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[Feature] Budget goals - UI implementation #168

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opened 2026-02-28 18:50:51 -06:00 by GiteaMirror · 11 comments
GiteaMirror commented 2026-02-28 18:50:51 -06:00
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Originally created by @rich-howell on GitHub (Jan 22, 2023).

Idea

We currently have budget templates. The next step would be to build UI around them.

Original issue:

Discussed in https://github.com/actualbudget/actual/discussions/169

Originally posted by mohammedshariqnawaz July 4, 2022
Hey guys, I have been going over all the information over the past few days and I see that implementing "Goals" is in the roadmap. I wanted to ask if there is a timeline to it? And guidelines if I wanted to help implement it.

Originally created by @rich-howell on GitHub (Jan 22, 2023). # Idea We currently have budget templates. The next step would be to build UI around them. ## Original issue: ### Discussed in https://github.com/actualbudget/actual/discussions/169 <div type='discussions-op-text'> <sup>Originally posted by **mohammedshariqnawaz** July 4, 2022</sup> Hey guys, I have been going over all the information over the past few days and I see that implementing "Goals" is in the roadmap. I wanted to ask if there is a timeline to it? And guidelines if I wanted to help implement it.</div>
GiteaMirror added the featuregoal templatesneeds votes labels 2026-02-28 18:50:51 -06:00
GiteaMirror commented 2026-02-28 18:50:52 -06:00
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@rich-howell commented on GitHub (Jan 28, 2023):

This is being tested with an experimental feature here https://github.com/actualbudget/actual/pull/573

@rich-howell commented on GitHub (Jan 28, 2023): This is being tested with an experimental feature here https://github.com/actualbudget/actual/pull/573
GiteaMirror commented 2026-02-28 18:50:52 -06:00
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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 👍!

@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 2026-02-28 18:50:52 -06:00
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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 👍!

@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 2026-02-28 18:50:53 -06:00
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@j-f1 commented on GitHub (May 1, 2023):

Status report: a few contributors have been working on enhancing the experimental feature, both in terms of increasing the feature set of the #template DSL and sorting out bugs in how goal templates are evaluated. Once the feature set is relatively complete, we’d like to see a UI built out to allow people to set up goal templates without having to learn to use magic syntax in the category notes. When the UI is in place and we have some sort of migration from the existing DSL to the UI-based goals, we would love to enable this by default.

@j-f1 commented on GitHub (May 1, 2023): Status report: a few contributors have been working on enhancing the experimental feature, both in terms of increasing the feature set of the `#template` DSL and sorting out bugs in how goal templates are evaluated. Once the feature set is relatively complete, we’d like to see a UI built out to allow people to set up goal templates without having to learn to use magic syntax in the category notes. When the UI is in place and we have some sort of migration from the existing DSL to the UI-based goals, we would love to enable this by default.
GiteaMirror commented 2026-02-28 18:50:54 -06:00
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@MatissJanis commented on GitHub (May 25, 2023):

Since we already have budget templates - converted this issue to "UI for goals".

Please vote on the issue if you want to see this eventually implemented.

@MatissJanis commented on GitHub (May 25, 2023): Since we already have budget templates - converted this issue to "UI for goals". Please vote on the issue if you want to see this eventually implemented.
GiteaMirror commented 2026-02-28 18:50:54 -06:00
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@youngcw commented on GitHub (Oct 13, 2023):

A related issue #1337. When a UI is started this would also be a good addition.

@youngcw commented on GitHub (Oct 13, 2023): A related issue #1337. When a UI is started this would also be a good addition.
GiteaMirror commented 2026-02-28 18:50:55 -06:00
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@youngcw commented on GitHub (Jul 2, 2024):

related #2965

@youngcw commented on GitHub (Jul 2, 2024): related #2965
GiteaMirror commented 2026-02-28 18:50:55 -06:00
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@wdpk commented on GitHub (Jul 10, 2024):

related #2028

@wdpk commented on GitHub (Jul 10, 2024): related #2028
GiteaMirror commented 2026-02-28 18:50:55 -06:00
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@youngcw commented on GitHub (Sep 9, 2024):

related #1006.

@youngcw commented on GitHub (Sep 9, 2024): related #1006.
GiteaMirror commented 2026-02-28 18:50:55 -06:00
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@Chrobrego7 commented on GitHub (Feb 4, 2026):

I'm really hoping that this feature gets implemented.

@Chrobrego7 commented on GitHub (Feb 4, 2026): I'm really hoping that this feature gets implemented.
GiteaMirror commented 2026-02-28 18:50:56 -06:00
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@totallynotjon commented on GitHub (Feb 6, 2026):

Related issue #6873

When moving to a dedicated UI, we will lose the notes next to the template definition. So it will be useful to include a notes field in the goal UI so information about the purpose can be saved.

Another QOL addition would be numeric input fields that support arithmetic expressions
like "1000 / 12" to get a monthly value from a yearly, etc.

@totallynotjon commented on GitHub (Feb 6, 2026): Related issue #6873 When moving to a dedicated UI, we will lose the notes next to the template definition. So it will be useful to include a notes field in the goal UI so information about the purpose can be saved. Another QOL addition would be numeric input fields that support arithmetic expressions like "1000 / 12" to get a monthly value from a yearly, etc.
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