actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
13.52k stars 1.08k forks source link

[Feature] Apply budget template to category group #3040

Closed Neosaurus closed 1 month ago

Neosaurus commented 1 month ago

Verified feature request does not already exist?

đź’»

Pitch: what problem are you trying to solve?

For e.g subscriptions, it would be useful to be able to apply a budget template to an entire category, but not necessarily the entire budget. For example, my grocery bill is very low this month, alongside several other bills. I don't want to apply my budget template to my Frequent category, but I do want it to apply to my Subscriptions category, which is unchanging. If I applied it to the whole budget, it would overwrite the existing money I have allocated. It is tedious to manually apply the template to each subscription.

Describe your ideal solution to this problem

CleanShot 2024-07-12 at 09 56 21@2x Include a button here to "Apply budget template to category"

Teaching and learning

Include in documentation for budget templates, when they are finished

github-actions[bot] commented 1 month ago

: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 👍!