github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-03-10 12:12:39 -05:00
Code Issues 250 Packages Projects Releases 53 Wiki Activity

Overspent Categories Banner in Budget Page #1186

New Issue
Closed
opened 2026-02-28 19:35:18 -06:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-02-28 19:35:18 -06:00
Owner
Copy Link

Originally created by @PartyingChair 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?

I find it difficult to see if or where I’ve overspent in a category

Describe your ideal solution to this problem

As someone coming from YNAB due to price increase I do really love how YNAB has a huge banner at the top saying “OVERSPENT CATEGORY” when I’ve overspent in a category. I don’t need this to copy YNAB exactly, but a clear indication of an overspending would be nice.

Also, I can open a second feature request for this if necessary, but I think notifications, either from the web app or SMTP email or pushover would all be a nice quality of life improvement. Overspending or new transaction from a schedule would be ideal in my opinion.

Thank you

Teaching and learning

I think this is mostly a UI change and doesn’t need much documentation. Just a banner or some UI element to let me know 1) I have overspending and 2) where that overspending is

Originally created by @PartyingChair 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? I find it difficult to see if or where I’ve overspent in a category ### Describe your ideal solution to this problem As someone coming from YNAB due to price increase I do really love how YNAB has a huge banner at the top saying “OVERSPENT CATEGORY” when I’ve overspent in a category. I don’t need this to copy YNAB exactly, but a clear indication of an overspending would be nice. Also, I can open a second feature request for this if necessary, but I think notifications, either from the web app or SMTP email or pushover would all be a nice quality of life improvement. Overspending or new transaction from a schedule would be ideal in my opinion. Thank you ### Teaching and learning I think this is mostly a UI change and doesn’t need much documentation. Just a banner or some UI element to let me know 1) I have overspending and 2) where that overspending is
GiteaMirror added the needs votesfeature labels 2026-02-28 19:35:18 -06:00
GiteaMirror commented 2026-02-28 19:35:19 -06:00
Author
Owner
Copy Link

@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 19:35:20 -06:00
Author
Owner
Copy Link

@joel-jeremy commented on GitHub (Apr 15, 2025):

Partially implemented in https://github.com/actualbudget/actual/pull/4643

@joel-jeremy commented on GitHub (Apr 15, 2025): Partially implemented in https://github.com/actualbudget/actual/pull/4643
GiteaMirror commented 2026-02-28 19:35:20 -06:00
Author
Owner
Copy Link

@joel-jeremy commented on GitHub (Apr 15, 2025):

Closing https://github.com/actualbudget/actual/issues/3667 as duplicate which has 7 votes

@joel-jeremy commented on GitHub (Apr 15, 2025): Closing https://github.com/actualbudget/actual/issues/3667 as duplicate which has 7 votes
GiteaMirror commented 2026-02-28 19:35:20 -06:00
Author
Owner
Copy Link

@joel-jeremy commented on GitHub (May 6, 2025):

This would be easier to implement now in desktop with the introduction of useOverspentCategories hook. The hard part is to figure out where to put the banner to provide the best UX. We need to take in consideration multi-month budget view.

@joel-jeremy commented on GitHub (May 6, 2025): This would be easier to implement now in desktop with the introduction of `useOverspentCategories` hook. The hard part is to figure out where to put the banner to provide the best UX. We need to take in consideration multi-month budget view.
GiteaMirror commented 2026-02-28 19:35:20 -06:00
Author
Owner
Copy Link

@youngcw commented on GitHub (May 6, 2025):

I like the idea of having a "group" on the budget table that is for uncategorized transactions. So same size as a category group line, but probably a different color. Or just a banner like thing as the first entry in the table that is for uncategorized things.

My only concern with adding this, is that it might give people a mechanism for not categorizing things

@youngcw commented on GitHub (May 6, 2025): I like the idea of having a "group" on the budget table that is for uncategorized transactions. So same size as a category group line, but probably a different color. Or just a banner like thing as the first entry in the table that is for uncategorized things. My only concern with adding this, is that it might give people a mechanism for not categorizing things
GiteaMirror commented 2026-02-28 19:35:21 -06:00
Author
Owner
Copy Link

@Juulz commented on GitHub (May 18, 2025):

Image

Perhaps... banner or flag (better IMO) the month name and put a line in the dropdown (perhaps in red) with the amount and a link to a filtered view.

@Juulz commented on GitHub (May 18, 2025): ![Image](https://github.com/user-attachments/assets/f57f10ba-9ceb-4a00-9b5c-e4b939b68ada) Perhaps... banner or flag (better IMO) the month name and put a line in the dropdown (perhaps in red) with the amount and a link to a filtered view.
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature needs votes
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#1186
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?