[GH-ISSUE #1918] [Feedback]: Custom Reports #49858

New Issue

@Kidglove57 commented on GitHub (Nov 18, 2023):

“ Flipping between the 'Type' when in 'Time' mode crashes the app”
I have been unable to reproduce this crash on my live budget. Although I do get the crash when selecting a Split other than category
EDIT I should have added that this happened in the stacked bar graph. But seems to be fixed in 1930.

@Kidglove57 commented on GitHub (Nov 18, 2023): “ _Flipping between the 'Type' when in 'Time' mode crashes the app_” I have been unable to reproduce this crash on my live budget. Although I do get the crash when selecting a Split other than category EDIT I should have added that this happened in the stacked bar graph. But seems to be fixed in 1930.

GiteaMirror commented

@Redbox3070 commented on GitHub (Nov 18, 2023):

Really happy to have this feature!

The Range: "all time" is not working.
Reducing Range in table view does not work properly
I saw the initial save report feature (https://github.com/actualbudget/actual/pull/1924) and it's sleek
not a big fan of the grey hover color for bar charts and I would remove it in the reports page

idea for the future that I had: net worth view which displays a breakdown of account balance. Ideally with an area chart

@Redbox3070 commented on GitHub (Nov 18, 2023): Really happy to have this feature! * The Range: "all time" is not working. * Reducing Range in table view does not work properly I saw the initial save report feature (https://github.com/actualbudget/actual/pull/1924) and it's sleek * not a big fan of the grey hover color for bar charts and I would remove it in the reports page idea for the future that I had: net worth view which displays a breakdown of account balance. Ideally with an area chart

GiteaMirror commented

@MatissJanis commented on GitHub (Nov 18, 2023):

Overall: super impressive work! This is a MASSIVE improvement to Actual. I will personally be using it loads as well! Thanks for all the hard work!

My feedback (sorry for nitpicking):

loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the split_by:payee to load the data - and there is no loading indicator while this is happening.
if I change from split_by:payee to split_by:group while payee is still loading - I will get a weird "flash" of the payee data after it finishes loading - I think the previous calculations don't get cancelled
the category visibility selector gets hidden on small screens with no ability to scroll in it - I think we're missing a minHeight
would be nice to add on-hover tooltips to the icons (i.e. show summary); the native title attribute shows up with a bit of a delay

@MatissJanis commented on GitHub (Nov 18, 2023): Overall: super impressive work! This is a MASSIVE improvement to Actual. I will personally be using it loads as well! Thanks for all the hard work! My feedback (sorry for nitpicking): - [x] loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening. - [ ] if I change from `split_by:payee` to `split_by:group` while payee is still loading - I will get a weird "flash" of the payee data after it finishes loading - I think the previous calculations don't get cancelled - [x] the category visibility selector gets hidden on small screens with no ability to scroll in it - I think we're missing a `minHeight` - [x] would be nice to add on-hover tooltips to the icons (i.e. `show summary`); the native `title` attribute shows up with a bit of a delay

GiteaMirror commented

@Kidglove57 commented on GitHub (Nov 18, 2023):

When reporting on categories it would be great to have a select and deselect all button. Particularly the latter, In order to quickly narrow down the categories required for a particular report.

@Kidglove57 commented on GitHub (Nov 18, 2023): When reporting on categories it would be great to have a select and deselect all button. Particularly the latter, In order to quickly narrow down the categories required for a particular report.

GiteaMirror commented

@carkom commented on GitHub (Nov 18, 2023):

When reporting on categories it would be great to have a select and deselect all button. Particularly the latter, In order to quickly narrow down the categories required for a particular report.

Can you specify what part of the page you are referring to?

@carkom commented on GitHub (Nov 18, 2023): > When reporting on categories it would be great to have a select and deselect all button. Particularly the latter, In order to quickly narrow down the categories required for a particular report. Can you specify what part of the page you are referring to?

GiteaMirror commented

@Kidglove57 commented on GitHub (Nov 18, 2023):

“Can you specify what part of the page you are referring to?”
Sorry for being unclear! I am referring to the sidebar in the Custom Reports screen where all Groups and Categories are ticked. I would like to be able to “deselect all” (rather than individually deselecting Grouos or Categories. This would make it quicker for me to then individually select just a few categories to compare.

@Kidglove57 commented on GitHub (Nov 18, 2023): _“Can you specify what part of the page you are referring to?”_ Sorry for being unclear! I am referring to the sidebar in the Custom Reports screen where all Groups and Categories are ticked. I would like to be able to “deselect all” (rather than individually deselecting Grouos or Categories. This would make it quicker for me to then individually select just a few categories to compare.

GiteaMirror commented

https://github.com/actualbudget/actual/assets/4405777/34451f1a-0463-4c73-bc5f-cf8892f65be9

@Shazib commented on GitHub (Nov 18, 2023):

“ Flipping between the 'Type' when in 'Time' mode crashes the app” I have been unable to reproduce this crash on my live budget. Although I do get the crash when selecting a Split other than category EDIT I should have added that this happened in the stacked bar graph. But seems to be fixed in 1930.

Sorry there is an additional step in the sequence

switch from Total to Time, then change the Split

Here is a clip from demo.actualbudget.org

@Shazib commented on GitHub (Nov 18, 2023): > “ _Flipping between the 'Type' when in 'Time' mode crashes the app_” I have been unable to reproduce this crash on my live budget. Although I do get the crash when selecting a Split other than category EDIT I should have added that this happened in the stacked bar graph. But seems to be fixed in 1930. Sorry there is an additional step in the sequence switch from `Total` to `Time`, then change the `Split` Here is a clip from demo.actualbudget.org https://github.com/actualbudget/actual/assets/4405777/34451f1a-0463-4c73-bc5f-cf8892f65be9

GiteaMirror commented

2026-04-30 11:45:23 -05:00

@carkom commented on GitHub (Nov 20, 2023):

* [x]  loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening.

Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big...

@carkom commented on GitHub (Nov 20, 2023): > * [x] loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening. Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big...

GiteaMirror commented

@Kidglove57 commented on GitHub (Nov 20, 2023):

* [x]  loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening.
Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big...

My budget goes back to Dec 2019 so I tested this in Netlifly. I used "all time", in "table view" and in "time mode". Loading time changing from category to payee was 13 seconds in Safari, although no indication that loading was happening.

@Kidglove57 commented on GitHub (Nov 20, 2023): > > ``` > > * [x] loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening. > > ``` > > Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big... My budget goes back to Dec 2019 so I tested this in Netlifly. I used "all time", in "table view" and in "time mode". Loading time changing from category to payee was 13 seconds in Safari, although no indication that loading was happening.

GiteaMirror commented

2026-04-30 11:45:23 -05:00

@Kidglove57 commented on GitHub (Nov 20, 2023):

PS: Thank you so much for adding in Year to Date and Last Year!

@Kidglove57 commented on GitHub (Nov 20, 2023): PS: Thank you so much for adding in Year to Date and Last Year!

GiteaMirror commented

2026-04-30 11:45:24 -05:00

@MatissJanis commented on GitHub (Nov 20, 2023):

* [x]  loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening.
Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big...

Sadly it's still quite slow and doing these "glitches". Tricky to explain what I'm seeing visually.. if you added privacy mode for the Y axis - I could share a screen recording.

@MatissJanis commented on GitHub (Nov 20, 2023): > > ``` > > * [x] loading indicators - I think we're missing these; for large budgets (such as mine) it takes ~40 seconds for the `split_by:payee` to load the data - and there is no loading indicator while this is happening. > > ``` > > Can you check this on #1930? I put in a fix but can't test it since my budget isn't that big... Sadly it's still quite slow and doing these "glitches". Tricky to explain what I'm seeing visually.. if you added privacy mode for the Y axis - I could share a screen recording.

GiteaMirror commented

2026-04-30 11:45:24 -05:00

@carkom commented on GitHub (Nov 20, 2023):

Sadly it's still quite slow and doing these "glitches". Tricky to explain what I'm seeing visually.. if you added privacy mode for the Y axis - I could share a screen recording.

Due to the way recharts handles YAxis tick labels I'm not sure I can use the "privacyFilter" implementation. I've used it everywhere else (tooltips, legends, etc) but the best I can do for Axis is replace the numbers with a static string variable. I chose '...' for now. Open to changing the string if there's a better or more consistant UI with how we do it elsewhere in the app. Cheers!

@carkom commented on GitHub (Nov 20, 2023): > Sadly it's still quite slow and doing these "glitches". Tricky to explain what I'm seeing visually.. if you added privacy mode for the Y axis - I could share a screen recording. Due to the way recharts handles YAxis tick labels I'm not sure I can use the "privacyFilter" implementation. I've used it everywhere else (tooltips, legends, etc) but the best I can do for Axis is replace the numbers with a static string variable. I chose '...' for now. Open to changing the string if there's a better or more consistant UI with how we do it elsewhere in the app. Cheers!

GiteaMirror commented

2026-04-30 11:45:24 -05:00

@MatissJanis commented on GitHub (Nov 21, 2023):

Here you go:

https://github.com/actualbudget/actual/assets/886567/6cedf0be-1714-4cb2-a0e2-f9639673a2f4

@MatissJanis commented on GitHub (Nov 21, 2023): Here you go: https://github.com/actualbudget/actual/assets/886567/6cedf0be-1714-4cb2-a0e2-f9639673a2f4

GiteaMirror commented

@Akellade commented on GitHub (Nov 21, 2023):

The control side bar isn't very reactive. There seems to be a max height.
This is clear on the categories selection, where there is plenty of space below, but it introduces a scroll bar element :

Setting the overflow-y behaviour of the ul element from scroll to auto had the desired result for me.

@Akellade commented on GitHub (Nov 21, 2023): The control side bar isn't very reactive. There seems to be a max height. This is clear on the categories selection, where there is plenty of space below, but it introduces a scroll bar element : ![image](https://github.com/actualbudget/actual/assets/5247087/d3630e7c-1a6c-42dd-aa20-e20a39dfb086) Setting the overflow-y behaviour of the ul element from scroll to auto had the desired result for me.

GiteaMirror commented

@carkom commented on GitHub (Nov 21, 2023):

Here you go:
Screen.Recording.2023-11-21.at.08.12.28.mov

I've added a loading indicator. Still not sure what to do to help speed that up though. Payees loading can be quite slow for larger SQL files. Also, not sure how to cancel current data load when something new is clicked - currently it just waits for first one to complete then loads the next one.

Maybe make individual query files and call them via switch statement based on "mode" "groupBy" and "graphType" selections?

@carkom commented on GitHub (Nov 21, 2023): > Here you go: > Screen.Recording.2023-11-21.at.08.12.28.mov I've added a loading indicator. Still not sure what to do to help speed that up though. Payees loading can be quite slow for larger SQL files. Also, not sure how to cancel current data load when something new is clicked - currently it just waits for first one to complete then loads the next one. Maybe make individual query files and call them via switch statement based on "mode" "groupBy" and "graphType" selections?

GiteaMirror commented

@Kidglove57 commented on GitHub (Nov 25, 2023):

I have also asked for feedback on this in the Project Reports discussion.

My thoughts are then when the Expense view is selected in Reports this should show the net in each expense category, after any refunds. In turn, the Income view should only show Income categories.

At present receipts into an expense category are shown as Income.

Just wondering if this behaviour is intended?
Thanks!

@Kidglove57 commented on GitHub (Nov 25, 2023): I have also asked for feedback on this in the Project Reports discussion. My thoughts are then when the Expense view is selected in Reports this should show the net in each expense category, after any refunds. In turn, the Income view should only show Income categories. At present receipts into an expense category are shown as Income. Just wondering if this behaviour is intended? Thanks!

GiteaMirror commented

2026-04-30 11:45:26 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

At present receipts into an expense category are shown as Income.

@carkom Im looking at one of my categories that is specifically for reimbursements and it isn't acting like you described on discord. I can select expenses only and get what is expected, but net and income views don't show the money coming into the category. My guess is that this is due to the income all being in the form of off-budget to on-budget transfers. Those don't seem to count towards the table data.

@youngcw commented on GitHub (Nov 27, 2023): > At present receipts into an expense category are shown as Income. @carkom Im looking at one of my categories that is specifically for reimbursements and it isn't acting like you described on discord. I can select expenses only and get what is expected, but net and income views don't show the money coming into the category. My guess is that this is due to the income all being in the form of off-budget to on-budget transfers. Those don't seem to count towards the table data.

GiteaMirror commented

@carkom commented on GitHub (Nov 27, 2023):

@carkom Im looking at one of my categories that is specifically for reimbursements and it isn't acting like you described on discord.

Heya! I'm not sure which discord post you're referencing. I posted some suggestions on how it could work but wasn't saying that is how it currently does.

For further understanding of what/how data is displayed. By default the report hides off-budget, hidden categories/groups, empty ($0) categories, and uncategorized transactions. You can choose to show any/all of this data by ticking the corresponding checkbox in the sidebar.

I can select expenses only and get what is expected, but net and income views don't show the money coming into the category. My guess is that this is due to the income all being in the form of off-budget to on-budget transfers. Those don't seem to count towards the table data.

FYI, the app labels transfers as uncategorized transactions that have a "payee.transfer_acct" not equal to null. It shows these in the transactions list of the accounts pages but does not add them to any budget totals since they have no category.

If you'd like to see income for an account select the table graph and Time/Account/Net for the sidebar choices. You can easily see all the income for that account in the "assets" column and all the expenses in the "debts" column.

@carkom commented on GitHub (Nov 27, 2023): > @carkom Im looking at one of my categories that is specifically for reimbursements and it isn't acting like you described on discord. Heya! I'm not sure which discord post you're referencing. I posted some suggestions on how it could work but wasn't saying that is how it currently does. For further understanding of what/how data is displayed. By default the report hides off-budget, hidden categories/groups, empty ($0) categories, and uncategorized transactions. You can choose to show any/all of this data by ticking the corresponding checkbox in the sidebar. > I can select expenses only and get what is expected, but net and income views don't show the money coming into the category. My guess is that this is due to the income all being in the form of off-budget to on-budget transfers. Those don't seem to count towards the table data. FYI, the app labels transfers as uncategorized transactions that have a "payee.transfer_acct" not equal to null. It shows these in the transactions list of the accounts pages but does not add them to any budget totals since they have no category. If you'd like to see income for an account select the table graph and Time/Account/Net for the sidebar choices. You can easily see all the income for that account in the "assets" column and all the expenses in the "debts" column.

GiteaMirror commented

2026-04-30 11:45:26 -05:00

@Kidglove57 commented on GitHub (Nov 27, 2023):

Just chipping in here but maybe I read the question wrongly? The off budget to on budget transfers seem to be key to this comment. They do not of course have a category on the off budget side of the transfer. However, on receipt into the on budget account that side would be categorised.

is @youngcw in fact saying that these categorised inflows are not appearing as income in the Custom Reports OR as a net off against the expense?

@Kidglove57 commented on GitHub (Nov 27, 2023): Just chipping in here but maybe I read the question wrongly? The off budget to on budget transfers seem to be key to this comment. They do not of course have a category on the off budget side of the transfer. However, on receipt into the on budget account that side would be categorised. is @youngcw in fact saying that these categorised inflows are not appearing as income in the Custom Reports OR as a net off against the expense?

GiteaMirror commented

2026-04-30 11:45:26 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

@Kidglove57 that was what I was trying to get at. The transfers don't get counted as income even though they are categorized in that reimbursement category. That category has a balance of zero on the budget. If I set the custom table report to "net" I only see the expenses and nothing shows up under "income".

@youngcw commented on GitHub (Nov 27, 2023): @Kidglove57 that was what I was trying to get at. The transfers don't get counted as income even though they are categorized in that reimbursement category. That category has a balance of zero on the budget. If I set the custom table report to "net" I only see the expenses and nothing shows up under "income".

GiteaMirror commented

@youngcw commented on GitHub (Nov 27, 2023):

It would be nice to be able to hide the side bar and top bar settings options, especially if viewing a saved report.

@youngcw commented on GitHub (Nov 27, 2023): It would be nice to be able to hide the side bar and top bar settings options, especially if viewing a saved report.

GiteaMirror commented

@carkom commented on GitHub (Nov 27, 2023):

Just chipping in here but maybe I read the question wrongly? The off budget to on budget transfers seem to be key to this comment. They do not of course have a category on the off budget side of the transfer. However, on receipt into the on budget account that side would be categorised.

On the receipt side, where you say they have a category, what category would that be?

If you click on Payee and then "make transfer" it converts the transaction to a transfer and locks the category. You litterally can't set the category unless you remove the transfer flag. My contention is that it's not possible for a transfer to also have a category...

@carkom commented on GitHub (Nov 27, 2023): > Just chipping in here but maybe I read the question wrongly? The off budget to on budget transfers seem to be key to this comment. They do not of course have a category on the off budget side of the transfer. However, on receipt into the on budget account that side would be categorised. On the receipt side, where you say they have a category, what category would that be? If you click on Payee and then "make transfer" it converts the transaction to a transfer and locks the category. You litterally can't set the category unless you remove the transfer flag. My contention is that it's not possible for a transfer to also have a category...

GiteaMirror commented

@carkom commented on GitHub (Nov 27, 2023):

@Kidglove57 that was what I was trying to get at. The transfers don't get counted as income even though they are categorized in that reimbursement category. That category has a balance of zero on the budget. If I set the custom table report to "net" I only see the expenses and nothing shows up under "income".

Can you tick all these boxes and tell me if you see what you're expecting.

@carkom commented on GitHub (Nov 27, 2023): > @Kidglove57 that was what I was trying to get at. The transfers don't get counted as income even though they are categorized in that reimbursement category. That category has a balance of zero on the budget. If I set the custom table report to "net" I only see the expenses and nothing shows up under "income". Can you tick all these boxes and tell me if you see what you're expecting. ![image](https://github.com/actualbudget/actual/assets/55785687/37e0f2b2-0521-4dcf-931c-9f800232f425)

GiteaMirror commented

2026-04-30 11:45:28 -05:00

@carkom commented on GitHub (Nov 27, 2023):

@youngcw @Kidglove57 I think what we are missing here is examples. Can either of you share an example file that I can play with? Feel free to adjust a demo file to match what you are seeing so you don't have to share anything personal.

@carkom commented on GitHub (Nov 27, 2023): @youngcw @Kidglove57 I think what we are missing here is examples. Can either of you share an example file that I can play with? Feel free to adjust a demo file to match what you are seeing so you don't have to share anything personal.

GiteaMirror commented

@youngcw commented on GitHub (Nov 27, 2023):

My contention is that it's not possible for a transfer to also have a category...

It is most certainly possible, I have lots of transfers with categories. Here is a demo budget that has an example. Look at the category Reimburse:Off-budget Reimburse. It has a charge then a transfer from off-budget. The budget table shows a balance of zero, but the data table shows only the expense even when selecting "net".
2023-11-27-_test-budget.zip

I tried selecting all the optional checkboxes and I still got the same issue

@youngcw commented on GitHub (Nov 27, 2023): > My contention is that it's not possible for a transfer to also have a category... It is most certainly possible, I have lots of transfers with categories. Here is a demo budget that has an example. Look at the category Reimburse:Off-budget Reimburse. It has a charge then a transfer from off-budget. The budget table shows a balance of zero, but the data table shows only the expense even when selecting "net". [2023-11-27-_test-budget.zip](https://github.com/actualbudget/actual/files/13477813/2023-11-27-_test-budget.zip) I tried selecting all the optional checkboxes and I still got the same issue

GiteaMirror commented

2026-04-30 11:45:28 -05:00

@Kidglove57 commented on GitHub (Nov 27, 2023):

On the receipt side, where you say they have a category, what category would that be?

If you click on Payee and then "make transfer" it converts the transaction to a transfer and locks the category. You litterally can't set the category unless you remove the transfer flag. My contention is that it's not possible for a transfer to also have a category...

I wonder if we are at cross purposes here? If I make a transfer from an "Off Budget Account" into a "For Budget" account then Actual will insist that I enter a category but on that one side only - i.e. for the transaction side that is entering the "For Budget" account. I can choose whichever category is appropriate.

At the moment, the categorised receipt into the For Budget account is not reflected whatever box or dropdown is selected. I am guessing this must be because transfers are ignored completely - as indeed they should be between "For Budget" accounts. So it is just this very specific use case that falls through the cracks ie uncategorised transfer from Off Budget become categorised transfer on the For Budget side.

@Kidglove57 commented on GitHub (Nov 27, 2023): > On the receipt side, where you say they have a category, what category would that be? > > If you click on Payee and then "make transfer" it converts the transaction to a transfer and locks the category. You litterally can't set the category unless you remove the transfer flag. My contention is that it's not possible for a transfer to also have a category... I wonder if we are at cross purposes here? If I make a transfer from an "Off Budget Account" into a "For Budget" account then Actual will **insist** that I enter a category but on that one side only - i.e. for the transaction side that is entering the "For Budget" account. I can choose whichever category is appropriate. At the moment, the categorised receipt into the For Budget account is not reflected whatever box or dropdown is selected. I am guessing this must be because transfers are ignored completely - as indeed they should be between "For Budget" accounts. So it is just this very specific use case that falls through the cracks ie uncategorised transfer from Off Budget become categorised transfer on the For Budget side.

GiteaMirror commented

2026-04-30 11:45:28 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

~~I haven't checked any transfers going the other way, on-budget to off-budget. Those would need to be counted as expenses in the table.~~ Transfers that go from on-budget to off-budget also are not showing up right. My mortgage category is really off because part of it shows up as a transfer towards my off-budget loan balance.

@youngcw commented on GitHub (Nov 27, 2023): ~~I haven't checked any transfers going the other way, on-budget to off-budget. Those would need to be counted as expenses in the table.~~ Transfers that go from on-budget to off-budget also are not showing up right. My mortgage category is really off because part of it shows up as a transfer towards my off-budget loan balance.

GiteaMirror commented

2026-04-30 11:45:29 -05:00

@carkom commented on GitHub (Nov 27, 2023):

My contention is that it's not possible for a transfer to also have a category...

It is most certainly possible, I have lots of transfers with categories. Here is a demo budget that has an example. Look at the category Reimburse:Off-budget Reimburse. It has a charge then a transfer from off-budget. The budget table shows a balance of zero, but the data table shows only the expense even when selecting "net".

My testing was from on-budget to on-budget accounts. I see that the on to off and off to on act differently. Thanks for bringing it to my attention. I'll have a look.

@carkom commented on GitHub (Nov 27, 2023): > > My contention is that it's not possible for a transfer to also have a category... > > It is most certainly possible, I have lots of transfers with categories. Here is a demo budget that has an example. Look at the category Reimburse:Off-budget Reimburse. It has a charge then a transfer from off-budget. The budget table shows a balance of zero, but the data table shows only the expense even when selecting "net". My testing was from on-budget to on-budget accounts. I see that the on to off and off to on act differently. Thanks for bringing it to my attention. I'll have a look.

GiteaMirror commented

2026-04-30 11:45:29 -05:00

@carkom commented on GitHub (Nov 27, 2023):

Thanks for getting me there gents. The test file helped. I see the issue now. Cheers!

@carkom commented on GitHub (Nov 27, 2023): Thanks for getting me there gents. The test file helped. I see the issue now. Cheers!

GiteaMirror commented

2026-04-30 11:45:30 -05:00

@carkom commented on GitHub (Nov 27, 2023):

Okay, does this meet expectations for your test file?

First transaction is Offbudget debit
Second is credit to "Off-budget Reimburse"
Third is debit to "Off-budget Reimburse"

Is this how you'd expect that to look?

@carkom commented on GitHub (Nov 27, 2023): Okay, does this meet expectations for your test file? ![image](https://github.com/actualbudget/actual/assets/55785687/520d6099-3329-4c61-ae10-beb4bba4ad76) **First transaction is Offbudget debit Second is credit to "Off-budget Reimburse" Third is debit to "Off-budget Reimburse"** Is this how you'd expect that to look? ![image](https://github.com/actualbudget/actual/assets/55785687/82d94e7d-c13c-4a39-84ee-376b74f2a817)

GiteaMirror commented

2026-04-30 11:45:31 -05:00

@youngcw commented on GitHub (Nov 27, 2023):

Is this how you'd expect that to look?

I would expect the table to report 0 when looking at net since there was a matched inflow/outflow. That screenshot is what I see now

@youngcw commented on GitHub (Nov 27, 2023): > Is this how you'd expect that to look? I would expect the table to report 0 when looking at net since there was a matched inflow/outflow. That screenshot is what I see now

GiteaMirror commented

2026-04-30 11:45:31 -05:00

@Kidglove57 commented on GitHub (Nov 27, 2023):

Thanks for getting me there gents. The test file helped. I see the issue now. Cheers!

Totally understand and thanks for your patience - I'm sure there are many users who would not have this issue because they keep all their accounts on budget.

In the meantime I am greatly enjoying using the table view (to be honest this is the only one I will use as I am not very "visual" - prefer detail to a sweeping overview.)

Anyhow I just wanted to thank you again for the enormous amount of work you have gone through to bring two of my favourite features to Actual - this and Saved Filters!

@Kidglove57 commented on GitHub (Nov 27, 2023): > Thanks for getting me there gents. The test file helped. I see the issue now. Cheers! Totally understand and thanks for your patience - I'm sure there are many users who would not have this issue because they keep all their accounts on budget. In the meantime I am greatly enjoying using the table view (to be honest this is the only one I will use as I am not very "visual" - prefer detail to a sweeping overview.) Anyhow I just wanted to thank you again for the enormous amount of work you have gone through to bring two of my favourite features to Actual - this and Saved Filters!

GiteaMirror commented

2026-04-30 11:45:33 -05:00

@carkom commented on GitHub (Nov 27, 2023):

Is this how you'd expect that to look?

I would expect the table to report 0 when looking at net since there was a matched inflow/outflow. That screenshot is what I see now

So if you look at the "total" column for net on the "off-budget reimburse" category. It is equal to 0.

I'll put in a PR for testing with your own budgets.

@carkom commented on GitHub (Nov 27, 2023): > > Is this how you'd expect that to look? > > I would expect the table to report 0 when looking at net since there was a matched inflow/outflow. That screenshot is what I see now So if you look at the "total" column for net on the "off-budget reimburse" category. It is equal to 0. I'll put in a PR for testing with your own budgets.

GiteaMirror commented

2026-04-30 11:45:34 -05:00

@youngcw commented on GitHub (Nov 30, 2023):

When changing settings with large data tables, either to a large one or away from a large one, I get misaligned numbers. I can fix this by changing to a bar chart and back to a data table. It seems like the in code data table isn't updating properly since this should be a one month view.

@youngcw commented on GitHub (Nov 30, 2023): When changing settings with large data tables, either to a large one or away from a large one, I get misaligned numbers. I can fix this by changing to a bar chart and back to a data table. It seems like the in code data table isn't updating properly since this should be a one month view. ![image](https://github.com/actualbudget/actual/assets/28542559/73df23bc-4ef4-45cb-ae03-849501885115)

GiteaMirror commented

2026-04-30 11:45:35 -05:00

@carkom commented on GitHub (Nov 30, 2023):

When changing settings with large data tables, either to a large one or away from a large one, I get misaligned numbers. I can fix this by changing to a bar chart and back to a data table. It seems like the in code data table isn't updating properly since this should be a one month view.

Yep, I've already got it on my list. It's a rendering issue I need to fix. Thanks for the call out!

@carkom commented on GitHub (Nov 30, 2023): > When changing settings with large data tables, either to a large one or away from a large one, I get misaligned numbers. I can fix this by changing to a bar chart and back to a data table. It seems like the in code data table isn't updating properly since this should be a one month view. Yep, I've already got it on my list. It's a rendering issue I need to fix. Thanks for the call out!

GiteaMirror commented

2026-04-30 11:45:36 -05:00

@Teprifer commented on GitHub (Dec 2, 2023):

Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected.
For time series it shows the months, but still not the categories.

@Teprifer commented on GitHub (Dec 2, 2023): Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories. ![image](https://github.com/actualbudget/actual/assets/34882928/3b1ed497-1679-4239-a3f4-2ac341bd8c63)

GiteaMirror commented

2026-04-30 11:45:37 -05:00

@Teprifer commented on GitHub (Dec 2, 2023):

Issue: UI is unclear as to why no data will show after changing split by.

Example steps:

Split by category, untick all.
Change to split by account
Result, no data shows, and no way to identify this is because no categories are selected (category list is hidden).

This may also apply to other variations of changing split-by.

After playing some more, I think the category list will may almost always need to be present, regardless of split by.

Small suggestion:

'Time' mode isn't disabled when looking at 'area' chart, but is incompatible with it. Suggest disabling the button when viewing an area chart and add tool tip advising this is why e.g. "Time mode is not available for this chart type."

Note the reverse is already true, when viewing time mode, the area chart option is disabled.

Likewise add similar text for when other buttons are disabled.

When using table view and scrolling to the right, the categories get hidden.

Suggestion: Pin the categories column to the screen when scrolling horizontal so they are always visible.

For visibility, enforce a minimum width for the categories column (gets a bit too squished with more data columns)

The same idea for the header row, pin in place so it's always present when scrolling vertically.

It doesn't make sense for Range to show any of the current options, if either the From or To month is manually changed.

Suggest range should contain a 'Custom' option, and changing either From or To month values triggers the Range to change to the "Custom" option.

Feature suggestion:

When in total mode, for bar and donut, maybe an 'order by' option? E.g. Most to Least (or large to Small) and the reverse, 'by group', 'by group, then large to small' and the reverse, 'by category order' (as in the order they are in the budget)

Minor suggestion:
I found by accident clicking the bar chart icon again changes how the graph bars stack, suggest putting an explanation of what is changing in to the tool tip of the button, or elsewhere on screen.

Minor, by feel, show summary panel should be a remembered setting (ie, once toggled on, always on, even when leaving reports and coming back)

@Teprifer commented on GitHub (Dec 2, 2023): Issue: UI is unclear as to why no data will show after changing split by. Example steps: 1) Split by category, untick all. 2) Change to split by account Result, no data shows, and no way to identify this is because no categories are selected (category list is hidden). This may also apply to other variations of changing split-by. After playing some more, I think the category list will may almost always need to be present, regardless of split by. --- Small suggestion: 'Time' mode isn't disabled when looking at 'area' chart, but is incompatible with it. Suggest disabling the button when viewing an area chart and add tool tip advising this is why e.g. "Time mode is not available for this chart type." Note the reverse is already true, when viewing time mode, the area chart option is disabled. Likewise add similar text for when other buttons are disabled. --- When using table view and scrolling to the right, the categories get hidden. Suggestion: Pin the categories column to the screen when scrolling horizontal so they are always visible. For visibility, enforce a minimum width for the categories column (gets a bit too squished with more data columns) The same idea for the header row, pin in place so it's always present when scrolling vertically. --- It doesn't make sense for Range to show any of the current options, if either the From or To month is manually changed. Suggest range should contain a 'Custom' option, and changing either From or To month values triggers the Range to change to the "Custom" option. --- Feature suggestion: When in total mode, for bar and donut, maybe an 'order by' option? E.g. Most to Least (or large to Small) and the reverse, 'by group', 'by group, then large to small' and the reverse, 'by category order' (as in the order they are in the budget) --- Minor suggestion: I found by accident clicking the bar chart icon again changes how the graph bars stack, suggest putting an explanation of what is changing in to the tool tip of the button, or elsewhere on screen. --- Minor, by feel, show summary panel should be a remembered setting (ie, once toggled on, always on, even when leaving reports and coming back) ----

GiteaMirror commented

2026-04-30 11:45:40 -05:00

@carkom commented on GitHub (Dec 5, 2023):

Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories.

Use the tick boxes in the Display section in the sidebar to see this data. It is hidden by default.

@carkom commented on GitHub (Dec 5, 2023): > Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories. Use the tick boxes in the Display section in the sidebar to see this data. It is hidden by default.

GiteaMirror commented

2026-04-30 11:45:49 -05:00

@Teprifer commented on GitHub (Dec 6, 2023):

Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories.

Use the tick boxes in the Display section in the sidebar to see this data. It is hidden by default.

Ahh, so, your comment confused me as I couldn't see an option which reflected hidden categories, so I setup the same report again and played with those tick boxes before going "nah uh" :)

'Off Budget Items" seems to be the one you're referring to, I wouldn't consider "hidden" to mean "off budget" - they're still on budget, just not visible. Furthermore, prior to hiding them, they definitely were on budget, and their balances are reflected in the overall budget numbers. I thought that option was for 'off budget' accounts (since you can split by account).

If it's just for hidden categories, then I'd suggest renaming it to 'show hidden categories', if it's for both, I'd suggest renaming it to 'Show Hidden Categories and Off Budget Accounts", which is a lot of words I'll have to admit.

To address that I'd suggest separate tick boxes as they are different things.

p.s. I don't have off budget accounts, so not familiar with how they're interact with this custom reporting.

@Teprifer commented on GitHub (Dec 6, 2023): > > Bug: When viewing table data, hidden categories do not show anything in the chart area except totals and average when selected. For time series it shows the months, but still not the categories. > > Use the tick boxes in the Display section in the sidebar to see this data. It is hidden by default. Ahh, so, your comment confused me as I couldn't see an option which reflected hidden categories, so I setup the same report again and played with those tick boxes before going "nah uh" :) 'Off Budget Items" seems to be the one you're referring to, I wouldn't consider "hidden" to mean "off budget" - they're still on budget, just not visible. Furthermore, prior to hiding them, they definitely were on budget, and their balances are reflected in the overall budget numbers. I thought that option was for 'off budget' accounts (since you can split by account). If it's just for hidden categories, then I'd suggest renaming it to 'show hidden categories', if it's for both, I'd suggest renaming it to 'Show Hidden Categories and Off Budget Accounts", which is a lot of words I'll have to admit. - To address that I'd suggest separate tick boxes as they are different things. p.s. I don't have off budget accounts, so not familiar with how they're interact with this custom reporting.

GiteaMirror commented

2026-04-30 11:45:52 -05:00

@youngcw commented on GitHub (Dec 8, 2023):

The data table has started to not align the date header properly. The bottom totals do the same thing.

@youngcw commented on GitHub (Dec 8, 2023): The data table has started to not align the date header properly. The bottom totals do the same thing. ![image](https://github.com/actualbudget/actual/assets/28542559/b0a94f11-8ba6-4bfa-a207-29dce4a94a51)

GiteaMirror commented

2026-04-30 11:45:53 -05:00

@carkom commented on GitHub (Dec 8, 2023):

The data table has started to not align the date header properly. The bottom totals do the same thing.

I have a fix for this waiting in the wings. Also comes with improved scrolling behaviors and better row rendering. 😁

@carkom commented on GitHub (Dec 8, 2023): > The data table has started to not align the date header properly. The bottom totals do the same thing. > ![image](https://github.com/actualbudget/actual/assets/28542559/b0a94f11-8ba6-4bfa-a207-29dce4a94a51) > I have a fix for this waiting in the wings. Also comes with improved scrolling behaviors and better row rendering. 😁

GiteaMirror commented

2026-04-30 11:45:53 -05:00

@carkom commented on GitHub (Dec 8, 2023):

Ahh, so, your comment confused me as I couldn't see an option which reflected hidden categories, so I setup the same report again and played with those tick boxes before going "nah uh" :)

'Off Budget Items" seems to be the one you're referring to, I wouldn't consider "hidden" to mean "off budget" - they're still on budget, just not visible. Furthermore, prior to hiding them, they definitely were on budget, and their balances are reflected in the overall budget numbers. I thought that option was for 'off budget' accounts (since you can split by account).

If it's just for hidden categories, then I'd suggest renaming it to 'show hidden categories', if it's for both, I'd suggest renaming it to 'Show Hidden Categories and Off Budget Accounts", which is a lot of words I'll have to admit.

To address that I'd suggest separate tick boxes as they are different things.

p.s. I don't have off budget accounts, so not familiar with how they're interact with this custom reporting.

I can see the use case for 2 separate checkboxes. 😁

@carkom commented on GitHub (Dec 8, 2023): > Ahh, so, your comment confused me as I couldn't see an option which reflected hidden categories, so I setup the same report again and played with those tick boxes before going "nah uh" :) > > 'Off Budget Items" seems to be the one you're referring to, I wouldn't consider "hidden" to mean "off budget" - they're still on budget, just not visible. Furthermore, prior to hiding them, they definitely were on budget, and their balances are reflected in the overall budget numbers. I thought that option was for 'off budget' accounts (since you can split by account). > > If it's just for hidden categories, then I'd suggest renaming it to 'show hidden categories', if it's for both, I'd suggest renaming it to 'Show Hidden Categories and Off Budget Accounts", which is a lot of words I'll have to admit. > - To address that I'd suggest separate tick boxes as they are different things. > > p.s. I don't have off budget accounts, so not familiar with how they're interact with this custom reporting. I can see the use case for 2 separate checkboxes. 😁

GiteaMirror commented

2026-04-30 11:45:54 -05:00

@Teprifer commented on GitHub (Dec 14, 2023):

Sorry one more minor feature request, currently a category group is either selected, or not, I propose a third state for cases like this, where one or more, but not all, of the categories are selected:

Mock up:

@Teprifer commented on GitHub (Dec 14, 2023): Sorry one more minor feature request, currently a category group is either selected, or not, I propose a third state for cases like this, where one or more, but not all, of the categories are selected: ![image](https://github.com/actualbudget/actual/assets/34882928/cd5166c4-7c23-47d5-8dd6-31d7fa610404) Mock up: ![image](https://github.com/actualbudget/actual/assets/34882928/1bd7a6e4-4a45-4170-bb3a-369987d44abe)

GiteaMirror commented

2026-04-30 11:46:01 -05:00

@HStep20 commented on GitHub (Dec 29, 2023):

I love these reports so much. Ive only ever missed Firefly III for its reporting capabilities, so Ive been super happy to explore these ones.

I did find a bug when it comes to the 'Amount' filter. When used to filter expenses, using the 'greater than' filter doesn't seem to show any actual data on the chart:

As it turns out, behind the scenes, it seems like the chart is counting expenses as Negative Dollars (which makes sense), even though it displays them as Positive (line go up).

In order to actually see data when the Expenses are selected as the reporting data, you have to invert the filter selection to look like: Less than -$150:

Im not sure how the data is retrieved via a filter, but I think that using the Absolute Value of the filtered data would solve this. Otherwise, it may be better to invert the chart for Expense reports so that they look like negative values when viewed.

As an aside, there is some weird behavior with the value filter. I figure its a separate Actual bug, but I definitely put in less thatn $150 as my filter, and its showing as $1.50. Ive seen similar things where Ill add a value filter for something like $100.00 and it will translate it to $10000

@HStep20 commented on GitHub (Dec 29, 2023): I love these reports so much. Ive only ever missed Firefly III for its reporting capabilities, so Ive been super happy to explore these ones. I did find a bug when it comes to the 'Amount' filter. When used to filter expenses, using the 'greater than' filter doesn't seem to show any actual data on the chart: ![image](https://github.com/actualbudget/actual/assets/6693120/97c5e07e-f166-455a-80fd-db0653551620) As it turns out, behind the scenes, it seems like the chart is counting expenses as Negative Dollars (which makes sense), even though it displays them as Positive (line go up). In order to actually see data when the Expenses are selected as the reporting data, you have to invert the filter selection to look like: `Less than -$150`: ![image](https://github.com/actualbudget/actual/assets/6693120/813954e3-22c7-4934-93c8-5924a4abbc98) Im not sure how the data is retrieved via a filter, but I think that using the Absolute Value of the filtered data would solve this. Otherwise, it may be better to invert the chart for Expense reports so that they look like negative values when viewed. As an aside, there is some weird behavior with the value filter. I figure its a separate Actual bug, but I definitely put in `less thatn $150` as my filter, and its showing as `$1.50`. Ive seen similar things where Ill add a value filter for something like `$100.00` and it will translate it to `$10000`

GiteaMirror commented

2026-04-30 11:46:05 -05:00

@carkom commented on GitHub (Dec 29, 2023):

These are all known issues that are not unique to the custom report. It's a problem with the filter in every part of the app.

Check issue #1935 for neg/pos views.

We discussed the direction of the payments graph...yes they are negative values but ended up deciding that it's more difficult for the general user to interpret negative graphs and so opted to flip it.

For your "aside" issue have a look at
https://github.com/actualbudget/actual/issues/1977

It's been fixed and closed but it sounds like there's still something similar happening for you?

@carkom commented on GitHub (Dec 29, 2023): These are all known issues that are not unique to the custom report. It's a problem with the filter in every part of the app. Check issue #1935 for neg/pos views. We discussed the direction of the payments graph...yes they are negative values but ended up deciding that it's more difficult for the general user to interpret negative graphs and so opted to flip it. For your "aside" issue have a look at https://github.com/actualbudget/actual/issues/1977 It's been fixed and closed but it sounds like there's still something similar happening for you?

GiteaMirror commented

2026-04-30 11:46:08 -05:00

@carkom commented on GitHub (Dec 29, 2023):

I love these reports so much. Ive only ever missed Firefly III for its reporting capabilities, so Ive been super happy to explore these ones.

Thanks!

@carkom commented on GitHub (Dec 29, 2023): > I love these reports so much. Ive only ever missed Firefly III for its reporting capabilities, so Ive been super happy to explore these ones. Thanks!

GiteaMirror commented

2026-04-30 11:46:10 -05:00

@pmamberti commented on GitHub (Jan 1, 2024):

I've read through this as I was looking for some better understanding of how the custom report works.
I select a single category and look at the Time / Expense report.

As expenses in this category initially were setup as transfers to an off-budget account with some reimbursement coming into an On-Budget account, the months where this happened are not appearing which I find surprising given the transfers out must have a category.
To see some activity there, I need to switch to Income, however the totals I see there are only for the income and not include the expenses (which I would expect given I've selected Income).

My expectation was that the expenses for that category would show up when Expenses is selected, but perhaps I am not understanding correctly how this custom report should work, is the fact that transfers out do not show even if they have the same category I'm looking at expected behaviour or a bug or some kind of limitation due to how Actual works behind the scenes with transfers?

Thanks for your incredible work here, truly appreciated, hope we see it out of experimental soon!
Piero

@pmamberti commented on GitHub (Jan 1, 2024): I've read through this as I was looking for some better understanding of how the custom report works. I select a single category and look at the Time / Expense report. As expenses in this category initially were setup as transfers to an off-budget account with some reimbursement coming into an On-Budget account, the months where this happened are not appearing which I find surprising given the transfers out must have a category. To see some activity there, I need to switch to `Income`, however the totals I see there are only for the income and not include the expenses (which I would expect given I've selected `Income`). My expectation was that the expenses for that category would show up when `Expenses` is selected, but perhaps I am not understanding correctly how this custom report should work, is the fact that transfers out do not show even if they have the same category I'm looking at expected behaviour or a bug or some kind of limitation due to how Actual works behind the scenes with transfers? Thanks for your incredible work here, truly appreciated, hope we see it out of experimental soon! Piero

GiteaMirror commented

2026-04-30 11:46:10 -05:00

@carkom commented on GitHub (Jan 2, 2024):

First question: are you using the released version or is this happening on edge? There's been updates that should fix this (new release out soon!)

Secondly: have you ticked "show offbudget" tick box?

@carkom commented on GitHub (Jan 2, 2024): First question: are you using the released version or is this happening on edge? There's been updates that should fix this (new release out soon!) Secondly: have you ticked "show offbudget" tick box?

GiteaMirror commented

2026-04-30 11:46:11 -05:00

@pmamberti commented on GitHub (Jan 2, 2024):

I'm on latest released, and even ticking off-budget items and makes no difference, but thanks for letting me know that changes are coming, will patiently wait for the release to test and report. Thanks for you work on this 🙏🏻

@pmamberti commented on GitHub (Jan 2, 2024): I'm on latest released, and even ticking off-budget items and makes no difference, but thanks for letting me know that changes are coming, will patiently wait for the release to test and report. Thanks for you work on this 🙏🏻

GiteaMirror commented

2026-04-30 11:46:11 -05:00

@chevdor commented on GitHub (Jan 3, 2024):

Verrrry nice, looking forward to being able to save them.

@chevdor commented on GitHub (Jan 3, 2024): Verrrry nice, looking forward to being able to save them.

GiteaMirror commented

2026-04-30 11:46:11 -05:00

@youngcw commented on GitHub (Jan 10, 2024):

I don't know if this is on your radar or not. I have to sometimes toggle the "show unused" option in order for lines to show up.

Example:

Set report to table
Set Time mode
Set Type to net
Observe that income categories are not shown

This is fixed by cycling the "show unused" option.

@youngcw commented on GitHub (Jan 10, 2024): I don't know if this is on your radar or not. I have to sometimes toggle the "show unused" option in order for lines to show up. Example: 1. Set report to table 2. Set Time mode 3. Set Type to net 4. Observe that income categories are not shown This is fixed by cycling the "show unused" option.

GiteaMirror commented

2026-04-30 11:46:12 -05:00

@carkom commented on GitHub (Jan 10, 2024):

I don't know if this is on your radar or not. I have to sometimes toggle the "show unused" option in order for lines to show up.

Example:

Set report to table

Set Time mode

Set Type to net

Observe that income categories are not shown

This is fixed by cycling the "show unused" option.

Okay I see that bug, wasn't on my radar. Thanks for the shout!

@carkom commented on GitHub (Jan 10, 2024): > I don't know if this is on your radar or not. I have to sometimes toggle the "show unused" option in order for lines to show up. > > Example: > 1. Set report to table > 2. Set Time mode > 3. Set Type to net > 4. Observe that income categories are not shown > > This is fixed by cycling the "show unused" option. Okay I see that bug, wasn't on my radar. Thanks for the shout!

GiteaMirror commented

2026-04-30 11:46:12 -05:00

@MatissJanis commented on GitHub (Jan 13, 2024):

Small timeseries bug: the 'net' option initially is disabled, but after switching a few things it becomes available. When using it - the data is very wonky.

https://github.com/actualbudget/actual/assets/886567/33975dd1-9a8e-4388-b41f-c23f06f41dd5

@MatissJanis commented on GitHub (Jan 13, 2024): Small timeseries bug: the 'net' option initially is disabled, but after switching a few things it becomes available. When using it - the data is very wonky. https://github.com/actualbudget/actual/assets/886567/33975dd1-9a8e-4388-b41f-c23f06f41dd5

GiteaMirror commented

2026-04-30 11:46:13 -05:00

@8bitgentleman commented on GitHub (Jan 16, 2024):

How do you use Split by - Year? No matter what I try it always seems to be gray'd out on the demo site(and my personal version). Is it not implemented yet? Loving the custom graph overall

@8bitgentleman commented on GitHub (Jan 16, 2024): How do you use Split by - Year? No matter what I try it always seems to be gray'd out on the demo site(and my personal version). Is it not implemented yet? Loving the custom graph overall ![image](https://github.com/actualbudget/actual/assets/4028391/0d3d452f-58be-4b34-98dc-095634d0f64d)

GiteaMirror commented

2026-04-30 11:46:13 -05:00

@carkom commented on GitHub (Jan 16, 2024):

How do you use Split by - Year? No matter what I try it always seems to be gray'd out on the demo site(and my personal version). Is it not implemented yet? Loving the custom graph overall

Yea not implemented yet.

@carkom commented on GitHub (Jan 16, 2024): > How do you use Split by - Year? No matter what I try it always seems to be gray'd out on the demo site(and my personal version). Is it not implemented yet? Loving the custom graph overall Yea not implemented yet.

GiteaMirror commented

2026-04-30 11:46:13 -05:00

@youngcw commented on GitHub (Jan 20, 2024):

When using the data table with lots of months, the category group line loses its highlight anywhere that was off screen to start.

This image is at the transition between initially on screen and initially off screen. Everything to the right of that is not highlighted.

@youngcw commented on GitHub (Jan 20, 2024): When using the data table with lots of months, the category group line loses its highlight anywhere that was off screen to start. This image is at the transition between initially on screen and initially off screen. Everything to the right of that is not highlighted. ![image](https://github.com/actualbudget/actual/assets/28542559/8ac8d434-87d4-411f-aa60-ee09b7981e39)

GiteaMirror commented

2026-04-30 11:46:14 -05:00

@carkom commented on GitHub (Jan 20, 2024):

When using the data table with lots of months, the category group line loses its highlight anywhere that was off screen to start.

This image is at the transition between initially on screen and initially off screen. Everything to the right of that is not highlighted.

I've noticed that as well. Any suggestions on how to fix it?

@carkom commented on GitHub (Jan 20, 2024): > When using the data table with lots of months, the category group line loses its highlight anywhere that was off screen to start. > > This image is at the transition between initially on screen and initially off screen. Everything to the right of that is not highlighted. I've noticed that as well. Any suggestions on how to fix it?

GiteaMirror commented

2026-04-30 11:46:14 -05:00

@Teprifer commented on GitHub (Jan 20, 2024):

Checked on Edge I pulled earlier my today, bar charts are missing the Y axis numbers formatting (area graph Y axis is formatted).

I didn't notice earlier as I don't use the bar charts much.

@Teprifer commented on GitHub (Jan 20, 2024): Checked on Edge I pulled earlier my today, bar charts are missing the Y axis numbers formatting (area graph Y axis is formatted). I didn't notice earlier as I don't use the bar charts much.

GiteaMirror commented

2026-04-30 11:46:15 -05:00

@Kidglove57 commented on GitHub (Feb 2, 2024):

@carkom Thank you for all the refinements that are coming through. They are fantastic.

I'm using the most recent Edge tag. I love Custom Reports but only tend to use the table view (Income and Expense, Tax reporting etc). So my thoughts are restricted to that. The new Options dropdown is a great addition.

This is a very minor point but some of my Category names are truncated (Payee names too if reporting by Payee). I am on a 15 inch laptop screen but I don't think this is related to screen size as the column width is fixed.

For me these Custom Reports are such an amazing feature for an app like Actual! My ideals would be:

to freeze the first column when scrolling a table. In the same way that the first (header) row is currently frozen.
to have a slightly wider first column to accommodate payee names.
If possible to be able to select a date range that included days not just months - due to the British tax year running from 5 April
To save Reports - but unfair of me to mention as this is work in progress at present.

@Kidglove57 commented on GitHub (Feb 2, 2024): @carkom Thank you for all the refinements that are coming through. They are fantastic. I'm using the most recent Edge tag. I love Custom Reports but only tend to use the table view (Income and Expense, Tax reporting etc). So my thoughts are restricted to that. The new Options dropdown is a great addition. This is a very minor point but some of my Category names are truncated (Payee names too if reporting by Payee). I am on a 15 inch laptop screen but I don't think this is related to screen size as the column width is fixed. For me these Custom Reports are such an amazing feature for an app like Actual! My ideals would be: 1) to freeze the first column when scrolling a table. In the same way that the first (header) row is currently frozen. 2) to have a slightly wider first column to accommodate payee names. 3) If possible to be able to select a date range that included days not just months - due to the British tax year running from 5 April 4) To save Reports - but unfair of me to mention as this is work in progress at present.

GiteaMirror commented

2026-04-30 11:46:15 -05:00

@carkom commented on GitHub (Feb 2, 2024):

Thanks! Glad you like it and use it! I appreciate the feedback.

I have a PR ready with this change in it but I think I'll wait until the "saving" functionality is done.
I can change the width of the column. Have you discovered that "on hover" the full name is displayed?
Yep, this is on my roadmap. I've got space built-in/resereved to add an "interval" selection which will have options like day/week/month/year.
😄

@carkom commented on GitHub (Feb 2, 2024): Thanks! Glad you like it and use it! I appreciate the feedback. 1. I have a PR ready with this change in it but I think I'll wait until the "saving" functionality is done. 2. I can change the width of the column. Have you discovered that "on hover" the full name is displayed? 3. Yep, this is on my roadmap. I've got space built-in/resereved to add an "interval" selection which will have options like day/week/month/year. 4. 😄

GiteaMirror commented

2026-04-30 11:46:15 -05:00

@Kidglove57 commented on GitHub (Feb 2, 2024):

Thanks for your swift response! And the very encouraging replies.

Incidentally, I was playing with a very long established NZ app recently (Pocketsmith). They had still not managed to freeze the first column/row on their cashflow forecasts. So the progress you are making in Actual is remarkable.

No, I had not discovered the "reveal full name on hover" feature. When I tried it just now I thought at first that it was not working. But I think that was because I was not allowing a sufficient delay for it to appear. It does seem just a touch too long for optimum discoverability.

Just a thought - is this delay set to the same speed as notes are in other parts of the app (category and accounts notes)? Those seem a micro second faster.

PS I think in the light of this I am happy for the column width to stay "as is". With some payee names being so long, the column could never be wide enough for everything, so no point in compromising the "by month" columns.

PPS with this sort of functionality I can soon see my self dumping my Banktivity (Mac app) completely. I only like it for the reporting.

@Kidglove57 commented on GitHub (Feb 2, 2024): Thanks for your swift response! And the very encouraging replies. Incidentally, I was playing with a very long established NZ app recently (Pocketsmith). They had still not managed to freeze the first column/row on their cashflow forecasts. So the progress you are making in Actual is remarkable. No, I had not discovered the "reveal full name on hover" feature. When I tried it just now I thought at first that it was not working. But I think that was because I was not allowing a sufficient delay for it to appear. It does seem just a touch too long for optimum discoverability. Just a thought - is this delay set to the same speed as notes are in other parts of the app (category and accounts notes)? Those seem a micro second faster. PS I think in the light of this I am happy for the column width to stay "as is". With some payee names being so long, the column could never be wide enough for everything, so no point in compromising the "by month" columns. PPS with this sort of functionality I can soon see my self dumping my Banktivity (Mac app) completely. I only like it for the reporting.

GiteaMirror commented

2026-04-30 11:46:16 -05:00

@Kidglove57 commented on GitHub (Feb 2, 2024):

And thanks for fixing the column alignment when in a multi month table view. Looking really good for me now.

@Kidglove57 commented on GitHub (Feb 2, 2024): And thanks for fixing the column alignment when in a multi month table view. Looking really good for me now.

GiteaMirror commented

2026-04-30 11:46:16 -05:00

@carkom commented on GitHub (Feb 2, 2024):

The timing for on Hover is different than those elements. Can easily be changed to be slightly faster though.

@carkom commented on GitHub (Feb 2, 2024): The timing for on Hover is different than those elements. Can easily be changed to be slightly faster though.

GiteaMirror commented

2026-04-30 11:46:16 -05:00

@Kidglove57 commented on GitHub (Feb 2, 2024):

Brilliant - thanks! I’m sure it can be quite subjective but users (me?!) can be impatient and assume nothing will happen.

@Kidglove57 commented on GitHub (Feb 2, 2024): Brilliant - thanks! I’m sure it can be quite subjective but users (me?!) can be impatient and assume nothing will happen.

GiteaMirror commented

2026-04-30 11:46:17 -05:00

@carkom commented on GitHub (Feb 2, 2024):

Brilliant - thanks! I’m sure it can be quite subjective but users (me?!) can be impatient and assume nothing will happen.

I think it's a valid point. Thanks for calling it out! Cheers.

@carkom commented on GitHub (Feb 2, 2024): > Brilliant - thanks! I’m sure it can be quite subjective but users (me?!) can be impatient and assume nothing will happen. I think it's a valid point. Thanks for calling it out! Cheers.

GiteaMirror commented

2026-04-30 11:46:17 -05:00

@Teprifer commented on GitHub (Feb 4, 2024):

On the above, I think the first column in the table should be at least as wide as the budget table's category cells. They look a bit too squished at the moment when split by category.
With the latest release labels:
On the area chart, with no labels the top of the graph has Zero for the Y axis, enabling labels causes this to be non-zero.
Labels don't get privacy mode, but since they can be toggled off, not important?
Suggestion, add padding below the bottom of the table view so the horizontal scroll bar doesn't semi-cover it - can't scroll and read.

This one tripped me up again, derp, as I'd un-ticked one category in split by category view and then changed to split by month:

_UI is unclear as to why no data will show after changing split by.
Example steps:
Split by category, untick all.
Change to split by account
Result, no data shows, and no way to identify this is because no categories are selected (category list is hidden).
This may also apply to other variations of changing split-by.
After playing some more, I think the category list will may almost always need to be present, regardless of split by._

Thanks again for your work in to these custom reports, it's quite evident you've put a lot of work in to this feature!

@Teprifer commented on GitHub (Feb 4, 2024): * On the above, I think the first column in the table should be at least as wide as the budget table's category cells. They look a bit too squished at the moment when split by category. * With the latest release labels: On the area chart, with no labels the top of the graph has Zero for the Y axis, enabling labels causes this to be non-zero. * Labels don't get privacy mode, but since they can be toggled off, not important? * Suggestion, add padding below the bottom of the table view so the horizontal scroll bar doesn't semi-cover it - can't scroll and read. * This one tripped me up again, derp, as I'd un-ticked one category in split by category view and then changed to split by month: _UI is unclear as to why no data will show after changing split by. Example steps: Split by category, untick all. Change to split by account Result, no data shows, and no way to identify this is because no categories are selected (category list is hidden). This may also apply to other variations of changing split-by. After playing some more, I think the category list will may almost always need to be present, regardless of split by._ Thanks again for your work in to these custom reports, it's quite evident you've put a lot of work in to this feature!

GiteaMirror commented

2026-04-30 11:46:17 -05:00

@Teprifer commented on GitHub (Feb 5, 2024):

When on the Data Table view, the toggle Labels button is available for toggling, which doesn't fit as there are no labels.

@Teprifer commented on GitHub (Feb 5, 2024): When on the Data Table view, the toggle Labels button is available for toggling, which doesn't fit as there are no labels.

GiteaMirror commented

2026-04-30 11:46:18 -05:00

@Teprifer commented on GitHub (Feb 8, 2024):

Not specific to the PR I was looking at, so adding here:

Default card displays a different date range to the one used after opening it - this is in the latest release, only noticing it now:
Default card displays: Nov 2023 - Feb 2024
But when clicking in to view it is Sep 2023 - Feb 2024

@Teprifer commented on GitHub (Feb 8, 2024): Not specific to the PR I was looking at, so adding here: * Default card displays a different date range to the one used after opening it - this is in the latest release, only noticing it now: Default card displays: Nov 2023 - Feb 2024 But when clicking in to view it is Sep 2023 - Feb 2024

GiteaMirror commented

2026-04-30 11:46:18 -05:00

@cazdlt commented on GitHub (Feb 8, 2024):

Hello! Thanks for all the great work being done here.

Currently, report axes do not fit big numbers very well. I am working in COP, where monthly finances are mostly counted in the millions, and none of the reports show the numbers completely (pic related).

This happens on all report types, including custom ones.

This may be fixed by dynamically adjust margins on reports based on largest value in the graph. Thanks!

@cazdlt commented on GitHub (Feb 8, 2024): Hello! Thanks for all the great work being done here. Currently, report axes do not fit big numbers very well. I am working in COP, where monthly finances are mostly counted in the millions, and none of the reports show the numbers completely (pic related). This happens on all report types, including custom ones. This may be fixed by dynamically adjust margins on reports based on largest value in the graph. Thanks! ![image](https://github.com/actualbudget/actual/assets/18340047/bda31471-8277-4554-94fd-cbdbd9583ccf)

GiteaMirror commented

2026-04-30 11:46:19 -05:00

@Teprifer commented on GitHub (Feb 9, 2024):

Suggestion for when custom reports moves out of experimental: Reduce the net worth display card to half it's current width.

At the moment the top row of the reports preview screen has Net worth which is twice the width of other cards (~2/3 see below), then net worth which is 1/3.
If net worth was reduced to 1/3, then custom reports would slot in to the top row if Sankey was disabled (not sure if it'll move out of experimental?) making it all very neat indeed.

Let me know if you think favourably of this idea - although I appreciate this does depend on the status of the Sankey graph. If not I'll create an enhancement request to fix the net worth width. It's width should be 2x width + the between card spacing but it is currently 2x width which means the right edge doesn't align with the right edge of the 2nd column of cards below it.

@Teprifer commented on GitHub (Feb 9, 2024): Suggestion for when custom reports moves out of experimental: Reduce the net worth display card to half it's current width. At the moment the top row of the reports preview screen has Net worth which is twice the width of other cards (~2/3 see below), then net worth which is 1/3. If net worth was reduced to 1/3, then custom reports would slot in to the top row if Sankey was disabled (not sure if it'll move out of experimental?) making it all very neat indeed. Let me know if you think favourably of this idea - although I appreciate this does depend on the status of the Sankey graph. If not I'll create an enhancement request to fix the net worth width. It's width should be _2x width + the between card spacing_ but it is currently _2x width_ which means the right edge doesn't align with the right edge of the 2nd column of cards below it.

GiteaMirror commented

2026-04-30 11:46:19 -05:00

@Redbox3070 commented on GitHub (Feb 10, 2024):

Hi, I'm testing the custom reports experimental feature but I'm having a hard time understanding why there is a "show off budget" option. I think they should included by default as they are counted in the "budget" page.

In my case I move money from onbudget to off budget investment account and I set as category "Investments". After enabling off-budget transactions I also get two additional categories "transfers" and "offbudget" categories under the group "Uncategorized". I'm not sure how the two are calculated (sum of all transfers and sum of all transactions towards off budget?), but this also adds categories which inflate the totals at the bottom of table view and bar chart view. To my understanding this categories cannot be hidden from the bottom left menu. A workaround is to add a filter for all categories to hide "transfers" and "offbudget".

@Redbox3070 commented on GitHub (Feb 10, 2024): Hi, I'm testing the custom reports experimental feature but I'm having a hard time understanding why there is a "show off budget" option. I think they should included by default as they are counted in the "budget" page. In my case I move money from onbudget to off budget investment account and I set as category "Investments". After enabling off-budget transactions I also get two additional categories "transfers" and "offbudget" categories under the group "Uncategorized". I'm not sure how the two are calculated (sum of all transfers and sum of all transactions towards off budget?), but this also adds categories which inflate the totals at the bottom of table view and bar chart view. To my understanding this categories cannot be hidden from the bottom left menu. A workaround is to add a filter for all categories to hide "transfers" and "offbudget".

GiteaMirror commented

2026-04-30 11:46:21 -05:00

@carkom commented on GitHub (Feb 10, 2024):

Hi. The point of the feature is to allow for a multitude of use cases. I'd caution at assuming that there's only one way people use the app.

Sorry, but you are mistaken. The "budget" page does not include off budget transactions. By definition, the whole point of the page is to display "on budget" data. Transactions "towards" off-budget accounts are on budget and by default would be shown without any toggles or filters needed. Anything with a category assigned is considered on budget and would be shown.

It might help if you shared some screenshots to help point out what you are seeing. Feel free to use privacy filter to hide the numbers.

@carkom commented on GitHub (Feb 10, 2024): Hi. The point of the feature is to allow for a multitude of use cases. I'd caution at assuming that there's only one way people use the app. Sorry, but you are mistaken. The "budget" page does not include off budget transactions. By definition, the whole point of the page is to display "on budget" data. Transactions "towards" off-budget accounts are on budget and by default would be shown without any toggles or filters needed. Anything with a category assigned is considered on budget and would be shown. It might help if you shared some screenshots to help point out what you are seeing. Feel free to use privacy filter to hide the numbers.

GiteaMirror commented

2026-04-30 11:46:21 -05:00

@Redbox3070 commented on GitHub (Feb 10, 2024):

Hi. The point of the feature is to allow for a multitude of use cases. I'd caution at assuming that there's only one way people use the app.

First of all sorry if I was rude in my comment.

Sorry, but you are mistaken. The "budget" page does not include off budget transactions. By definition, the whole point of the page is to display "on budget" data. Transactions "towards" off-budget accounts are on budget and by default would be shown without any toggles or filters needed. Anything with a category assigned is considered on budget and would be shown.

In Actual a transfer from an on-budget account to an off-budget account requires a category and is considered as an expense in the "Budget" page. I use this to budget for investments, this way I can track my outflows to an investment account, which I added as an off-budget account.

It might help if you shared some screenshots to help point out what you are seeing. Feel free to use privacy filter to hide the numbers.

Sure.
In Oct23 I made a transfer from an on budget account to an off budget account, I set as a category "investment". The bar chart shows 0 expense in the group that contains "investment" category in october.

The budget page shows that in October i had an expense in "Investment". The number shown in "Spent" column in budget page is different vs the default behaviour in the chart of what an expense is considered.

If i turn on "Show off-budget"

The group that contains "Investment" is now correctly displayed, but also a group named "Uncategorized & Off Budget" shows up. The group contains two automatically created categories named "Transfers" and "Off budget". I am not sure how they are calculated, but I cannot hide them without also hiding transfers from on-budget to off-budget accounts in the category "Investments". The workaround I have found is to use the filter and manually select all categories, this way "Transfers" and "Off budget" do not show up in the bar chart.

@Redbox3070 commented on GitHub (Feb 10, 2024): > Hi. The point of the feature is to allow for a multitude of use cases. I'd caution at assuming that there's only one way people use the app. First of all sorry if I was rude in my comment. > > Sorry, but you are mistaken. The "budget" page does not include off budget transactions. By definition, the whole point of the page is to display "on budget" data. Transactions "towards" off-budget accounts are on budget and by default would be shown without any toggles or filters needed. Anything with a category assigned is considered on budget and would be shown. In Actual a transfer from an on-budget account to an off-budget account requires a category and is considered as an expense in the "Budget" page. I use this to budget for investments, this way I can track my outflows to an investment account, which I added as an off-budget account. > > It might help if you shared some screenshots to help point out what you are seeing. Feel free to use privacy filter to hide the numbers. Sure. In Oct23 I made a transfer from an on budget account to an off budget account, I set as a category "investment". The bar chart shows 0 expense in the group that contains "investment" category in october. ![offbudget turned off](https://github.com/actualbudget/actual/assets/81518984/dc629a21-a59a-40c4-b41b-67733eee28b3) The budget page shows that in October i had an expense in "Investment". The number shown in "Spent" column in budget page is different vs the default behaviour in the chart of what an expense is considered. ![budget](https://github.com/actualbudget/actual/assets/81518984/549444e0-22f6-46a8-8d71-25ddbb4ac9bf) If i turn on "Show off-budget" ![offbudget turned on](https://github.com/actualbudget/actual/assets/81518984/e0a45d57-d7eb-4a61-acba-aa824dc88a54) The group that contains "Investment" is now correctly displayed, but also a group named "Uncategorized & Off Budget" shows up. The group contains two automatically created categories named "Transfers" and "Off budget". I am not sure how they are calculated, but I cannot hide them without also hiding transfers from on-budget to off-budget accounts in the category "Investments". The workaround I have found is to use the filter and manually select all categories, this way "Transfers" and "Off budget" do not show up in the bar chart.

GiteaMirror commented

2026-04-30 11:46:21 -05:00

@Teprifer commented on GitHub (Feb 10, 2024):

@Redbox3070 Sounds like you may want to look at the transactions themselves, if the transactions aren't looking as you'd expect I'd suggest opening a support thread in discord. Could be related to having the off budget on budget before and moving it off, or bank import wonkyness or something else.

p.s. an easy way to hide values is to use the eye icon in the top right to enable privacy mode:

@Teprifer commented on GitHub (Feb 10, 2024): @Redbox3070 Sounds like you may want to look at the transactions themselves, if the transactions aren't looking as you'd expect I'd suggest opening a support thread in discord. Could be related to having the off budget on budget before and moving it off, or bank import wonkyness or something else. p.s. an easy way to hide values is to use the eye icon in the top right to enable privacy mode: ![image](https://github.com/actualbudget/actual/assets/34882928/407c8fe1-c06c-473c-b4c8-5e426a3328dd)

GiteaMirror commented

@carkom commented on GitHub (Feb 10, 2024):

The group that contains "Investment" is now correctly displayed, but also a group named "Uncategorized & Off Budget" shows up. The group contains two automatically created categories named "Transfers" and "Off budget". I am not sure how they are calculated, but I cannot hide them without also hiding transfers from on-budget to off-budget accounts in the category "Investments". The workaround I have found is to use the filter and manually select all categories, this way "Transfers" and "Off budget" do not show up in the bar chart.

I see now. Thanks for the SS and for taking time to explain it. This is a bug, I'll work on fixing it in the next PR. Those transfers should be visible by default.

@carkom commented on GitHub (Feb 10, 2024): > The group that contains "Investment" is now correctly displayed, but also a group named "Uncategorized & Off Budget" shows up. The group contains two automatically created categories named "Transfers" and "Off budget". I am not sure how they are calculated, but I cannot hide them without also hiding transfers from on-budget to off-budget accounts in the category "Investments". The workaround I have found is to use the filter and manually select all categories, this way "Transfers" and "Off budget" do not show up in the bar chart. I see now. Thanks for the SS and for taking time to explain it. This is a bug, I'll work on fixing it in the next PR. Those transfers should be visible by default.

GiteaMirror commented

@joel-jeremy commented on GitHub (Feb 11, 2024):

I noticed that the custom report tooltips are blurred when privacy mode is enabled. Those should not be blurred IMO as users usually intend to view the amounts whenever they hover over the report components. That, or we should add a keyboard shortcut to toggle the privacy mode.

@joel-jeremy commented on GitHub (Feb 11, 2024): I noticed that the custom report tooltips are blurred when privacy mode is enabled. Those should not be blurred IMO as users usually intend to view the amounts whenever they hover over the report components. That, or we should add a keyboard shortcut to toggle the privacy mode.

GiteaMirror commented

@psybers commented on GitHub (Feb 21, 2024):

It looks like the "Last Month" time filter might be picking the wrong dates. As you can see, it shows two (possibly partial for January?) months of data:

@psybers commented on GitHub (Feb 21, 2024): It looks like the "Last Month" time filter might be picking the wrong dates. As you can see, it shows two (possibly partial for January?) months of data: ![image](https://github.com/actualbudget/actual/assets/1115390/3592fabd-5fa4-42bc-af9b-50c1eae43bd2)

GiteaMirror commented

@psybers commented on GitHub (Feb 21, 2024):

The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget:

And in dropdowns on transactions:

And even the checkboxes in the custom report to select them:

But then the actual graph winds up with a (seemingly arbitrarily) different sort:

This can be annoying as you might toggle things on/off and then after each toggle glance over to the chart. But then you have to find it in the chart and have no hint as to where to look.

@psybers commented on GitHub (Feb 21, 2024): The bar graph should probably sort categories the same way as they are sorted everywhere else. For example, this is how they look in the budget: <img width="199" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/6ad361ed-175a-44cc-9e75-0b7764fc2b6b"> And in dropdowns on transactions: <img width="162" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/28ee5f6e-e4e5-4a8c-85f6-e0dfa77d12aa"> And even the checkboxes in the custom report to select them: <img width="236" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/acc1bff2-366e-4a3b-807a-9b216cbef034"> But then the actual graph winds up with a (seemingly arbitrarily) different sort: <img width="187" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/7f41719b-5c73-40a4-a501-77dc3dc69a1d"> This can be annoying as you might toggle things on/off and then after each toggle glance over to the chart. But then you have to find it in the chart and have no hint as to where to look.

GiteaMirror commented

@psybers commented on GitHub (Feb 21, 2024):

A feature request for custom reports: the ability to click on data in the table and view transactions.

For example, you might get something like this:

It'd be nice if I could click on the values and have it jump to a list of transactions matching the currently reported period and that category.

This is something you can already do in the report budget by clicking in the "Spent" column:

which then takes you to a view like:

@psybers commented on GitHub (Feb 21, 2024): A feature request for custom reports: the ability to click on data in the table and view transactions. For example, you might get something like this: <img width="272" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/d85cd148-e42e-4bd8-82cd-c22995b26001"> It'd be nice if I could click on the values and have it jump to a list of transactions matching the currently reported period and that category. This is something you can already do in the report budget by clicking in the "Spent" column: <img width="540" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/92bc4d70-40bf-42bc-b4e2-46643083f4f2"> which then takes you to a view like: <img width="393" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/39f3d98a-6ca7-490f-a550-14344c0b1fb0">

GiteaMirror commented

@psybers commented on GitHub (Feb 21, 2024):

I noticed that the custom report tooltips are blurred when privacy mode is enabled. Those should not be blurred IMO as users usually intend to view the amounts whenever they hover over the report components. That, or we should add a keyboard shortcut to toggle the privacy mode.

True. But one thing that should be blurred (but currently isn't) is the labels in the graphs themselves:

@psybers commented on GitHub (Feb 21, 2024): > I noticed that the custom report tooltips are blurred when privacy mode is enabled. Those should not be blurred IMO as users usually intend to view the amounts whenever they hover over the report components. That, or we should add a keyboard shortcut to toggle the privacy mode. True. But one thing that *should* be blurred (but currently isn't) is the labels in the graphs themselves: <img width="453" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/425542f2-6936-4266-8b5f-5e390ae8e3ad">

GiteaMirror commented

@youngcw commented on GitHub (Feb 21, 2024):

True. But one thing that should be blurred (but currently isn't) is the labels in the graphs themselves:

This is already fixed in edge. In what im seeing the labels just go away with privacy mode

@youngcw commented on GitHub (Feb 21, 2024): > True. But one thing that _should_ be blurred (but currently isn't) is the labels in the graphs themselves: This is already fixed in edge. In what im seeing the labels just go away with privacy mode

GiteaMirror commented