Summary
As a Quicken for Mac user, I want the ability to add an item or category to my budget, or remove it, directly from any account view, so that budget adjustments happen in a single click without navigating away from what I am working on.
Problem
Today, discovering that a category is missing from the budget almost always happens while reviewing transactions in an account register. Acting on it requires leaving the register, opening the budget, locating the category in a separate setup interface, adding it, and then returning to where I left off. The context switch is the friction, not the edit itself. The result is that small budget corrections get deferred and then forgotten, and the budget drifts out of alignment with how money is actually being spent.
Proposed behavior
Expose a lightweight budget toggle wherever a category appears. From a transaction in any account register, from the category list, or from a right click context menu, I should be able to add that category to the current budget or remove it, in place, without opening the budget module.
The control should be state aware. If the category is already budgeted, the option reads as remove. If it is not, the option reads as add. A brief confirmation or undo affordance covers accidental clicks.
Acceptance criteria
I know this is completed when:
- Given I am viewing a transaction in any account register, when I open the context menu on the category, then I see an option to add that category to the budget or remove it from the budget.
- Given a category is not currently in my budget, when I select add to budget, then the category is added to the active budget period and the change is reflected the next time I open the budget.
- Given a category is currently in my budget, when I select remove from budget, then the category is removed and any previously entered budget amount is either retained for restoration or clearly flagged as discarded.
- Given I perform either action, when the change is applied, then I remain in the account register in the same scroll position with no navigation away from my current context.
- Given I have more than one budget, when I invoke the action, then I can select which budget the change applies to, or it defaults to the active budget with an option to change.
Value
Budgets stay accurate because maintaining them costs almost nothing. This is a workflow improvement rather than a new feature, and it reduces the number of steps for one of the most common budget maintenance tasks from roughly six to one.
