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[Feature] Desktop App: Allow user to configure the data directory on Budget Management screen #1387

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opened 2026-02-28 19:42:17 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:42:17 -06:00
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Originally created by @MikesGlitch on GitHub (Sep 5, 2024).

Originally assigned to: @MikesGlitch on GitHub.

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 a user creates a budget, they do not get informed where their budget files are to be stored.

This is a problem because they won't be aware of the storage location of their budget on their file system. If the user doesn't like the default folder (Documents) they cannot change it before creating the budget.

The user can change the budget location after the budget exists. This setting is on the "Settings" page on the budget. But, this setting is flawed, it changes the budget directory for ALL budgets - not the budget being viewed.

image

Describe your ideal solution to this problem

Allow the user to specify where they wish to create the budget before creating the Budget.

Move the "Actual Files" setting (pictured above) to the main "File management" screen. The UI for this is open for debate, but must be simple and easy to understand.

Offer preset file locations to store the data to simplify the choice for the user:

  • "With your documents" (Documents folder)
  • "Private storage" (In your appdata on windows or equivilant)
  • "Custom" (Any other directory)
  • In future: Origin Private File System (stored in browser storage for performance, exported to File system directory on schedule)

We should make it clear that if the user wishes to put the files in a Cloud Sync it can act like a backup.

The UI should state the risks for Cloud File Sync when used together with Actual Server. For more info, see here: https://github.com/actualbudget/actual/issues/2951

Teaching and learning

No response

Originally created by @MikesGlitch on GitHub (Sep 5, 2024). Originally assigned to: @MikesGlitch on GitHub. ### 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 a user creates a budget, they do not get informed where their budget files are to be stored. This is a problem because they won't be aware of the storage location of their budget on their file system. If the user doesn't like the default folder (Documents) they cannot change it before creating the budget. The user can change the budget location after the budget exists. This setting is on the "Settings" page on the budget. But, this setting is flawed, it changes the budget directory for ALL budgets - not the budget being viewed. ![image](https://github.com/user-attachments/assets/a13759e3-7a7d-446e-a4a5-94c408798454) ### Describe your ideal solution to this problem Allow the user to specify where they wish to create the budget before creating the Budget. Move the "Actual Files" setting (pictured above) to the main "File management" screen. The UI for this is open for debate, but must be simple and easy to understand. Offer preset file locations to store the data to simplify the choice for the user: - "With your documents" (Documents folder) - "Private storage" (In your appdata on windows or equivilant) - "Custom" (Any other directory) - **In future**: Origin Private File System (stored in browser storage for performance, exported to File system directory on schedule) We should make it clear that if the user wishes to put the files in a Cloud Sync it can act like a backup. The UI should state the risks for Cloud File Sync when used together with Actual Server. For more info, see here: https://github.com/actualbudget/actual/issues/2951 ### Teaching and learning _No response_
GiteaMirror added the electronneeds votesfeature labels 2026-02-28 19:42:17 -06:00
GiteaMirror commented 2026-02-28 19:42:18 -06:00
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@github-actions[bot] commented on GitHub (Sep 5, 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 (Sep 5, 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 -->
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Reference: github-starred/actual#1387
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