b756332583
* Implement Sankey graph report * Add release notes * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Remove local debug settings * [autofix.ci] apply automated fixes * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Improve graphs from comments * Fix lints * coderabit fixes * Fix filtering and UI enhancements * remove pngs * Fix typecheck * Another type issue * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Update VRT screenshots Auto-generated by VRT workflow PR: #6068 * Fix strict typing issues * Update report page Now better conforms with components from other reports, e.g. by reusing Header Makes it possible to display a period longer than one month. * Change view description order * Formatting and cleanup * Removed difference section, as it will be difficult to get a reliable view across months * Introduce the Timeframe param, similar to Spending report, to allow saving a Live sliding window. * Allow filtering just the last month * Fix linting errors * Remove all information about income * Remove debugging statement * Sort categories and subcategories by amount * Move compact mode to spreadsheet to fix Card view more easily * Update tests file * Add release notes * Rename release notes to match PR# * Fix autofix.ci issues * Update packages/desktop-client/e2e/sankey.test.ts Enable experimental feature fall all tests, pr. coderabbit recommendation Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Add sankey-card to isWidgetType * Gate Sankey routes to prevent direct URL bypass * Fix typo * Change node transformation to work by key instead of name, to remove risk of duplicate issues Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Prevent false-positive pass in month-change test. * Translate mode to a proper label * Fix message for empty data * Enabled LoadingIndicator until data is ready * Change card default mode * More robust filtering * Fixed issue with budgeted spreadsheet not using 'end' date * Allow copying SankeyCard to dashboard * Fix typing and linting issues * Remove e2e tests I cannot currently get them to pass, because I dont fully understand playwright and how they are supposed to work. I can see that they don't exist for other reports. We can add them later if required. * Remove unecessary sankey reference * Refactor spreadsheet * Remove dead code from SankeyGraph * Collect to Other if too many subcategories * Edit wrong comment * Linting and typechecking * Show remaining amount to budget * Hide description on narrow device * Add visual clue if 'To budget' is larger than 'Budgeted' and would extend below the edge of the graph * Add colors to the links * Fix report card showing subcategories instead of main categories * Add tooltip info to Other on SankeyCard * Create globalOther flag and implement greedy category reduction algorithm * Allow user to select between Global or Per category Other * Allow user to choose number of subcategories to show * Allow user to select how subcategories are sorted * Fix budget filtering * [autofix.ci] apply automated fixes * Condense sorting and Other-grouping to one option * Implement Sort as budget option * Dynamically adjust topN based on SankeyCard height * Remove old feature flags from previous PR --------- Co-authored-by: andrewhumble <43395285+andrewhumble@users.noreply.github.com> Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com> Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com> Co-authored-by: youngcw <calebyoung94@gmail.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Getting Started
Actual is a local-first personal finance tool. It is 100% free and open-source, written in NodeJS, it has a synchronization element so that all your changes can move between devices without any heavy lifting.
If you are interested in contributing, or want to know how development works, see our contributing document we would love to have you.
Want to say thanks? Click the ⭐ at the top of the page.
Key Links
- Actual discord community.
- Actual Community Documentation
- Frequently asked questions
Installation
There are four ways to deploy Actual:
- One-click deployment via PikaPods (~1.40 $/month) - recommended for non-technical users
- Managed hosting via Fly.io (~1.50 $/month)
- Self-hosted by using a Docker image
- Local-only apps - downloadable Windows, Mac and Linux apps you can run on your device
Learn more in the installation instructions docs.
Ready to Start Budgeting?
Read about Envelope budgeting to know more about the idea behind Actual Budget.
Are you new to budgeting or want to start fresh?
Check out the community's Starting Fresh guide so you can quickly get up and running!
Are you migrating from other budgeting apps?
Check out the community's Migration guide to start jumping on the Actual Budget train!
Documentation
We have a wide range of documentation on how to use Actual, this is all available in our Community Documentation, this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.
Contributing
Actual is a community driven product. Learn more about contributing to Actual.
Code structure
The Actual app is split up into a few packages:
- loot-core - The core application that runs on any platform
- desktop-client - The desktop UI
- desktop-electron - The desktop app
More information on the project structure is available in our community documentation.
Feature Requests
Current feature requests can be seen here. Vote for your favorite requests by reacting 👍 to the top comment of the request.
To add new feature requests, open a new Issue of the "Feature Request" type.
Translation
Make Actual Budget accessible to more people by helping with the Internationalization of Actual. We are using a crowd sourcing tool to manage the translations, see our Weblate Project. Weblate proudly supports open-source software projects through their Libre plan.
Repo Activity
Sponsors
Thanks to our wonderful sponsors who make Actual Budget possible!
