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RFC: account notes (accepted) #144

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opened 2026-02-28 18:50:08 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 18:50:08 -06:00
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Originally created by @jlongster on GitHub (Nov 6, 2022).

Discussed in https://github.com/actualbudget/actual/discussions/374

Originally posted by MatissJanis October 24, 2022

Description

YNAB has a nifty feature where you can add notes to accounts. This allows to add certain tags to accounts and then add programatic functionality to them. For example: automatic investment account update.

This proposal is to add notes to accounts so that similar functionality could also be achieved in Actual.

Backend

The existing backend API would be used for the notes: the notes table.

UI

Here is a demo of the proposed UI:
Kapture_2022-10-06_at_20 44 50
.. it might take a second to load due to gif filesize. direct link ..

Parting thoughts

Please let me know what you think. If you are happy with the proposal and the UI, I'll gladly prepare a PR and send it over.

Originally created by @jlongster on GitHub (Nov 6, 2022). ### Discussed in https://github.com/actualbudget/actual/discussions/374 <div type='discussions-op-text'> <sup>Originally posted by **MatissJanis** October 24, 2022</sup> # Description YNAB has a nifty feature where you can add notes to accounts. This allows to add certain tags to accounts and then add programatic functionality to them. For example: [automatic investment account update](https://github.com/MatissJanis/sls-ynab-stock-updates). This proposal is to add `notes` to accounts so that similar functionality could also be achieved in Actual. # Backend The existing backend API would be used for the notes: the `notes` table. # UI Here is a demo of the proposed UI: ![Kapture_2022-10-06_at_20 44 50](https://user-images.githubusercontent.com/886567/197610439-fa4994ba-03a7-4ba0-ba21-13d9956bfbb8.gif) .. it might take a second to load due to gif filesize. [direct link](https://user-images.githubusercontent.com/886567/197610439-fa4994ba-03a7-4ba0-ba21-13d9956bfbb8.gif) .. # Parting thoughts Please let me know what you think. If you are happy with the proposal and the UI, I'll gladly prepare a PR and send it over.</div>
GiteaMirror added the user interface label 2026-02-28 18:50:08 -06:00
GiteaMirror commented 2026-02-28 18:50:09 -06:00
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@MatissJanis commented on GitHub (Dec 29, 2022):

Done: https://github.com/actualbudget/actual/pull/385

@MatissJanis commented on GitHub (Dec 29, 2022): Done: https://github.com/actualbudget/actual/pull/385
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Reference: github-starred/actual#144
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