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[Feature] Add unspent to next month budget #2329

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opened 2026-02-28 20:10:42 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 20:10:42 -06:00
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Originally created by @ocangelo on GitHub (Jul 30, 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?

Similar to what we have right now with overspent, i would love if underspent worked the same way
i.e. looking at the budget for the month of July:

  • at the top you see how much you have overspent in June (sum of all negative balances)
  • any negative balance from June that is not marked as rollover is automatically deducted from the July budget

would be great if that would apply in the same way to underspent as well and only leave money in categories/envelopes if you do decide to opt-in the rollover, i.e.

  • at the top you see how much you have underspent in June (sum of all positive balances)
  • any positive balance from June that is not marked as rollover is automatically added to the July budget

Describe your ideal solution to this problem

to give more power to users could be implemented as:

  • have two separate options in settings "automatic rollover of positive balances" (default true) and "automatic rollover of negative balances" (default false); this matches the current behavior
  • keep the manual "rollover/remove rollover" context action on a balance
  • if you decide to remove rollover on a positive it would go to an "unspent" section at the top of next month summary just like the "overspent" and be added to the "to budget" just like overspent is
  • add tag #disable_autorollover that can be added to a category or a group that disable that automatic behavior (e.g. i keep the "positive rollover setting" to true but i never want "groceries" to rollover so i add a tag to that)

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Originally created by @ocangelo on GitHub (Jul 30, 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? Similar to what we have right now with overspent, i would love if underspent worked the same way i.e. looking at the budget for the month of July: - at the top you see how much you have overspent in June (sum of all negative balances) - any negative balance from June that is not marked as rollover is automatically deducted from the July budget would be great if that would apply in the same way to underspent as well and only leave money in categories/envelopes if you do decide to opt-in the rollover, i.e. - at the top you see how much you have underspent in June (sum of all positive balances) - any positive balance from June that is not marked as rollover is automatically added to the July budget ### Describe your ideal solution to this problem to give more power to users could be implemented as: - have two separate options in settings "_automatic rollover of positive balances_" (default true) and "_automatic rollover of negative balances_" (default false); this matches the current behavior - keep the manual "rollover/remove rollover" context action on a balance - if you decide to remove rollover on a positive it would go to an "unspent" section at the top of next month summary just like the "overspent" and be added to the "to budget" just like overspent is - add tag #disable_autorollover that can be added to a category or a group that disable that automatic behavior (e.g. i keep the "positive rollover setting" to true but i never want "groceries" to rollover so i add a tag to that) ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:10:42 -06:00
GiteaMirror commented 2026-02-28 20:10:43 -06:00
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@github-actions[bot] commented on GitHub (Jul 30, 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 (Jul 30, 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 20:10:44 -06:00
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@ocangelo commented on GitHub (Jul 30, 2025):

discussion going on discord https://discord.com/channels/937901803608096828/1400214112675434677

@ocangelo commented on GitHub (Jul 30, 2025): discussion going on discord https://discord.com/channels/937901803608096828/1400214112675434677
Sign in to join this conversation.
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