github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 20:15:33 -05:00
Code Issues 1.5k Packages Projects Releases 55 Wiki Activity

[GH-ISSUE #732] [Feature] Add functionality for migrating between Report and Rollover budget types #7229

New Issue
Closed
opened 2026-04-10 16:58:18 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-10 16:58:18 -05:00
Owner
Copy Link

Originally created by @j-f1 on GitHub (Mar 8, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/732

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?

The data associated with the two budget types is completely separate despite both being somewhat similar. This means I’ll either have to abandon my old budget data or painstakingly copy it over one cell at a time.

Describe your ideal solution to this problem

  • When first enabling the report budget offer to transfer over the existing budget figures from the rollover (default) budget
  • Also offer this at any time? (not sure how it should handle overwriting existing months?)
  • Add an option to the per-month menu that wipes out the existing budget for that month and transfers it from the rollover budget. (I have several years of history so this could be a bit of a pain but ¯\_(ツ)_/¯)

Teaching and learning

It should be included in the docs, once we have them (https://github.com/actualbudget/docs/pull/121)

Originally created by @j-f1 on GitHub (Mar 8, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/732 ### 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? The data associated with the two budget types is completely separate despite both being somewhat similar. This means I’ll either have to abandon my old budget data or painstakingly copy it over one cell at a time. ### Describe your ideal solution to this problem - When first enabling the report budget offer to transfer over the existing budget figures from the rollover (default) budget - Also offer this at any time? (not sure how it should handle overwriting existing months?) - Add an option to the per-month menu that wipes out the existing budget for that month and transfers it from the rollover budget. (I have several years of history so this could be a bit of a pain but ¯\\\_(ツ)\_/¯) ### Teaching and learning It should be included in the docs, once we have them (https://github.com/actualbudget/docs/pull/121)
GiteaMirror added the experimental featureneeds votesfeature labels 2026-04-10 16:58:18 -05:00
GiteaMirror commented 2026-04-10 16:58:19 -05:00
Author
Owner
Copy Link

@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=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:1530114965 --> @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=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc Don’t forget to upvote the top comment with 👍!
GiteaMirror commented 2026-04-10 16:58:20 -05:00
Author
Owner
Copy Link

@jsehnoutka commented on GitHub (Dec 15, 2023):

I've been using both the Rollover and Report Budgets extensively and synchronizing budgeted amounts between these two by hand is kind of hard (I usually need several screenshots of the 'main' one and update the other one manually after switch. Having a 'synchro' button or drop-down option implemented would be amazing! I suppose Report Budget would be always updated from Rollover as the second mentioned is the 'default' Actual approach.

<!-- gh-comment-id:1857814848 --> @jsehnoutka commented on GitHub (Dec 15, 2023): I've been using both the Rollover and Report Budgets extensively and synchronizing budgeted amounts between these two by hand is kind of hard (I usually need several screenshots of the 'main' one and update the other one manually after switch. Having a 'synchro' button or drop-down option implemented would be amazing! I suppose Report Budget would be always updated from Rollover as the second mentioned is the 'default' Actual approach.
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label experimental feature feature needs votes
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#7229
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?