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[Feature] Allow naming budget upon creation. #721

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opened 2026-02-28 19:15:01 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:15:01 -06:00
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Originally created by @youngcw on GitHub (Nov 9, 2023).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

Currently if a new budget file is made it defaults to the name "My Finances". This is fine most of the time since you can just change the name after. The problem comes up when you are exporting multiple budgets on a regular basis. They all have the name -My-Finances-.zip. My budgets imported from ynab don't have this issue since the importer sets the name upon creation. Not being name "My Finances" makes it easier to tell which file is which.

It would be nice to be able to set the file name at time of creation. This wont be much issue since I bet most people change the name right after anyway.

Describe your ideal solution to this problem

A popup to ask for the budget name when creating a new, non-imported file.

Teaching and learning

I bet this will be pretty self explanatory.

Originally created by @youngcw on GitHub (Nov 9, 2023). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Currently if a new budget file is made it defaults to the name "My Finances". This is fine most of the time since you can just change the name after. The problem comes up when you are exporting multiple budgets on a regular basis. They all have the name <date>-My-Finances-<id>.zip. My budgets imported from ynab don't have this issue since the importer sets the name upon creation. Not being name "My Finances" makes it easier to tell which file is which. It would be nice to be able to set the file name at time of creation. This wont be much issue since I bet most people change the name right after anyway. ### Describe your ideal solution to this problem A popup to ask for the budget name when creating a new, non-imported file. ### Teaching and learning I bet this will be pretty self explanatory.
GiteaMirror added the needs votesfeature labels 2026-02-28 19:15:01 -06:00
GiteaMirror commented 2026-02-28 19:15:02 -06:00
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@github-actions[bot] commented on GitHub (Nov 9, 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 👍!

@github-actions[bot] commented on GitHub (Nov 9, 2023): :sparkles: Thanks for sharing your idea! :sparkles: 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 👍! <!-- feature-auto-close-comment -->
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Reference: github-starred/actual#721
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