Files
actual/packages/docs
tabedzki e4903ca6e3 Feat/add-budget-analysis-report (#6137)
* Add Budget Analysis report with full implementation

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* Add preset time ranges, intervals, bar chart, hide balance, and display controls

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* Fix duplicate function declaration syntax error in budget-analysis-spreadsheet.ts

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* Fix floating point precision error in daily/weekly intervals and replace interval button with dropdown

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* Make card always display monthly data and match report's chart type

Co-authored-by: tabedzki <35670232+tabedzki@users.noreply.github.com>

* fix: adjust widget placement and presentation

* fix: adjusted the dot presentation

* feat: added svg for line chart/barchart

* fix: added one month to the report

* added the upcoming release notes

* amended the upcoming release notes

* fix: removed unused variables

* formatted using prettier --write

* [autofix.ci] apply automated fixes

* feat: added new feature to the Reports Page in the test budget

* fix: amended the reports.test.ts file to expect Budget Analysis

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* revert: removed the inclusion of the Budget Analysis tool from the test file

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* fix: changed the display to always be monthly since budgets are monthly; removed the 1month view

* [autofix.ci] apply automated fixes

* [autofix.ci] apply automated fixes (attempt 2/3)

* fix: removed comment

* feat: added experimental feature flag for Budget Analysis tool

* feat: Switched option to use SVG Icons instead of words to shorten horizontal layout

* Removed interval possibilities and removed unnecessary compact variable as indicated by CodeRabbit

* Update packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Added basic documentation for Budget Analysis Report

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* fix: added budget-analysis doc to sidebar

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* feat(reports): improve Budget Analysis report UI and behavior

- Update chart colors to match Cash Flow report style
  (Budgeted: blue, Balance: pageTextLight)
- Remove legend items from report view for cleaner UI
- Add 1 month quick select option to header
- Pass isConcise prop to BudgetAnalysisGraph for proper date formatting
- Add dynamic daily/monthly interval switching based on date range

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* feat(reports): refactor BudgetAnalysisGraph and improve isConcise calculation according to Rabbit AI

* feat(reports): add translation support for Budget Analysis graph labels

* feat(reports): centralize translation for Budget Analysis graph labels

* feat: use the budget values directly from the budget spreadsheet/server

* feat: enhance budget analysis with overspending adjustments and detailed reporting

* style: format code for better readability in BudgetAnalysis and budget-analysis-spreadsheet components

* refactor: remove unused variables

* docs: added in the image to the docs

* fix: reimplement support for conditionsOp

* [autofix.ci] apply automated fixes

* style: simplify budget analysis labels for clarity

* fix: add the on copy function

* feat: tooltip improvements

* feat: enhance budget analysis to track overspending adjustments across months

* fix: removed the absolute value for spent

* feat: update the charts to look closer to the CashFlow report

* fix: correct financial formatting for totalSpent in BudgetAnalysis

* feat: add filterExclude prop to Header and BudgetAnalysis for improved filtering options

* feat: implement privacy mode for Y-axis values in BudgetAnalysisGraph

* feat: change default graph type to Bar in BudgetAnalysis

* feat: remove commented-out filter button code in Header component

* feat: remove commented-out code for filter exclusion in Header component

* fix: update the feedback link to the dedicated issue

* refactor: financial display components to use FinancialText for consistency in Budget Analysis reports

* fix: update the card to also start as bar graph

* docs: update Budget Analysis report to include category filtering information

* style: refactor imports and whitespace

* refactor: simplify inline content structure in BudgetAnalysis component

* [autofix.ci] apply automated fixes

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* fix: removed color descriptors from the chart

* fix: update color themes for Budget Analysis to use custom theme definitions

* [autofix.ci] apply automated fixes

* feat: update Budget Analysis merge md file

* Update VRT screenshots

Auto-generated by VRT workflow

PR: #6137

* fix: update budget analysis report image

* fix: white space adjustment in descriptor

* [autofix.ci] apply automated fixes

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: youngcw <calebyoung94@gmail.com>
2026-01-24 20:00:10 +00:00
..
2026-01-14 20:17:55 +00:00
2025-12-13 23:18:13 +00:00

Actual Budget Community Documentation

This repo is the Actual Budget community documentation website, built using Docusaurus 3, a modern static website generator.

Docusaurus 3 uses Node.js, so if you are running Actual on your local machine, you should be able to easily run Docusaurus 3.

Welcome

Firstly, thank you for stopping by and giving up some of your time to either check out the documentation we have already produced or pick off some of the issues and help create some new documentation for our future users. Check out the guidelines for more information on how the documentation is structured and tips for consistent formatting.

Installation Methods

Actual Budget can be installed on many different platforms. However, at this time, the official Actual Budget documentation only supports the following methods:

  • Local Installation (on your own machine)
    • Actual-server
    • Desktop apps
  • Fly.io
  • PikaPods
  • Docker

If you would like to write documentation for another installation variant, please feel free to continue to do this and host it on your own personal blog, Medium, Tumblr, or any other short-form publication service. We will be more than happy to add a link to that from our documentation. Open a PR and add it to the list in the installation overview.

However, in doing so, you would become responsible for these instructions. If they become out of date or people want in-depth help with them, we will point them to you for assistance if the community is unable to help. If lots of people report issues with them, we may have to remove the link altogether.

Contributing 

Please review the contributing documentation on our website: https://actualbudget.org/docs/contributing/

Issues

If you know of a part of Actual that isn't documented and you would like to know more about that part of the software, open an Issue and one of the documentation team will get to it. Or have a go at writing it yourself; we could really use all the help we can get.

Pull Requests

When submitting a pull request, please make sure that your contributions are complete. I am checking this repo regularly, so if I see an open PR, the likelihood of me pulling it and merging it is high.

Documentation submitted will be proofread and amended before merging. Please don't take this personally if any of your documentation gets amended; we just want to make sure all documents are ready to go before merging them into master.

Installing the Docs

Firstly, pull this repo into a local area on your machine, navigate to that directory, and run the following command:

$ yarn

Local Development

To start Docusaurus 3 navigate to the folder where the repo resides from a command prompt and issue the following command.

$ yarn start

This command starts a local development server and opens up a browser window. Most changes are reflected live without having to restart the server.

Build

$ yarn build

This command generates static content into the build directory and can be served using any static contents hosting service.

Deployment

Using SSH:

$ USE_SSH=true yarn deploy

Not using SSH:

$ GIT_USER=<Your GitHub username> yarn deploy

If you are using GitHub pages for hosting, this command is a convenient way to build the website and push to the gh-pages branch.

Writing Good Release Notes

For general guidelines, see Contributing section of the documentation. The Documentation site is not versioned in the same manner as the rest of the project. The Documentation website is more of a living document. Merges into master will have the title and PR# as commit message, with the PR description as extended git commit description.