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[GH-ISSUE #2743] [Feature] Add concept of financial year #50213

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opened 2026-04-30 13:36:45 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-30 13:36:45 -05:00
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Originally created by @sidvishnoi on GitHub (May 12, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2743

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

When exporting or creating reports, we often want transactions only for current financial year. Actual supports "year to date" or "this year" filters, but they start from Jan 1. Often, in many countries, financial years don't start from January.

Presently, I've added manual filters with date (such as FY23-24 in India).

Describe your ideal solution to this problem

A setting to define fiscal year would be very helpful, somewhere near the number formatting setting, or in advanced. Changing it should update reports, transactions list.

Ideally, we should be able to handle case of financial year changing, but I think that will unnecessarily complicate things, given it doesn't happen often.

I'm not sure if it should replace "this year" or "year to date" filters. It would be helpful to know how people use them when they doesn't match the financial year.

Teaching and learning

No response

Originally created by @sidvishnoi on GitHub (May 12, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/2743 ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? When exporting or creating reports, we often want transactions only for current financial year. Actual supports "year to date" or "this year" filters, but they start from Jan 1. Often, in many countries, financial years [don't start from January](https://en.wikipedia.org/wiki/Fiscal_year#Chart_of_various_fiscal_years). Presently, I've added manual filters with date (such as FY23-24 in India). ### Describe your ideal solution to this problem A setting to define fiscal year would be very helpful, somewhere near the number formatting setting, or in advanced. Changing it should update reports, transactions list. Ideally, we should be able to handle case of financial year changing, but I think that will unnecessarily complicate things, given it doesn't happen often. I'm not sure if it should replace "this year" or "year to date" filters. It would be helpful to know how people use them when they doesn't match the financial year. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-30 13:36:45 -05:00
GiteaMirror commented 2026-04-30 13:36:52 -05:00
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@github-actions[bot] commented on GitHub (May 12, 2024):

✨ Thanks for sharing your idea! ✨

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

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:2106215123 --> @github-actions[bot] commented on GitHub (May 12, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-30 13:36:53 -05:00
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@sidvishnoi commented on GitHub (May 12, 2024):

Somewhat related: https://github.com/actualbudget/actual/issues/975

<!-- gh-comment-id:2106219592 --> @sidvishnoi commented on GitHub (May 12, 2024): Somewhat related: https://github.com/actualbudget/actual/issues/975
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