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[Feature] Filter for "this month" (or, a "beginning of the month" option in the "Date" filter) #2114

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opened 2026-02-28 20:03:44 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:03:44 -06:00
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Originally created by @derekantrican on GitHub (May 10, 2025).

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?

In my "envelope budget" system, the "envelopes" reset every month. So I'm always concerned with what the transactions are each month (separate from every other month). In Actual Budget, I do this by choosing Filter > Date > "is greater than or equals" > 05/01/2025. However, this date will always have to be changed for every month.

I am suggesting a "suggested filter" of "This Month". So when you click on "Filter" it is listed there alongside "Date", "Notes", etc. Or, perhaps under "Date". This filter would be "dynamic" in that it would always filter for transactions "greater than or equal" to the first of the month - regardless of what month it is.

Describe your ideal solution to this problem

No response

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Originally created by @derekantrican on GitHub (May 10, 2025). ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? In my "envelope budget" system, the "envelopes" reset every month. So I'm always concerned with what the transactions are each month (separate from every other month). In Actual Budget, I do this by choosing Filter > Date > "is greater than or equals" > 05/01/2025. However, this date will always have to be changed for every month. I am suggesting a "suggested filter" of "This Month". So when you click on "Filter" it is listed there alongside "Date", "Notes", etc. Or, perhaps under "Date". This filter would be "dynamic" in that it would always filter for transactions "greater than or equal" to the first of the month - regardless of what month it is. ### Describe your ideal solution to this problem _No response_ ### Teaching and learning _No response_
GiteaMirror added the featureneeds votes labels 2026-02-28 20:03:44 -06:00
GiteaMirror commented 2026-02-28 20:03:45 -06:00
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@github-actions[bot] commented on GitHub (May 10, 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 👍!

@github-actions[bot] commented on GitHub (May 10, 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 -->
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Reference: github-starred/actual#2114
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