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[PR #5323] [CLOSED] [Feature] Add future budget projections tab #5876

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opened 2026-02-28 21:20:15 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 21:20:15 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5323
Author: @costantinoai
Created: 7/12/2025
Status: ❌ Closed

Base: master ← Head: future-projections-tab

📝 Commits (1)

  • 8faa654 Add Future budget projections tab

📊 Changes

6 files changed (+2200 additions, -0 deletions)

View changed files

📝 packages/desktop-client/src/components/FinancesApp.tsx (+10 -0)
➕ packages/desktop-client/src/components/future/TemplateModal.tsx (+379 -0)
➕ packages/desktop-client/src/components/future/index.tsx (+1405 -0)
📝 packages/desktop-client/src/components/sidebar/PrimaryButtons.tsx (+2 -0)
➕ packages/loot-core/migrations/1750000000000_create_future_templates.sql (+8 -0)
📝 packages/loot-core/src/server/budget/app.ts (+396 -0)

📄 Description

category: Features
authors: [costantinoai]

This PR adds a Future Budget Projections feature to ActualBudget, adding functionalities of a forward-looking financial planner. Users can now access a new "Future" tab that displays a full-year view of projected budgets, with options to auto-generate forecasts using a 3-month average or manually input their own projections. The Future tab includes an interactive dashboard with monthly breakdowns, end-of-the-month (or year) balance tracking, and a line chart visualizing income, expenses, and projected balances over time.

image

It also introduces a template management system for saving and loading custom projection scenarios.

image

While the main components of this features have been lightly tested on my own budget, not all edge cases are considered (suggestions or feedback welcome!). Also, some parts - like the option to manually add future transactions - are for now just a placeholder, so they can be potentially added.

🔄 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/5323 **Author:** [@costantinoai](https://github.com/costantinoai) **Created:** 7/12/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `future-projections-tab` --- ### 📝 Commits (1) - [`8faa654`](https://github.com/actualbudget/actual/commit/8faa65415fe379aca29ac140232a526ea2bb3ff5) Add Future budget projections tab ### 📊 Changes **6 files changed** (+2200 additions, -0 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/FinancesApp.tsx` (+10 -0) ➕ `packages/desktop-client/src/components/future/TemplateModal.tsx` (+379 -0) ➕ `packages/desktop-client/src/components/future/index.tsx` (+1405 -0) 📝 `packages/desktop-client/src/components/sidebar/PrimaryButtons.tsx` (+2 -0) ➕ `packages/loot-core/migrations/1750000000000_create_future_templates.sql` (+8 -0) 📝 `packages/loot-core/src/server/budget/app.ts` (+396 -0) </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. --> --- category: Features authors: [costantinoai] --- This PR adds a Future Budget Projections feature to ActualBudget, adding functionalities of a forward-looking financial planner. Users can now access a new "Future" tab that displays a full-year view of projected budgets, with options to auto-generate forecasts using a 3-month average or manually input their own projections. The Future tab includes an interactive dashboard with monthly breakdowns, end-of-the-month (or year) balance tracking, and a line chart visualizing income, expenses, and projected balances over time. <img width="3834" height="1913" alt="image" src="https://github.com/user-attachments/assets/4a15eda5-8a05-4d0b-a4f6-4ec25c0f7aab" /> It also introduces a template management system for saving and loading custom projection scenarios. <img width="3834" height="1913" alt="image" src="https://github.com/user-attachments/assets/610a01f6-b96a-420c-8f5c-32db31b5b977" /> While the main components of this features have been lightly tested on my own budget, not all edge cases are considered (suggestions or feedback welcome!). Also, some parts - like the option to manually add future transactions - are for now just a placeholder, so they can be potentially added. --- <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 2026-02-28 21:20:15 -06:00
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