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

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``bash


Using bun (recommended)

bun add -g actual-reports

Using npm

npm install -g actual-reports
`

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`bash
actual-reports
`

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

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`bash


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

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

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

Configuration

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Set a custom port using the PORT environment variable:

`bash
PORT=8080 actual-reports
`

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

API Reference

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| 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 |

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| 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 |

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| 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.

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`bash


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