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[Feature] Custom "Net Worth" Reports #997

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opened 2026-02-28 19:27:45 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:27:45 -06:00
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Originally created by @jonapoul on GitHub (Mar 21, 2024).

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?

I'm looking to plot graphs of the "net worth" of multiple sub-accounts on my budget, specifically debts that I'm working down. At the moment I can do this one at a time by opening the main "net worth" report and filtering by account. This works, but it'd be better if I could generate these with the "create custom report" tool too so I can save them individually and come back to them more easily when I want to.

If this is already supported then please let me know, but I've spent a while digging around and I can't get the report tool to generate anything other than per-month cash flows over time, not total value over time.

Describe your ideal solution to this problem

An option in the Custom Report tool for tracking the total value of an account over time

Teaching and learning

The "total" mode in the custom reports screen should probably be renamed in this case, but I'm not sure what to.

Originally created by @jonapoul on GitHub (Mar 21, 2024). ### 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? I'm looking to plot graphs of the "net worth" of multiple sub-accounts on my budget, specifically debts that I'm working down. At the moment I can do this one at a time by opening the main "net worth" report and filtering by account. This works, but it'd be better if I could generate these with the "create custom report" tool too so I can save them individually and come back to them more easily when I want to. If this is already supported then please let me know, but I've spent a while digging around and I can't get the report tool to generate anything other than per-month cash flows over time, not total value over time. ### Describe your ideal solution to this problem An option in the Custom Report tool for tracking the total value of an account over time ### Teaching and learning The "total" mode in the custom reports screen should probably be renamed in this case, but I'm not sure what to.
GiteaMirror added the feature label 2026-02-28 19:27:45 -06:00
GiteaMirror commented 2026-02-28 19:27:46 -06:00
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@github-actions[bot] commented on GitHub (Mar 21, 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 👍!

@github-actions[bot] commented on GitHub (Mar 21, 2024): :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 2026-02-28 19:27:46 -06:00
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@youngcw commented on GitHub (Oct 18, 2024):

Added by the customizable dashboards feature.

@youngcw commented on GitHub (Oct 18, 2024): Added by the customizable dashboards feature.
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