[Feature] Breakdown of Category Balances into Current and Future Allocations #2157

Closed
opened 2026-02-28 20:04:56 -06:00 by GiteaMirror · 1 comment
Owner

Originally created by @UserAnon42069 on GitHub (May 26, 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?

Currently, Actual Budget allows users to create categories that encompass both monthly and non-monthly expenses. However, the application does not provide a clear distinction between funds allocated for the current month's expenses and those saved for future obligations within these categories.

Benefits:

  • Provides clearer visibility into how funds are allocated within each category.
  • Helps in planning and adjusting budgets more effectively.
  • Enhances the accuracy of financial tracking and reporting.

Describe your ideal solution to this problem

Implement a feature that enables users to view a breakdown of each category's balance, showing:

  • Current Month's Allocated Funds: Amount budgeted for the current month's expenses.
  • Future Allocations: Funds set aside for upcoming non-monthly expenses.
  • Total Balance: Combined total of current and future allocations.

Teaching and learning

No response

Originally created by @UserAnon42069 on GitHub (May 26, 2025). ### 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? Currently, Actual Budget allows users to create categories that encompass both monthly and non-monthly expenses. However, the application does not provide a clear distinction between funds allocated for the current month's expenses and those saved for future obligations within these categories. Benefits: - Provides clearer visibility into how funds are allocated within each category. - Helps in planning and adjusting budgets more effectively. - Enhances the accuracy of financial tracking and reporting. ### Describe your ideal solution to this problem Implement a feature that enables users to view a breakdown of each category's balance, showing: - Current Month's Allocated Funds: Amount budgeted for the current month's expenses. - Future Allocations: Funds set aside for upcoming non-monthly expenses. - Total Balance: Combined total of current and future allocations. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:04:56 -06:00
Author
Owner

@github-actions[bot] commented on GitHub (May 26, 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 26, 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 -->
Sign in to join this conversation.
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#2157