[Feature] Quick view of category transactions from budget page #1275

New Issue

GiteaMirror · 2026-02-28T19:38:27-06:00

GiteaMirror commented

2026-02-28 19:38:27 -06:00

Originally created by @jat255 on GitHub (Jul 27, 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?

When viewing your budget, it is often helpful to quickly see what transactions are within a category. This is sort of possible currently, in the sense that when you click on an amount in the "Spent" column, you are brought to a filtered view of "All accounts" for that month. Unfortunately, that brings you to another whole page, and if you press the back button to go back to your budget view, it brings you to the top of the page, requiring you to scroll down to find where you were previously. This involves a lot of unnecessary mental overhead, and makes quickly reviewing transactions in your budget a little more cumbersome than it could be/needs to be.

Describe your ideal solution to this problem

The first (and perhaps simplest) way I can think of to solve this would be to have the browser remember your scroll position when leaving the budget page, and auto-return to it if navigating back. This would ease the jarring experience of having to manually return to where you were previously.

An alternative (but perhaps nicer) solution would be to do something like what Financier did in their budget view, which was to have a little pop-up view of the matching transactions, without leaving the budget view at all:

I would envision an ideal solution having something similar, with a link to show the full view (the current behavior) somewhere on that pop-up.

Teaching and learning

No response

Originally created by @jat255 on GitHub (Jul 27, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? When viewing your budget, it is often helpful to quickly see what transactions are within a category. This is sort of possible currently, in the sense that when you click on an amount in the "Spent" column, you are brought to a filtered view of "All accounts" for that month. Unfortunately, that brings you to another whole page, and if you press the back button to go back to your budget view, it brings you to the top of the page, requiring you to scroll down to find where you were previously. This involves a lot of unnecessary mental overhead, and makes quickly reviewing transactions in your budget a little more cumbersome than it could be/needs to be. ### Describe your ideal solution to this problem The first (and perhaps simplest) way I can think of to solve this would be to have the browser remember your scroll position when leaving the budget page, and auto-return to it if navigating back. This would ease the jarring experience of having to manually return to where you were previously. An alternative (but perhaps nicer) solution would be to do something like what Financier did in their budget view, which was to have a little pop-up view of the matching transactions, without leaving the budget view at all: ![image](https://github.com/user-attachments/assets/32fd21f8-e256-4804-85cd-064ecc3b2419) I would envision an ideal solution having something similar, with a link to show the full view (the current behavior) somewhere on that pop-up. ### Teaching and learning _No response_

GiteaMirror added the needs votes feature labels 2026-02-28 19:38:27 -06:00

GiteaMirror closed this issue

2026-02-28 19:38:28 -06:00

GiteaMirror commented

2026-02-28 19:38:29 -06:00

@github-actions[bot] commented on GitHub (Jul 27, 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 27, 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 👍!

GiteaMirror commented

2026-02-28 19:38:29 -06:00

@jat255 commented on GitHub (Jul 27, 2024):

I would be willing to work on trying to implement something here, but I'm a total novice in JS development, so I would likely need a lot of hand-holding through the process.

@jat255 commented on GitHub (Jul 27, 2024): I would be willing to work on trying to implement something here, but I'm a total novice in JS development, so I would likely need a lot of hand-holding through the process.