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[Feedback] Scheduled transaction upcoming length adjustment #1504

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opened 2026-02-28 19:45:42 -06:00 by GiteaMirror · 16 comments
GiteaMirror commented 2026-02-28 19:45:42 -06:00
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Originally created by @MatissJanis on GitHub (Oct 13, 2024).

Originally created by @MatissJanis on GitHub (Oct 13, 2024).
GiteaMirror added the feedbackexperimental featureschedules labels 2026-02-28 19:45:42 -06:00
GiteaMirror commented 2026-02-28 19:45:43 -06:00
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@jonnybaik commented on GitHub (Oct 24, 2024):

What luck, I was searching for a way to adjust the number of scheduled transactions in the account display. I would find this feature very useful for budgeting and to plan spending. I have a number of recurring bills, and the current display of upcoming scheduled transactions is too limited for my purposes.

@jonnybaik commented on GitHub (Oct 24, 2024): What luck, I was searching for a way to adjust the number of scheduled transactions in the account display. I would find this feature very useful for budgeting and to plan spending. I have a number of recurring bills, and the current display of upcoming scheduled transactions is too limited for my purposes.
GiteaMirror commented 2026-02-28 19:45:43 -06:00
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@oklahsam commented on GitHub (Nov 4, 2024):

This was something I was hoping would be added. Really helpful for forecasting on a biweekly pay schedule. Seems to work just fine so far!

@oklahsam commented on GitHub (Nov 4, 2024): This was something I was hoping would be added. Really helpful for forecasting on a biweekly pay schedule. Seems to work just fine so far!
GiteaMirror commented 2026-02-28 19:45:44 -06:00
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@MatissJanis commented on GitHub (Nov 4, 2024):

Pretty cool feature. Here's some feedback:

  • could we move the button down to the bottom of the page + make it "normal" and not primary color (it's not a primary page element and as such should not have special highlight)
  • can we move the toggle itself inside a modal? The layout shift that happens when clicking the button isn't great
  • if I have a daily schedule and I set the config period to a week - I would expect to see 7x transactions in the table, but instead I see only a single scheduled transaction
Screenshot 2024-11-04 at 18 49 55
@MatissJanis commented on GitHub (Nov 4, 2024): Pretty cool feature. Here's some feedback: - [x] could we move the button down to the bottom of the page + make it "normal" and not primary color (it's not a primary page element and as such should not have special highlight) - [x] can we move the toggle itself inside a modal? The layout shift that happens when clicking the button isn't great - [x] if I have a daily schedule and I set the config period to a week - I would expect to see 7x transactions in the table, but instead I see only a single scheduled transaction <img width="1301" alt="Screenshot 2024-11-04 at 18 49 55" src="https://github.com/user-attachments/assets/86c95ce6-5ea6-4d27-8667-28c314af055f">
GiteaMirror commented 2026-02-28 19:45:44 -06:00
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@youngcw commented on GitHub (Nov 4, 2024):

I originally asked to move it to the top so people would see it. I figured if it was at the bottom it would get missed if there was a long list of schedules.

@youngcw commented on GitHub (Nov 4, 2024): I originally asked to move it to the top so people would see it. I figured if it was at the bottom it would get missed if there was a long list of schedules.
GiteaMirror commented 2026-02-28 19:45:44 -06:00
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@MatissJanis commented on GitHub (Nov 4, 2024):

I originally asked to move it to the top so people would see it. I figured if it was at the bottom it would get missed if there was a long list of schedules.

The schedules list scrolls independently of the footer. As in: the footer will always be visible - no matter if you have 10 or 10k schedules.

This button isn't a primary feature of the app. As such - it shouldn't take primary real-estate; it should not add to the visual noise. Similar to notes - we have them somewhat hidden - but discoverable.

@MatissJanis commented on GitHub (Nov 4, 2024): > I originally asked to move it to the top so people would see it. I figured if it was at the bottom it would get missed if there was a long list of schedules. The schedules list scrolls independently of the footer. As in: the footer will always be visible - no matter if you have 10 or 10k schedules. This button isn't a primary feature of the app. As such - it shouldn't take primary real-estate; it should not add to the visual noise. Similar to notes - we have them _somewhat hidden_ - but discoverable.
GiteaMirror commented 2026-02-28 19:45:45 -06:00
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@inspectorG4dget commented on GitHub (Nov 8, 2024):

Asking about another component of this same feature.
Full disclosure: I'm a n00b on this platform, so if what I'm asking for is solved by a different feature, please let me know.

The solution I'm asking for

Would it be possible to change the schedule forecast length to be more arbitrary? For example, what if I wanted to see the forecast 6months out from today? Currently, I cannot see beyond 1 month from today.

image

The problem I'm attempting to solve with this solution

I'd like to be able to see my upcoming transactions for the next several months, to ensure I have the correct savings transactions going to various accounts. Here's a working example: I have a property tax bill (of $800) to pay in 6 months. I currently have $6000 in my bank account. So over the next 6 months, I need to save $800. My bank account requires that I have a minimum balance of $6000. So I currently have $0 to put towards my upcoming bill. I'd like to create an envelope to start saving. This means that in 6 months, I should have at least $6800 in my account, $800 of which I can't actually use.

If I could see the transactions for the next 6 months, then I'd be able to determine whether I will be in breach of the $6000 account limit.

Alternatively, I could create an off-budget account called "Property Tax" and transfer funds into that from my bank account. However, doing this will mean that what I see on ActualBudget and what I see when I log into my online bank account will be out of sync.
This is feature request #1839

Is there a solution that I'm unaware of? Would it be possible to build this feature?

@inspectorG4dget commented on GitHub (Nov 8, 2024): Asking about another component of this same feature. Full disclosure: I'm a n00b on this platform, so if what I'm asking for is solved by a different feature, please let me know. ## The solution I'm asking for Would it be possible to change the schedule forecast length to be more arbitrary? For example, what if I wanted to see the forecast 6months out from today? Currently, I cannot see beyond 1 month from today. <img width="151" alt="image" src="https://github.com/user-attachments/assets/d4718a85-a091-4b27-9856-7c2d0ace91d3"> ## The problem I'm attempting to solve with this solution I'd like to be able to see my upcoming transactions for the next several months, to ensure I have the correct savings transactions going to various accounts. Here's a working example: I have a property tax bill (of $800) to pay in 6 months. I currently have $6000 in my bank account. So over the next 6 months, I need to save $800. My bank account requires that I have a minimum balance of $6000. So I currently have $0 to put towards my upcoming bill. I'd like to create an envelope to start saving. This means that in 6 months, I should have at least $6800 in my account, $800 of which I can't actually use. If I could see the transactions for the next 6 months, then I'd be able to determine whether I will be in breach of the $6000 account limit. ~Alternatively, I could create an off-budget account called "Property Tax" and transfer funds into that from my bank account. However, doing this will mean that what I see on ActualBudget and what I see when I log into my online bank account will be out of sync.~ This is feature request #1839 Is there a solution that I'm unaware of? Would it be possible to build this feature?
GiteaMirror commented 2026-02-28 19:45:45 -06:00
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@MatissJanis commented on GitHub (Nov 26, 2024):

cc @SamBobBarnes in case you are not following the feedback here

So far nobody else has stepped up to finish this feature. Generally we remove experimental features that have no active development for over 3 months (so far here we have 1.5 months of inactivity). More information on that here.

@MatissJanis commented on GitHub (Nov 26, 2024): cc @SamBobBarnes in case you are not following the feedback here So far nobody else has stepped up to finish this feature. Generally we remove experimental features that have no active development for over 3 months (so far here we have 1.5 months of inactivity). More information on that [here](https://actualbudget.org/docs/contributing/project-details/feature-flags).
GiteaMirror commented 2026-02-28 19:45:45 -06:00
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@MatissJanis commented on GitHub (Jan 7, 2025):

Looks like this feature has been abandoned. As per the experimental feature policy - I will be removing this feature shortly unless someone steps up to take over finishing it up.

@MatissJanis commented on GitHub (Jan 7, 2025): Looks like this feature has been abandoned. As per the [experimental feature policy](https://actualbudget.org/docs/contributing/project-details/feature-flags) - I will be removing this feature shortly unless someone steps up to take over finishing it up.
GiteaMirror commented 2026-02-28 19:45:46 -06:00
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@matt-fidd commented on GitHub (Jan 16, 2025):

Pretty cool feature. Here's some feedback:

  • could we move the button down to the bottom of the page + make it "normal" and not primary color (it's not a primary page element and as such should not have special highlight)
  • can we move the toggle itself inside a modal? The layout shift that happens when clicking the button isn't great

These two are addressed in https://github.com/actualbudget/actual/pull/4164

@matt-fidd commented on GitHub (Jan 16, 2025): > Pretty cool feature. Here's some feedback: > > * [ ] could we move the button down to the bottom of the page + make it "normal" and not primary color (it's not a primary page element and as such should not have special highlight) > * [ ] can we move the toggle itself inside a modal? The layout shift that happens when clicking the button isn't great These two are addressed in https://github.com/actualbudget/actual/pull/4164
GiteaMirror commented 2026-02-28 19:45:46 -06:00
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@matt-fidd commented on GitHub (Jan 16, 2025):

[ ] if I have a daily schedule and I set the config period to a week - I would expect to see 7x transactions in the table, but instead I see only a single scheduled transaction

Addressed in https://github.com/actualbudget/actual/pull/4166

@matt-fidd commented on GitHub (Jan 16, 2025): > [ ] if I have a daily schedule and I set the config period to a week - I would expect to see 7x transactions in the table, but instead I see only a single scheduled transaction Addressed in https://github.com/actualbudget/actual/pull/4166
GiteaMirror commented 2026-02-28 19:45:47 -06:00
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@tatsumain commented on GitHub (Jan 16, 2025):

I'd like to see an option for displaying schedules for the current month only.

@tatsumain commented on GitHub (Jan 16, 2025): I'd like to see an option for displaying schedules for the current month only.
GiteaMirror commented 2026-02-28 19:45:47 -06:00
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@matt-fidd commented on GitHub (Jan 16, 2025):

I'd like to see an option for displaying schedules for the current month only.

That should be easy enough once #4166 is merged

@matt-fidd commented on GitHub (Jan 16, 2025): > I'd like to see an option for displaying schedules for the current month only. That should be easy enough once #4166 is merged
GiteaMirror commented 2026-02-28 19:45:48 -06:00
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@matt-fidd commented on GitHub (Jan 16, 2025):

I'd like to see an option for displaying schedules for the current month only.

https://github.com/actualbudget/actual/pull/4168

@matt-fidd commented on GitHub (Jan 16, 2025): > I'd like to see an option for displaying schedules for the current month only. https://github.com/actualbudget/actual/pull/4168
GiteaMirror commented 2026-02-28 19:45:48 -06:00
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@SamBobBarnes commented on GitHub (Jan 19, 2025):

Looks like this feature has been abandoned. As per the experimental feature policy - I will be removing this feature shortly unless someone steps up to take over finishing it up.

@MatissJanis I will start back up developing this feature this week. Things got very busy over the holidays and I hadn't been able to do anything on it. I love some of the feedback here and look forward to improving this bc I use it monthly.

Edit: Just read through the rest of the comments on this and realized that there has been a bunch of work by others to finish this feature. Thanks to all who contributed while I was unavailable, especially @matt-fidd and @youngcw! This was a must have feature when I started using this app, and seeing it about to be released as official is amazing to see!

@SamBobBarnes commented on GitHub (Jan 19, 2025): > Looks like this feature has been abandoned. As per the [experimental feature policy](https://actualbudget.org/docs/contributing/project-details/feature-flags) - I will be removing this feature shortly unless someone steps up to take over finishing it up. @MatissJanis I will start back up developing this feature this week. Things got very busy over the holidays and I hadn't been able to do anything on it. I love some of the feedback here and look forward to improving this bc I use it monthly. Edit: Just read through the rest of the comments on this and realized that there has been a bunch of work by others to finish this feature. Thanks to all who contributed while I was unavailable, especially @matt-fidd and @youngcw! This was a must have feature when I started using this app, and seeing it about to be released as official is amazing to see!
GiteaMirror commented 2026-02-28 19:45:49 -06:00
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@deny1z4 commented on GitHub (Jan 19, 2025):

I was wondering it it would be possible to have it set up to a custom date? my paycheck is once a month (9th) and woul be totally awesome to be able to see the bills that are set due till my next paycheck.

@deny1z4 commented on GitHub (Jan 19, 2025): I was wondering it it would be possible to have it set up to a custom date? my paycheck is once a month (9th) and woul be totally awesome to be able to see the bills that are set due till my next paycheck.
GiteaMirror commented 2026-02-28 19:45:50 -06:00
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@SamBobBarnes commented on GitHub (Jan 20, 2025):

I was wondering it it would be possible to have it set up to a custom date? my paycheck is once a month (9th) and woul be totally awesome to be able to see the bills that are set due till my next paycheck.

I was thinking about adding that myself. I'll def look into it now.

@SamBobBarnes commented on GitHub (Jan 20, 2025): > I was wondering it it would be possible to have it set up to a custom date? my paycheck is once a month (9th) and woul be totally awesome to be able to see the bills that are set due till my next paycheck. I was thinking about adding that myself. I'll def look into it now.
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