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[GH-ISSUE #3040] [Feature] Apply budget template to category group #50346

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opened 2026-04-30 14:34:07 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-30 14:34:07 -05:00
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Originally created by @Neosaurus on GitHub (Jul 12, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3040

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?

For e.g subscriptions, it would be useful to be able to apply a budget template to an entire category, but not necessarily the entire budget. For example, my grocery bill is very low this month, alongside several other bills. I don't want to apply my budget template to my Frequent category, but I do want it to apply to my Subscriptions category, which is unchanging. If I applied it to the whole budget, it would overwrite the existing money I have allocated. It is tedious to manually apply the template to each subscription.

Describe your ideal solution to this problem

CleanShot 2024-07-12 at 09 56 21@2x
Include a button here to "Apply budget template to category"

Teaching and learning

Include in documentation for budget templates, when they are finished

Originally created by @Neosaurus on GitHub (Jul 12, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3040 ### 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? For e.g subscriptions, it would be useful to be able to apply a budget template to an entire category, but not necessarily the entire budget. For example, my grocery bill is very low this month, alongside several other bills. I don't want to apply my budget template to my Frequent category, but I do want it to apply to my Subscriptions category, which is unchanging. If I applied it to the whole budget, it would overwrite the existing money I have allocated. It is tedious to manually apply the template to each subscription. ### Describe your ideal solution to this problem ![CleanShot 2024-07-12 at 09 56 21@2x](https://github.com/user-attachments/assets/c4d91353-2449-4bac-b04f-b708a89f6e94) Include a button here to "Apply budget template to category" ### Teaching and learning Include in documentation for budget templates, when they are finished
GiteaMirror added the goal templatesfeature labels 2026-04-30 14:34:09 -05:00
GiteaMirror commented 2026-04-30 14:38:53 -05:00
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@github-actions[bot] commented on GitHub (Jul 12, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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:2225134992 --> @github-actions[bot] commented on GitHub (Jul 12, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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 2026-04-30 14:38:55 -05:00
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@tatsumain commented on GitHub (Oct 5, 2024):

Adding to this, would be nice if one could have an option to multi-select categories and/or groups where to apply a template. Attached a screenshot to show how it's done on the Other App.

Untitled

<!-- gh-comment-id:2395154854 --> @tatsumain commented on GitHub (Oct 5, 2024): Adding to this, would be nice if one could have an option to multi-select categories and/or groups where to apply a template. Attached a screenshot to show how it's done on the Other App. ![Untitled](https://github.com/user-attachments/assets/1074061c-d3dd-4f90-8ec4-bd59befe9e44)
GiteaMirror commented 2026-04-30 14:38:56 -05:00
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@Dreptschar commented on GitHub (Oct 14, 2024):

I would like to work an this Feature if thats okay

<!-- gh-comment-id:2411587973 --> @Dreptschar commented on GitHub (Oct 14, 2024): I would like to work an this Feature if thats okay
GiteaMirror commented 2026-04-30 14:38:58 -05:00
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@github-actions[bot] commented on GitHub (Nov 4, 2024):

🎉 This feature has been implemented in #3666 and will be released in the next version. Thanks for sharing your idea! 🎉

<!-- gh-comment-id:2454849074 --> @github-actions[bot] commented on GitHub (Nov 4, 2024): :tada: This feature has been implemented in #3666 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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