github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-07-16 07:04:23 -05:00
Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #6526] [CLOSED] Customize dashboard with monthly view, navigation, and category spending #32506

New Issue
Closed
opened 2026-04-18 08:32:17 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-18 08:32:17 -05:00
Owner
Copy Link

📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6526
Author: @Gururagavendra
Created: 1/2/2026
Status: ❌ Closed

Base: master ← Head: master

📝 Commits (9)

  • e193cdc Customize dashboard with monthly view, navigation, and category spending
  • d1f6945 Merge pull request #1 from Gururagavendra/custom-dashboard-monthly-view
  • 13f4baa update
  • 25e721c Update packages/desktop-client/src/components/reports/Overview.tsx
  • fc4a5aa chore: fix pr comments
  • 8250de6 add
  • eddec4f add
  • a4811b1 add
  • 6dd4351 chore

📊 Changes

10 files changed (+1181 additions, -106 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/Overview.tsx (+339 -86)
📝 packages/desktop-client/src/components/reports/reports/CashFlowCard.tsx (+2 -2)
➕ packages/desktop-client/src/components/reports/reports/CategorySpendingCard.tsx (+277 -0)
📝 packages/desktop-client/src/components/reports/reports/Summary.tsx (+9 -1)
📝 packages/desktop-client/src/components/reports/reports/SummaryCard.tsx (+48 -13)
📝 packages/desktop-client/src/components/reports/spreadsheets/summary-spreadsheet.ts (+17 -1)
📝 packages/loot-core/src/server/dashboard/app.ts (+1 -0)
📝 packages/loot-core/src/shared/dashboard.ts (+474 -0)
📝 packages/loot-core/src/types/models/dashboard.ts (+13 -2)
📝 yarn.lock (+1 -1)

📄 Description

Added an nice custom dashboard for monthly view in report
user can move acros months to see the spending

user can now able to move between years in report

previous:
image

now:
image

Summary by CodeRabbit

  • New Features

    • Added Category Spending Card widget to display spending breakdown by category
    • Introduced Monthly and Yearly dashboard view modes with navigation controls for month/year selection
    • Added "Average per day" metric option for summary reports

  • Improvements

    • Enhanced tooltips for average-based metrics with contextual information
    • Improved cash flow chart visibility with larger bar sizes

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

🔄 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/6526 **Author:** [@Gururagavendra](https://github.com/Gururagavendra) **Created:** 1/2/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `master` --- ### 📝 Commits (9) - [`e193cdc`](https://github.com/actualbudget/actual/commit/e193cdcad2d4ea02964532d85fc2dda1fb05d5cf) Customize dashboard with monthly view, navigation, and category spending - [`d1f6945`](https://github.com/actualbudget/actual/commit/d1f69459a95507647c8d3744535f8186c7dd32f3) Merge pull request #1 from Gururagavendra/custom-dashboard-monthly-view - [`13f4baa`](https://github.com/actualbudget/actual/commit/13f4baafa310ca214f3609ceafc7c3d484051749) update - [`25e721c`](https://github.com/actualbudget/actual/commit/25e721cdc69f386bc41af738aeefcd658de81d25) Update packages/desktop-client/src/components/reports/Overview.tsx - [`fc4a5aa`](https://github.com/actualbudget/actual/commit/fc4a5aa98b828d1bd9413621335ec5f5b88555af) chore: fix pr comments - [`8250de6`](https://github.com/actualbudget/actual/commit/8250de6f88c7d7983c4cb02ddca90a80c696affd) add - [`eddec4f`](https://github.com/actualbudget/actual/commit/eddec4f155d1a81fde00c6462c821da3944686a9) add - [`a4811b1`](https://github.com/actualbudget/actual/commit/a4811b1e996437f9ca478c963929fc2fd54074b7) add - [`6dd4351`](https://github.com/actualbudget/actual/commit/6dd4351c94fc3b2cb2c2f30ee255df735a12d075) chore ### 📊 Changes **10 files changed** (+1181 additions, -106 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/Overview.tsx` (+339 -86) 📝 `packages/desktop-client/src/components/reports/reports/CashFlowCard.tsx` (+2 -2) ➕ `packages/desktop-client/src/components/reports/reports/CategorySpendingCard.tsx` (+277 -0) 📝 `packages/desktop-client/src/components/reports/reports/Summary.tsx` (+9 -1) 📝 `packages/desktop-client/src/components/reports/reports/SummaryCard.tsx` (+48 -13) 📝 `packages/desktop-client/src/components/reports/spreadsheets/summary-spreadsheet.ts` (+17 -1) 📝 `packages/loot-core/src/server/dashboard/app.ts` (+1 -0) 📝 `packages/loot-core/src/shared/dashboard.ts` (+474 -0) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+13 -2) 📝 `yarn.lock` (+1 -1) </details> ### 📄 Description Added an nice custom dashboard for monthly view in report user can move acros months to see the spending user can now able to move between years in report previous: <img width="2553" height="1578" alt="image" src="https://github.com/user-attachments/assets/70a0dcfa-2e7c-4cac-89cc-76a981d225d9" /> now: <img width="2553" height="1578" alt="image" src="https://github.com/user-attachments/assets/4e91dbe5-ed5e-460f-aafb-efdec7cca057" /> <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit * **New Features** * Added Category Spending Card widget to display spending breakdown by category * Introduced Monthly and Yearly dashboard view modes with navigation controls for month/year selection * Added "Average per day" metric option for summary reports * **Improvements** * Enhanced tooltips for average-based metrics with contextual information * Improved cash flow chart visibility with larger bar sizes <sub>✏️ Tip: You can customize this high-level summary in your review settings.</sub> <!-- end of auto-generated comment: release notes by coderabbit.ai --> --- <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 2026-04-18 08:32:17 -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
tech-support
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#32506
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?