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[GH-ISSUE #2804] [Feature] Net Worth Pie Chart #78553
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Originally created by @SimonSomlai on GitHub (May 28, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2804
Verified feature request does not already exist?
💻
Pitch: what problem are you trying to solve?
I want to visualize the net asset balance of all my accounts in 1 pie chart. This allows me to quickly see the % of my net worth that is allocated to each Account and if something should be rebalanced. Something like;
Describe your ideal solution to this problem
I was thinking to just extend this inside the Custom Reports.
If this sounds good for you! Let me know how to best move forward! :D
Teaching and learning
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@github-actions[bot] commented on GitHub (May 28, 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 👍!
@TheBlueCircle commented on GitHub (May 28, 2024):
Not sure if net is disabled just because it's not been built yet or for some other reason, but implementing it would be a major win for me!
(For this sort of report though, I'd need to be able to group different accounts to represent different assets, netting off mortgage and house value for example. I'm not sure if that's supported at the moment?)
@Teprifer commented on GitHub (May 28, 2024):
There Net option is disabled because you can't show a negative value on a pie chart.
Accounts don't have types beyond off and on budget, so no information available if it were possible to group.
@TheBlueCircle commented on GitHub (May 28, 2024):
I get the point you can't show negative on a pie chart, but we're ruling out all the circumstances where you might have one account at €3000 and one at -€1000 and not being able to show that it nets off at 2k. It feels more logical to keep net in for all chart types but limit the lower range to 0.
(Just my take on it, anyway)
@SimonSomlai commented on GitHub (May 29, 2024):
@Teprifer I think setting a 0 lower bound for "Net" in all pie charts would be a good sensible default OR enabling the "Net" option for users without negative net balances. This would already serve more use cases than disabling the feature all-together. I'm not sure how much people actively work with negative net balances in AB though.
@TheBlueCircle For me, grouping accounts would also be useful! Both to;
But I would leave this outside the scope of this feature.
Anyway, I would be happy to shoot a PR proposal for this and see where it goes. I think it'll be something that I can easily fix. Could someone point me in the right direction here? I haven't found the docs yet on how to set up the dev server locally. 👀