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 #2336] [Feature] Monthly Notes field #7855

New Issue
Closed
opened 2026-04-10 17:56:53 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-04-10 17:56:53 -05:00
Owner
Copy Link

Originally created by @shawalli on GitHub (Feb 6, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2336

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?

Budget Category notes are great for organizing stable or long-term information. However, there is often more transient information that pertains to a particular month. Some examples:

  • breakdown of category savings for a month, e.g. breaking down specific trip costs for Vacations budget
  • breakdown for whom you are saving/spent in your Gifts category
  • tracking confirmation/invoice numbers for particular purchases in a month

Sure, this information could go in the Category notes section, but that would fill up pretty quickly over time! Additionally, it can be handy to be able to go back a few months and see pertinent information from that timeframe. This feature is actually available in YNAB, and it is one I used quite a bit when that was my financial tool. I'd love to see the same feature on Actual!

Describe your ideal solution to this problem

To the left of the dropdown-caret (or possibly in the dropdown itself?) have the notes icon. Clicking the icon displays the notes popup (just like the category notes popup).

Teaching and learning

No response

Originally created by @shawalli on GitHub (Feb 6, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/2336 ### 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? Budget Category notes are great for organizing stable or long-term information. However, there is often more transient information that pertains to a particular month. Some examples: - breakdown of category savings for a month, e.g. breaking down specific trip costs for Vacations budget - breakdown for whom you are saving/spent in your Gifts category - tracking confirmation/invoice numbers for particular purchases in a month Sure, this information could go in the Category notes section, but that would fill up pretty quickly over time! Additionally, it can be handy to be able to go back a few months and see pertinent information from that timeframe. This feature is actually available in YNAB, and it is one I used quite a bit when that was my financial tool. I'd love to see the same feature on Actual! ### Describe your ideal solution to this problem To the left of the dropdown-caret (or possibly in the dropdown itself?) have the notes icon. Clicking the icon displays the notes popup (just like the category notes popup). ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-04-10 17:56:53 -05:00
GiteaMirror commented 2026-04-10 17:56:55 -05:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Feb 6, 2024):

✨ 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:1928641110 --> @github-actions[bot] commented on GitHub (Feb 6, 2024): :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 17:56:55 -05:00
Author
Owner
Copy Link

@Kidglove57 commented on GitHub (Feb 6, 2024):

@shawalli
I personally use the Monthly Notes field for this (at the top of each months budget screen just to the right of the month name). New YNAB was by recollection exactly the same. Although I agree that YNAB 4 was useful as it offered more flexibility to have a different category note for each month. But then YNAB did away with that …. I missed it for a while and then got used to it.

<!-- gh-comment-id:1929046062 --> @Kidglove57 commented on GitHub (Feb 6, 2024): @shawalli I personally use the Monthly Notes field for this (at the top of each months budget screen just to the right of the month name). New YNAB was by recollection exactly the same. Although I agree that YNAB 4 was useful as it offered more flexibility to have a different category note for each month. But then YNAB did away with that …. I missed it for a while and then got used to it.
GiteaMirror commented 2026-04-10 17:56:56 -05:00
Author
Owner
Copy Link

@Kidglove57 commented on GitHub (Feb 6, 2024):

Btw this appears to be the same as:

https://github.com/actualbudget/actual/issues/824

<!-- gh-comment-id:1930613113 --> @Kidglove57 commented on GitHub (Feb 6, 2024): Btw this appears to be the same as: https://github.com/actualbudget/actual/issues/824
GiteaMirror commented 2026-04-10 17:56:57 -05:00
Author
Owner
Copy Link

@shawalli commented on GitHub (Feb 6, 2024):

Whoops, I did search but somehow missed that, @Kidglove57. Thanks for pointing it out.

<!-- gh-comment-id:1930626959 --> @shawalli commented on GitHub (Feb 6, 2024): Whoops, I did search but somehow missed that, @Kidglove57. Thanks for pointing it out.
GiteaMirror commented 2026-04-10 17:56:58 -05:00
Author
Owner
Copy Link

@youngcw commented on GitHub (Feb 6, 2024):

Closing as duplicate of #824

<!-- gh-comment-id:1930640955 --> @youngcw commented on GitHub (Feb 6, 2024): Closing as duplicate of #824
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 feature
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#7855
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?