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Add an easy way to tell that a transaction's assigned category is not part of your budget [Edited]

palopetes

I've found that I sometimes put transactions into categories that are not budgeted for the year. Or, new expenses come up that I forget to budget going forward. How difficult would it be to have a reminder come up saying, "This category is not included in the 2026 budget, do you want to add it?". Or, just tell me it's not included in the budget and I'll get the hint.

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Budgets

Windows

Reviewed

Display/UI

Transactions

Status: Reviewed

Comments

UKR

Depending on which of the Planning Tab / Budgets Views you're looking at, Annual View or Graph View, a category which is not part of the budget but has transactions should show up with a non-zero amount under a Category named "Everything Else"

When looking at reports, this will show similarly as, e.g., "Personal Expenses (Everything Else)"

palopetes

I'd like to see a 'reminder' of sorts when the category is selected and the transaction is saved rather than having to go look at the budget after posting the transaction.

NotACPA

As a variation, how about adding a "Budgeted" checkbox to the Category List, and a "Times Used" counter to that same list. Much like there's a "# of Transactions" in the Accounts list.

Then you could simply look at categories that don't have the "Budgeted" checkmark and have been used.

palopetes

Might work to check now and then, but would rather just have a message pop up telling me 'this category is not budgeted'.