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[Feature] Budget templates: Review budgets that will be applied #505

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opened 2026-02-28 19:06:37 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:06:37 -06:00
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Originally created by @joel-jeremy on GitHub (Jul 14, 2023).

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?

Sometimes it can be hard to keep track of what budget templates have been applied especially if there are already some existing budgets that are allocated. It would be nice to be able to review the budget templates to be applied before actually "commiting" the budgets.

Describe your ideal solution to this problem

Before applying the budget template, show a modal which displays the categories and the budgets that are going to be applied to each. Budget amount should also be editable to allow user to override the budget template.

Or maybe inline apply the budgets to the budget table but set the budgets as somewhat "pending". Actual could then display a ✔️ and ❌ buttons somewhere in the screen to commit or cancel the application of the budget template.

Actual should also provide the ability to check/uncheck which budgets should be applied on "commit".

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Originally created by @joel-jeremy on GitHub (Jul 14, 2023). ### 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? Sometimes it can be hard to keep track of what budget templates have been applied especially if there are already some existing budgets that are allocated. It would be nice to be able to review the budget templates to be applied before actually "commiting" the budgets. ### Describe your ideal solution to this problem Before applying the budget template, show a modal which displays the categories and the budgets that are going to be applied to each. Budget amount should also be editable to allow user to override the budget template. Or maybe inline apply the budgets to the budget table but set the budgets as somewhat "pending". Actual could then display a ✔️ and ❌ buttons somewhere in the screen to commit or cancel the application of the budget template. Actual should also provide the ability to check/uncheck which budgets should be applied on "commit". ### Teaching and learning _No response_
GiteaMirror added the needs votesfeaturegoal templates labels 2026-02-28 19:06:37 -06:00
GiteaMirror commented 2026-02-28 19:06:38 -06:00
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@github-actions[bot] commented on GitHub (Jul 14, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 👍!

@github-actions[bot] commented on GitHub (Jul 14, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 2026-02-28 19:06:38 -06:00
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@diktomat commented on GitHub (Aug 11, 2025):

Or maybe inline apply the budgets to the budget table but set the budgets as somewhat "pending". Actual could then display a ✔️ and ❌ buttons somewhere in the screen to commit or cancel the application of the budget template.

I think this would be much better than a modal, as one can see the context (other months, available amount) while reviewing.

@diktomat commented on GitHub (Aug 11, 2025): > Or maybe inline apply the budgets to the budget table but set the budgets as somewhat "pending". Actual could then display a ✔️ and ❌ buttons somewhere in the screen to commit or cancel the application of the budget template. I think this would be much better than a modal, as one can see the context (other months, available amount) while reviewing.
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