[Feature] Report that includes future months' budgeted income and expenditure #1406

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opened 2026-02-28 19:42:51 -06:00 by GiteaMirror · 1 comment
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Originally created by @londondev77 on GitHub (Sep 10, 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 use Tracking Budgeting rather than Envelope Budgeting as I want to be able to forecast what my income and expenditure look like over the course of a year.

At the moment, I'm not able to see a final position for a given time period as the reporting is only backward-looking. It doesn't take into account budgeted amounts for future months.

Describe your ideal solution to this problem

I'd like to be able to create a report for Jan-Dec (or any time period) that shows actuals for completed months and forecasts for future months (including the current month - currently it shows actuals in the current month so ignores things like forecasted income which is misleading). This would enable me to understand what I'm likely to have spent/saved over the course of the time period.

Hope this makes sense!

Teaching and learning

If the report page allows selection of future months, I'd have thought it would be obvious that forecasted budgets have been used rather than actuals.

Originally created by @londondev77 on GitHub (Sep 10, 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 use Tracking Budgeting rather than Envelope Budgeting as I want to be able to forecast what my income and expenditure look like over the course of a year. At the moment, I'm not able to see a final position for a given time period as the reporting is only backward-looking. It doesn't take into account budgeted amounts for future months. ### Describe your ideal solution to this problem I'd like to be able to create a report for Jan-Dec (or any time period) that shows actuals for completed months and forecasts for future months (including the current month - currently it shows actuals in the current month so ignores things like forecasted income which is misleading). This would enable me to understand what I'm likely to have spent/saved over the course of the time period. Hope this makes sense! ### Teaching and learning If the report page allows selection of future months, I'd have thought it would be obvious that forecasted budgets have been used rather than actuals.
GiteaMirror added the needs votesfeature labels 2026-02-28 19:42:51 -06:00
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@github-actions[bot] commented on GitHub (Sep 10, 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 10, 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#1406