[Feature] API call for getting account balance #2189
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✨ Thanks for sharing your idea! ✨ This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! |
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In the meantime, developers can use the ActualQL feature: // Get balances for all accounts as of a certain date
const balancesAllAccounts = (await runQuery(q('transactions')
.filter({ date: { $lte: '2024-03-31' } })
.groupBy('account.id')
.select(['account.id', 'account.name', {balance: {$sum: "$amount"}}])
)).data;
// Get balance for a single account as of a certain date
const balanceMyAccount = (await runQuery(q('transactions')
.filter({
date: { $lte: '2024-03-31' },
'account.id': 'YOUR-ACCOUNT-UUID-HERE',
})
.select(['account.id', 'account.name', {balance: {$sum: "$amount"}}])
)).data;If you need the current balance as of 'today', either put that date into the filter or remove that condition entirely. |
Verified feature request does not already exist?
💻
Pitch: what problem are you trying to solve?
Hi there, I'm trying to implement my own tools to interact with the Actual, but I didn't find any API calls that could simply give me the total balance of an account. Although I probably could just get all transactions with a super early starting date and sum them up, it's a little bit more tedious than getting the value in one go.
Just curious, is this intentional by design? Why the
Accountobject can't simply include a "balance" field? Or am I missing anything?Thanks.
Describe your ideal solution to this problem
Add
balancefield toAccount, which has the current balance value of that account.Teaching and learning
No response
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