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[PR #5939] ✨ Feature: Formula card and Formula for rules #6221

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opened 2026-02-28 21:25:28 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:25:28 -06:00
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Original Pull Request: https://github.com/actualbudget/actual/pull/5939

State: closed
Merged: Yes

Added excel-like formulas to a new card and excel formulas to rules:

  • Enable the new feature flag:
    image

Formula card:

  • On reports, a new dashboard type will show:
    image

  • Open the new card to show the editor:
    image

    • Query Definitions is where you are going to define the queries to fetch data. You will use it later in the formula

    • Formula uses excel functions (in english)

      • Press ctrl+space for suggestions:
        image

    • You can use dynamic font size (like the summary card), o set a specific font size:
      image

    • You can create conditional expression to color the number
      image

This will paint the number as green for my example:

image

Formula Rules

  • You will see a new icon for fields that support formula (numeric and text fields. ID fields doesn't work)
    image

  • Clicking on it will enable the formula editor:
    image

  • The suggestion popover shows some variables related to this context
    image

  • Create the rule using the formulas and test it using the Apply actions to a single record:
    image

  • After saving it, you will see it in the rules:
    image

**Original Pull Request:** https://github.com/actualbudget/actual/pull/5939 **State:** closed **Merged:** Yes --- Added excel-like formulas to a new card and excel formulas to rules: - Enable the new feature flag: <img width="548" height="252" alt="image" src="https://github.com/user-attachments/assets/fd23ea03-795a-4ae8-aea8-c5d9786a3218" /> # Formula card: - On reports, a new dashboard type will show: <img width="232" height="347" alt="image" src="https://github.com/user-attachments/assets/f066026e-526a-4576-983e-5302a726059c" /> - Open the new card to show the editor: <img width="1428" height="874" alt="image" src="https://github.com/user-attachments/assets/a697d4fc-af18-40cd-850a-b4522b0822a4" /> - Query Definitions is where you are going to define the queries to fetch data. You will use it later in the formula - Formula uses excel functions (in english) - Press ctrl+space for suggestions: <img width="606" height="170" alt="image" src="https://github.com/user-attachments/assets/ab42afe4-21c0-4fff-a5c6-a114c9cc2178" /> - You can use dynamic font size (like the summary card), o set a specific font size: <img width="198" height="143" alt="image" src="https://github.com/user-attachments/assets/4b7a97a7-f511-4faf-b99e-7e1b232e02ea" /> - You can create conditional expression to color the number <img width="1060" height="95" alt="image" src="https://github.com/user-attachments/assets/fff52c04-2b10-4b64-9ad2-429284b2e018" /> This will paint the number as green for my example: <img width="611" height="177" alt="image" src="https://github.com/user-attachments/assets/ebbb14aa-d5ef-488b-aaeb-5394d0ebcd19" /> # Formula Rules - You will see a new icon for fields that support formula (numeric and text fields. ID fields doesn't work) <img width="888" height="148" alt="image" src="https://github.com/user-attachments/assets/d5313e6e-50c6-4805-9b3d-667bc1505d59" /> - Clicking on it will enable the formula editor: <img width="872" height="103" alt="image" src="https://github.com/user-attachments/assets/23bc0207-7ba6-4a43-81e6-f2397eacb0aa" /> - The suggestion popover shows some variables related to this context <img width="892" height="268" alt="image" src="https://github.com/user-attachments/assets/88b3e83b-9d17-4c19-a330-573092443950" /> - Create the rule using the formulas and test it using the Apply actions to a single record: <img width="885" height="124" alt="image" src="https://github.com/user-attachments/assets/67695220-6ec7-4f2b-988d-a1a60596f7e9" /> - After saving it, you will see it in the rules: <img width="490" height="63" alt="image" src="https://github.com/user-attachments/assets/b8b34f5a-30b3-406c-bdd9-259e1c2d72e9" />
GiteaMirror added the pull-request label 2026-02-28 21:25:28 -06:00
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Reference: github-starred/actual#6221
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