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How to add upcoming budget items >1year into the future? + How to represent bond maturation? #1684
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Reference: github-starred/actual#1684
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Originally created by @openSourcerer9000 on GitHub (Dec 17, 2024).
Verified feature request does not already exist?
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Pitch: what problem are you trying to solve?
The main thing I need a budget for is medium to long term goals. I need to understand which funds I can tie up into a CD until which date etc. I'm modeling buying a CD as liquid capital leaving the "for budget" realm, and going off into the market. Upon maturation, it magically appears back into the cash portion of a brokerage account, as if a windfall counted as "income". The month by month "to budget" number is just about the best way I could see how much excess liquid funds I have in the moment - the minimum of these could be set aside for retirement, upon recalculating, the new minimum could be tied up in a CD or bond until X date of future expense.
First of all, how to enable adding budget items beyond 1 year into the future? Doesn't matter if it's through the GUI, as long as there's a straightforward way.
Second, how should one model the maturation of CD's/bonds? Would it be through schedules? it doesn't seem there's a way to schedule income in envelope mode.
Thanks,
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@github-actions[bot] commented on GitHub (Dec 17, 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 👍!
@youngcw commented on GitHub (Dec 17, 2024):
Sounds like you are looking for budgeting advice, not requesting a feature or reporting a bug. The best place for budgeting advice is the discord server or there is also a Reddit page.
@openSourcerer9000 commented on GitHub (Dec 17, 2024):
@youngcw Well so how do you unblock dates > 1 year in advance? That's very much related to the app itself
@youngcw commented on GitHub (Dec 17, 2024):
You can view +1 year from your most recent transaction.
@openSourcerer9000 commented on GitHub (Dec 26, 2024):
@youngcw Yes how do you change that limit? I'm not finding it in the code.