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[GH-ISSUE #543] [Feature Request] Budget indication of scheduled transactions #7155

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opened 2026-04-10 16:51:23 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-10 16:51:23 -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/543

Discussed in https://github.com/actualbudget/actual/discussions/177

Originally posted by alpha-beta-soup May 8, 2022
Let's say I pay $500 rent every Friday. Some months there are four Fridays in a month, less often there are five. Do I budget $2000 or $2500 in a given month?

Let's also say I have a complex series of subscriptions, tithes, donations, fees, etc. that repeat either weekly, fortnightly, monthy, 6-monthly, annually, bi-annually... but definitely deterministically. How much do I budget in these categories?

I should be able to tell, within a budget category for any month, what all of my scheduled expenses are, so I can budget for these known and regular expenses before allocating money to categories to cover my unknown/irregular expenses.

Although I'm new to Actual (recent nYNAB convert due to their massive price hike), I can't see a way to see these expenses reflected in my budget until after they occur. I want to budget for them before they occur.

Originally created by @rich-howell on GitHub (Jan 22, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/543 ### Discussed in https://github.com/actualbudget/actual/discussions/177 <div type='discussions-op-text'> <sup>Originally posted by **alpha-beta-soup** May 8, 2022</sup> Let's say I pay $500 rent every Friday. Some months there are four Fridays in a month, less often there are five. Do I budget $2000 or $2500 in a given month? Let's also say I have a complex series of subscriptions, tithes, donations, fees, etc. that repeat either weekly, fortnightly, monthy, 6-monthly, annually, bi-annually... but definitely _deterministically_. How much do I budget in these categories? I should be able to tell, within a budget category for any month, what all of my _scheduled expenses_ are, so I can budget for these known and regular expenses before allocating money to categories to cover my unknown/irregular expenses. Although I'm new to Actual (recent nYNAB convert due to their massive price hike), I can't see a way to see these expenses reflected in my budget _until after they occur_. I want to budget for them _before they occur_.</div>
GiteaMirror added the featurehelp wanted labels 2026-04-10 16:51:23 -05:00
GiteaMirror commented 2026-04-10 16:51:24 -05:00
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@j-f1 commented on GitHub (Jan 30, 2023):

This would be handled well by templates IMO

<!-- gh-comment-id:1409533520 --> @j-f1 commented on GitHub (Jan 30, 2023): This would be handled well by templates IMO
GiteaMirror commented 2026-04-10 16:51:25 -05:00
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@CaptainLexington commented on GitHub (Mar 26, 2023):

I agree that templates are well-positioned to be a solution to this problem, but I don't think they are the solution by themselves. Templates are essentially a superset of schedules: not all templates indicate a specific future transaction, but all schedules indicate future spending that must be budgeted. To suggest I create a template for each of my schedules is to suggest I create each schedule twice - and to update them twice as my expenses change.

Perhaps there could be a way to refer to a schedule in a template, or derive a template from a schedule (similar to how one derives a rule from a schedule) - with the option to re-derive the template when you edit the schedule, so that they never get out of sync.

<!-- gh-comment-id:1483968682 --> @CaptainLexington commented on GitHub (Mar 26, 2023): I agree that templates are well-positioned to be a solution to this problem, but I don't think they are the solution by themselves. Templates are essentially a superset of schedules: not all templates indicate a specific future transaction, but _all_ schedules indicate future spending that must be budgeted. To suggest I create a template for each of my schedules is to suggest I create each schedule twice - and to update them twice as my expenses change. Perhaps there could be a way to refer to a schedule in a template, or derive a template from a schedule (similar to how one derives a rule from a schedule) - with the option to re-derive the template when you edit the schedule, so that they never get out of sync.
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