[PR #5991] [CLOSED] feat: add option to set budgets equal to amount spent #40690

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opened 2026-04-23 13:31:00 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5991
Author: @csenel
Created: 10/23/2025
Status: Closed

Base: masterHead: add-budget-set-to-spent-option


📝 Commits (6)

  • 1a101a2 Add option to set budgets equal to amount spent
  • 5e5e876 [autofix.ci] apply automated fixes
  • 2f27fed add option to single budget categories
  • d8b1c90 Update VRT screenshots
  • fe8c4ba Merge branch 'actualbudget:master' into add-budget-set-to-spent-option
  • b1df9f5 Update VRT screenshots

📊 Changes

33 files changed (+241 additions, -4 deletions)

View changed files

📝 packages/desktop-client/e2e/budget.mobile.test.ts (+30 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-3-chromium-linux.png (+0 -0)
packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-sets-budgets-to-amount-spent-1-chromium-linux.png (+0 -0)
packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-sets-budgets-to-amount-spent-2-chromium-linux.png (+0 -0)
packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-sets-budgets-to-amount-spent-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-3-chromium-linux.png (+0 -0)
packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-sets-budgets-to-amount-spent-1-chromium-linux.png (+0 -0)
packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-sets-budgets-to-amount-spent-2-chromium-linux.png (+0 -0)
packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-sets-budgets-to-amount-spent-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/page-models/mobile-budget-menu-modal.ts (+8 -0)
📝 packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/src/budget/budgetSlice.ts (+21 -0)
📝 packages/desktop-client/src/components/budget/envelope/BudgetMenu.tsx (+9 -0)
📝 packages/desktop-client/src/components/budget/envelope/EnvelopeBudgetComponents.tsx (+8 -0)
📝 packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetMonthMenu.tsx (+6 -0)
📝 packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetSummary.tsx (+10 -0)

...and 13 more files

📄 Description

Adding an option to set budgets equal to amount spent. This was an option that I felt was missing after moving over from YNAB.


🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/5991 **Author:** [@csenel](https://github.com/csenel) **Created:** 10/23/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `add-budget-set-to-spent-option` --- ### 📝 Commits (6) - [`1a101a2`](https://github.com/actualbudget/actual/commit/1a101a2289e2c0299322983539cabf1c866d37bb) Add option to set budgets equal to amount spent - [`5e5e876`](https://github.com/actualbudget/actual/commit/5e5e876833e3127f003e6c5f744947bef4ad33a3) [autofix.ci] apply automated fixes - [`2f27fed`](https://github.com/actualbudget/actual/commit/2f27fed69845b1be453e7e42836f4b627b3b5573) add option to single budget categories - [`d8b1c90`](https://github.com/actualbudget/actual/commit/d8b1c90006ba33999134c9532c8cdd04a9aaf66f) Update VRT screenshots - [`fe8c4ba`](https://github.com/actualbudget/actual/commit/fe8c4ba261ca9a8c748338016a4145725a0d7180) Merge branch 'actualbudget:master' into add-budget-set-to-spent-option - [`b1df9f5`](https://github.com/actualbudget/actual/commit/b1df9f54574a3626dd5dda3dcdefa135f625f733) Update VRT screenshots ### 📊 Changes **33 files changed** (+241 additions, -4 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/budget.mobile.test.ts` (+30 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-3-chromium-linux.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-sets-budgets-to-amount-spent-1-chromium-linux.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-sets-budgets-to-amount-spent-2-chromium-linux.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Envelope-sets-budgets-to-amount-spent-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-checks-that-clicking-the-budgeted-cell-opens-the-budget-menu-modal-3-chromium-linux.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-sets-budgets-to-amount-spent-1-chromium-linux.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-sets-budgets-to-amount-spent-2-chromium-linux.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.mobile.test.ts-snapshots/Mobile-Budget-Tracking-sets-budgets-to-amount-spent-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/page-models/mobile-budget-menu-modal.ts` (+8 -0) 📝 `packages/desktop-client/e2e/reports.test.ts-snapshots/Reports-loads-cash-flow-graph-and-checks-visuals-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/src/budget/budgetSlice.ts` (+21 -0) 📝 `packages/desktop-client/src/components/budget/envelope/BudgetMenu.tsx` (+9 -0) 📝 `packages/desktop-client/src/components/budget/envelope/EnvelopeBudgetComponents.tsx` (+8 -0) 📝 `packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetMonthMenu.tsx` (+6 -0) 📝 `packages/desktop-client/src/components/budget/envelope/budgetsummary/BudgetSummary.tsx` (+10 -0) _...and 13 more files_ </details> ### 📄 Description <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> Adding an option to set budgets equal to amount spent. This was an option that I felt was missing after moving over from YNAB. --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-23 13:31:00 -05:00
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Reference: github-starred/actual#40690