[Feature] Update Budgeted column based on upcoming Schedules

[gravelfreeman]

Verified feature request does not already exist?

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• Would you like to implement this feature?

Pitch: what problem are you trying to solve?

I spent quite some time adding all my upcoming payments under the Schedules tab. After adding my schedules to a category by modifying the rule, I was surprised that I had to manually add them in the Budgeted column.

I think the current behaviour is so that the schedule task creates an entry in the database and then that expense will appear under the Spent column prior to the category line you've set the rule to.

The same logic should apply to the Budgeted column; since I know it'll be an expense and that I took the time to add it as a schedule, I'm expecting to see it there, without manual intervention.

Describe your ideal solution to this problem

Update automatically the Budgeted column based on the upcoming Schedules.

Teaching and learning

In reference of this.

[github-actions]

✨ 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+

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[Teprifer]

This makes sense, I think it'd be best tied into the goal templates feature whenever progress indicators are added. Then the scheduled transaction can be budgeted via that, and alerting a category is under budgeted for the expected schedules could be displayed.

This would hook into the one click budgeting templates allows for.

I think an outright auto budgeting shouldn't be done as there are many not in a position to budget a whole month at a time, and budgeting early before their next pay comes in would create a negative budget.

[Teprifer]

To add a missing thought, could auto add the goal templates for schedules automatically if a category is assigned as a rule.

[gravelfreeman]

At least if we can have a toggle switch as an option to add to budgeted column for the one that wants it.

[javripley]

Personally, I'd rather have the budget UI displaying upcoming expenses (so that I can budget ahead for those) rather than automatically setting that amount aside, "just" because I scheduled the transaction. That way you wouldn't be mislead into thinking you will have/not have that money available at the end of the month, since it would be clearly shown that some expenses/incomes are upcoming. I think automated rules for budgeting, unless explicitly set for that, can get confusing real quick.

[gravelfreeman]

Another column actually make a lot of sense. I would think it's even better this way! Good idea.

[gravelfreeman]

I would like to know why my suggestion is marked as Closed? I was doing my budget and saw that it was still not possible to do this 😞 I would really like to see this feature coming!

[youngcw]

Its closed because of this comment