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[PR #6546] Added financial year date ranges to custom report #6593

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opened 2026-02-28 21:30:26 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:30:26 -06:00
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Original Pull Request: https://github.com/actualbudget/actual/pull/6546

State: closed
Merged: No

Fixes #3222 and #2743

This PR adds a settings option for setting when the users financial year starts and adds date range filters for this financial year and last financial year to the custom report. It does not currently expose these new ranges options to other reports. If unset, the financial year defaults to 1st Jan.

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Summary by CodeRabbit

  • New Features

    • Financial year start setting added to Settings
    • Reports gain "current" and "last" financial-year ranges and honor configured start date
    • New option to toggle exact-date filtering for precise report ranges

  • Bug Fixes / Behavior

    • Report generation, list cards and live-range calculations now respect the financial year preference

  • Documentation

    • Added release note describing financial-year report support

  • Tests

    • Unit tests added for financial-year date utilities

✏️ Tip: You can customize this high-level summary in your review settings.

**Original Pull Request:** https://github.com/actualbudget/actual/pull/6546 **State:** closed **Merged:** No --- Fixes #3222 and #2743 This PR adds a settings option for setting when the users financial year starts and adds date range filters for this financial year and last financial year to the custom report. It does not currently expose these new ranges options to other reports. If unset, the financial year defaults to 1st Jan. <img width="997" height="384" alt="image" src="https://github.com/user-attachments/assets/913fbe74-5e89-403a-8a5c-acbee7872ece" /> <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit * **New Features** * Financial year start setting added to Settings * Reports gain "current" and "last" financial-year ranges and honor configured start date * New option to toggle exact-date filtering for precise report ranges * **Bug Fixes / Behavior** * Report generation, list cards and live-range calculations now respect the financial year preference * **Documentation** * Added release note describing financial-year report support * **Tests** * Unit tests added for financial-year date utilities <sub>✏️ Tip: You can customize this high-level summary in your review settings.</sub> <!-- end of auto-generated comment: release notes by coderabbit.ai -->
GiteaMirror added the pull-request label 2026-02-28 21:30:26 -06:00
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Reference: github-starred/actual#6593
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