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[GH-ISSUE #5615] [Feature] Fill In Budget From Scheduled Transactions #72154

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opened 2026-05-16 12:01:07 -05:00 by GiteaMirror · 15 comments
GiteaMirror commented 2026-05-16 12:01:07 -05:00
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Originally created by @zolamk on GitHub (Aug 23, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5615

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?

I have setup all of my recurring and upcoming transactions as a schedule, it would be great if I could just click a button and add those upcoming schedules to the budget

Describe your ideal solution to this problem

Image

We could add another option in that menu where upcoming schedules are fetched for the month and used to fill in the budget

Teaching and learning

No response

Originally created by @zolamk on GitHub (Aug 23, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5615 ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I have setup all of my recurring and upcoming transactions as a schedule, it would be great if I could just click a button and add those upcoming schedules to the budget ### Describe your ideal solution to this problem <img width="1708" height="947" alt="Image" src="https://github.com/user-attachments/assets/24470cfd-9598-4f22-afe2-184345ae2647" /> We could add another option in that menu where upcoming schedules are fetched for the month and used to fill in the budget ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-05-16 12:01:07 -05:00
GiteaMirror commented 2026-05-16 12:01:09 -05:00
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@github-actions[bot] commented on GitHub (Aug 23, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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:3216799967 --> @github-actions[bot] commented on GitHub (Aug 23, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 -->
GiteaMirror commented 2026-05-16 12:01:09 -05:00
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@zolamk commented on GitHub (Aug 23, 2025):

I am willing to contribute this

<!-- gh-comment-id:3216801338 --> @zolamk commented on GitHub (Aug 23, 2025): I am willing to contribute this
GiteaMirror commented 2026-05-16 12:01:10 -05:00
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@youngcw commented on GitHub (Aug 23, 2025):

Use goal templates

<!-- gh-comment-id:3216998724 --> @youngcw commented on GitHub (Aug 23, 2025): Use goal templates
GiteaMirror commented 2026-05-16 12:01:11 -05:00
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@zolamk commented on GitHub (Aug 23, 2025):

Use goal templates

Nice, i didn't know about the goal templates, they look awesome, is there a way to link schedules with budget categories and then use the category to get total amount needed with template?

<!-- gh-comment-id:3217106453 --> @zolamk commented on GitHub (Aug 23, 2025): > Use goal templates Nice, i didn't know about the goal templates, they look awesome, is there a way to link schedules with budget categories and then use the category to get total amount needed with template?
GiteaMirror commented 2026-05-16 12:01:12 -05:00
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@youngcw commented on GitHub (Aug 23, 2025):

Did you try it? That's exactly what a schedule template does

<!-- gh-comment-id:3217132737 --> @youngcw commented on GitHub (Aug 23, 2025): Did you try it? That's exactly what a schedule template does
GiteaMirror commented 2026-05-16 12:01:12 -05:00
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@zolamk commented on GitHub (Aug 23, 2025):

Did you try it? That's exactly what a schedule template does

Yes, i did try it but as far as I could tell, a schedule isn't linked to a specific budget category, i was hoping we could link categories and schedules together and then in the template we could do something like template schedule category Bills

<!-- gh-comment-id:3217136570 --> @zolamk commented on GitHub (Aug 23, 2025): > Did you try it? That's exactly what a schedule template does Yes, i did try it but as far as I could tell, a schedule isn't linked to a specific budget category, i was hoping we could link categories and schedules together and then in the template we could do something like `template schedule category Bills`
GiteaMirror commented 2026-05-16 12:01:13 -05:00
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@youngcw commented on GitHub (Aug 23, 2025):

The template goes in a category, so it is tied

<!-- gh-comment-id:3217141402 --> @youngcw commented on GitHub (Aug 23, 2025): The template goes in a category, so it is tied
GiteaMirror commented 2026-05-16 12:01:14 -05:00
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@zolamk commented on GitHub (Aug 23, 2025):

The template goes in a category, so it is tied

is it possible to select a category when defining the schedule?

<!-- gh-comment-id:3217143368 --> @zolamk commented on GitHub (Aug 23, 2025): > The template goes in a category, so it is tied is it possible to select a category when defining the schedule?
GiteaMirror commented 2026-05-16 12:01:14 -05:00
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@youngcw commented on GitHub (Aug 23, 2025):

You can tell it to apply a category, bit that won't affect the template.

<!-- gh-comment-id:3217144699 --> @youngcw commented on GitHub (Aug 23, 2025): You can tell it to apply a category, bit that won't affect the template.
GiteaMirror commented 2026-05-16 12:01:15 -05:00
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@zolamk commented on GitHub (Aug 23, 2025):

if you have multiple schedules defined for a certain budget category then it would be great if you could refer to the schedules based on the category in the template

<!-- gh-comment-id:3217146230 --> @zolamk commented on GitHub (Aug 23, 2025): if you have multiple schedules defined for a certain budget category then it would be great if you could refer to the schedules based on the category in the template
GiteaMirror commented 2026-05-16 12:01:16 -05:00
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@youngcw commented on GitHub (Aug 23, 2025):

Add multiple templates to the category.

<!-- gh-comment-id:3217149185 --> @youngcw commented on GitHub (Aug 23, 2025): Add multiple templates to the category.
GiteaMirror commented 2026-05-16 12:01:18 -05:00
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@zolamk commented on GitHub (Aug 23, 2025):

Add multiple templates to the category.

I understand I can add multiple templates but wouldn't it be a much nicer experience if you can refer to all the schedules using a category? what if you have a lot of schedules in a certain category

<!-- gh-comment-id:3217166502 --> @zolamk commented on GitHub (Aug 23, 2025): > Add multiple templates to the category. I understand I can add multiple templates but wouldn't it be a much nicer experience if you can refer to all the schedules using a category? what if you have a lot of schedules in a certain category
GiteaMirror commented 2026-05-16 12:01:18 -05:00
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@zolamk commented on GitHub (Aug 23, 2025):

let's say for example i have 10 schedules related to bills, which one would be a better experience?

A

#template schedule 1
#template schedule 2
#template schedule 3
...
#template schedule 10

or

B

#template schedule category bills
<!-- gh-comment-id:3217168647 --> @zolamk commented on GitHub (Aug 23, 2025): let's say for example i have 10 schedules related to bills, which one would be a better experience? **A** ``` #template schedule 1 #template schedule 2 #template schedule 3 ... #template schedule 10 ``` or **B** ``` #template schedule category bills ```
GiteaMirror commented 2026-05-16 12:01:19 -05:00
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@zolamk commented on GitHub (Aug 23, 2025):

with my proposal, you also don't have to update your templates every time you add a schedule

<!-- gh-comment-id:3217169301 --> @zolamk commented on GitHub (Aug 23, 2025): with my proposal, you also don't have to update your templates every time you add a schedule
GiteaMirror commented 2026-05-16 12:01:20 -05:00
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@jfdoming commented on GitHub (Aug 23, 2025):

with my proposal, you also don't have to update your templates every time you add a schedule

With the goal templates UI I'm planning on adding a toggle to schedules that automatically budgets them in their category. I think this would partially address your comment as you could do it at schedule creation time

<!-- gh-comment-id:3217209233 --> @jfdoming commented on GitHub (Aug 23, 2025): > with my proposal, you also don't have to update your templates every time you add a schedule With the goal templates UI I'm planning on adding a toggle to schedules that automatically budgets them in their category. I think this would partially address your comment as you could do it at schedule creation time
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