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[GH-ISSUE #5068] [Feature] Quicker way to cover overspending #16398

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opened 2026-04-14 19:30:22 -05:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-04-14 19:30:22 -05:00
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Originally created by @tfheen on GitHub (May 27, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5068

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?

Most of the time, I cover overspending from the "To budget" category. To do this, I need to click "Cover overspending", select the "To budget" category, then "Transfer". This is a lot of clicking with a mouse to hit pretty small targets.

Describe your ideal solution to this problem

It would be much nicer if there was "Cover overspending from To budget" in the cover overspending/rollover overspending menu.

Teaching and learning

No response

Originally created by @tfheen on GitHub (May 27, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5068 ### 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? Most of the time, I cover overspending from the "To budget" category. To do this, I need to click "Cover overspending", select the "To budget" category, then "Transfer". This is a lot of clicking with a mouse to hit pretty small targets. ### Describe your ideal solution to this problem It would be much nicer if there was "Cover overspending from To budget" in the cover overspending/rollover overspending menu. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-14 19:30:23 -05:00
GiteaMirror commented 2026-04-14 19:30:24 -05:00
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@github-actions[bot] commented on GitHub (May 27, 2025):

✨ 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 👍!

<!-- gh-comment-id:2912619400 --> @github-actions[bot] commented on GitHub (May 27, 2025): :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 -->
GiteaMirror commented 2026-04-14 19:30:24 -05:00
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@Mansarde commented on GitHub (May 27, 2025):

Since many people might have 0 in "To Budget" (because they budget everything into categories), it might be useful to let users choose a category for quickly covering overspending.

For example:

  • "Add as favorite cover source" in the context menu of categories (perhaps a special icon or color will mark that category).
  • Then the context menu of an overspent category will show "Cover overspending with favorite category" in addition to the usual cover option.
<!-- gh-comment-id:2913273346 --> @Mansarde commented on GitHub (May 27, 2025): Since many people might have 0 in "To Budget" (because they budget everything into categories), it might be useful to let users _choose_ a category for quickly covering overspending. For example: - "Add as favorite cover source" in the context menu of categories (perhaps a special icon or color will mark that category). - Then the context menu of an overspent category will show "Cover overspending with favorite category" in addition to the usual cover option.
GiteaMirror commented 2026-04-14 19:30:24 -05:00
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@JonoSK commented on GitHub (Jun 27, 2025):

I was thinking about this as well - It would be nice to add a feature that allows you to select/indicate which categories you want to dip into/use to cover overspending. Then in the context menu when covering overspending to either 1) only show those categories, 2) only show those categories if they have available funds.
This would make the process much simpler when deciding how to cover overspending by only presenting the categories that you would actually want to consider using to cover overspending.

<!-- gh-comment-id:3014171773 --> @JonoSK commented on GitHub (Jun 27, 2025): I was thinking about this as well - It would be nice to add a feature that allows you to select/indicate which categories you want to dip into/use to cover overspending. Then in the context menu when covering overspending to either 1) only show those categories, 2) only show those categories if they have available funds. This would make the process much simpler when deciding how to cover overspending by only presenting the categories that you would actually want to consider using to cover overspending.
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