[GH-ISSUE #2038] [Feature] align "budgeted" to "spent" in budget overview (easy to align on import) #7735

New Issue

GiteaMirror · 2026-04-10T17:43:29-05:00

GiteaMirror commented

2026-04-10 17:43:29 -05:00

Originally created by @nikolajhendel on GitHub (Dec 6, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2038

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?

This may only be relevant for new users importing existing data (like me).

Having imported years of data into account and setup/tagged expense categories - it's really cumbersome to budget align past months (years), because I have to manually set the budgeted amount to actual spent amount "line by line - month by month".

Describe your ideal solution to this problem

Feature on budget overview (per month) which set's budgeted = spent amount, resulting in balance = 0.

Teaching and learning

Include in documentation, either as part of installation/import or budget area.

Originally created by @nikolajhendel on GitHub (Dec 6, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/2038 ### 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? This may only be relevant for new users importing existing data (like me). Having imported years of data into account and setup/tagged expense categories - it's really cumbersome to budget align past months (years), because I have to manually set the budgeted amount to actual spent amount "line by line - month by month". ### Describe your ideal solution to this problem Feature on budget overview (per month) which set's budgeted = spent amount, resulting in balance = 0. ### Teaching and learning Include in documentation, either as part of installation/import or budget area.

GiteaMirror added the needs votes feature labels 2026-04-10 17:43:29 -05:00

GiteaMirror closed this issue

2026-04-10 17:43:30 -05:00

GiteaMirror commented

2026-04-10 17:43:31 -05:00

@github-actions[bot] commented on GitHub (Dec 6, 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 (Dec 6, 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 👍!

GiteaMirror commented

2026-04-10 17:43:32 -05:00

@hongtron commented on GitHub (Oct 7, 2025):

This would also help eliminate friction for users who wish to leverage Actual's excellent import, rules, etc. functionality for expense tracking, but not budgeting.

@hongtron commented on GitHub (Oct 7, 2025): This would also help eliminate friction for users who wish to leverage Actual's excellent import, rules, etc. functionality for expense tracking, but not budgeting.