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[GH-ISSUE #8016] [Feature] Set budgeted amount to spent amount context menu action #117643

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opened 2026-06-11 13:04:44 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-06-11 13:04:44 -05:00
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Originally created by @gamezatwork on GitHub (Jun 1, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/8016

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

At the start of the month, I like to rebalance my last month's budget sheet to match the spent amount so that I can total up how much money I i didn't use in the end.
In YNAB, there is the "Balance to 0.00" context menu action when right clicking on a subcategory, and it would be really helpful if Actual had the same thing? Because right now I have to manually go to each subcategory and type in the spent amount in the budgeted.

Describe your ideal solution to this problem

In the context menu for each subcategory (where it has "Copy last month's budget" and "Set to yearly average"), a new item (maybe called balance to zero?) in which after clicking on it, the budgeted amount is set to the spent amount.

Teaching and learning

No response

Originally created by @gamezatwork on GitHub (Jun 1, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/8016 ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? At the start of the month, I like to rebalance my last month's budget sheet to match the spent amount so that I can total up how much money I i didn't use in the end. In YNAB, there is the "Balance to 0.00" context menu action when right clicking on a subcategory, and it would be really helpful if Actual had the same thing? Because right now I have to manually go to each subcategory and type in the spent amount in the budgeted. ### Describe your ideal solution to this problem In the context menu for each subcategory (where it has "Copy last month's budget" and "Set to yearly average"), a new item (maybe called balance to zero?) in which after clicking on it, the budgeted amount is set to the spent amount. ### Teaching and learning _No response_
GiteaMirror added the featureneeds votes labels 2026-06-11 13:04:44 -05:00
GiteaMirror commented 2026-06-11 13:04:46 -05:00
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@github-actions[bot] commented on GitHub (Jun 1, 2026):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don't forget to upvote the top comment with 👍!

<!-- gh-comment-id:4589275754 --> @github-actions[bot] commented on GitHub (Jun 1, 2026): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don't forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-06-11 13:04:47 -05:00
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@Juulz commented on GitHub (Jun 1, 2026):

Actual has a cleanup function that may help you. Check out the Budget automations in the experimental features.

<!-- gh-comment-id:4596717039 --> @Juulz commented on GitHub (Jun 1, 2026): Actual has a cleanup function that may help you. Check out the Budget automations in the experimental features.
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