaction).
GiteaMirror commented 2026-02-28 20:25:44 -06:00
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@Juulz commented on GitHub (Dec 14, 2025):

I believe running balance is computed on the fly. Search the code for "runningBalance".

@Juulz commented on GitHub (Dec 14, 2025): I believe running balance is computed on the fly. Search the code for "runningBalance".
GiteaMirror commented 2026-02-28 20:25:44 -06:00
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@db-src commented on GitHub (Dec 14, 2025):

It'll be meaningful only if the transactions within a given day are in the same order as the bank statement/list, and since there's currently no way to set/correct the order in lieu of other pending FRs, that's not guaranteed

@db-src commented on GitHub (Dec 14, 2025): It'll be meaningful only if the transactions within a given day are in the same order as the bank statement/list, and since there's currently no way to set/correct the order in lieu of other pending FRs, that's not guaranteed
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