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[GH-ISSUE #4324] [Feature] Add scheduled transactions in budget #50960

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opened 2026-04-30 16:46:03 -05:00 by GiteaMirror · 8 comments
GiteaMirror commented 2026-04-30 16:46:03 -05:00
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Originally created by @dannytsang on GitHub (Feb 6, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4324

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?

I keep forgetting to budget for recurring transactions in my budget planning. Especially when the recurrence happens less often such as quarterly or monthly.

For example, insurance, taxes and subscriptions.

Describe your ideal solution to this problem

Use the schedule and add a category and have it automatically added to the budget for the month it's due. For example, a scheduled transaction is set for March every year. When I go to March, the schedule transaction is added to the budget in March.

An alternate solution is to show the transactions scheduled for in the month shown in the budget to remind me to account for it.

Teaching and learning

No response

Originally created by @dannytsang on GitHub (Feb 6, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4324 ### 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? I keep forgetting to budget for recurring transactions in my budget planning. Especially when the recurrence happens less often such as quarterly or monthly. For example, insurance, taxes and subscriptions. ### Describe your ideal solution to this problem Use the schedule and add a category and have it automatically added to the budget for the month it's due. For example, a scheduled transaction is set for March every year. When I go to March, the schedule transaction is added to the budget in March. An alternate solution is to show the transactions scheduled for in the month shown in the budget to remind me to account for it. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-30 16:46:05 -05:00
GiteaMirror commented 2026-04-30 16:46:12 -05:00
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@github-actions[bot] commented on GitHub (Feb 6, 2025):

✨ 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:2641287980 --> @github-actions[bot] commented on GitHub (Feb 6, 2025): :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 16:46:14 -05:00
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@youngcw commented on GitHub (Feb 6, 2025):

Have you tried budget templates?

<!-- gh-comment-id:2641288685 --> @youngcw commented on GitHub (Feb 6, 2025): Have you tried budget templates?
GiteaMirror commented 2026-04-30 16:46:15 -05:00
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@dannytsang commented on GitHub (Feb 6, 2025):

Have you tried budget templates?

I haven't. Thank you for the pointer. I will take a look

<!-- gh-comment-id:2641293747 --> @dannytsang commented on GitHub (Feb 6, 2025): > Have you tried budget templates? I haven't. Thank you for the pointer. I will take a look
GiteaMirror commented 2026-04-30 16:46:15 -05:00
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@youngcw commented on GitHub (Feb 6, 2025):

Not all templates will work in a tracking budget, if you are using that. The ones that budget all at once will work no matter the budget type.

<!-- gh-comment-id:2641296791 --> @youngcw commented on GitHub (Feb 6, 2025): Not all templates will work in a tracking budget, if you are using that. The ones that budget all at once will work no matter the budget type.
GiteaMirror commented 2026-04-30 16:46:16 -05:00
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@dannytsang commented on GitHub (Feb 6, 2025):

I am using the tracking budget. Thanks for the heads up. I will probably be back another day once I give it ago 🙂

<!-- gh-comment-id:2641303867 --> @dannytsang commented on GitHub (Feb 6, 2025): I am using the tracking budget. Thanks for the heads up. I will probably be back another day once I give it ago 🙂
GiteaMirror commented 2026-04-30 16:46:17 -05:00
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@janzdanowski commented on GitHub (Feb 16, 2025):

I also need this feature. Maybe through rules or automatically created categories for scheduled transactions that will hide once the payment is approved.

<!-- gh-comment-id:2661158573 --> @janzdanowski commented on GitHub (Feb 16, 2025): I also need this feature. Maybe through rules or automatically created categories for scheduled transactions that will hide once the payment is approved.
GiteaMirror commented 2026-04-30 16:46:17 -05:00
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@dannytsang commented on GitHub (Feb 16, 2025):

I also need this feature. Maybe through rules or automatically created categories for scheduled transactions that will hide once the payment is approved.

Have you tried the @youngcw suggestion with templates? I haven't had the chance to yet and I would be interested in your feedback if you have.

<!-- gh-comment-id:2661565720 --> @dannytsang commented on GitHub (Feb 16, 2025): > I also need this feature. Maybe through rules or automatically created categories for scheduled transactions that will hide once the payment is approved. Have you tried the @youngcw suggestion with templates? I haven't had the chance to yet and I would be interested in your feedback if you have.
GiteaMirror commented 2026-04-30 16:46:18 -05:00
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@janzdanowski commented on GitHub (Feb 16, 2025):

Yes but it just automatically allocates money by template rules and it seems to work similar to Auto-Assign from YNAB. However it adds color indicators for Balance value what is another feature I need.

<!-- gh-comment-id:2661583532 --> @janzdanowski commented on GitHub (Feb 16, 2025): Yes but it just automatically allocates money by template rules and it seems to work similar to Auto-Assign from YNAB. However it adds color indicators for Balance value what is another feature I need.
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