[PR #4371] [CLOSED] Add progress bars for categories and goals #5348

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opened 2026-02-28 21:10:59 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4371
Author: @tbuist
Created: 2/13/2025
Status: Closed

Base: masterHead: tbuist-category-ui-bars


📝 Commits (3)

  • fc646ad Add progress bars for categories and goals
  • 4bcbea1 Do calculations relative to balance
  • 2f268dd Add bars and config for mobile page

📊 Changes

12 files changed (+330 additions, -0 deletions)

View changed files

📝 packages/desktop-client/src/components/budget/BudgetTable.tsx (+8 -0)
📝 packages/desktop-client/src/components/budget/BudgetTotals.tsx (+8 -0)
packages/desktop-client/src/components/budget/ProgressBar.tsx (+252 -0)
📝 packages/desktop-client/src/components/budget/envelope/EnvelopeBudgetComponents.tsx (+11 -0)
📝 packages/desktop-client/src/components/budget/envelope/EnvelopeBudgetContext.tsx (+10 -0)
📝 packages/desktop-client/src/components/budget/index.tsx (+3 -0)
📝 packages/desktop-client/src/components/mobile/budget/ExpenseCategoryListItem.tsx (+7 -0)
📝 packages/desktop-client/src/components/mobile/budget/index.tsx (+11 -0)
📝 packages/desktop-client/src/components/modals/BudgetPageMenuModal.tsx (+12 -0)
📝 packages/loot-core/src/client/modals/modalsSlice.ts (+1 -0)
📝 packages/loot-core/src/types/prefs.d.ts (+1 -0)
upcoming-release-notes/4371.md (+6 -0)

📄 Description

Fixes #2965

This change introduces visual bars to indicate the status of a particular category for that month.

For standard expense categories, green, red, and gray indicate the value you have remaining/overspent in that category.

For categories with a #goal template, the bar uses blue to indicate the progress.

image


🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/4371 **Author:** [@tbuist](https://github.com/tbuist) **Created:** 2/13/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `tbuist-category-ui-bars` --- ### 📝 Commits (3) - [`fc646ad`](https://github.com/actualbudget/actual/commit/fc646adb90c2d678db1dce0d42a987f57355e727) Add progress bars for categories and goals - [`4bcbea1`](https://github.com/actualbudget/actual/commit/4bcbea121700e5b4dd68388ab48ae2a419e7a8f5) Do calculations relative to balance - [`2f268dd`](https://github.com/actualbudget/actual/commit/2f268dd6b6f0721eaecdc136311627d8ede150d1) Add bars and config for mobile page ### 📊 Changes **12 files changed** (+330 additions, -0 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/budget/BudgetTable.tsx` (+8 -0) 📝 `packages/desktop-client/src/components/budget/BudgetTotals.tsx` (+8 -0) ➕ `packages/desktop-client/src/components/budget/ProgressBar.tsx` (+252 -0) 📝 `packages/desktop-client/src/components/budget/envelope/EnvelopeBudgetComponents.tsx` (+11 -0) 📝 `packages/desktop-client/src/components/budget/envelope/EnvelopeBudgetContext.tsx` (+10 -0) 📝 `packages/desktop-client/src/components/budget/index.tsx` (+3 -0) 📝 `packages/desktop-client/src/components/mobile/budget/ExpenseCategoryListItem.tsx` (+7 -0) 📝 `packages/desktop-client/src/components/mobile/budget/index.tsx` (+11 -0) 📝 `packages/desktop-client/src/components/modals/BudgetPageMenuModal.tsx` (+12 -0) 📝 `packages/loot-core/src/client/modals/modalsSlice.ts` (+1 -0) 📝 `packages/loot-core/src/types/prefs.d.ts` (+1 -0) ➕ `upcoming-release-notes/4371.md` (+6 -0) </details> ### 📄 Description Fixes #2965 This change introduces visual bars to indicate the status of a particular category for that month. For standard expense categories, green, red, and gray indicate the value you have remaining/overspent in that category. For categories with a #goal template, the bar uses blue to indicate the progress. ![image](https://github.com/user-attachments/assets/ffdd0e0c-cf65-4d26-bdd2-edeea2041b27) <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes --> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-02-28 21:10:59 -06:00
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Reference: github-starred/actual#5348