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Create page for custom reports #316

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merged 18 commits into from
Feb 21, 2024
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Redbox3070
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Custom reports documentation, pictures are still missing.

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@Teprifer Teprifer left a comment

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Thanks for putting this together!

* Off budget: include all transactions in Off budget accounts. Transfers from For budget to Off budget are not counted.
* Show uncategorized will show transactions which have not an assigned category

Single Categories or entire Groups can be excluded from the Report by using the list on the bottom left side, this feature is only available for Split by Category and Groups.
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There's currently an issue where the categories filtering for enabled or disabled when the list is visible, is still filtering the data when the split by is changed to one where the category list is hidden so it can be unclear why the data is how it is.

Extreme example, you could disable all categories, then change split by, and no data will show.

Not sure how best represent that here at this point in time as the final wording would depend on the approach Carkom takes to resolve it.

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Didn't know that. My suggestion would be to drop "this feature is only available for Split by Category and Groups."

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Sounds reasonable, it's experimental so bound to be a few minor edits needed along the way so the content here doesn't have to be 100% exact at this point in time. That said the substance of what you've written up isn't likely to change!

@Redbox3070 Redbox3070 marked this pull request as ready for review February 21, 2024 18:11
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Thanks for getting this started!

@youngcw youngcw merged commit e56103d into actualbudget:master Feb 21, 2024
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3 participants