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[Feature] Add way of limiting scheduled payments to weekdays only. #571
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Reference: github-starred/actual#571
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Originally created by @AdamGaffney96 on GitHub (Aug 15, 2023).
Verified feature request does not already exist?
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Pitch: what problem are you trying to solve?
It's possible this is linked to this feature request however I didn't think it quite fit my issue.
Essentially there are many payments of mine that cannot take place on a weekend, for example finance payments. There are scheduled, regular payments for a set date, however if that date falls on a weekend then they're usually pushed to the Monday immediately following the date. So for example, if I had a scheduled payment for the 20th of each month, then this month that's a Sunday, so the payment would be taken on the 21st. However there's no option to exclude weekends from the calculation when setting up repeats for scheduled payments.
Describe your ideal solution to this problem
It would be great if you could have a checkbox to the effect of "Exclude weekends?" where when ticked, the scheduler will set any weekend dates to be the closest following weekday (i.e. Monday) after the expected schedule date. This would mean that the scheduled payments would be more accurate without having to skip and add manually each time this happens.
Teaching and learning
I think as long as there's documentation or an info-bubble explaining what the checkbox does, then that would suffice. I think seeing the dates change in the scheduler preview for the expected dates of scheduled payments would suffice to explain what's going on.
@github-actions[bot] commented on GitHub (Aug 15, 2023):
✨ 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 👍!
@shall0pass commented on GitHub (Aug 15, 2023):
Hi, thanks for the great feature idea. You'll be interested to know this is currently being worked on. If you want to keep an eye on the progress, you can do that here. https://github.com/actualbudget/actual/pull/1505
@youngcw commented on GitHub (Oct 13, 2023):
Any reason that this shouldn't be marked as finished? Schedules can be set to apply to before or after weekends since #1505.
@zotabee commented on GitHub (Feb 8, 2026):
Linked to https://github.com/actualbudget/actual/issues/6209
This is a "move" schedule outside of weekends but definitively not a "skip" weekends / weekdays schedule.
Scenario example: user wants a daily recurring scheduled transaction that occurs only on weekdays (Mo-Fr) and not on weekends (Sa-Su) aka skip on weekend.