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[GH-ISSUE #2027] [Feature] Group Level Budget #7732

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opened 2026-04-10 17:43:17 -05:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-04-10 17:43:17 -05:00
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Originally created by @ard0gg on GitHub (Dec 4, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2027

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 would like to be able to assign a budget for a group, while actually assigning transactions to categories within the group. The idea is that expenses of individual categories count against the group budget, if assigned. See monarch feature: https://www.monarchmoney.com/whats-new/group-level-budgeting

Describe your ideal solution to this problem

Would like to be able to assign budget at Group level and have individual category expenditure count against group budget.

Teaching and learning

No response

Originally created by @ard0gg on GitHub (Dec 4, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/2027 ### 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? I would like to be able to assign a budget for a group, while actually assigning transactions to categories within the group. The idea is that expenses of individual categories count against the group budget, if assigned. See monarch feature: https://www.monarchmoney.com/whats-new/group-level-budgeting ### Describe your ideal solution to this problem Would like to be able to assign budget at Group level and have individual category expenditure count against group budget. ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-04-10 17:43:17 -05:00
GiteaMirror commented 2026-04-10 17:43:19 -05:00
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@github-actions[bot] commented on GitHub (Dec 4, 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 👍!

<!-- gh-comment-id:1838808861 --> @github-actions[bot] commented on GitHub (Dec 4, 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 -->
GiteaMirror commented 2026-04-10 17:43:20 -05:00
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@anatolybobunov commented on GitHub (Jul 5, 2024):

Very interested in this feature.
I recently moved from JNAB and I have to keep a general category in the group in the old way. After that I need to deduct from the general category if there are expenses within the group.

Entertainment:

  • money for a month
  • PC games
  • books

I like how it is implemented in MonarchMoney.

<!-- gh-comment-id:2210514217 --> @anatolybobunov commented on GitHub (Jul 5, 2024): Very interested in this feature. I recently moved from JNAB and I have to keep a general category in the group in the old way. After that I need to deduct from the general category if there are expenses within the group. Entertainment: - money for a month - PC games - books I like how it is implemented in MonarchMoney.
GiteaMirror commented 2026-04-10 17:43:20 -05:00
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@youngcw commented on GitHub (Dec 4, 2024):

closing in favor of #3438

<!-- gh-comment-id:2518526387 --> @youngcw commented on GitHub (Dec 4, 2024): closing in favor of #3438
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