github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-03-09 03:32:54 -05:00
Code Issues 250 Packages Projects Releases 53 Wiki Activity

[Feature] Envelope within a single bank account #2217

New Issue
Closed
opened 2026-02-28 20:07:06 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 20:07:06 -06:00
Owner
Copy Link

Originally created by @dhr999 on GitHub (Jun 21, 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?

What

This is a practical issue I have been facing for some time and haven't found a work around.

So, let's suppose there is one main savings account that one would like to put all their savings, including those towards various long-term expenses, for example, car, house, holidays, and rainy day savings. Currently there is no way to see how much amount is inside each of these "envelopes" as all of them sit under the same account.

Now, one can make separate accounts inside the Actual Budgeting environment, however, that makes reconciliation difficult. So as I understand, one either gives up and easy view into how much is saved towards each goal or reconciliation easy.

Current workaround

One can tag the individual transactions made into this main saver account, in the notes and then in the reports section, view it as a sum of all transaction with that note in it.

Describe your ideal solution to this problem

  • The ideal solution that I can think of is to have an option to make a sub-account that shows how much amount it holds.
  • One can make a deposit either into the "main" account or into a sub-account.
  • The total balance of the account is the sum of sub-accounts and the main account. This would make reconciliation very easy.

Teaching and learning

  • A plus option next to the "main" account name, to add a sub-account would make it very discoverable.
  • The documentation would include how to create a sub-account and what is the idea behind giving users this option of creating a sub-account.
  • I don't foresee at the moment, what kind of issue a user may face with the issue.
Originally created by @dhr999 on GitHub (Jun 21, 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? #### What This is a practical issue I have been facing for some time and haven't found a work around. So, let's suppose there is one main savings account that one would like to put all their savings, including those towards various long-term expenses, for example, car, house, holidays, and rainy day savings. Currently there is no way to see how much amount is inside each of these "envelopes" as all of them sit under the same account. Now, one can make separate accounts inside the Actual Budgeting environment, however, that makes reconciliation difficult. So as I understand, one either gives up and easy view into how much is saved towards each goal or reconciliation easy. #### Current workaround One can tag the individual transactions made into this main saver account, in the notes and then in the reports section, view it as a sum of all transaction with that note in it. ### Describe your ideal solution to this problem - The ideal solution that I can think of is to have an option to make a sub-account that shows how much amount it holds. - One can make a deposit either into the "main" account or into a sub-account. - The total balance of the account is the sum of sub-accounts and the main account. This would make reconciliation very easy. ### Teaching and learning - A plus option next to the "main" account name, to add a sub-account would make it very discoverable. - The documentation would include how to create a sub-account and what is the idea behind giving users this option of creating a sub-account. - I don't foresee at the moment, what kind of issue a user may face with the issue.
GiteaMirror added the needs votesfeature labels 2026-02-28 20:07:06 -06:00
GiteaMirror commented 2026-02-28 20:07:07 -06:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Jun 21, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 (Jun 21, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 2026-02-28 20:07:08 -06:00
Author
Owner
Copy Link

@dhr999 commented on GitHub (Jun 21, 2025):

Found a similar issue so I this issue is a duplicate, apologies not sure how I missed it.

@dhr999 commented on GitHub (Jun 21, 2025): Found a similar issue so I this issue is a duplicate, apologies not sure how I missed it.
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature needs votes
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#2217
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?