[GH-ISSUE #318] Scheduled transactions for the month to show up in Account's running balance #6969

New Issue

GiteaMirror · 2026-04-10T16:38:37-05:00

GiteaMirror commented

2026-04-10 16:38:37 -05:00

Originally created by @bpaulien on GitHub (Dec 9, 2021).
Original GitHub issue: https://github.com/actualbudget/actual/issues/318

The one thing that I miss from my previous budgeting app is being able to see the entire month's worth of scheduled transactions, as well as how they would affect the running balance. Actual will show the next weeks' worth of scheduled transactions, but doesn't show the running balance.

The use case for this, is say I want to keep $2000 in my checking account, as a buffer in case something unexpected comes up, but the rest can move to savings. So based on the running balance of scheduled transactions, I can tell what my checking account balance will be at any point during that month, and when would be a good time for transfer (probably right after payday but maybe not right before my property tax has to be paid...) and how much can go into savings. Taking into account any large transactions that might be coming up.

Maybe it could be a configuration setting that indicates how far in advance the scheduled balances would show up in the Account's register. And maybe even configured by account, because I really only care about the monthly affects on my Checking, but don't really care to look further than a week on my CC accounts.

Anyway, hope this makes sense, I'd really love to see that ability in Actual.

Originally created by @bpaulien on GitHub (Dec 9, 2021). Original GitHub issue: https://github.com/actualbudget/actual/issues/318 The one thing that I miss from my previous budgeting app is being able to see the entire month's worth of scheduled transactions, as well as how they would affect the running balance. Actual will show the next weeks' worth of scheduled transactions, but doesn't show the running balance. The use case for this, is say I want to keep $2000 in my checking account, as a buffer in case something unexpected comes up, but the rest can move to savings. So based on the running balance of scheduled transactions, I can tell what my checking account balance will be at any point during that month, and when would be a good time for transfer (probably right after payday but maybe not right before my property tax has to be paid...) and how much can go into savings. Taking into account any large transactions that might be coming up. Maybe it could be a configuration setting that indicates how far in advance the scheduled balances would show up in the Account's register. And maybe even configured by account, because I really only care about the monthly affects on my Checking, but don't really care to look further than a week on my CC accounts. Anyway, hope this makes sense, I'd really love to see that ability in Actual.

GiteaMirror closed this issue

2026-04-10 16:38:38 -05:00

GiteaMirror commented

2026-04-10 16:38:40 -05:00

@Kidglove57 commented on GitHub (Feb 25, 2022):

100% agree with this!

@Kidglove57 commented on GitHub (Feb 25, 2022): 100% agree with this!

GiteaMirror commented

2026-04-10 16:38:41 -05:00

@triplejranch commented on GitHub (Feb 25, 2022):

Another vote for this feature. Please.:)

@triplejranch commented on GitHub (Feb 25, 2022): Another vote for this feature. Please.:)