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[GH-ISSUE #2694] [Feature] Ability to set custom filters on budget page #26861

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opened 2026-04-18 03:12:36 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-18 03:12:36 -05:00
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Originally created by @montesfjose on GitHub (May 2, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2694

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?

My issue stems from being mostly a mobile user.

Making purchases away from the computer for me has to be as convenient as possible, so adding in a way to filter out categories quickly would be ideal. A great way to do that is with custom filters. Below is an image from the YNAB4 classic app where I added in a special character to relevant categories to create a thematic "view" of sort, and searched for that special category to filter for them.

The big difference is that from here in Actual I would be able to reallocate funds around, while I could not do that in YNAB4

YNAB SAAS currently has this feature named as "Views."

Describe your ideal solution to this problem

Ideally in Actual budget, the process would be much simpler. Setting a custom filter with selected categories, and toggling the filter on/off would work.

The filters themselves could live in a carrot dropdown menu when hovering your mouse over the "Category" section (similar to when hovering over a master/subcategory).

On mobile, it could live in the 3 dot menu that sits in the top right corner of the screen.

Teaching and learning

Nothing to say here, as filters themselves are basic in function.

Originally created by @montesfjose on GitHub (May 2, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/2694 ### 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? My issue stems from being mostly a mobile user. Making purchases away from the computer for me has to be as convenient as possible, so adding in a way to filter out categories quickly would be ideal. A great way to do that is with **custom filters**. Below is an image from the YNAB4 classic app where I added in a special character to relevant categories to create a thematic "view" of sort, and searched for that special category to filter for them. <img src="https://github.com/actualbudget/actual/assets/43690521/e6b6d6de-3bed-485a-bc7a-9a0de7431b86" width=25% height=25%> The big difference is that from here in Actual I would be able to reallocate funds around, while I could not do that in YNAB4 YNAB SAAS currently has this feature named as "Views." ### Describe your ideal solution to this problem Ideally in Actual budget, the process would be much simpler. Setting a custom filter with selected categories, and toggling the filter on/off would work. The filters themselves could live in a carrot dropdown menu when hovering your mouse over the "Category" section (similar to when hovering over a master/subcategory). On mobile, it could live in the 3 dot menu that sits in the top right corner of the screen. ### Teaching and learning Nothing to say here, as filters themselves are basic in function.
GiteaMirror added the needs votesfeature labels 2026-04-18 03:12:36 -05:00
GiteaMirror commented 2026-04-18 03:12:40 -05:00
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@github-actions[bot] commented on GitHub (May 2, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. 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 👍!

<!-- gh-comment-id:2091295739 --> @github-actions[bot] commented on GitHub (May 2, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. 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 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-18 03:12:41 -05:00
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@psybers commented on GitHub (May 2, 2024):

Duplicate of #559.

<!-- gh-comment-id:2091491263 --> @psybers commented on GitHub (May 2, 2024): Duplicate of #559.
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