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[GH-ISSUE #537] [Feature] Schedules Summary #7149

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opened 2026-04-10 16:51:05 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-10 16:51:05 -05:00
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Originally created by @rich-howell on GitHub (Jan 22, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/537

Discussed in https://github.com/actualbudget/actual/discussions/103

Originally posted by raphaelbernhart June 28, 2022
Hello there,

as I am currently playing with actual to maybe adopt it as my financial system I noticed a few basic features that are not yet implemented. Since the main goal of a financial system is that you can do a monthly planning, I'm missing a schedules summary, where you can see how many expenses you for sure have per month.

The simplest solution for this would be a simple summary at the end of the Schedules table. Something like this (of course I would have to work further on the UI):

Bildschirmfoto 2022-06-28 um 14 49 02

In a further step we could move the whole thing to the reports page.

If this idea is accepted, I will see if I can find time to work on this feature.
I also look forward to suggestions :D

Originally created by @rich-howell on GitHub (Jan 22, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/537 ### Discussed in https://github.com/actualbudget/actual/discussions/103 <div type='discussions-op-text'> <sup>Originally posted by **raphaelbernhart** June 28, 2022</sup> Hello there, as I am currently playing with actual to maybe adopt it as my financial system I noticed a few basic features that are not yet implemented. Since the main goal of a financial system is that you can do a monthly planning, I'm missing a schedules summary, where you can see how many expenses you for sure have per month. The simplest solution for this would be a simple summary at the end of the Schedules table. Something like this (of course I would have to work further on the UI): ![Bildschirmfoto 2022-06-28 um 14 49 02](https://user-images.githubusercontent.com/48283236/176182934-14b04ff8-d582-4cf9-baeb-15d01cd79bc0.png) In a further step we could move the whole thing to the reports page. If this idea is accepted, I will see if I can find time to work on this feature. I also look forward to suggestions :D</div>
GiteaMirror added the user interfacefeatureneeds votesschedules labels 2026-04-10 16:51:06 -05:00
GiteaMirror commented 2026-04-10 16:51:07 -05:00
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@rich-howell commented on GitHub (Jan 31, 2023):

Would make more sense to have "Upcoming Transactions" shown in the budget overview, if we start showing monetry values in various places the budget becomes a nightmare to manage and maintain.

image

<!-- gh-comment-id:1410450256 --> @rich-howell commented on GitHub (Jan 31, 2023): Would make more sense to have "Upcoming Transactions" shown in the budget overview, if we start showing monetry values in various places the budget becomes a nightmare to manage and maintain. ![image](https://user-images.githubusercontent.com/22135084/215786857-e7035382-7931-4eb0-9f12-a9c1bfa166a4.png)
GiteaMirror commented 2026-04-10 16:51:07 -05:00
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@Kidglove57 commented on GitHub (Jan 31, 2023):

  1. I think somewhere there may be a feature request to have a running balance against those scheduled transactions that are showing as due soon on an account. I find this a great way to check when money needs to be moved across to an account to avoid going overdrawn.
  2. This together with a goals feature to create a budget at the start of each month should go a long way to making sure that users are aware of upcoming costs and any issues in funding these. I.e. not budgeting to spend more cash than is available to you?
<!-- gh-comment-id:1410499512 --> @Kidglove57 commented on GitHub (Jan 31, 2023): 1) I think somewhere there may be a feature request to have a running balance against those scheduled transactions that are showing as due soon on an account. I find this a great way to check when money needs to be moved across to an account to avoid going overdrawn. 2) This together with a goals feature to create a budget at the start of each month should go a long way to making sure that users are aware of upcoming costs and any issues in funding these. I.e. not budgeting to spend more cash than is available to you?
GiteaMirror commented 2026-04-10 16:51:08 -05:00
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@joaociocca commented on GitHub (Apr 11, 2023):

I came here to suggest both these features (the schedule summary and the upcoming showing on budget).
It's bittersweet to learn it's already been suggested 🤣 count me in to test these if needed =)

<!-- gh-comment-id:1504223987 --> @joaociocca commented on GitHub (Apr 11, 2023): I came here to suggest both these features (the schedule summary and the upcoming showing on budget). It's bittersweet to learn it's already been suggested :rofl: count me in to test these if needed =)
GiteaMirror commented 2026-04-10 16:51:08 -05:00
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@github-actions[bot] commented on GitHub (May 1, 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 👍!

<!-- gh-comment-id:1530130770 --> @github-actions[bot] commented on GitHub (May 1, 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 👍!
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