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[PR #6903] [MERGED] Add Budgeted type to custom report widgets #84487
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📋 Pull Request Information
Original PR: https://github.com/actualbudget/actual/pull/6903
Author: @diepala
Created: 2/8/2026
Status: ✅ Merged
Merged: 3/23/2026
Merged by: @youngcw
Base:
master← Head:feat/budgeted-amounts-custom-reports📝 Commits (10+)
e5f3994feat(reports): add Budgeted type to custom report widgets9634a87chore(release-notes): add entry for budgeted custom reports0c9842cchore: add feedback linkf4c0a01fix: address coderabbit review comments5d0002efix: address coderabbit review comments87a39feUpdate VRT screenshots4731847Merge master into feat/budgeted-amounts-custom-reports77d67dcfix vrt images0039e65fixesa9fc624update vrt📊 Changes
31 files changed (+600 additions, -123 deletions)
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packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-custom-reports-Switches-to-Data-Table-and-checks-the-visuals-1-chromium-linux.png(+0 -0)📝
packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-1-chromium-linux.png(+0 -0)📝
packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-2-chromium-linux.png(+0 -0)📝
packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-net-worth-graph-and-checks-visuals-3-chromium-linux.png(+0 -0)📝
packages/desktop-client/src/components/filters/FiltersMenu.tsx(+20 -17)📝
packages/desktop-client/src/components/reports/ReportOptions.ts(+5 -0)📝
packages/desktop-client/src/components/reports/ReportSidebar.tsx(+38 -2)📝
packages/desktop-client/src/components/reports/ReportSummary.tsx(+6 -2)📝
packages/desktop-client/src/components/reports/ReportTopbar.tsx(+15 -1)📝
packages/desktop-client/src/components/reports/graphs/AreaGraph.tsx(+17 -5)📝
packages/desktop-client/src/components/reports/graphs/BarGraph.tsx(+21 -6)📝
packages/desktop-client/src/components/reports/graphs/showActivity.ts(+6 -6)📝
packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableHeader.tsx(+1 -1)📝
packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableList.tsx(+1 -0)📝
packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableRow.tsx(+1 -1)📝
packages/desktop-client/src/components/reports/graphs/tableGraph/ReportTableTotals.tsx(+1 -0)📝
packages/desktop-client/src/components/reports/reports/CustomReport.tsx(+58 -13)📝
packages/desktop-client/src/components/reports/reports/GetCardData.tsx(+6 -1)📝
packages/desktop-client/src/components/reports/spreadsheets/budget-analysis-spreadsheet.ts(+8 -6)➕
packages/desktop-client/src/components/reports/spreadsheets/budgetDataQuery.ts(+209 -0)...and 11 more files
📄 Description
Feature: Add a "Budgeted" type to the custom report widget.
This feature adds a new "Budgeted" type to the custom report widget, which allows analyzing the budgeted amounts instead of only payment, deposited, or net amounts.
Motivation: The custom report is a powerful report that allows analyzing the transactions by time period, category, group... However, it can only analyze transactions but not budgeted amounts. In some situations, this is not enough, especially with sinking fund categories or saving categories. For example, people may want to know how much they are allocating to a sinking fund or saving category over time in comparison to other usual expenses such as food. If the report only analyzed transactions, sinking fund categories would not show any allocation in almost all periods except in the period when the big expense is done, which is not very useful. By using the budgeted amounts, the report allows us to have a more consistent view of the amount being allocated to the sinking fund each period.
Existing functionality: PR #6137 introduced a new widget to perform budget analysis, but it doesn't have the same functionality. That feature allows analyzing the cash flow without comparing by category or group, whereas the present feature leverages the existing custom report functionality to allow comparing the budgeted amounts by category/group over time.
Changes:
The changes are done behind a new experimental feature flag.Disclaimer: This feature was generated with the help of AI agents.
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desktop-client
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Changeset
src/components/reports/spreadsheets/budgetDataQuery.tssrc/components/reports/spreadsheets/fetchSpreadsheetQueryData.tssrc/components/reports/reports/CustomReport.tsxsrc/components/reports/useReport.tssrc/components/reports/spreadsheets/filterEmptyRows.tssrc/components/reports/spreadsheets/calculateLegend.tssrc/components/reports/spreadsheets/custom-spreadsheet.tssrc/components/reports/graphs/showActivity.tssrc/components/reports/ReportSidebar.tsxsrc/components/reports/spreadsheets/trimIntervals.tssrc/components/reports/ReportSummary.tsxsrc/components/reports/spreadsheets/recalculate.tssrc/components/reports/graphs/BarGraph.tsxsrc/components/reports/spreadsheets/grouped-spreadsheet.tssrc/components/reports/reports/GetCardData.tsxsrc/components/reports/graphs/AreaGraph.tsxsrc/components/reports/graphs/tableGraph/ReportTableTotals.tsxsrc/components/reports/graphs/tableGraph/ReportTableList.tsxsrc/components/reports/ReportTopbar.tsxsrc/components/reports/ReportOptions.tssrc/components/filters/FiltersMenu.tsxsrc/components/reports/graphs/tableGraph/ReportTableHeader.tsxsrc/components/reports/graphs/tableGraph/ReportTableRow.tsxsrc/components/reports/graphs/DonutGraph.tsxsrc/components/reports/reports/Calendar.tsxsrc/components/reports/reports/Crossover.tsxView detailed bundle breakdown
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api
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cli
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🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.