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[Feature] Add an option to choose default Account when creating a new transaction #1591

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opened 2026-02-28 19:48:02 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:48:02 -06:00
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Originally created by @hrv231 on GitHub (Nov 15, 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?

Less steps, faster input when creating new transactions

Every time I'm outside buying something and take my phone to add a new transaction, I have to choose the Payee, Category and Account.
I would like a way to choose a default Account and possibly also a default Category to do this process faster.

If my new transactions are generally the same category ( ex: Groceries ) and the Account I use to pay almost everything is one specific credit card, then I would like that to appear by default, saving me time and steps.
That way, I will need to input only two things, the Amount and Payee, in most cases.

Describe your ideal solution to this problem

  • A way for the user to choose a default account or default credit card under the "For budget" to visually see it
    or
  • A way for the user to choose a default account or default credit card in the settings

At the same time, the system needs to have a way to check that only 1 default Account is used and alert/deny the user in case the user tries to have another Account to be the default

Teaching and learning

When creating a new Account , having an option to choose it as your default.
or
By Editing one of your Accounts, having an option to choose it as a default.

Originally created by @hrv231 on GitHub (Nov 15, 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? Less steps, faster input when creating new transactions Every time I'm outside buying something and take my phone to add a new transaction, I have to choose the Payee, Category and Account. I would like a way to choose a default Account and possibly also a default Category to do this process faster. If my new transactions are generally the same category ( ex: Groceries ) and the Account I use to pay almost everything is one specific credit card, then I would like that to appear by default, saving me time and steps. That way, I will need to input only two things, the Amount and Payee, in most cases. ### Describe your ideal solution to this problem - A way for the user to choose a default account or default credit card under the "For budget" to visually see it or - A way for the user to choose a default account or default credit card in the settings At the same time, the system needs to have a way to check that only 1 default Account is used and alert/deny the user in case the user tries to have another Account to be the default ### Teaching and learning When creating a new Account , having an option to choose it as your default. or By Editing one of your Accounts, having an option to choose it as a default.
GiteaMirror added the needs votesfeature labels 2026-02-28 19:48:02 -06:00
GiteaMirror commented 2026-02-28 19:48:03 -06:00
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@github-actions[bot] commented on GitHub (Nov 15, 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 (Nov 15, 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 2026-02-28 19:48:04 -06:00
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@janssenvdh commented on GitHub (Nov 19, 2024):

This can be done by setting up a rule and specific instructions are in the documents. It works perfectly for me.

@janssenvdh commented on GitHub (Nov 19, 2024): This can be done by setting up a rule and specific instructions are [in the documents](https://actualbudget.org/docs/budgeting/rules/custom#q-how-do-i-set-a-default-account-when-i-add-transactions). It works perfectly for me.
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