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