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[Feature] Scheduled transactions for the month to show up in Account's running balance #222

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opened 2026-02-28 18:53:06 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 18:53:06 -06:00
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Originally created by @rich-howell on GitHub (Jan 22, 2023).

Discussed in https://github.com/actualbudget/actual/discussions/349

Originally posted by bpaulien December 9, 2021
The one thing that I miss from my previous budgeting app is being able to see the entire month's worth of scheduled transactions, as well as how they would affect the running balance. Actual will show the next weeks' worth of scheduled transactions, but doesn't show the running balance.

The use case for this, is say I want to keep $2000 in my checking account, as a buffer in case something unexpected comes up, but the rest can move to savings. So based on the running balance of scheduled transactions, I can tell what my checking account balance will be at any point during that month, and when would be a good time for transfer (probably right after payday but maybe not right before my property tax has to be paid...) and how much can go into savings. Taking into account any large transactions that might be coming up.

Maybe it could be a configuration setting that indicates how far in advance the scheduled balances would show up in the Account's register. And maybe even configured by account, because I really only care about the monthly affects on my Checking, but don't really care to look further than a week on my CC accounts.

Anyway, hope this makes sense, I'd really love to see that ability in Actual.

Originally created by @rich-howell on GitHub (Jan 22, 2023). ### Discussed in https://github.com/actualbudget/actual/discussions/349 <div type='discussions-op-text'> <sup>Originally posted by **bpaulien** December 9, 2021</sup> The one thing that I miss from my previous budgeting app is being able to see the entire month's worth of scheduled transactions, as well as how they would affect the running balance. Actual will show the next weeks' worth of scheduled transactions, but doesn't show the running balance. The use case for this, is say I want to keep $2000 in my checking account, as a buffer in case something unexpected comes up, but the rest can move to savings. So based on the running balance of scheduled transactions, I can tell what my checking account balance will be at any point during that month, and when would be a good time for transfer (probably right after payday but maybe not right before my property tax has to be paid...) and how much can go into savings. Taking into account any large transactions that might be coming up. Maybe it could be a configuration setting that indicates how far in advance the scheduled balances would show up in the Account's register. And maybe even configured by account, because I really only care about the monthly affects on my Checking, but don't really care to look further than a week on my CC accounts. Anyway, hope this makes sense, I'd really love to see that ability in Actual.</div>
GiteaMirror added the user interfacetransactionsfeature labels 2026-02-28 18:53:06 -06:00
GiteaMirror commented 2026-02-28 18:53:07 -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 👍!
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