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[Feature] Budget Views / Budget Groups - DEMO #2604
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Reference: github-starred/actual#2604
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Originally created by @al3x1337 on GitHub (Nov 9, 2025).
Verified feature request does not already exist?
💻
Pitch: what problem are you trying to solve?
As someone with 60+ categories in ActualBudget, it can become cumbersome having to scroll to those at the bottom, particularly when the page refreshes back to the top of the list. I made the switch from YNAB to ActualBudget around the time Focused Views was released which made it easier to have multiple views that filtered the Budget categories for a clearer overview of categories, based on preset or custom criteria
Currently in ActualBuget, there is no built-in way to group or filter on specific sets of categories — for example, to look only at “Essentials,” “Subscriptions,” or “Vacation” budgets, that can also be split between multiple Groups without constantly scrolling or manually collapsing groups.
I often want to quickly locate or include/exclude certain categories and groups for my budgeting, for example excluding my Living expenses and focusing only on consumption or having a Side Hustle overview, with categories split between multiple Groups. With the current approach, I need to scroll the entire budget, group categories next to each other, hide categories, collapse all categories and expand only the ones I'm interested in.
This feature aims to solve that problem by allowing users to create custom, static views/groups) of Groups and Categories on the Budget page, so it’s easier to focus on specific areas without distraction.
Describe your ideal solution to this problem
My ideal solution is to introduce a “Budget Views” (or “Budget Groups”) feature that allows users to manually organize categories into named sets and filter the budget display by those sets.
While these are static categories to start, my hope is it can be expanded into dynamic default categories such as: "Underfunded, Overfunded, Budgeted, Not Budgeted, Money Available" views.
To get support for this feature request, I have forked the repo and implemented a showcase of how this feature would look and function.
A Budget Views Row added above the first category in the Budget page, disabled on the Mobile UI
Selecting a View will filter only the Groups/Categories specified for that View. On hover of a View, a quick summary will display the Budgeted/Spent/Net of that view
A /budget-views page added to manage groups. Including creating new, renaming existing, drag and drop functionality for reordering
**Budget view selection page with Shift + Click multi-selection, **
Teaching and learning
I've compiled a Netlify build of this feature: https://budget-views-2025-11-0.netlify.app/
To enable in Demo Budget: "Don't use a server" -> "View Demo" -> "More" -> "Settings" -> "Show Advanced Settings" -> "I understand the risks, show experimental features" -> Enable "Budget Views"
This will enable Budget Views under the More navigation menu. For the Budget Views bar to appear on the budget page, a View with a category will need to be created first.
@youngcw commented on GitHub (Nov 9, 2025):
duplicate #2694
@al3x1337 commented on GitHub (Nov 9, 2025):
@youngcw ,I’m a bit unsure about the best next step and was hoping you could clarify... Would it make sense to open a PR to propose this as an experimental feature, wait for the Frontend Plugin system to be ready (assuming it could support this functionality), or just keep the feature on my fork for now while it gains more visibility or upvotes on this and the duplicate issues?
@jfdoming commented on GitHub (Nov 10, 2025):
Although this ticket is technically a duplicate, I would imagine a PR to implement the feature would be welcome (unless @youngcw feels otherwise)
@youngcw commented on GitHub (Nov 10, 2025):
I think I would prefer this being a plugin, but I don't know if it would fit with how the plugins function requiring to be part of the base app. So fee free to put in a PR for it.
@Juulz commented on GitHub (Nov 11, 2025):
THIS is very welcome! Thanks for doing this Alex @al3x1337
I noticed that if you arranged categories in the new Budget View, the new arrangement persisted once you closed it. That was unexpected behavior. I expected the new arrangement to only be used for the Budget View.
@al3x1337 commented on GitHub (Nov 12, 2025):
@Juulz, Thank you for pointing that out. Can you try it now, it has been fixed along with a reset order button added to /budget-views
@Juulz commented on GitHub (Nov 12, 2025):
Yes! It seems to be working as expected now until I use the reset order button. That seems to force the reset even when I next try to rearrange the order. I think it would be fine to leave that off as only the order of the budget view changed and can be rearranged or deleted if not needed on it's own.