Actual Reports

Professional accounting reports for Actual Budget. Generate print-ready financial reports from your Actual Budget data with a clean web interface.

Features

• Read-Only Access - Your budget data is never modified
• Professional Reports - Standard accounting report formats
• Print Ready - Optimized layouts for printing
• CSV Export - Export data for use in spreadsheets
• Multi-Period Views - Compare data across months, quarters, or years
• Modern Interface - Clean, responsive web UI

Available Reports

| Report | Description | |--------|-------------| | Profit & Loss | Income and expenses with optional grouping by month/quarter/year | | Balance Sheet | Assets, liabilities, and equity as of a specific date | | Trial Balance | All accounts with debit/credit balances, CSV export | | General Ledger | Detailed transaction listing by account | | Chart of Accounts | Complete list of all categories and accounts |

Quick Start

Install with npm/bun

# Using bun (recommended)
bun add -g actual-reports

# Using npm
npm install -g actual-reports

Run

actual-reports

Open http://localhost:3000 in your browser.

From Source

# Clone the repository
git clone https://github.com/actualbudget/actual-reports.git
cd actual-reports

# Install dependencies
bun install

# Start the server
bun run start

Requirements

• Bun v1.0+ (or Node.js 18+)
• Actual Budget with local database files (typically in ~/Documents/Actual/)

Usage

1. Select a budget from the dropdown menu
2. Choose a report type (P&L, Balance Sheet, Trial Balance, etc.)
3. Select the time period (Year, Quarter, Month, or Custom range)
4. View, print, or export your report

Printing

Click the print button or use Cmd/Ctrl + P. Reports are optimized for landscape printing.

CSV Export

Trial Balance reports include a CSV download button for spreadsheet import.

Configuration

Port

Set a custom port using the PORT environment variable:

PORT=8080 actual-reports

Data Directory

By default, Actual Reports reads budget databases from ~/Documents/Actual/. This is where Actual Budget stores local data.

API Reference

Endpoints

| Method | Endpoint | Description | |--------|----------|-------------| | GET | /api/budgets | List all available budgets | | GET | /api/budgets/:id/years | Get available years for a budget | | GET | /api/budgets/:id/reports/pnl | Profit & Loss report | | GET | /api/budgets/:id/reports/balance-sheet | Balance Sheet report | | GET | /api/budgets/:id/reports/trial-balance | Trial Balance report | | GET | /api/budgets/:id/reports/general-ledger | General Ledger report | | GET | /api/budgets/:id/reports/chart-of-accounts | Chart of Accounts |

Common Query Parameters

| Parameter | Type | Description | |-----------|------|-------------| | period | string | year, quarter, month, or custom | | year | number | Year for the report | | month | number | Month (0-11) when period is month | | quarter | number | Quarter (0-3) when period is quarter | | startDate | string | Start date (ISO) when period is custom | | endDate | string | End date (ISO) when period is custom | | includeOffBudget | boolean | Include off-budget accounts |

P&L Specific Parameters

| Parameter | Type | Description | |-----------|------|-------------| | grouping | string | monthly, quarterly, or annual for comparative view |

Tech Stack

• Runtime: Bun
• Backend: Hono
• Frontend: React 19, Tailwind CSS
• Database: SQLite (read-only via bun:sqlite)

Contributing

We welcome contributions! Please see CONTRIBUTING.md for guidelines.

Development

# Start with hot reload
bun run dev

# Build client only
bun run build:client

Security

This application provides read-only access to your Actual Budget data. No modifications are ever made to your budget files.

License

MIT

Related Projects

• Actual Budget - The budgeting app this tool generates reports for
• Actual Server - Self-hosted Actual Budget server