tabedzkiandClaude Sonnet 4.6 644256ddc1 [AI] feat(budget analysis report): show hidden categories (#8164)
* [AI] feat(budget-report): add toggle to include hidden categories

Add a 'Show hidden categories' button that includes hidden expense
categories in the Budget Analysis report. This prevents historic data
from being misrepresented when a category (e.g. a car fund) is hidden.

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>

* [AI] feat(budget-report): replace hidden categories button with icon toggle

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>

* [AI] fix(budget-analysis): use correct package alias in test import

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>

* fix: added in release note

* [AI] refactor(budget-analysis): extract isBaseCategory helper and reuse in tests

Assisted-by: ClaudeCode:claude-sonnet-4-6

* [AI] feat(budget-report): clarify hidden categories toggle state

Replace the ambiguous icon-only toggle with a highlighted active state
and explicit click-to-show/hide tooltip text so the current selection is
clear. Add aria-pressed for accessibility.

Assisted-by: ClaudeCode:claude-opus-4.8

* [AI] feat(budget-report): consolidate chart options into Options dropdown menu

Replace the separate chart-type icon toggle, balance/category Select dropdown,
and hidden-categories eye icon with a single Options popover (Popover + Menu)
matching the pattern used by other reports (Sankey). The menu contains:
- Switch to line/bar chart
- Show balance (toggle)
- Show categories (toggle, replaces balanceOnly)
- Show hidden categories (toggle)

Also rebases onto upstream/master to incorporate the balanceOnly/Select
changes from #8162 before consolidating them.

Assisted-by: ClaudeCode:claude-sonnet-4-6

* [AI] fix(budget-report): use static 'Bar chart' toggle in Options menu for i18n

Replace the dynamic 'Switch to line/bar chart' string with a static
'Bar chart' label and a boolean toggle (on = bar, off = line), matching
the toggle pattern used by other menu items and making the string
straightforward to translate.

Assisted-by: ClaudeCode:claude-sonnet-4-6

* Enhance budget analysis report with dropdown options

Introduced a dropdown to group options and added the ability to show hidden categories in the budget analysis report.

---------

Co-authored-by: Claude Sonnet 4.6 <[email protected]>
2026-06-25 20:12:36 +00:00
2026-04-15 17:05:26 +00:00
2022-04-28 22:44:38 -04:00
2022-04-30 12:17:49 -04:00
2025-08-12 22:10:10 +01:00
2023-08-25 20:41:20 +01:00
2025-10-18 23:58:27 +01:00

Actualbudget

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.

Installation

There are four ways to deploy Actual:

  1. One-click deployment via PikaPods (~1.40 $/month) - recommended for non-technical users
  2. Managed hosting via Fly.io (~1.50 $/month)
  3. Self-hosted by using a Docker image
  4. 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.

Translation status

Repo Activity

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Sponsors

Thanks to our wonderful sponsors who make Actual Budget possible!

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A local-first personal finance app
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