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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

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* Update VRT screenshots

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

* Update VRT screenshots

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* 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

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* Update VRT screenshots

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* fix: added budget-analysis doc to sidebar

* Update VRT screenshots

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* 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

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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

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* 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

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* fix: update budget analysis report image

* fix: white space adjustment in descriptor

* [autofix.ci] apply automated fixes

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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

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Budget Analysis Report

:::warning This is an experimental feature. That means we’re still working on finishing it. There may be bugs, missing functionality or incomplete documentation, and we may decide to remove the feature in a future release. If you have any feedback, please comment on the dedicated issue or post a message in the Discord. :::

What it is

The Budget Analysis is a financial planning tool, that tracks the balance of your budget over time. It tracks four separate series: Budgeted, Spent, Overspending Adjustment, and the cumulative Balance.

Important information

The report pulls the numbers directly from the Budget page, so it only includes budget categories (no transfers or off‑budget accounts).
The report's numbers reflect your filtered view, so if you exclude categories or change date ranges, the report updates accordingly.
Category rollover rules affect negative balances:
- If Rollover overspending is enabled for a category, negative balances carry forward.
- If Rollover overspending is disabled, negative balances for that category are zeroed and recorded as an Overspending Adjustment (aggregated and shown as its own series).

Display options

Live / Static: toggle a rolling window (auto-updates) or a fixed date range.
Start / End: pick start and end months.
Quick ranges: 1, 3, 6 months, 1 year, Year-to-date, Previous year-to-date, All time.
Filters: use the Filter button → choose Category to include/exclude categories; active filters appear as editable chips.
Graph type: toggle Line ↔ Bar via the header icon.
Show/Hide balance: toggle the running balance series.

Quick troubleshooting

No data: check that budgets and transactions exist in the selected months and that filters aren’t excluding everything.
Balance looks wrong: verify category rollover settings and transaction categorization.

Budget page — configure budgets and rollover settings.
Reports index — other report types and tips.

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