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[Feature] Add Budgeting Targets for Categories #2350

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opened 2026-02-28 20:11:33 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 20:11:33 -06:00
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Originally created by @levianfox on GitHub (Aug 4, 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?

When budgeting for future or irregular expenses (such as annual insurance payments, holiday spending, or emergency savings), users must manually calculate and track how much they need to set aside each month. This process can be tedious and error-prone, especially when budgeting for multiple long-term goals at once.

Without built-in support for saving goals or recurring targets, users lack automated guidance on how much to assign to each category to stay on track. This increases cognitive load and can lead to underfunding or budgeting inconsistencies over time.

Describe your ideal solution to this problem

Introducing targets (also known as funding goals or planned contributions) that users can assign to individual budget categories. These targets would act as automated reminders or suggestions for how much to budget in a given period, based on the user's savings plan.

There could be several types of targets in addition of the already implemented Monthly Funding Target :

  • Weekly/Biweekly Funding Target : A fixed amount the user wants to budget into a category every 1 or 2 weeks (e.g., $100/ 1 or 2 week for a car payment).
  • By Date Target : A total amount the user wants to have saved by a specific future date, with automatic monthly contribution suggestions (e.g., save $1,200 for insurance by December).
  • Target Balance : A specific amount the user wants to maintain in a category at all times (e.g., keep $500 in an emergency fund).

Each target type would guide users by showing how much they need to budget this month to stay on track. Optional visual indicators (like color changes or progress bars [was already suggested and maybe implemented?]) can highlight underfunded categories.

Benefits

  • Reduces manual calculations and improves budgeting accuracy
  • Encourages better long-term planning for infrequent or large expenses
  • Makes budgeting more user-friendly and less error-prone
  • Helps users stay disciplined with saving and category funding

Teaching and learning

No response

Originally created by @levianfox on GitHub (Aug 4, 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? When budgeting for future or irregular expenses (such as annual insurance payments, holiday spending, or emergency savings), users must manually calculate and track how much they need to set aside each month. This process can be tedious and error-prone, especially when budgeting for multiple long-term goals at once. Without built-in support for saving goals or recurring targets, users lack automated guidance on how much to assign to each category to stay on track. This increases cognitive load and can lead to underfunding or budgeting inconsistencies over time. ### Describe your ideal solution to this problem Introducing **targets** (also known as funding goals or planned contributions) that users can assign to individual budget categories. These targets would act as automated reminders or suggestions for how much to budget in a given period, based on the user's savings plan. There could be several types of targets in addition of the already implemented Monthly Funding Target : - **Weekly/Biweekly Funding Target** : A fixed amount the user wants to budget into a category every 1 or 2 weeks (e.g., $100/ 1 or 2 week for a car payment). - **By Date Target** : A total amount the user wants to have saved by a specific future date, with automatic monthly contribution suggestions (e.g., save \$1,200 for insurance by December). - **Target Balance** : A specific amount the user wants to maintain in a category at all times (e.g., keep \$500 in an emergency fund). Each target type would guide users by showing how much they need to budget this month to stay on track. Optional visual indicators (like color changes or progress bars [was already suggested and maybe implemented?]) can highlight underfunded categories. --- #### **Benefits** * Reduces manual calculations and improves budgeting accuracy * Encourages better long-term planning for infrequent or large expenses * Makes budgeting more user-friendly and less error-prone * Helps users stay disciplined with saving and category funding ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 20:11:33 -06:00
GiteaMirror commented 2026-02-28 20:11:34 -06:00
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@github-actions[bot] commented on GitHub (Aug 4, 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 (Aug 4, 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 20:11:35 -06:00
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@youngcw commented on GitHub (Aug 4, 2025):

Try out the goal templates feature

@youngcw commented on GitHub (Aug 4, 2025): Try out the goal templates feature
GiteaMirror commented 2026-02-28 20:11:35 -06:00
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@levianfox commented on GitHub (Aug 4, 2025):

Thank you :)

@levianfox commented on GitHub (Aug 4, 2025): Thank you :)
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Reference: github-starred/actual#2350
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