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[GH-ISSUE #7049] [Feature] Add category to scheduler and or automatically fill in the category that's already chosen for transaction #28750

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opened 2026-04-18 05:30:04 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-18 05:30:04 -05:00
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Originally created by @gottifire on GitHub (Feb 22, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7049

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?

Adding a category to scheduled transactions

Describe your ideal solution to this problem

I've seen other people on reddit mention that they wish this was a feature

In YNAB if I right click on a transaction and choose "make repeating" it automatically fills in the category (that's already on the transaction) for the new scheduled transaction. It's very handy. I realize right now that I can go add it as a rule but it just seems like such an unnecessary step. But even with that I can't add that rule when I'm first making the scheduled transaction. Unless I'm mistaken I have to create it, save it and then go back into it an add the category as a rule. So it's actually several extra steps

Teaching and learning

With my suggestion the feature would be automatic, like it is in YNAB and many other financial programs

Originally created by @gottifire on GitHub (Feb 22, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7049 ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Adding a category to scheduled transactions ### Describe your ideal solution to this problem I've seen other people on reddit mention that they wish this was a feature In YNAB if I right click on a transaction and choose "make repeating" it automatically fills in the category (that's already on the transaction) for the new scheduled transaction. It's very handy. I realize right now that I can go add it as a rule but it just seems like such an unnecessary step. But even with that I can't add that rule when I'm first making the scheduled transaction. Unless I'm mistaken I have to create it, save it and then go back into it an add the category as a rule. So it's actually several extra steps ### Teaching and learning With my suggestion the feature would be automatic, like it is in YNAB and many other financial programs
GiteaMirror commented 2026-04-18 05:30:05 -05:00
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@github-actions[bot] commented on GitHub (Feb 22, 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 👍!

<!-- gh-comment-id:3941280372 --> @github-actions[bot] commented on GitHub (Feb 22, 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 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-18 05:30:06 -05:00
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@youngcw commented on GitHub (Feb 22, 2026):

#duplicate #1570

<!-- gh-comment-id:3941570244 --> @youngcw commented on GitHub (Feb 22, 2026): #duplicate #1570
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