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[Feature] Define default category to Transfer From/To #2960

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opened 2026-02-28 20:33:25 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:33:25 -06:00
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Originally created by @tiagodj on GitHub (Feb 23, 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?

Problem

Even though I try my best to predict how much money to put in each category every month, there's always the inevitable differences either with money leftover or having to cover for an unexpected amount.

The process I use to handle these amounts is clicking on the balance and either moving or pulling from the "To Budget" amount. This is because I always leave some 'leftover' amount in the To Budget for these last-minute charges. Moving from one category to another directly is rare and too cumbersome.

There are too many clicks to do this simple operation.

Describe your ideal solution to this problem

It would be really good if there was a direct way to default pulling/sending the money to the "To Budget" category.
So instead of clicking:
Balance -> Transfer to another category -> click To box -> select To Budget -> Click Transfer

It would streamline it to:
Click Balance -> Click Transfer to Budget

Even better if there was a little button right next to the balance, maybe an arrow up/down. But I know that is a big ask.

Teaching and learning

It will be self explanatory once you click on the balance and see the option in the menu. Or via a tooltip if it's the button I suggested.

Originally created by @tiagodj on GitHub (Feb 23, 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? ## Problem Even though I try my best to predict how much money to put in each category every month, there's always the inevitable differences either with money leftover or having to cover for an unexpected amount. The process I use to handle these amounts is clicking on the balance and either moving or pulling from the "To Budget" amount. This is because I always leave some 'leftover' amount in the To Budget for these last-minute charges. Moving from one category to another directly is rare and too cumbersome. There are too many clicks to do this simple operation. ### Describe your ideal solution to this problem It would be really good if there was a direct way to default pulling/sending the money to the "To Budget" category. So instead of clicking: Balance -> Transfer to another category -> click To box -> select To Budget -> Click Transfer It would streamline it to: Click Balance -> Click Transfer to Budget Even better if there was a little button right next to the balance, maybe an arrow up/down. But I know that is a big ask. ### Teaching and learning It will be self explanatory once you click on the balance and see the option in the menu. Or via a tooltip if it's the button I suggested.
GiteaMirror added the needs votesfeature labels 2026-02-28 20:33:25 -06:00
GiteaMirror commented 2026-02-28 20:33:25 -06:00
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@github-actions[bot] commented on GitHub (Feb 23, 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 23, 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#2960
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