[Feature] "Add category" button should be easier to access than "Add Group" #771

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opened 2026-02-28 19:18:38 -06:00 by GiteaMirror · 4 comments
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Originally created by @jamesWalker55 on GitHub (Nov 28, 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?

In the Budget page, categories are organized by groups. A single group can contain multiple categories:

image

To create a group, you can directly click the "Add Group" button which is always visible. To add a category, you click on the hidden drop-down menu (that only appears when your mouse hovers over it), then click the "Add category" button.

I'm not sure this user flow makes sense. Given that there must always be more (or equal) categories than groups, I'm creating categories more frequently than groups. However, the creating a category takes 2 button clicks in a hidden menu, while creating a group takes only 1.

Describe your ideal solution to this problem

The "Add category" button should be made easier to access, preferably with a single mouse click.

I'm no UI designer, but here is an example to demonstrate:

image

(Side tangent: The notes icon greatly resembles the "New document" icon found in many word processors, and makes me think I'm about to create a new file when clicking on it - perhaps that icon could be revised?)

Teaching and learning

No response

Originally created by @jamesWalker55 on GitHub (Nov 28, 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? In the Budget page, categories are organized by groups. A single group can contain multiple categories: ![image](https://github.com/actualbudget/actual/assets/30405220/9dc79c9f-aec3-493f-8a34-b254df1f72d8) To create a group, you can directly click the "Add Group" button which is always visible. To add a category, you click on the hidden drop-down menu (that only appears when your mouse hovers over it), then click the "Add category" button. I'm not sure this user flow makes sense. Given that there must always be more (or equal) categories than groups, I'm creating categories more frequently than groups. However, the creating a category takes 2 button clicks in a hidden menu, while creating a group takes only 1. ### Describe your ideal solution to this problem The "Add category" button should be made easier to access, preferably with a single mouse click. I'm no UI designer, but here is an example to demonstrate: ![image](https://github.com/actualbudget/actual/assets/30405220/0bb9e2b6-0563-4908-b4d6-76346a36684e) (Side tangent: The notes icon greatly resembles the "New document" icon found in many word processors, and makes me think I'm about to create a new file when clicking on it - perhaps that icon could be revised?) ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:18:38 -06:00
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@github-actions[bot] commented on GitHub (Nov 28, 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 28, 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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@kymckay commented on GitHub (Dec 9, 2023):

I consistently mistakenly hit this button on intuition when I want to add a new category. Related to #2051 which may be an alternate solution to this (though doesn't address category creation being behind a click).

@kymckay commented on GitHub (Dec 9, 2023): I consistently mistakenly hit this button on intuition when I want to add a new category. Related to #2051 which may be an alternate solution to this (though doesn't address category creation being behind a click).
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@joel-jeremy commented on GitHub (Jan 15, 2024):

This is related to: https://github.com/actualbudget/actual/issues/1123

@joel-jeremy commented on GitHub (Jan 15, 2024): This is related to: https://github.com/actualbudget/actual/issues/1123
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@github-actions[bot] commented on GitHub (Nov 15, 2025):

🎉 This feature has been implemented in #6110 and will be released in the next version. Thanks for sharing your idea! 🎉

@github-actions[bot] commented on GitHub (Nov 15, 2025): :tada: This feature has been implemented in #6110 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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Reference: github-starred/actual#771