[Feature] Custom amount on post transaction #190

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opened 2026-02-28 18:51:44 -06:00 by GiteaMirror · 5 comments
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Originally created by @rich-howell on GitHub (Jan 22, 2023).

Discussed in https://github.com/actualbudget/actual/discussions/248

Originally posted by manuelcanepa September 8, 2022
I was thinking that will be nice set the amount on post transaction instead of just modifying after post. That way you can post on just one step.

Originally created by @rich-howell on GitHub (Jan 22, 2023). ### Discussed in https://github.com/actualbudget/actual/discussions/248 <div type='discussions-op-text'> <sup>Originally posted by **manuelcanepa** September 8, 2022</sup> I was thinking that will be nice set the amount on `post transaction` instead of just modifying after post. That way you can post on just one step.</div>
GiteaMirror added the user interfaceneeds votesfeaturescheduleshelp wanted labels 2026-02-28 18:51:44 -06:00
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@MatissJanis commented on GitHub (Jan 25, 2023):

👋 @manuelcanepa I don't quite understand this. Could you please clarify what you mean?

@MatissJanis commented on GitHub (Jan 25, 2023): 👋 @manuelcanepa I don't quite understand this. Could you please clarify what you mean?
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@manuelcanepa commented on GitHub (Jan 25, 2023):

Sometimes, the schedule is like a reminder, you have the energy bill that need to be paid once a month, usually pay around $100, some months you pay $140, on the next you pay $90. What i suggest is to focus on amount field or even a popup to set the real amount when you choose post transaction on the selected schedule. If you missed the date and pay later, the transaction will be posted on the past, the date that you set and the amount that you set, but need to be finded and changed (Date and amount)

@manuelcanepa commented on GitHub (Jan 25, 2023): Sometimes, the schedule is like a reminder, you have the energy bill that need to be paid once a month, usually pay around $100, some months you pay $140, on the next you pay $90. What i suggest is to focus on amount field or even a popup to set the real amount when you choose `post transaction` on the selected schedule. If you missed the date and pay later, the transaction will be posted on the past, the date that you set and the amount that you set, but need to be finded and changed (Date and amount)
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@MatissJanis commented on GitHub (Jan 25, 2023):

Got it: so we're talking about this option in the schedules table

Screenshot 2023-01-25 at 20 41 53

IMO makes sense to add some extra functionality here for people manually "posting" the transactions. Scheduled transactions can have exact amounts, aproximate amounts and a range. When it's an exact amount: we can just "post" without any extra modal. If it's aproximate or range - we could open a small window asking to provide the exact amount that will be posted.

@MatissJanis commented on GitHub (Jan 25, 2023): Got it: so we're talking about this option in the schedules table <img width="368" alt="Screenshot 2023-01-25 at 20 41 53" src="https://user-images.githubusercontent.com/886567/214671219-e3fce7e5-53ff-471c-8b93-edde3dff4db4.png"> IMO makes sense to add some extra functionality here for people manually "posting" the transactions. Scheduled transactions can have exact amounts, aproximate amounts and a range. When it's an exact amount: we can just "post" without any extra modal. If it's aproximate or range - we could open a small window asking to provide the exact amount that will be posted.
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@j-f1 commented on GitHub (Jan 25, 2023):

Here’s an example of the code to make that sort of UI:

686369868e/packages/desktop-client/src/components/accounts/Account.js (L190-L221)

Screenshot_2023-01-25 14 47 05
@j-f1 commented on GitHub (Jan 25, 2023): Here’s an example of the code to make that sort of UI: https://github.com/actualbudget/actual/blob/686369868e20a93a75b68aa55c5959786dabaf4b/packages/desktop-client/src/components/accounts/Account.js#L190-L221 <img width="305" alt="Screenshot_2023-01-25 14 47 05" src="https://user-images.githubusercontent.com/25517624/214672923-8c7b7d3b-097f-4264-adad-c9b2d6928664.png">
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@github-actions[bot] commented on GitHub (May 1, 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 👍!

@github-actions[bot] commented on GitHub (May 1, 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 👍!
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Reference: github-starred/actual#190