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[GH-ISSUE #553] [Feature] Allow users to set "Budgeted" values to "Spent" so that "Balance" == 0 for a category #14464

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opened 2026-04-14 17:12:26 -05:00 by GiteaMirror · 7 comments
GiteaMirror commented 2026-04-14 17:12:26 -05:00
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Originally created by @rich-howell on GitHub (Jan 22, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/553

Discussed in https://github.com/actualbudget/actual/discussions/181

Originally posted by siegfriedpammer May 29, 2022
This would be useful for categories like rent and other fixed monthly spending where there is no need to budget more than needed.

I would be fine with a button in the budget screen next to the input field for the category.

Originally created by @rich-howell on GitHub (Jan 22, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/553 ### Discussed in https://github.com/actualbudget/actual/discussions/181 <div type='discussions-op-text'> <sup>Originally posted by **siegfriedpammer** May 29, 2022</sup> This would be useful for categories like rent and other fixed monthly spending where there is no need to budget more than needed. I would be fine with a button in the budget screen next to the input field for the category.</div>
GiteaMirror added the feature label 2026-04-14 17:12:26 -05:00
GiteaMirror commented 2026-04-14 17:12:27 -05:00
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@MatissJanis commented on GitHub (Jan 23, 2023):

Could you please elaborate on the idea @siegfriedpammer? Perhaps even you have an example in another budgeting app that does this already?

Thanks!

<!-- gh-comment-id:1400847949 --> @MatissJanis commented on GitHub (Jan 23, 2023): Could you please elaborate on the idea @siegfriedpammer? Perhaps even you have an example in another budgeting app that does this already? Thanks!
GiteaMirror commented 2026-04-14 17:12:27 -05:00
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@rich-howell commented on GitHub (Jan 31, 2023):

I think what is being requeseted is what nYNAB has, for example Rent needs $150 every month, so you would press a button when you are budgeting and it would fill the category with $150.

Sounds like #573 covers alot of this.

<!-- gh-comment-id:1410438038 --> @rich-howell commented on GitHub (Jan 31, 2023): I think what is being requeseted is what nYNAB has, for example Rent needs $150 every month, so you would press a button when you are budgeting and it would fill the category with $150. Sounds like #573 covers alot of this.
GiteaMirror commented 2026-04-14 17:12:28 -05:00
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@shall0pass commented on GitHub (Feb 2, 2023):

YNAB4 has a feature like this. There's a context menu on the category budget cell that would set the budgeted amount to the spent amount, thus having a 0 available balance for that category and removing or returning those funds to "To Budget".

image

In Actual, an option to zero a category would fit here rather nicely.
image

<!-- gh-comment-id:1414355830 --> @shall0pass commented on GitHub (Feb 2, 2023): YNAB4 has a feature like this. There's a context menu on the category budget cell that would set the budgeted amount to the spent amount, thus having a 0 available balance for that category and removing or returning those funds to "To Budget". ![image](https://user-images.githubusercontent.com/20625555/216445843-120b06e5-e0b9-49c1-b169-716a37436889.png) In Actual, an option to zero a category would fit here rather nicely. ![image](https://user-images.githubusercontent.com/20625555/216447396-06d1291e-b5b6-4002-892a-6b3ff96c2602.png)
GiteaMirror commented 2026-04-14 17:12:28 -05:00
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@j-f1 commented on GitHub (Feb 2, 2023):

It looks like there’s a “Cover overspending” option that shows up if you spend more than you have budgeted, which covers some of the use cases here but not all.

<!-- gh-comment-id:1414372966 --> @j-f1 commented on GitHub (Feb 2, 2023): It looks like there’s a “Cover overspending” option that shows up if you spend more than you have budgeted, which covers some of the use cases here but not all.
GiteaMirror commented 2026-04-14 17:12:29 -05:00
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@github-actions[bot] commented on GitHub (May 1, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 👍!

<!-- gh-comment-id:1530131382 --> @github-actions[bot] commented on GitHub (May 1, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 2026-04-14 17:12:29 -05:00
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@youngcw commented on GitHub (May 9, 2023):

This looks similar to #508. The only difference seems to be that this one is asking for a manual option vs a more automated one.

<!-- gh-comment-id:1540921807 --> @youngcw commented on GitHub (May 9, 2023): This looks similar to #508. The only difference seems to be that this one is asking for a manual option vs a more automated one.
GiteaMirror commented 2026-04-14 17:12:29 -05:00
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@youngcw commented on GitHub (Oct 18, 2024):

End of month cleanup can do this. Closing.

<!-- gh-comment-id:2423002278 --> @youngcw commented on GitHub (Oct 18, 2024): End of month cleanup can do this. Closing.
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