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actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
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[Feedback] Dashboards (reports homepage) #3282

Open MatissJanis opened 2 months ago

MatissJanis commented 2 months ago

Dashboards feature allows customising your reports homepage. With widgets and layout defined by you.

To enable the feature - head over to experimental features and toggle the dashboards feature flag. Next head to the "reports" page. You will then see the new dashboard page. Click "edit" to modify your dashboard (allows adding/removing widgets, dragging-n-droping, resizing).

Planned future changes:

Idea bank:

Feel free to share your ideas, bug reports and feedback below.

matt-fidd commented 2 months ago

@MatissJanis I'm seeing a lot of blank report cards (completely empty, not just placeholders) below all of my reports. Do you know how I could remove these please? They seem to have appeared, I didn't notice or create anything while I was editing the dashboard.

You can see the grab handles in edit mode: image

MatissJanis commented 2 months ago

Would you mind exporting the dashboard and uploading here? That will help debugging.

matt-fidd commented 2 months ago

Would you mind exporting the dashboard and uploading here? That will help debugging.

dashboard.json

lukehimself commented 2 months ago

@MatissJanis I'm seeing a lot of blank report cards (completely empty, not just placeholders) below all of my reports. Do you know how I could remove these please? They seem to have appeared, I didn't notice or create anything while I was editing the dashboard.

You can see the grab handles in edit mode: image

I ended up fixing this on my instance, but it was a bit convoluted. I first reset the dashboard, then rebuilt it to my specs. I then exported the file. I then had to upload that file on each of my other devices, since the dashboard wouldn't sync otherwise. For mobile I had to view as desktop to get the import function. There may be an easier way to fix it, but that's how I did it.

MatissJanis commented 2 months ago

Something.. somehow.. is adding null widgets to the dashboard. I haven't been able to reproduce this as of yet, so no solid patch for it yet. But I'll keep looking!

Let me know if anyone is able to reproduce this reliably and provide step-by-step instructions how to repro.

shall0pass commented 1 month ago

I noticed if you have the spending report and the dashboard feature on, the spending report won't show. But if the dashboard feature is turned off, it's there. Edit: I see now that I have to manually add that report to the view.

One other question. Is the "reset to default" supposed to delete all of the custom reports? I sort of expected it would just change the layout to default sized tiles. Edit: Took me a minute (thought i lost my reports). It wasn't obvious to me that all of the saved reports were still available, they just had to be added to the dashboard.

MatissJanis commented 1 month ago

One other question. Is the "reset to default" supposed to delete all of the custom reports? I sort of expected it would just change the layout to default sized tiles. Edit: Took me a minute (thought i lost my reports). It wasn't obvious to me that all of the saved reports were still available, they just had to be added to the dashboard.

Perhaps there's some different wording we could use for that button to make it more clear what it does. Any ideas?

As for losing data: remember that you can always "ctrl+z" ;)

Jonathan-Fang commented 1 month ago

As much as I agree to separate "create new custom report" and "add new widget" into separate buttons, I thought that the monthly spending report wasn't add-able because I kept clicking the "custom report" button expecting I would find a menu item saying "spending report" because I wasn't planning on re-arranging the dashboard.

I suggest moving the "add new widget" button to the front, and then I only ever edit dashboard when I want to re-arrange the size of the elements. image

jfdoming commented 1 month ago

As much as I agree to separate "create new custom report" and "add new widget" into separate buttons, I thought that the monthly spending report wasn't add-able because I kept clicking the "custom report" button expecting I would find a menu item saying "spending report" because I wasn't planning on re-arranging the dashboard.

I suggest moving the "add new widget" button to the front, and then I only ever edit dashboard when I want to re-arrange the size of the elements. image

I agree. If we go with this approach we could probably remove the dedicated "add custom report" button and combine it with the other one

mitteneer commented 1 month ago

I really like this! Would it be possible, when adding a second spending analysis, that the two aren't linked? I currently have one that shows all purchases, and I would like another that filters out certain categories, but when I apply those filters, both are updated with the same filters. Hope this is the right place to drop this comment, sorry if not!

MatissJanis commented 1 month ago

@mitteneer https://github.com/actualbudget/actual/pull/3432

nikolajhendel commented 1 month ago

Reports/dashboards have come a long way in such a short time! Just updated to latest release (v24.10.0) and wanted to give some feedback/suggestions:

  1. Enable detailed cash flow view. The 24.10 update enables the ability to save/edit time period, but the dashboard is still limited to a single income/expenses bar graph and summary total cash flow. It would be nice if the detailed view (per month bar graph and total cash flow line) could be represented on the dashboard.
  2. Add a button to get to all reports (or dropdown list?). If a report is not on dashboard, it's really convoluted to get to a report.
  3. Ability to customise dashboard output. Would like to enable categories and values on bar chart dashboard view example: image This dashboard widget of my super (401k/pension) funds doesn't really work as it's so simple. Would be nice if I could specify what to show (account name - net value - total value).
matt-fidd commented 1 month ago

Potentially related (although explicitly states not enabled): https://github.com/actualbudget/actual/issues/3559

lucav commented 1 month ago

Hi guys, I am new to Actual and really appreciate your work. I am about to move away from excel to use Actual. I installed the actual server a few days ago and it works great.

Two needs for me after the v24.10 update:

1) The cash flow chart works good but I want to see the results directly in the dashboard (instead to click to open). 373646754-9444a9ae-3422-4191-b5a6-c32b4f23381f

2) I like to see also the account balances in a pie chart, so would be great to have a legenda directly in the dashboard (instead to click to open) with the value and relative percentage for each accounts. image

Jonathan-Fang commented 1 month ago

I'm reporting that on tablet and Mobile mode, the report widgets are doing weird alignments, for lack of a better description.

If it doesn't seem broken the first time, click somewhere else like budget and then return to reports and it should replicate.

Screenshot_20241011_060750_Firefox Beta.jpg

Jonathan-Fang commented 4 weeks ago

Another feedback is that accounts and budget categories and months all have notes, but reports don't have notes. Next to the renaming function, adding a notes markdown thing sounds like a good idea.

youngcw commented 3 weeks ago

@MatissJanis How much more do you want to add to this before releasing as an MVP? The idea bank items would be nice, but I don't think those are release stoppers.

MatissJanis commented 3 weeks ago

Thanks for the ping @youngcw . Updated the todo list at the top with the things I am planing on addressing (there might be more though if I spot any glaring issues and/or more feedback comes in). Aiming to get this in the v24.12.0 release as a first-party feature.

Jonathan-Fang commented 3 weeks ago

Reporting here that the cash flow widget shows march 2024 to Sept 2024 but when I click into it, it shows april 2024 to october 2024 with all time enabled; I would want the settings in the widget to reflect what it shows on the dashboard. image image

Jonathan-Fang commented 3 weeks ago

Additionally, I suggest making it possible for like the three biggest payment categories to be automatically calculated from a group of categories, is this already possible or being considered?

Jonathan-Fang commented 2 weeks ago

✅ I'm glad to report that when viewing from tablet back to PC, the alignment no longer breaks. Also I think the mobile implementation of having the reports one by one is good.

❌ The only thing now is that viewing the reports on tablet (the PWA for Firefox Beta for Samsung Tab S7) is still odd.

If it helps for responsive design, the dimensions are 1600 x 2560 pixels, 16:10 ratio (~274 ppi density). Screenshot_20241021_172939_Firefox Beta

psybers commented 2 weeks ago

Viewing on phone is also odd. And I can recreate that weird layout by dragging a desktop Chrome window's right edge to make it very narrow. For me, it is in a weird order (I would expect the top row first, then second row, etc. but it is somewhat random looking). And it has a giant gaps in the middle with no reports:

image

(And note that the behavior of my phone is identical to the behavior of the desktop window when it is very narrow.)

MatissJanis commented 1 week ago

I've been trying to reproduce the gaps issue for while now, but sadly haven't been able. If anyone has specific pointers - would appreciate it.

youngcw commented 1 week ago

So what happened to me just now that maybe caused the missalignment of the dashboard cards.

I accessed the budget file from a different computer and the dashboard feature was for some reason disabled. Because the feature was disabled, there is now a net worth and a cash flow report at the top of the page like normal even though my report dashboard doesn't have those at the top. If I remember my dashboard layout correctly, I now have a card that used to be my net worth report that is now showing as a deleted report, and there is a bunch of space between things. I think the space is showing because I used to have a large table report then some regular size reports around and below the large table. I also have some ghost cards that don't render, but get the edit size grab handles in the corner. The ghost cards are in the size/position of what my dashboard was before this feature unsetting broke stuff.

MatissJanis commented 1 week ago

Thanks, I think I now have a semi-consistent way to reproduce the issue. Will try to figure it out and patch.

Jonathan-Fang commented 1 week ago

Another thought here, in my case, it looks like it breaks on tablet view because the widgets are each a certain size pixel wise, like for example 30px, and the tablet is different dimensions compared to a desktop computer, so when it's constrained from a big computer to a medium sized tablet, the overflow kicks in and you get these gaps in between widgets.

A proposed solution to this would be to make the widgets not hardcoded by pixel, but rather percentages of the available screen size, so that it would shrink length-wise until it's not feasible anymore, and then switch to the mobile 1 stacked on top of another view.

So if the dashboard is edited via desktop, and then viewed on tablet, the dashboard should still pop up with the same arrangement, just sized to the tablet's length, instead of the exact same pixel size as the desktop. It's vertically scrollable so the width isn't really an issue.

(I don't know how to read the programming part yet, so correct me if my guess is wrong)

MatissJanis commented 6 days ago

--- v24.11.0 ---