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[Feature] Ability to Sort and Filter Schedules #958

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opened 2026-02-28 19:26:25 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:26:25 -06:00
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Originally created by @qmph22 on GitHub (Mar 2, 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?

I would like to the ability to sort and filter Schedules. If there are a significant amount of known future transactions that are inputted as a Schedule, it can be difficult to search and manage them unless you know part of the name of the Schedule. Adding in this functionality will make the Schedules feature of Actual much more manageable.

Describe your ideal solution to this problem

In any Account, we are able to sort any column by clicking the column name and I would like the same functionality to be added to the Schedules.

Similarly, filters are available for any Account and that same functionality should be added to the Schedules. Currently, we can only filter by name but any of the columns in Schedules should be filterable.

Teaching and learning

A short blurb in the documentation at the link below about sorting and filtering should be sufficient.
https://actualbudget.org/docs/budgeting/schedules

An alternative is to write a section in the documentation that focuses on sorting and filtering if this same function is used for Accounts or will be used for other sections in the future such as Payees or Rules.

Originally created by @qmph22 on GitHub (Mar 2, 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? I would like to the ability to sort and filter Schedules. If there are a significant amount of known future transactions that are inputted as a Schedule, it can be difficult to search and manage them unless you know part of the name of the Schedule. Adding in this functionality will make the Schedules feature of Actual much more manageable. ### Describe your ideal solution to this problem In any Account, we are able to sort any column by clicking the column name and I would like the same functionality to be added to the Schedules. Similarly, filters are available for any Account and that same functionality should be added to the Schedules. Currently, we can only filter by name but any of the columns in Schedules should be filterable. ### Teaching and learning A short blurb in the documentation at the link below about sorting and filtering should be sufficient. https://actualbudget.org/docs/budgeting/schedules An alternative is to write a section in the documentation that focuses on sorting and filtering if this same function is used for Accounts or will be used for other sections in the future such as Payees or Rules.
GiteaMirror added the featureneeds votes labels 2026-02-28 19:26:25 -06:00
GiteaMirror commented 2026-02-28 19:26:26 -06:00
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@github-actions[bot] commented on GitHub (Mar 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 👍!

@github-actions[bot] commented on GitHub (Mar 2, 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 19:26:26 -06:00
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@rtbick commented on GitHub (Oct 16, 2025):

Agreed this is a major UX need for schedules. When I first set up my schedules, I named them with a category as a prefix like "Bills - water", "Bills - electricity", "Subscriptions - Spotify", etc., so I could sort them alphabetically to find a particular schedule more easily.

@rtbick commented on GitHub (Oct 16, 2025): Agreed this is a major UX need for schedules. When I first set up my schedules, I named them with a category as a prefix like "Bills - water", "Bills - electricity", "Subscriptions - Spotify", etc., so I could sort them alphabetically to find a particular schedule more easily.
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