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[Feature] Request for Improved Handling of Future and Uncleared Transactions in Budget and Account Views #1448

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opened 2026-02-28 19:43:51 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:43:51 -06:00
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Originally created by @jviegas6 on GitHub (Sep 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 budgeting based on a non-standard pay cycle (e.g., salary received on the 20th of the month), funds allocated from a late-month paycheck may be intended to cover expenses into the next month. However, because budgeting in ActualBudget is structured by calendar months, it currently considers these allocations as "fully funded" for the current month, leading to an "underfunded" status for the next month. This can cause confusion and create a misleading view of the financial situation.

Describe your ideal solution to this problem

Add an option in the budget settings to include future-dated income transactions in budget calculations. This way, the budget will account for income already allocated from the previous month, making it possible to accurately budget across pay periods instead of just calendar months. With this feature, users can see if they are underfunded or overfunded for the entire pay cycle rather than just per month.

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Originally created by @jviegas6 on GitHub (Sep 27, 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 budgeting based on a non-standard pay cycle (e.g., salary received on the 20th of the month), funds allocated from a late-month paycheck may be intended to cover expenses into the next month. However, because budgeting in ActualBudget is structured by calendar months, it currently considers these allocations as "fully funded" for the current month, leading to an "underfunded" status for the next month. This can cause confusion and create a misleading view of the financial situation. ### Describe your ideal solution to this problem Add an option in the budget settings to include future-dated income transactions in budget calculations. This way, the budget will account for income already allocated from the previous month, making it possible to accurately budget across pay periods instead of just calendar months. With this feature, users can see if they are underfunded or overfunded for the entire pay cycle rather than just per month. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 19:43:51 -06:00
GiteaMirror commented 2026-02-28 19:43:51 -06:00
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@github-actions[bot] commented on GitHub (Sep 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 (Sep 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 👍! <!-- feature-auto-close-comment -->
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Reference: github-starred/actual#1448
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