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[Feature] Auto Identify possible transfers #1069

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opened 2026-02-28 19:30:37 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:30:37 -06:00
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Originally created by @TheBlueCircle on GitHub (May 2, 2024).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

We now have the (ace) ability to create transfers from a selected pair of transactions.

What I'm suggesting is that we go a step further and give the user a potential list of transfers that can be flagged properly as such in Actual with a click or two.

Describe your ideal solution to this problem

New screen / filter for potential transfers. These should be simple to find: the dates and values should match.

The user should then be able to select one, all or some of the potential transfers and click a button to turn them into Actual transfers in bulk.

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No response

Originally created by @TheBlueCircle on GitHub (May 2, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? We now have the (ace) ability to create transfers from a selected pair of transactions. What I'm suggesting is that we go a step further and give the user a potential list of transfers that can be flagged properly as such in Actual with a click or two. ### Describe your ideal solution to this problem New screen / filter for potential transfers. These should be simple to find: the dates and values should match. The user should then be able to select one, all or some of the potential transfers and click a button to turn them into Actual transfers in bulk. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 19:30:37 -06:00
GiteaMirror commented 2026-02-28 19:30:38 -06:00
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@github-actions[bot] commented on GitHub (May 2, 2024):

✨ 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+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (May 2, 2024): :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 👍! <!-- feature-auto-close-comment -->
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Reference: github-starred/actual#1069
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