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[Feature] Allow the Summary Card to Sum Budgeted Amounts #2944

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opened 2026-02-28 20:33:02 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:33:02 -06:00
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Originally created by @niffelheimba on GitHub (Feb 17, 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?

When using the tracking budget mode, it would be great to be able to sum and perform other "show as" functions on budgeted amounts on the existing summary card (rather than only actual income or expenditures). I also described similar feedback under the new formula-cards here: https://github.com/actualbudget/actual/issues/5949#issuecomment-3894685399

For users not using the envelope budgeting mode, this would be great for long-term planning to be able to use summary cards to sum budgeted amounts for planning purposes. For example, after entering my budgeted amounts for each month of 2026, I could use a sum budget function to find out my annual budget for shopping. In combination with the existing summary card of year-to-date expenses for shopping, I can find out what percentage I have spent of my total annual budget (rather than just my monthly budget). If I were go over or under a particular month, I could adjust other months to stay within my annual budget.

Currently, I have to manually use a text card to list my annual budget and manually make adjustments if my budget changes.

Describe your ideal solution to this problem

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Originally created by @niffelheimba on GitHub (Feb 17, 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? When using the tracking budget mode, it would be great to be able to sum and perform other "show as" functions on budgeted amounts on the existing summary card (rather than only actual income or expenditures). I also described similar feedback under the new formula-cards here: https://github.com/actualbudget/actual/issues/5949#issuecomment-3894685399 For users not using the envelope budgeting mode, this would be great for long-term planning to be able to use summary cards to sum budgeted amounts for planning purposes. For example, after entering my budgeted amounts for each month of 2026, I could use a sum budget function to find out my annual budget for shopping. In combination with the existing summary card of year-to-date expenses for shopping, I can find out what percentage I have spent of my total annual budget (rather than just my monthly budget). If I were go over or under a particular month, I could adjust other months to stay within my annual budget. Currently, I have to manually use a text card to list my annual budget and manually make adjustments if my budget changes. ### Describe your ideal solution to this problem _No response_ ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:33:02 -06:00
GiteaMirror commented 2026-02-28 20:33:03 -06:00
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@github-actions[bot] commented on GitHub (Feb 17, 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 17, 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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Reference: github-starred/actual#2944
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