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[GH-ISSUE #1754] [Feature] XIRR for Fixed rate Investments #7595

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opened 2026-04-10 17:29:13 -05:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-04-10 17:29:13 -05:00
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Originally created by @ryannamani on GitHub (Sep 30, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/1754

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?

Ability to track & calculate the Individual & Overall XIRR of multiple Investments, which are at some Fixed rate of interest & also post transactions if any partial redumption are paid-out

Please find the below example data

image

Describe your ideal solution to this problem

Basically an Off-Budget account with Investment tracking functionality

  • Add a scheduled transaction from Bank Account to Off-Budget "Investment Account"
  • Off-Budget accounts should be able to project the Future Cashflow based on the inputs (Intrest rate, period, date & amount)
  • Should be able to post an redumption transaction from Off-Budget "Investment Account" to Bank Account there by re-calculating the XIRR of that particular Investment & Overall XIRR of Investment Account

Teaching and learning

No response

Originally created by @ryannamani on GitHub (Sep 30, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/1754 ### 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? Ability to track & calculate the Individual & Overall XIRR of multiple Investments, which are at some Fixed rate of interest & also post transactions if any partial redumption are paid-out Please find the below example data ![image](https://github.com/actualbudget/actual/assets/6128116/df09334e-8065-4153-9ed2-ecc3bc05dd45) ### Describe your ideal solution to this problem Basically an Off-Budget account with Investment tracking functionality - Add a scheduled transaction from Bank Account to Off-Budget "Investment Account" - Off-Budget accounts should be able to project the Future Cashflow based on the inputs (Intrest rate, period, date & amount) - Should be able to post an redumption transaction from Off-Budget "Investment Account" to Bank Account there by re-calculating the XIRR of that particular Investment & Overall XIRR of Investment Account ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-10 17:29:13 -05:00
GiteaMirror commented 2026-04-10 17:29:15 -05:00
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@github-actions[bot] commented on GitHub (Sep 30, 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:1741840787 --> @github-actions[bot] commented on GitHub (Sep 30, 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 17:29:15 -05:00
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@Shazib commented on GitHub (Oct 30, 2023):

I have thought about implementing something like this a number of times.

My idea was a bit different, to have a load of off-budget accounts that i could map to various funds/stocks and then hooking into the yahoo API or something so it could do a balancing transaction once a day or something getting the current value.

In theory this daily automated 'transaction' could just be anything, it could run once a month with the scheduled fixed interest rate etc.

<!-- gh-comment-id:1785590559 --> @Shazib commented on GitHub (Oct 30, 2023): I have thought about implementing something like this a number of times. My idea was a bit different, to have a load of off-budget accounts that i could map to various funds/stocks and then hooking into the yahoo API or something so it could do a balancing transaction once a day or something getting the current value. In theory this daily automated 'transaction' could just be anything, it could run once a month with the scheduled fixed interest rate etc.
GiteaMirror commented 2026-04-10 17:29:17 -05:00
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@Shazib commented on GitHub (Oct 30, 2023):

It would be really powerful to be able to leverage the existing schedule functionality to essentially run custom scripts with the API, or just add more features there such as settings interest % etc.

Very much "power user" features though

<!-- gh-comment-id:1785597369 --> @Shazib commented on GitHub (Oct 30, 2023): It would be really powerful to be able to leverage the existing schedule functionality to essentially run custom scripts with the API, or just add more features there such as settings interest % etc. Very much "power user" features though
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