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[GH-ISSUE #7439] [Feature] Filter report data by tags #44740

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opened 2026-04-26 06:37:16 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-04-26 06:37:16 -05:00
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Originally created by @rmsppu on GitHub (Apr 9, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7439

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 get more detail on certain groups of expenses within an existing budget, already assigned to categories. The expenses have been further identified by tags applied to the Notes field.

For example, I've got a budget for Travel, with expense categories such as food, lodging, fuel, etc. Some of those expenses have tags, such as "#Family visit (parents)" or "#Family visit (inlaws)" or "#Vacation (solo)" or "#Vacation (with spouse)".

In this example, I'd like to produce 5 reports, one for overall Travel expenses, and four others, each with just transactions that have each of the four tags.

Describe your ideal solution to this problem

Enhance the existing dialog for selecting what data should be included in a report (Date filters) with a selection of tags, similar to the Rules interface.

Image

Teaching and learning

No response

Originally created by @rmsppu on GitHub (Apr 9, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7439 ### 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? I'd like to get more detail on certain groups of expenses within an existing budget, already assigned to categories. The expenses have been further identified by tags applied to the Notes field. For example, I've got a budget for Travel, with expense categories such as food, lodging, fuel, etc. Some of those expenses have tags, such as "#Family visit (parents)" or "#Family visit (inlaws)" or "#Vacation (solo)" or "#Vacation (with spouse)". In this example, I'd like to produce 5 reports, one for overall Travel expenses, and four others, each with just transactions that have each of the four tags. ### Describe your ideal solution to this problem Enhance the existing dialog for selecting what data should be included in a report (Date filters) with a selection of tags, similar to the Rules interface. <img width="786" height="726" alt="Image" src="https://github.com/user-attachments/assets/de1a8150-a61a-484f-a0b4-beae5b4bc895" /> ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-04-26 06:37:16 -05:00
GiteaMirror commented 2026-04-26 06:37:19 -05:00
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@github-actions[bot] commented on GitHub (Apr 9, 2026):

✨ 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 👍!

<!-- gh-comment-id:4215004126 --> @github-actions[bot] commented on GitHub (Apr 9, 2026): :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 2026-04-26 06:37:20 -05:00
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@youngcw commented on GitHub (Apr 9, 2026):

You can add the same filters to reports as you can to rules.

<!-- gh-comment-id:4215257415 --> @youngcw commented on GitHub (Apr 9, 2026): You can add the same filters to reports as you can to rules.
GiteaMirror commented 2026-04-26 06:37:21 -05:00
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@rmsppu commented on GitHub (Apr 9, 2026):

You can add the same filters to reports as you can to rules.

I see filters for date, and the same type of filtering by category (Category, Category Groups... "is one of", etc) as found in rules:
Image

but I don't see filtering by tags from the Notes field. Can you please point out where that function is present or reopen this issue?

<!-- gh-comment-id:4215358632 --> @rmsppu commented on GitHub (Apr 9, 2026): > You can add the same filters to reports as you can to rules. I see filters for date, and the same type of filtering by **category** (Category, Category Groups... "is one of", etc) as found in rules: <img width="347" height="202" alt="Image" src="https://github.com/user-attachments/assets/88fc23ef-9575-47d7-9e14-de094921ebb3" /> but I don't see filtering by _**tags** from the Notes field_. Can you please point out where that function is present or reopen this issue?
GiteaMirror commented 2026-04-26 06:37:21 -05:00
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@youngcw commented on GitHub (Apr 9, 2026):

Image
<!-- gh-comment-id:4215383559 --> @youngcw commented on GitHub (Apr 9, 2026): <img width="311" height="256" alt="Image" src="https://github.com/user-attachments/assets/d5131a7d-ae05-4429-9abc-bb52f8e070cd" />
GiteaMirror commented 2026-04-26 06:37:22 -05:00
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@rmsppu commented on GitHub (Apr 9, 2026):

Got it, thanks!

<!-- gh-comment-id:4215555934 --> @rmsppu commented on GitHub (Apr 9, 2026): Got it, thanks!
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