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[GH-ISSUE #1516] [Feature] Display montly savings rate #7505

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opened 2026-04-10 17:22:03 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-10 17:22:03 -05:00
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Originally created by @ChrisKolan on GitHub (Aug 12, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/1516

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?

Adding a monthly savings rate would greatly help in evaluating the current financial situation. The savings rate should be presented as a percentage, which would make it easier to compare between months. In this era of rampant inflation, we would be able to see at a glance how it affects our finances.

image

Describe your ideal solution to this problem

The implementation for a given month might look like the following:

SavingsRate = (IncomeReceived - Spent) / IncomeReceived * 100

or

SavingsRate = (IncomeReceived - Budgeted) / IncomeReceived * 100

Teaching and learning

No response

Originally created by @ChrisKolan on GitHub (Aug 12, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/1516 ### 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? Adding a monthly savings rate would greatly help in evaluating the current financial situation. The savings rate should be presented as a percentage, which would make it easier to compare between months. In this era of rampant inflation, we would be able to see at a glance how it affects our finances. ![image](https://github.com/actualbudget/actual/assets/9021862/e996a94a-4d54-4cc7-8dd0-2721daefcab1) ### Describe your ideal solution to this problem The implementation for a given month might look like the following: `SavingsRate = (IncomeReceived - Spent) / IncomeReceived * 100` or `SavingsRate = (IncomeReceived - Budgeted) / IncomeReceived * 100` ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-10 17:22:03 -05:00
GiteaMirror commented 2026-04-10 17:22:06 -05:00
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@github-actions[bot] commented on GitHub (Aug 12, 2023):

✨ 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:1675800928 --> @github-actions[bot] commented on GitHub (Aug 12, 2023): :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 2026-04-10 17:22:07 -05:00
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@OlegWock commented on GitHub (Aug 25, 2023):

I can take care of implementing this. Not sure does it requires some 👍-threshold or confirmation from maintainer or if I can just do pull-request right-away though

<!-- gh-comment-id:1693796139 --> @OlegWock commented on GitHub (Aug 25, 2023): I can take care of implementing this. Not sure does it requires some 👍-threshold or confirmation from maintainer or if I can just do pull-request right-away though
GiteaMirror commented 2026-04-10 17:22:08 -05:00
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@kcollett commented on GitHub (Jan 11, 2025):

I like the idea but dubious about placing it in the budget summary. I think it makes more sense to include this as an option to the data table report (which seems the closest that AB can get to a standard Income and Expense report). For example, in the YNAB Toolkit implementation of this, if there is positive Net Income for a given month, then a "Savings Ratio" is presented which is Net Income / Total Income.

<!-- gh-comment-id:2585222850 --> @kcollett commented on GitHub (Jan 11, 2025): I like the idea but dubious about placing it in the budget summary. I think it makes more sense to include this as an option to the data table report (which seems the closest that AB can get to a standard Income and Expense report). For example, in the YNAB Toolkit implementation of this, if there is positive Net Income for a given month, then a "Savings Ratio" is presented which is Net Income / Total Income.
GiteaMirror commented 2026-04-10 17:22:10 -05:00
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@kaibagley commented on GitHub (Apr 9, 2025):

I'd love a feature like this, I imagine there could be a percentage in each of the category groups, showing the distribution percentages of the income going to Savings, Bills, General Expenses etc.

Not sure where it could fit, maybe just next to the Budgeted value in the corresponding group's row?

<!-- gh-comment-id:2788349245 --> @kaibagley commented on GitHub (Apr 9, 2025): I'd love a feature like this, I imagine there could be a percentage in each of the category groups, showing the distribution percentages of the income going to Savings, Bills, General Expenses etc. Not sure where it could fit, maybe just next to the Budgeted value in the corresponding group's row?
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