Net Worth Projection on Widget#6980
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Sharing this as a starting point for discussion. I’d appreciate any feedback or suggestions!
Summary
Add projected Net Worth in monthly trend mode using budgeted changes.
Description
A common planning problem is: “I want to end 2026 with a specific net worth target. Am I on track?”
Before this change, Net Worth only showed recorded history. Now you can also see a projected path forward based on your budget.
When Show projection is enabled, Actual continues the Net Worth trend into future months using budgeted change, so you can compare your target against a forward-looking estimate. Historical values remain solid, projected values are shown as dashed, and projected points are labeled in tooltips.
The projection setting is saved with the Net Worth widget, so your dashboard cards and report stay aligned.
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Changeset
src/components/reports/useNetWorthProjectionRefresh.tssrc/components/reports/spreadsheets/net-worth-spreadsheet.tslocale/ca.jsonsrc/components/reports/graphs/NetWorthGraph.tsxsrc/components/reports/reports/NetWorthCard.tsxsrc/components/reports/reports/NetWorth.tsxlocale/en.jsonView detailed bundle breakdown
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api
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