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[GH-ISSUE #3103] [Feature] Balance should be calculated and displayed for filtered values as well #70998
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Originally created by @Thiago-Morais on GitHub (Jul 19, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3103
Verified feature request does not already exist?
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Pitch: what problem are you trying to solve?
Any sorting that is not "all of the transaction" and "on ascending date order" hides the balance.
This makes sense for the total account balance. But, we could also have a filtered balance, which is calculated on the fly based on the current filtered options.
A very simple example. Let's say I want to know how much I have spent on food in the last 3 months with an account.
I could filter the category and dates to have all the food transactions on an account:
But I'll have no idea of the total without manually counting
Describe your ideal solution to this problem
My solution is that we have a "filtered balance" where it dynamically calculates the balance using the current filtered values.
On a really, really long list, it may take a while to calculate all of the transactions on each filter change so it may be wise to use some asynchronous processing of some kind where the person can adjust the filters without having to wait for the whole balance calculation each time.
Teaching and learning
We can enable the filtered balance by default
@github-actions[bot] commented on GitHub (Jul 19, 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 👍!
@shall0pass commented on GitHub (Jul 19, 2024):
I'm confused. Isn't the filtered balance shown right there on your screenshot?
@Thiago-Morais commented on GitHub (Jul 19, 2024):
Oh, I see where I wasn't clear.
I meant the running balance with each transaction like this one:
@shall0pass commented on GitHub (Jul 19, 2024):
Ah. Ok. That's a known issue.
https://github.com/actualbudget/actual/issues/2703