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[Feature] Add option to assign a Schedule to a Category for budgeting #1183

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opened 2026-02-28 19:35:14 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 19:35:14 -06:00
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Originally created by @crankeith on GitHub (Jul 2, 2024).

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?

The feature would allow users to assign a Category to a Schedule and the schedule would automatically contribute to the "Budgeted" amount for that Category in the Budget view. This would reduce the work of adding all of the schedules as a "Goal Template".

Describe your ideal solution to this problem

No response

Teaching and learning

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Originally created by @crankeith on GitHub (Jul 2, 2024). ### 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? The feature would allow users to assign a Category to a Schedule and the schedule would automatically contribute to the "Budgeted" amount for that Category in the Budget view. This would reduce the work of adding all of the schedules as a "Goal Template". ### Describe your ideal solution to this problem _No response_ ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:35:14 -06:00
GiteaMirror commented 2026-02-28 19:35:14 -06:00
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@github-actions[bot] commented on GitHub (Jul 2, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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 👍!

@github-actions[bot] commented on GitHub (Jul 2, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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 2026-02-28 19:35:14 -06:00
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@Teprifer commented on GitHub (Jul 2, 2024):

Hi,

This can already be done.

  1. After saving the schedule, click to edit it again.

  2. Click on 'Edit as rule'.

image

  1. Then you can add Set category.

image

@Teprifer commented on GitHub (Jul 2, 2024): Hi, This can already be done. 1) After saving the schedule, click to edit it again. 2) Click on 'Edit as rule'. ![image](https://github.com/actualbudget/actual/assets/34882928/e2ff3352-3cb5-42bb-a6c7-5191d3b532f0) 3) Then you can add Set category. ![image](https://github.com/actualbudget/actual/assets/34882928/7b7abf60-c53e-486d-a689-9d0b990818b1)
GiteaMirror commented 2026-02-28 19:35:15 -06:00
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@Kidglove57 commented on GitHub (Jul 2, 2024):

PS: Although the second part of this idea - to add it to the automatically to the budgeted amount would not of course be achieved.

@Kidglove57 commented on GitHub (Jul 2, 2024): PS: Although the second part of this idea - to add it to the automatically to the budgeted amount would not of course be achieved.
GiteaMirror commented 2026-02-28 19:35:15 -06:00
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@youngcw commented on GitHub (Jul 2, 2024):

This looks to be a duplicate of #2376. Ill close this off in favor of that one.

@youngcw commented on GitHub (Jul 2, 2024): This looks to be a duplicate of #2376. Ill close this off in favor of that one.
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Reference: github-starred/actual#1183
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