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[Bug]: The Y axis for the Net Worth chart must start at 0

Open jeremyfourna opened this issue 10 months ago • 12 comments

Verified issue does not already exist?

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Is this related to GoCardless, Simplefin or another bank-sync provider?

  • [ ] I have checked my server logs and could not see any errors there
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  • [ ] I understand that this issue will be automatically closed if insufficient information is provided

What happened?

Actual version: v24.3.0 hosted on pikapods

When displaying the amount of money on a chart, the Y-axis must start from 0 to provide better visibility. Changing the date filters must not change the Y-axis starting point. Right now, each date filter impacts the Y-axis.

3 months Capture d’écran 2024-04-03 à 15 22 39

6 months Capture d’écran 2024-04-03 à 15 19 09

1 year Capture d’écran 2024-04-03 à 15 22 49

What error did you receive?

No response

Where are you hosting Actual?

Other

What browsers are you seeing the problem on?

Firefox

Operating System

Mac OSX

jeremyfourna avatar Apr 03 '24 13:04 jeremyfourna

The y-axis is dynamic on purpose. If it wasn't the chart would be a flat line for larger amounts

youngcw avatar Apr 03 '24 14:04 youngcw

I don't understand this request. Previous month's Networth is a static number. It only starts at 0 for the first transaction in your file.

Maybe you mean cash flow or are looking for a networth delta?

carkom avatar Apr 06 '24 02:04 carkom

The best practice when displaying finite data such as money in charts is to have the Y axis to start at 0.

jeremyfourna avatar Apr 06 '24 05:04 jeremyfourna

This is taken from the WSJ book image image

jeremyfourna avatar Apr 06 '24 06:04 jeremyfourna

Not starting at zero exaggerates the variation and is misleading - on mine, looking at anything other than the all time view the graph gives the impression I'm near broke because of a lump sum mortgage payment, but that's not the case. Similar would be for any other large payment someone might have.

The all time view has to be used to properly contextualise recent changes.

Teprifer avatar Apr 06 '24 06:04 Teprifer

I don't understand this request. Previous month's Networth is a static number. It only starts at 0 for the first transaction in your file.

Maybe you mean cash flow or are looking for a networth delta?

Sorry, I thought you wanted the actual graph to start at zero. Didn't realize, you meant the axis labels.

carkom avatar Apr 06 '24 07:04 carkom

The y-axis is dynamic on purpose. If it wasn't the chart would be a flat line for larger amounts

I share this sentiment.

Example - zero based net worth graph:

Screenshot 2024-04-06 at 19 59 50

Has my net worth grown? Looks like it might have, but by a very little amount.

Whereas if the axis is dynamic.. the graph provides me much more value as I can immediately see the dip in net worth.

Screenshot 2024-04-06 at 20 00 25

And the problem would be even more exaggerated with larger numbers. I believe once the net worth reaches 10m+ mark (which is totally feasible in many currencies) - the net worth graph will look like a flat line if we set the x-axis at 0.

MatissJanis avatar Apr 06 '24 19:04 MatissJanis

~~The solution here may be to use a different scale (e.g. log) at high values, but still start at 0. Because~~ while the second view in the above comment does highlight the dip better, it also misrepresents it to look like a larger dip than it actually is in the overall picture.

Edit: On second thought, a log scale would make the dip look even smaller.

kymckay avatar Apr 06 '24 21:04 kymckay

Here's the reverse issue I was mentioning, in the short term which doesn't have Y start at 0 it looks catastrophic, but in context(all time) the proportionality information is available because Y starts at 0:

image

vs

image

Teprifer avatar Apr 06 '24 21:04 Teprifer

Reconsidering this, I think the real improvement this ticket is seeking is to increase the maximum value for which Actual will start the chart axis at 0.

Per the book in the image above "if adding a couple of grid lines can cover the zero baseline, then do so". So not in cases where the values shown are sufficiently high that it would hide the changes being shown, but for some of the cases shown above (e.g. 18,000) it would probably make sense to still start at 0 instead of 10,000.

kymckay avatar Apr 06 '24 21:04 kymckay

These are all good arguments but they're all in the context of your own currency (10k, 18k, etc.). In USD, even getting up to 500K or 1M these suggestions might work.

However, actual is made to be used with any currency. To @MatissJanis point, what about currencies where it is not uncommon for Net worth to be in excess of 10M? A zeroed y-axis would make almost any changes impossible to see.

If you want to see the number in context, use the "all time" view. If you want to see small changes from one month to the next then use a narrower view. If every time range started at 0 then all those views would look exactly the same. What's the benefit of that? It can't just be "because some book I read said so".

carkom avatar Apr 06 '24 22:04 carkom

I prefer the dynamic Y-axis. Without it, there'd be barely any visual movement my net worth graph. And I'm not even remotely Richie Rich.

glowtape avatar Apr 07 '24 13:04 glowtape

Looks like the current options are going to stay for now. Closing.

youngcw avatar Sep 09 '24 14:09 youngcw