[Feature] Quick add transaction based on budget #2888

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opened 2026-02-28 20:31:43 -06:00 by GiteaMirror · 4 comments
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Originally created by @kenvrij on GitHub (Feb 3, 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?

A quick way to make a transaction that fills the entire budgeted value, bypassing so many clicks.
Most of the time I use categories as bills and budgeted value for the bill € amount. Whenever I pay them I need to click on the 0.00 > add an transaction > fill in all fields.
So a simple click to make a default transaction with the amount budgeted per category would be perfect.

Describe your ideal solution to this problem

A quick “Make predefined transaction based on budgeted value” button or icon would be perfect.

Teaching and learning

No response

Originally created by @kenvrij on GitHub (Feb 3, 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? A quick way to make a transaction that fills the entire budgeted value, bypassing so many clicks. Most of the time I use categories as bills and budgeted value for the bill € amount. Whenever I pay them I need to click on the 0.00 > add an transaction > fill in all fields. So a simple click to make a default transaction with the amount budgeted per category would be perfect. ### Describe your ideal solution to this problem A quick “Make predefined transaction based on budgeted value” button or icon would be perfect. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:31:43 -06:00
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@github-actions[bot] commented on GitHub (Feb 3, 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 (Feb 3, 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 -->
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@youngcw commented on GitHub (Feb 3, 2026):

That sounds like a schedule. You can't base a schedule on the category balance, but if its a bill and the amount is always the same the use a schedule. If the amount is not quite the same every time then all you have to do is change the amount

@youngcw commented on GitHub (Feb 3, 2026): That sounds like a schedule. You can't base a schedule on the category balance, but if its a bill and the amount is always the same the use a schedule. If the amount is not quite the same every time then all you have to do is change the amount
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@kenvrij commented on GitHub (Feb 3, 2026):

That sounds like a schedule. You can't base a schedule on the category balance, but if its a bill and the amount is always the same the use a schedule. If the amount is not quite the same every time then all you have to do is change the amount

Well I don’t want it to create transactions automatically, and not every “bill” amount is the same each month. With a “quick add transaction based on budgeted amount” I have the nice budgeted overview and I am in control in when it’s paid/when transaction took place.

@kenvrij commented on GitHub (Feb 3, 2026): > That sounds like a schedule. You can't base a schedule on the category balance, but if its a bill and the amount is always the same the use a schedule. If the amount is not quite the same every time then all you have to do is change the amount Well I don’t want it to create transactions automatically, and not every “bill” amount is the same each month. With a “quick add transaction based on budgeted amount” I have the nice budgeted overview and I am in control in when it’s paid/when transaction took place.
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@youngcw commented on GitHub (Feb 3, 2026):

Schedules don't post automatically unless you tell them to

@youngcw commented on GitHub (Feb 3, 2026): Schedules don't post automatically unless you tell them to
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Reference: github-starred/actual#2888