[Feature] Automatically carry over negative category balances to the next month’s budget #2859

New Issue

GiteaMirror · 2026-02-28T20:30:55-06:00

GiteaMirror commented

2026-02-28 20:30:55 -06:00

Originally created by @SandraCHC on GitHub (Jan 26, 2026).

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?

In an envelope/category system, I regularly budget a fixed amount each month (e.g. 100 EUR). After three months, the category has 300 EUR available. If I then create a transaction of 350 EUR, the category shows a balance of -50 EUR.

I would like to have a global setting that automatically carries this negative balance into the next month’s budgeting cycle. In this example, when moving to the next month, the default budgeted amount should automatically be reduced by 50 EUR (so instead of budgeting 100 EUR, it would default to 50 EUR).

Currently, I have to manually adjust the next month’s budgeted amount (from 100 EUR to 50 EUR), which is easy to forget and tedious when this happens across multiple categories.

Describe your ideal solution to this problem

No response

Teaching and learning

No response

Originally created by @SandraCHC on GitHub (Jan 26, 2026). ### 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? In an envelope/category system, I regularly budget a fixed amount each month (e.g. 100 EUR). After three months, the category has 300 EUR available. If I then create a transaction of 350 EUR, the category shows a balance of -50 EUR. I would like to have a global setting that automatically carries this negative balance into the next month’s budgeting cycle. In this example, when moving to the next month, the default budgeted amount should automatically be reduced by 50 EUR (so instead of budgeting 100 EUR, it would default to 50 EUR). Currently, I have to manually adjust the next month’s budgeted amount (from 100 EUR to 50 EUR), which is easy to forget and tedious when this happens across multiple categories. ### Describe your ideal solution to this problem _No response_ ### Teaching and learning _No response_

GiteaMirror added the feature label 2026-02-28 20:30:55 -06:00

GiteaMirror closed this issue

2026-02-28 20:30:56 -06:00

GiteaMirror commented

2026-02-28 20:30:56 -06:00

@github-actions[bot] commented on GitHub (Jan 26, 2026):

✨ 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 (Jan 26, 2026): :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 👍!

GiteaMirror commented

2026-02-28 20:30:56 -06:00

@db-src commented on GitHub (Jan 26, 2026):

Is this what you want?
Rollover negative category balances

@db-src commented on GitHub (Jan 26, 2026): Is this what you want? [Rollover negative category balances](https://actualbudget.org/docs/budgeting/#rollover-negative-category-balances)

GiteaMirror commented

2026-02-28 20:30:57 -06:00

@SandraCHC commented on GitHub (Jan 27, 2026):

What the heck... And i have try it with the templates...
Thank you

@SandraCHC commented on GitHub (Jan 27, 2026): What the heck... And i have try it with the templates... Thank you