github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 07:01:45 -05:00
Code Issues 1.5k Packages Projects Releases 54 Wiki Activity

[GH-ISSUE #1009] [Feature] Automatically assign category "Starting Balances" when reconciling account with no transactions #14630

New Issue
Closed
opened 2026-04-14 17:24:29 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-14 17:24:29 -05:00
Owner
Copy Link

Originally created by @grahamjpark on GitHub (May 7, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/1009

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?

I evaluated Actual budget previously but eventually stopped using it. Today I returned to get it setup again. I deleted previous transactions on my accounts and reconciled the balances. I wasn't sure how best to categorize the reconciliation transaction in this case and then realized that "Starting Balances" exists.

It would be a nice flow if the reconciliation process recognized that this is the first and only transaction on the account and automatically categorized it as "Starting Balances". Getting back to budgeting can be tricky enough and one less decision would be nice.

Describe your ideal solution to this problem

When creating the reconciliation transaction it performs a check for other transactions on the account, and if there are none it assigns it to the "Starting Balances" category that is used when creating a new account.

Teaching and learning

This feature would happen automatically

Originally created by @grahamjpark on GitHub (May 7, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/1009 ### 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? I evaluated Actual budget previously but eventually stopped using it. Today I returned to get it setup again. I deleted previous transactions on my accounts and reconciled the balances. I wasn't sure how best to categorize the reconciliation transaction in this case and then realized that "Starting Balances" exists. It would be a nice flow if the reconciliation process recognized that this is the first and only transaction on the account and automatically categorized it as "Starting Balances". Getting back to budgeting can be tricky enough and one less decision would be nice. ### Describe your ideal solution to this problem When creating the reconciliation transaction it performs a check for other transactions on the account, and if there are none it assigns it to the "Starting Balances" category that is used when creating a new account. ### Teaching and learning This feature would happen automatically
GiteaMirror added the needs votesfeature labels 2026-04-14 17:24:29 -05:00
GiteaMirror commented 2026-04-14 17:24:30 -05:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (May 7, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 👍!

<!-- gh-comment-id:1537458323 --> @github-actions[bot] commented on GitHub (May 7, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 -->
GiteaMirror commented 2026-04-14 17:24:31 -05:00
Author
Owner
Copy Link

@atgrey24 commented on GitHub (Aug 5, 2025):

This is actually a great idea

<!-- gh-comment-id:3155109271 --> @atgrey24 commented on GitHub (Aug 5, 2025): This is actually a great idea
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature needs votes
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#14630
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?