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[GH-ISSUE #2963] Overspent Categories Banner in Budget Page #8125
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Originally created by @PartyingChair on GitHub (Jul 2, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2963
Verified feature request does not already exist?
💻
Pitch: what problem are you trying to solve?
I find it difficult to see if or where I’ve overspent in a category
Describe your ideal solution to this problem
As someone coming from YNAB due to price increase I do really love how YNAB has a huge banner at the top saying “OVERSPENT CATEGORY” when I’ve overspent in a category. I don’t need this to copy YNAB exactly, but a clear indication of an overspending would be nice.
Also, I can open a second feature request for this if necessary, but I think notifications, either from the web app or SMTP email or pushover would all be a nice quality of life improvement. Overspending or new transaction from a schedule would be ideal in my opinion.
Thank you
Teaching and learning
I think this is mostly a UI change and doesn’t need much documentation. Just a banner or some UI element to let me know 1) I have overspending and 2) where that overspending is
@github-actions[bot] commented on GitHub (Jul 2, 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 👍!
@joel-jeremy commented on GitHub (Apr 15, 2025):
Partially implemented in https://github.com/actualbudget/actual/pull/4643
@joel-jeremy commented on GitHub (Apr 15, 2025):
Closing https://github.com/actualbudget/actual/issues/3667 as duplicate which has 7 votes
@joel-jeremy commented on GitHub (May 6, 2025):
This would be easier to implement now in desktop with the introduction of
useOverspentCategorieshook. The hard part is to figure out where to put the banner to provide the best UX. We need to take in consideration multi-month budget view.@youngcw commented on GitHub (May 6, 2025):
I like the idea of having a "group" on the budget table that is for uncategorized transactions. So same size as a category group line, but probably a different color. Or just a banner like thing as the first entry in the table that is for uncategorized things.
My only concern with adding this, is that it might give people a mechanism for not categorizing things
@Juulz commented on GitHub (May 18, 2025):
Perhaps... banner or flag (better IMO) the month name and put a line in the dropdown (perhaps in red) with the amount and a link to a filtered view.