github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-07 04:18:51 -05:00
Code Issues 1.6k Packages Projects Releases 55 Wiki Activity

[GH-ISSUE #4806] [Feature] add tags/labels/group to Transactions #16285

New Issue
Closed
opened 2026-04-14 19:24:02 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-14 19:24:02 -05:00
Owner
Copy Link

Originally created by @xhiena on GitHub (Apr 14, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4806

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?

How much did I expend on holidays? how much this work travel costed me? It will be nice if we can Tag or group transactions in other way than the category. I will sleep, eat, buy stuff and that goes to different categories, but all related to a trip, a wedding, a ... something.

Expanding this idea, we could assign some budget to those Labels/tags/groups to allow for budget the trip, vacation, ... and make it reportable. how much did we spend in restaurants while visiting this city? things like that.

This is something like buckets of transactions, adding a new dimension on reporting

Describe your ideal solution to this problem

Ideally transactions has a field, that allows to add labels / tags / groups /buckets that allow to group cross-category transitions and report on them

Those labels / tags / groups /buckets could have been created before hand and with a budget assigned and can be applied to all accounts

Teaching and learning

I think is very straight forward, you can categorize a transaction today, is adding more structure comment.

"Group by activity" or some (probably better) name

Originally created by @xhiena on GitHub (Apr 14, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4806 ### 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? How much did I expend on holidays? how much this work travel costed me? It will be nice if we can Tag or group transactions in other way than the category. I will sleep, eat, buy stuff and that goes to different categories, but all related to a trip, a wedding, a ... something. Expanding this idea, we could assign some budget to those Labels/tags/groups to allow for budget the trip, vacation, ... and make it reportable. how much did we spend in restaurants while visiting this city? things like that. This is something like buckets of transactions, adding a new dimension on reporting ### Describe your ideal solution to this problem Ideally transactions has a field, that allows to add labels / tags / groups /buckets that allow to group cross-category transitions and report on them Those labels / tags / groups /buckets could have been created before hand and with a budget assigned and can be applied to all accounts ### Teaching and learning I think is very straight forward, you can categorize a transaction today, is adding more structure comment. "Group by activity" or some (probably better) name
GiteaMirror added the featureneeds votes labels 2026-04-14 19:24:02 -05:00
GiteaMirror commented 2026-04-14 19:24:03 -05:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Apr 14, 2025):

✨ 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:2800806238 --> @github-actions[bot] commented on GitHub (Apr 14, 2025): :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 19:24:03 -05:00
Author
Owner
Copy Link

@youngcw commented on GitHub (Apr 14, 2025):

You can add #tags to transactions already in the notes.

<!-- gh-comment-id:2801745499 --> @youngcw commented on GitHub (Apr 14, 2025): You can add `#tags` to transactions already in the notes.
GiteaMirror commented 2026-04-14 19:24:04 -05:00
Author
Owner
Copy Link

@xhiena commented on GitHub (Apr 14, 2025):

Indeed, but you can't assign a budget to it, so I will edit for the second
part of the idea

On Mon, Apr 14, 2025, 15:38 youngcw @.***> wrote:

You can add #tags to transactions already in the notes.

—
Reply to this email directly, view it on GitHub
https://github.com/actualbudget/actual/issues/4806#issuecomment-2801745499,
or unsubscribe
https://github.com/notifications/unsubscribe-auth/AAOKJQ4ATVSJUDPDDM672AL2ZO26DAVCNFSM6AAAAAB3CIPTG6VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDQMBRG42DKNBZHE
.
You are receiving this because you authored the thread.Message ID:
@.***>
youngcw left a comment (actualbudget/actual#4806)
https://github.com/actualbudget/actual/issues/4806#issuecomment-2801745499

You can add #tags to transactions already in the notes.

—
Reply to this email directly, view it on GitHub
https://github.com/actualbudget/actual/issues/4806#issuecomment-2801745499,
or unsubscribe
https://github.com/notifications/unsubscribe-auth/AAOKJQ4ATVSJUDPDDM672AL2ZO26DAVCNFSM6AAAAAB3CIPTG6VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDQMBRG42DKNBZHE
.
You are receiving this because you authored the thread.Message ID:
@.***>

<!-- gh-comment-id:2802313706 --> @xhiena commented on GitHub (Apr 14, 2025): Indeed, but you can't assign a budget to it, so I will edit for the second part of the idea On Mon, Apr 14, 2025, 15:38 youngcw ***@***.***> wrote: > You can add #tags to transactions already in the notes. > > — > Reply to this email directly, view it on GitHub > <https://github.com/actualbudget/actual/issues/4806#issuecomment-2801745499>, > or unsubscribe > <https://github.com/notifications/unsubscribe-auth/AAOKJQ4ATVSJUDPDDM672AL2ZO26DAVCNFSM6AAAAAB3CIPTG6VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDQMBRG42DKNBZHE> > . > You are receiving this because you authored the thread.Message ID: > ***@***.***> > *youngcw* left a comment (actualbudget/actual#4806) > <https://github.com/actualbudget/actual/issues/4806#issuecomment-2801745499> > > You can add #tags to transactions already in the notes. > > — > Reply to this email directly, view it on GitHub > <https://github.com/actualbudget/actual/issues/4806#issuecomment-2801745499>, > or unsubscribe > <https://github.com/notifications/unsubscribe-auth/AAOKJQ4ATVSJUDPDDM672AL2ZO26DAVCNFSM6AAAAAB3CIPTG6VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDQMBRG42DKNBZHE> > . > You are receiving this because you authored the thread.Message ID: > ***@***.***> >
GiteaMirror commented 2026-04-14 19:24:04 -05:00
Author
Owner
Copy Link

@shaunnope commented on GitHub (Apr 27, 2025):

It will be nice if we can Tag or group transactions in other way than the category. I will sleep, eat, buy stuff and that goes to different categories, but all related to a trip, a wedding, a ... something.

While I agree that the addition of additional reporting dimensions would be useful, for such use cases, I think I would personally group these related transactions in their own categories (Travel, Wedding etc.) While the transactions may span different conventional categories, they fall under the same "envelope" and so would be better budgeted in a stand-alone category.

If your concern is about increasing clutter due to the introduction of more categories in your budget, it is possible to hide categories if they are no longer relevant.

<!-- gh-comment-id:2833354577 --> @shaunnope commented on GitHub (Apr 27, 2025): > It will be nice if we can Tag or group transactions in other way than the category. I will sleep, eat, buy stuff and that goes to different categories, but all related to a trip, a wedding, a ... something. While I agree that the addition of additional reporting dimensions would be useful, for such use cases, I think I would personally group these related transactions in their own categories (Travel, Wedding etc.) While the transactions may span different conventional categories, they fall under the same "envelope" and so would be better budgeted in a stand-alone category. If your concern is about increasing clutter due to the introduction of more categories in your budget, it _is_ possible to hide categories if they are no longer relevant.
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#16285
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?