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[Feature] Don't have hidden categories count toward tracking budgets #952

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opened 2026-02-28 19:26:17 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:26:17 -06:00
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Originally created by @psybers on GitHub (Feb 27, 2024).

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?

When using a tracking budget (not envelope), I don't think it makes sense to have the hidden categories contributing to the monthly totals. In this style of budget, everything you see should add up. What I mean is this (numbers intentionally unblurred):

image

Here, the -$22.98 should not be added up and included in the total of -$484.95.

This is unlike envelope budgeting, where every penny has to be accounted for. In a tracking budget, it is more about tracking categories of income and expenses to see if you are over/under for the month.

Describe your ideal solution to this problem

The solution is simple. For tracking budgets (only), any category that is hidden should not contribute to the Budgeted/Spent/Balance totals at the top of the category table. And thus, hidden categories do not contribute to the Income/Expenses overview at the top (which pulls its values directly from the category total row at the top).

This can be done by simply excluding every hidden category when summing the columns.

Teaching and learning

The documentation page, currently marked experimental, could be updated to explain that hidden categories do not contribute to the monthly income/expense totals.

Originally created by @psybers on GitHub (Feb 27, 2024). ### 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? When using a tracking budget (not envelope), I don't think it makes sense to have the hidden categories contributing to the monthly totals. In this style of budget, everything you see should add up. What I mean is this (numbers intentionally unblurred): <img width="720" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/b3532a67-1eae-4188-b645-29d3926dd592"> Here, the `-$22.98` should not be added up and included in the total of `-$484.95`. This is unlike envelope budgeting, where every penny has to be accounted for. In a tracking budget, it is more about tracking categories of income and expenses to see if you are over/under for the month. ### Describe your ideal solution to this problem The solution is simple. For tracking budgets (only), any category that is hidden should not contribute to the Budgeted/Spent/Balance totals at the top of the category table. And thus, hidden categories do not contribute to the Income/Expenses overview at the top (which pulls its values directly from the category total row at the top). This can be done by simply excluding every hidden category when summing the columns. ### Teaching and learning The documentation page, currently marked experimental, could be updated to explain that hidden categories do not contribute to the monthly income/expense totals.
GiteaMirror added the feature label 2026-02-28 19:26:17 -06:00
GiteaMirror commented 2026-02-28 19:26:17 -06:00
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@github-actions[bot] commented on GitHub (Feb 27, 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 👍!

@github-actions[bot] commented on GitHub (Feb 27, 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 2026-02-28 19:26:18 -06:00
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@github-actions[bot] commented on GitHub (Apr 16, 2025):

🎉 This feature has been implemented in #4567 and will be released in the next version. Thanks for sharing your idea! 🎉

@github-actions[bot] commented on GitHub (Apr 16, 2025): :tada: This feature has been implemented in #4567 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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