Release Report Budget

[youngcw]

The Report Budget option needs just a few things before it can be released fully.

• [x] A more permanent way to select budget type instead of the current budget page selector. Probably a setting in the settings page (#3017)
• [ ] Optional: A way to select this budget type when making a fresh budget. Could be coupled with an option to set the budget name. Related #1889
• [ ] Optional: Remove the rollover option since it makes the math really confusing in the report budget table
• [ ] Optional: Make hidden categories not count towards budget totals in Tracking Budget. Since this budget type essentially resets every month, it could be useful for people to be able have categories not apply towards the budget, but have a category to remove the red banner.
• [x] Optional: rename the budget types. Report and Rollover are not especially descriptive. (Has been changed in the GUI to Envelope and Tracking. May need changed other places)
• [ ] Optional: Add function to migrate between the two

[Teprifer]

To the last optional point on naming, not too fussed, but Traditional doesn't quite seen right, since while kinda true, it's also less descriptive and is suggestive it should be preferred. Could be 'Tracking' and 'Envelope'?

I also think the envelope should have (Default) or (Recommended) beside it when selecting type in keeping with Actual's history and being the primary budget type. It's also what actual is most known for (a YNAB alternate).

[jsehnoutka]

Not sure if Budget types are meant to be interlinked, I've always used them as complementary to each other. But if yes, I would suggest looking into #732. Maybe a dropdown menu of the Report budget could be extended with "Synchronize budgets" button?

[MatissJanis]

A way to select this budget type when making a fresh budget. Could be coupled with an option to set the budget name.

TBH I think we shouldn't do this. We should be removing steps from the onboarding flow, not adding more.

[psybers]

I'm not sure dropping the rollover capability is a good idea. I am not sure how other people are using this, but that is still needed for me for a few categories (that typically have yearly or bi-yearly charges). Otherwise you really can't budget for those without some sort of rollover.

[psybers]

FYI I started work on having hidden categories not affect this budget. I have two bugs I am tracking down and then I will probably PR that.

[youngcw]

A way to select this budget type when making a fresh budget. Could be coupled with an option to set the budget name.

TBH I think we shouldn't do this. We should be removing steps from the onboarding flow, not adding more.

I don't think a selector is needed, but I think people would like the option to set a name upon budget creation. If we do that, then its not a big deal to also add a type selector imo.

[MatissJanis]

I don't think a selector is needed, but I think people would like the option to set a name upon budget creation. If we do that, then its not a big deal to also add a type selector imo.

Is budget name critical to get started? I would argue - no, it's optional. The onboarding should have as little friction as possible in order to allow new users to try out the product without needing to fill out forms and/or make decisions that could be made at a later date. Just click "try now" -> import an existing budget -> boom, you're ready to try it out. Simple as that.

[youngcw]

I'm not sure dropping the rollover capability is a good idea. I am not sure how other people are using this, but that is still needed for me for a few categories (that typically have yearly or bi-yearly charges). Otherwise you really can't budget for those without some sort of rollover.

The only reason I would like to drop the ability is that the math for the budget totals gets weird. So if that could be made less weird, or the docs updated to make understanding those numbers easier, that would be fine with me.