[Feature] Auto deduct future budgets from this months to budget #1427

New Issue

2026-02-28T19:43:19-06:00

GiteaMirror commented

2026-02-28 19:43:19 -06:00

Originally created by @abhirajshourya on GitHub (Sep 17, 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 I budget money in next month's categories, the total budgeted amount across those categories is not reflected in the current month's 'To Budget' amount. I have to manually update it for all future months' total budgeted amounts.

For example, in October, the total budgeted amount across several categories is $482.77. I've also budgeted more for November and December. However, I have to manually adjust it, as the system doesn't automatically account for the total budgeted amount across all months.

Describe your ideal solution to this problem

When the user sets a budget for any category, the system should check whether the budgeted amount is for the current month. If it's not, the current month's hold should be updated to include this new budgeted amount. Additionally, we could consider renaming 'Hold For Next Month' to something more meaningful, like 'Hold For Future Months,' if it makes sense. The goal is to ensure that the 'To Budget' amount accurately reflects the remaining amount available for the current month.

Teaching and learning

No response

Originally created by @abhirajshourya on GitHub (Sep 17, 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? When I budget money in next month's categories, the total budgeted amount across those categories is not reflected in the current month's 'To Budget' amount. I have to manually update it for all future months' total budgeted amounts. For example, in October, the total budgeted amount across several categories is $482.77. I've also budgeted more for November and December. However, I have to manually adjust it, as the system doesn't automatically account for the total budgeted amount across all months. ![Next Month](https://github.com/user-attachments/assets/ee293d31-aa8e-4b31-9522-8570cbc1aee6) ![Current Month](https://github.com/user-attachments/assets/bd1f276c-4b05-4f48-8666-e7997d89b885) ### Describe your ideal solution to this problem When the user sets a budget for any category, the system should check whether the budgeted amount is for the current month. If it's not, the current month's hold should be updated to include this new budgeted amount. Additionally, we could consider renaming 'Hold For Next Month' to something more meaningful, like 'Hold For Future Months,' if it makes sense. The goal is to ensure that the 'To Budget' amount accurately reflects the remaining amount available for the current month. ### Teaching and learning _No response_

GiteaMirror added the needs votes feature labels 2026-02-28 19:43:19 -06:00

GiteaMirror closed this issue

2026-02-28 19:43:19 -06:00

GiteaMirror commented

2026-02-28 19:43:19 -06:00

@github-actions[bot] commented on GitHub (Sep 17, 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 17, 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 👍!