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[Feature] Show notes field when linking transactions to schedule #1464

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opened 2026-02-28 19:44:14 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:44:14 -06:00
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Originally created by @maco on GitHub (Oct 4, 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?

There is a non-profit for which I have monthly recurring donations configured. I donate equal amounts to two separate funds at this non-profit, so my budget has pairs of transactions that look like this:

Date Account Payee Notes Category Payment
2024-10-01 Checking Non Profit general fund charity 50.00
2024-10-01 Checking Non Profit special fund charity 50.00
2024-09-01 Checking Non Profit general fund charity 50.00
2024-09-01 Checking Non Profit special fund charity 50.00
2024-08-01 Checking Non Profit general fund charity 50.00
2024-08-01 Checking Non Profit special fund charity 50.00

Actual did find the "I donate to Non Profit every month on the first of the month" schedule, but it only created one scheduled like that and then linked them all. I want to have two separate schedules, and yes, I can make a second one, but then I don't know what to link to which since the notes field isn't visible.

Describe your ideal solution to this problem

Show the notes field in the schedule edit/linking view so I know which ones to link/unlink.

Teaching and learning

No response

Originally created by @maco on GitHub (Oct 4, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? There is a non-profit for which I have monthly recurring donations configured. I donate equal amounts to two separate funds at this non-profit, so my budget has pairs of transactions that look like this: | Date | Account | Payee | Notes | Category | Payment | |------|----------|-------|-------|----------|----------| | 2024-10-01 | Checking | Non Profit | general fund | charity | 50.00 | | 2024-10-01 | Checking | Non Profit | special fund | charity | 50.00 | | 2024-09-01 | Checking | Non Profit | general fund | charity | 50.00 | | 2024-09-01 | Checking | Non Profit | special fund | charity | 50.00 | | 2024-08-01 | Checking | Non Profit | general fund | charity | 50.00 | | 2024-08-01 | Checking | Non Profit | special fund | charity | 50.00 | Actual did find the "I donate to Non Profit every month on the first of the month" schedule, _but_ it only created one scheduled like that and then linked them all. I want to have two separate schedules, and yes, I can make a second one, but then I don't know what to link to which since the notes field isn't visible. ### Describe your ideal solution to this problem Show the notes field in the schedule edit/linking view so I know which ones to link/unlink. ### Teaching and learning _No response_
GiteaMirror added the featureneeds votes labels 2026-02-28 19:44:14 -06:00
GiteaMirror commented 2026-02-28 19:44:15 -06:00
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@github-actions[bot] commented on GitHub (Oct 4, 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 (Oct 4, 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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