github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 07:01:45 -05:00
Code Issues 1.5k Packages Projects Releases 54 Wiki Activity

[GH-ISSUE #3043] [Feature] Ability to see Recent Moves in the Budget #8165

New Issue
Closed
opened 2026-04-10 18:21:31 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-10 18:21:31 -05:00
Owner
Copy Link

Originally created by @atgrey24 on GitHub (Jul 12, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3043

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?

As a User, I would like to see recent budget moves such as money assigned to a category or moved between categories, so that I can better understand the current state of my budget or potentially revert previous moves.

The undo function is useful for correcting an immediate step, but is not helpful for reviewing all moves that were made. It also does not work across sessions or devices.

Describe your ideal solution to this problem

Have a popup/modal that displays all recent budget actions for the past 30 days, with the ability to filter between "Budgeted" (money moved to/from To Be Budgeted) or "Moved" (money moved between categories), or view all. This could be another item in the month's drop down menu, or it's own button/toggle similar to notes. Name of the feature could be "Recent Moves", "Move History", "Budget Activity" or something similar.

Teaching and learning

This type of feature should be fairly intuitive if named properly, though references to it should be added to the documentation.

Originally created by @atgrey24 on GitHub (Jul 12, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3043 ### 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? As a User, I would like to see recent budget moves such as money assigned to a category or moved between categories, so that I can better understand the current state of my budget or potentially revert previous moves. The undo function is useful for correcting an immediate step, but is not helpful for reviewing all moves that were made. It also does not work across sessions or devices. ### Describe your ideal solution to this problem Have a popup/modal that displays all recent budget actions for the past 30 days, with the ability to filter between "Budgeted" (money moved to/from To Be Budgeted) or "Moved" (money moved between categories), or view all. This could be another item in the month's drop down menu, or it's own button/toggle similar to notes. Name of the feature could be "Recent Moves", "Move History", "Budget Activity" or something similar. ### Teaching and learning This type of feature should be fairly intuitive if named properly, though references to it should be added to the documentation.
GiteaMirror added the needs votesfeature labels 2026-04-10 18:21:31 -05:00
GiteaMirror commented 2026-04-10 18:21:32 -05:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Jul 12, 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:2225963376 --> @github-actions[bot] commented on GitHub (Jul 12, 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 18:21:32 -05:00
Author
Owner
Copy Link

@joel-jeremy commented on GitHub (Jul 17, 2024):

A budget activity/history would be a very good and useful feature to have. I could see this log be used in some sort of a report to visualize how users move money throughout the month.

One simple implementation that comes to mind is to leverage the notes of the categories or introduce a new note for the Budgeted column that resets every month. Every movement to/from the Budgeted amount will be logged on the notes automatically.

On the other hand, having an activity table would be a more powerful option. It would enable the app to sort of reverse the movements of the budgets and will be easier to use in a report.

<!-- gh-comment-id:2232469905 --> @joel-jeremy commented on GitHub (Jul 17, 2024): A budget activity/history would be a very good and useful feature to have. I could see this log be used in some sort of a report to visualize how users move money throughout the month. One simple implementation that comes to mind is to leverage the notes of the categories or introduce a new note for the Budgeted column that resets every month. Every movement to/from the Budgeted amount will be logged on the notes automatically. On the other hand, having an activity table would be a more powerful option. It would enable the app to sort of reverse the movements of the budgets and will be easier to use in a report.
GiteaMirror commented 2026-04-10 18:21:33 -05:00
Author
Owner
Copy Link

@nakermann1973 commented on GitHub (Jul 28, 2025):

This is the same as #2602 - The way I see it is this is asking for a custom notes field per month for each category in the monthly view, with the following possible behavior:

  • Templates could auto-populate this note when initializing the budget category for a month.
  • "Copy" or "set budgets" actions could auto-populate the note
  • "Transfer to another category" could record this in the note
  • Manual entries to the note would be recorded.

I have upvoted both feature requests

<!-- gh-comment-id:3126220233 --> @nakermann1973 commented on GitHub (Jul 28, 2025): This is the same as #2602 - The way I see it is this is asking for a custom notes field per month for each category in the monthly view, with the following possible behavior: * Templates could auto-populate this note when initializing the budget category for a month. * "Copy" or "set budgets" actions could auto-populate the note * "Transfer to another category" could record this in the note * Manual entries to the note would be recorded. I have upvoted both feature requests
GiteaMirror commented 2026-04-10 18:21:33 -05:00
Author
Owner
Copy Link

@atgrey24 commented on GitHub (Jul 28, 2025):

@nakermann1973 its turns out that "Transfer to another category" moves are already recorded in the month's note. Though it only records moves when clicking that action (or the "cover overspending" action which is really the same thing). I don't know if that was implemented before or after I made this feature request.

I don't really follow why a second note section per category would be necessary. I also disagree that this is the same feature request as the one you linked. I guess it could be possible to fulfil both requests with a single solution, but they're two different user stories.

<!-- gh-comment-id:3127458899 --> @atgrey24 commented on GitHub (Jul 28, 2025): @nakermann1973 its turns out that "Transfer to another category" moves are already recorded in the month's note. Though it only records moves when clicking that action (or the "cover overspending" action which is really the same thing). I don't know if that was implemented before or after I made this feature request. I don't really follow why a second note section per category would be necessary. I also disagree that this is the same feature request as the one you linked. I guess it could be possible to fulfil both requests with a single solution, but they're two different user stories.
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 needs votes
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#8165
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?