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[GH-ISSUE #3202] [Feature] Add the Save/Edit Filters menu to Reports #42962

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opened 2026-04-26 03:08:38 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-26 03:08:38 -05:00
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Originally created by @alex-t-grey on GitHub (Aug 5, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3202

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?

On the Accounts screens, when a filter is selected a menu appears that allows the user to save a set of filters for reuse, or edit an existing saved filter (rename, modify, delete, etc.). This menu does not appear on the Reports screen, so there is no way to save new sets of filters or modify existing ones from the Reports.

Previously saved filters CAN be used on the Reports, however its is not immediately obvious that this is so.

image

Describe your ideal solution to this problem

Provide the same interface/menu on the Reports screen when filters are selected, similar to what is available in the Accounts register.

Teaching and learning

Update documentation as necessary, however this should be a fairly intuitive capability.

Originally created by @alex-t-grey on GitHub (Aug 5, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3202 ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? On the Accounts screens, when a filter is selected a menu appears that allows the user to save a set of filters for reuse, or edit an existing saved filter (rename, modify, delete, etc.). This menu does not appear on the Reports screen, so there is no way to save new sets of filters or modify existing ones from the Reports. Previously saved filters CAN be used on the Reports, however its is not immediately obvious that this is so. ![image](https://github.com/user-attachments/assets/f904bcb1-caac-4b4b-b6b3-3ff09c28c665) ### Describe your ideal solution to this problem Provide the same interface/menu on the Reports screen when filters are selected, similar to what is available in the Accounts register. ### Teaching and learning Update documentation as necessary, however this should be a fairly intuitive capability.
GiteaMirror added the needs votesfeature labels 2026-04-26 03:08:38 -05:00
GiteaMirror commented 2026-04-26 03:08:41 -05:00
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@github-actions[bot] commented on GitHub (Aug 5, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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 👍!

<!-- gh-comment-id:2269656030 --> @github-actions[bot] commented on GitHub (Aug 5, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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 2026-04-26 03:08:41 -05:00
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@alex-t-grey commented on GitHub (Aug 5, 2024):

An additional (or alternate) solution would be to allow users to save different filtered versions of the default reports as separate cards in the Reports dashboard.

I.e. you could have a Net Worth report saved that's just retirement accounts that has it's own thumbnail.

<!-- gh-comment-id:2269964670 --> @alex-t-grey commented on GitHub (Aug 5, 2024): An additional (or alternate) solution would be to allow users to save different filtered versions of the default reports as separate cards in the Reports dashboard. I.e. you could have a Net Worth report saved that's just retirement accounts that has it's own thumbnail.
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