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📋 Pull Request Information
Original PR: https://github.com/actualbudget/actual/pull/8099
Author: @matt-fidd
Created: 6/5/2026
Status: ✅ Merged
Merged: 6/6/2026
Merged by: @matt-fidd
Base:
master← Head:budget-automation/mobile📝 Commits (10+)
a8907acgeneralise out to hooks7b3e9cfadd mobile modale7cd083wire up mobile160f049tidy up field styling on mobileed8a3ca[AI] add mobile automations e2e testc12aa7enote38f6eabUpdate VRT screenshots9a8c706fix date picker on schedule page0e510f8fix conflict65f96acfix cramped space in save by automation📊 Changes
29 files changed (+1294 additions, -405 deletions)
View changed files
➕
packages/desktop-client/e2e/budget-automations.mobile.test.ts(+109 -0)➕
packages/desktop-client/e2e/budget-automations.mobile.test.ts-snapshots/Mobile-budget-automations-opens-automations-from-the-category-menu-and-drills-into-the-editor-1-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/budget-automations.mobile.test.ts-snapshots/Mobile-budget-automations-opens-automations-from-the-category-menu-and-drills-into-the-editor-2-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/budget-automations.mobile.test.ts-snapshots/Mobile-budget-automations-opens-automations-from-the-category-menu-and-drills-into-the-editor-3-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/budget-automations.mobile.test.ts-snapshots/Mobile-budget-automations-opens-automations-from-the-category-menu-and-drills-into-the-editor-4-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/budget-automations.mobile.test.ts-snapshots/Mobile-budget-automations-opens-automations-from-the-category-menu-and-drills-into-the-editor-5-chromium-linux.png(+0 -0)➕
packages/desktop-client/e2e/budget-automations.mobile.test.ts-snapshots/Mobile-budget-automations-opens-automations-from-the-category-menu-and-drills-into-the-editor-6-chromium-linux.png(+0 -0)📝
packages/desktop-client/e2e/page-models/mobile-category-menu-modal.ts(+10 -0)📝
packages/desktop-client/package.json(+1 -0)📝
packages/desktop-client/src/components/budget/goals/editor/BySaveAutomation.tsx(+106 -72)📝
packages/desktop-client/src/components/budget/goals/editor/FixedAutomation.tsx(+5 -4)📝
packages/desktop-client/src/components/budget/goals/editor/HistoricalAutomation.tsx(+14 -3)📝
packages/desktop-client/src/components/budget/goals/editor/LimitAutomation.tsx(+8 -4)📝
packages/desktop-client/src/components/budget/goals/editor/PercentageAutomation.tsx(+81 -23)📝
packages/desktop-client/src/components/budget/goals/editor/ScheduleAutomation.tsx(+14 -3)➕
packages/desktop-client/src/components/budget/goals/editor/fieldLayout.ts(+5 -0)📝
packages/desktop-client/src/components/mobile/MobileForms.tsx(+1 -1)📝
packages/desktop-client/src/components/mobile/budget/BudgetPage.tsx(+24 -0)📝
packages/desktop-client/src/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsx(+20 -1)📝
packages/desktop-client/src/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsx(+40 -247)...and 9 more files
📄 Description
Description
Automation UI, now with mobile support!!
I went for a drilldown method, so you click into a type, then it gives you the settings. I couldn't really get it to fit or work in any other way, and I tried a fair few! I opted to reuse most stuff from the desktop where possible to make this easier to maintain and a bit less complex.
I split by commit as I went so they should be pretty logical to review bit by bit.
Comes with a bonus addition to both mobile and desktop that the percentage input is much easier to use now.
Related issue(s)
https://github.com/actualbudget/actual/issues/7692
Testing
Tested locally, added e2e tests
Checklist
Bundle Stats
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desktop-client
Total
Changeset
src/components/modals/BudgetAutomationsModal/BudgetAutomationsBodyMobile.tsxsrc/components/modals/BudgetAutomationsModal/useBudgetAutomationsEditor.tssrc/components/budget/goals/editor/fieldLayout.tssrc/components/budget/goals/editor/PercentageAutomation.tsxsrc/components/modals/BudgetAutomationsModal/BudgetAutomationsBody.tsxsrc/components/modals/BudgetAutomationsModal/BudgetAutomationsModal.tsxsrc/components/budget/goals/editor/BySaveAutomation.tsxsrc/components/modals/CategoryMenuModal.tsxsrc/components/budget/goals/editor/ScheduleAutomation.tsxsrc/components/budget/goals/automationExamples.tssrc/components/budget/goals/editor/HistoricalAutomation.tsxsrc/components/modals/BudgetAutomationsModal/AutomationEditorPane.tsxsrc/components/select/DateSelect.tsxsrc/components/mobile/budget/BudgetPage.tsxsrc/components/util/GenericInput.tsxsrc/components/budget/goals/validateAutomation.tspackage.jsonsrc/components/budget/goals/editor/FixedAutomation.tsxsrc/components/budget/goals/editor/LimitAutomation.tsxsrc/components/Notifications.tsxsrc/components/budget/goals/reducer.tssrc/components/budget/goals/editor/CleanupGroupPicker.tsxsrc/components/util/PercentInput.tsxView detailed bundle breakdown
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loot-core
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api
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cli
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crdt
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🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.