github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 20:15:33 -05:00
Code Issues 1.5k Packages Projects Releases 55 Wiki Activity

[GH-ISSUE #3628] [Feature] Ability to Attach Files (e.g., Receipts) to Transactions #15736

New Issue
Closed
opened 2026-04-14 18:47:59 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-14 18:47:59 -05:00
Owner
Copy Link

Originally created by @dgsouzabr on GitHub (Oct 10, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3628

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?

Managing reimbursable expenses and tracking proof of purchase for expensive items can be cumbersome when receipts and invoices are stored separately from the actual transactions. Currently, when logging expenses related to a business trip or other reimbursable activities, I must manually store receipts in an external app or physical location, making it difficult to match them to transactions later on. Similarly, for expensive purchases, I often need to keep proof of purchase for warranty claims or returns, but there’s no easy way to store these directly with the relevant transaction in the app.

If I could attach files (like photos of receipts) directly to transactions in the app, it would streamline the process of organizing reimbursable expenses and storing proof of purchase for returns or warranty claims. This feature would eliminate the need to use external apps or manual systems for receipt tracking.

Describe your ideal solution to this problem

The ideal solution would allow users to attach files (such as photos of receipts or invoices) directly to individual transactions in Actual Budget. This feature should be accessible when creating or editing a transaction, and the attached files should be exportable alongside the transaction data, making it easy to retrieve when submitting expense reports or warranty claims.

For instance:

I could log a transaction for a business trip expense and attach a photo of the receipt.
When making an expensive purchase, I could attach the receipt or invoice directly to the transaction, ensuring I have easy access to the proof of purchase for future warranty claims or returns.

Teaching and learning

To make this feature discoverable, a clear option to "Attach File" or "Add Receipt" could be added in the transaction entry screen. It could also be highlighted in the app’s documentation or tutorials about tracking reimbursable expenses or managing large purchases.

Additionally, a help section or tooltip could explain how to attach files and how to retrieve them when exporting or viewing transactions. The feature could also be introduced via a blog post or email update, showcasing how it simplifies common tasks like expense reporting or managing warranties.

Originally created by @dgsouzabr on GitHub (Oct 10, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3628 ### 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? Managing reimbursable expenses and tracking proof of purchase for expensive items can be cumbersome when receipts and invoices are stored separately from the actual transactions. Currently, when logging expenses related to a business trip or other reimbursable activities, I must manually store receipts in an external app or physical location, making it difficult to match them to transactions later on. Similarly, for expensive purchases, I often need to keep proof of purchase for warranty claims or returns, but there’s no easy way to store these directly with the relevant transaction in the app. If I could attach files (like photos of receipts) directly to transactions in the app, it would streamline the process of organizing reimbursable expenses and storing proof of purchase for returns or warranty claims. This feature would eliminate the need to use external apps or manual systems for receipt tracking. ### Describe your ideal solution to this problem The ideal solution would allow users to attach files (such as photos of receipts or invoices) directly to individual transactions in Actual Budget. This feature should be accessible when creating or editing a transaction, and the attached files should be exportable alongside the transaction data, making it easy to retrieve when submitting expense reports or warranty claims. For instance: I could log a transaction for a business trip expense and attach a photo of the receipt. When making an expensive purchase, I could attach the receipt or invoice directly to the transaction, ensuring I have easy access to the proof of purchase for future warranty claims or returns. ### Teaching and learning To make this feature discoverable, a clear option to "Attach File" or "Add Receipt" could be added in the transaction entry screen. It could also be highlighted in the app’s documentation or tutorials about tracking reimbursable expenses or managing large purchases. Additionally, a help section or tooltip could explain how to attach files and how to retrieve them when exporting or viewing transactions. The feature could also be introduced via a blog post or email update, showcasing how it simplifies common tasks like expense reporting or managing warranties.
GiteaMirror added the feature label 2026-04-14 18:47:59 -05:00
GiteaMirror commented 2026-04-14 18:48:01 -05:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Oct 10, 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 👍!

<!-- gh-comment-id:2405642084 --> @github-actions[bot] commented on GitHub (Oct 10, 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 -->
GiteaMirror commented 2026-04-14 18:48:02 -05:00
Author
Owner
Copy Link

@youngcw commented on GitHub (Oct 10, 2024):

Duplicate of #530. closing

<!-- gh-comment-id:2405652046 --> @youngcw commented on GitHub (Oct 10, 2024): Duplicate of #530. closing
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
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#15736
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?