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Actual

Actual is an app for tracking personal finances with a robust budgeting system that shows you exactly where your money is going. NOTE: PLEASE POST ON REDDIT https://www.reddit.com/r/actualbudget/. This spectrum is not used anymore.

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https://actualbudget.com
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# General
Team
James Long
@jlongster

Moving an account to "Off Budget"

February 10, 2019 at 3:37am
Luke Herrington
@infiniteluke

Moving an account to "Off Budget"

February 10, 2019 at 3:37am
I initially created my saving accounts as "on budget" and now want to move them off budget. I'd prefer not to re-create them, though, I can re-import and re-categorize if necessary.
Is there a way to move an on budget account off budget?
February 18, 2019 at 4:44pm
Team
4:44pm
Hey, sorry I missed this! Unfortunately you can't do that right now. There are some complications because you are moving money out of the budget, and if you moved the account back on-budget all of the transactions would lose their categories, so it wouldn't be reversible. It should provide the ability to do it though with maybe a big warning
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4
February 19, 2019 at 1:25am
1:25am
That makes sense. Luckily it’s a easily importable account!
March 4, 2019 at 6:09pm
6:09pm
Another option to consider here is to allow categorization of off budget transactions. This obviously wouldn't affect the budget, but would be nice for searching/reporting. This could pollute the categories with non-budget related things though.. 🤷🏼‍♂️
March 5, 2019 at 7:11pm
Team
7:11pm
I have thought about that, and originally wanted to do it. But it gets weird because you probably want different categories, and it becomes sort of a secondary category system. But maybe it's good enough to allow you to categorize and simply create "off-budget" categories in the budget if needed
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1
7:11pm
if anything it could keep the category info but hide it and you can then quickly switch between on/off budget. will think about this some more
May 12, 2020 at 12:37pm
12:37pm
kek
Edited