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[PR #6373] [MERGED] Add target income adjustment factor to crossover report #48292

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opened 2026-04-26 10:14:17 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-26 10:14:17 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6373
Author: @jonner
Created: 12/11/2025
Status: ✅ Merged
Merged: 1/6/2026
Merged by: @youngcw

Base: master ← Head: crossover-adjust-expenses

📝 Commits (3)

  • d48f61c Add target income adjustment factor to crossover report
  • 85386df [autofix.ci] apply automated fixes
  • ecee872 Add null check in crossover report

📊 Changes

6 files changed (+127 additions, -3 deletions)

View changed files

📝 packages/desktop-client/src/components/reports/graphs/CrossoverGraph.tsx (+26 -0)
📝 packages/desktop-client/src/components/reports/reports/Crossover.tsx (+72 -0)
📝 packages/desktop-client/src/components/reports/reports/CrossoverCard.tsx (+4 -0)
📝 packages/desktop-client/src/components/reports/spreadsheets/crossover-spreadsheet.ts (+18 -3)
📝 packages/loot-core/src/types/models/dashboard.ts (+1 -0)
➕ upcoming-release-notes/6373.md (+6 -0)

📄 Description

Allow the user to specify an adjustment factor to apply to their target retirement income. This allows them to be a little more conservative or aggressive on their retirement goals rather than relying only on the calculated expense projection.

For example, if you want to spend more in retirement (or are simply more risk-averse), you could set the target income adjustment to 120%. Or if you expect some retirement income from a defined-benefit pension and don't need to rely only on the income sources in your budget, you could set this to 80% to account for that external income.

Originally discussed at https://github.com/actualbudget/actual/issues/6134#issuecomment-3608247467

Summary by CodeRabbit

  • New Features

    • Added "Target Income (% of expenses)" adjustment control in the Crossover report settings (persisted with the widget).
    • New dashed line visualizes adjusted expenses on the Crossover graph.
    • Tooltip now shows Target income when an adjustment is present.
    • Crossover calculations and exported spreadsheets incorporate the expense adjustment factor.

  • Documentation

    • Added release note documenting the new adjustment feature.

✏️ 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/6373 **Author:** [@jonner](https://github.com/jonner) **Created:** 12/11/2025 **Status:** ✅ Merged **Merged:** 1/6/2026 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `crossover-adjust-expenses` --- ### 📝 Commits (3) - [`d48f61c`](https://github.com/actualbudget/actual/commit/d48f61c471f8ff8bec1044b63cfdda46544431c3) Add target income adjustment factor to crossover report - [`85386df`](https://github.com/actualbudget/actual/commit/85386dfa8a6dfaf55c636c303382956ef85535f7) [autofix.ci] apply automated fixes - [`ecee872`](https://github.com/actualbudget/actual/commit/ecee8720ad27b39bfbcfd6c231682b898ba7da7b) Add null check in crossover report ### 📊 Changes **6 files changed** (+127 additions, -3 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/reports/graphs/CrossoverGraph.tsx` (+26 -0) 📝 `packages/desktop-client/src/components/reports/reports/Crossover.tsx` (+72 -0) 📝 `packages/desktop-client/src/components/reports/reports/CrossoverCard.tsx` (+4 -0) 📝 `packages/desktop-client/src/components/reports/spreadsheets/crossover-spreadsheet.ts` (+18 -3) 📝 `packages/loot-core/src/types/models/dashboard.ts` (+1 -0) ➕ `upcoming-release-notes/6373.md` (+6 -0) </details> ### 📄 Description Allow the user to specify an adjustment factor to apply to their target retirement income. This allows them to be a little more conservative or aggressive on their retirement goals rather than relying only on the calculated expense projection. For example, if you want to spend more in retirement (or are simply more risk-averse), you could set the target income adjustment to 120%. Or if you expect some retirement income from a defined-benefit pension and don't need to rely only on the income sources in your budget, you could set this to 80% to account for that external income. Originally discussed at https://github.com/actualbudget/actual/issues/6134#issuecomment-3608247467 <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit * **New Features** * Added "Target Income (% of expenses)" adjustment control in the Crossover report settings (persisted with the widget). * New dashed line visualizes adjusted expenses on the Crossover graph. * Tooltip now shows Target income when an adjustment is present. * Crossover calculations and exported spreadsheets incorporate the expense adjustment factor. * **Documentation** * Added release note documenting the new adjustment feature. <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 2026-04-26 10:14:17 -05:00
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