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[PR #3224] [CLOSED] Account Categories/Grouping for Side bar #19107

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opened 2026-04-14 20:59:57 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/3224
Author: @Midgetwombat
Created: 8/9/2024
Status: ❌ Closed

Base: master ← Head: Account-Categories

📝 Commits (10+)

📊 Changes

163 files changed (+755 additions, -152 deletions)

View changed files

➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-1-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-2-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-3-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-4-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-5-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-6-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-1-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-2-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-3-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/budget.test.js-snapshots/Budget-renders-the-summary-information-available-funds-overspent-budgeted-and-for-next-month-1-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/budget.test.js-snapshots/Budget-renders-the-summary-information-available-funds-overspent-budgeted-and-for-next-month-2-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/budget.test.js-snapshots/Budget-renders-the-summary-information-available-funds-overspent-budgeted-and-for-next-month-3-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-1-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-2-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-3-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-1-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-2-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-3-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-4-chromium-win32.png (+0 -0)
➕ packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-5-chromium-win32.png (+0 -0)

...and 80 more files

📄 Description

This PR Adds account grouping. its been overhauled from the original simple concept, to adding a new column to the database and adding UI elements.

How to set Up a Category:

Go to the account you wish to add to the category and you'll see the badge icon above the account name.
image

Click the edit pencil and type in a group name
image

image
Now the group name appears above the account name.

image
The group is also in the side panel with the accounts that are apart of it under the title.
if you want to quickly add another account to the same group. Just drag and drop onto an account already in that group. As long as the accounts are apart of the same broader type of On/Off Budgeted. They can be grouped together.

image
You will notice that 'For budget' total is going down as we move accounts out of it, and it will even disappear if we move all the accounts out. This is to make it less confusing the amounts in each group title will only show the total of the accounts apart of said group.

If you prefer to know your on budget total and also see the total of a group then there are settings for that.
image
You will find these two setting in the first settings page. The first option 'Nested Accounts on Sidebar' will add an additional level to the group nesting. You will have to main groups Off/On budget. Then nested under those groups will be your account groups. The amount in the off/on budgets will now show the total amount of all on/off budget accounts. While the group titles will only show the total amount of the groups accounts.

EXAMPLE:
image

The Next Option 'Show group name with Account name' Will add the group name in front of the account name, everywhere the account name shows.

Example Without Option:
image

Example With Option:
image

Finally, You can also search for groups in the search box within the accounts page.

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/3224 **Author:** [@Midgetwombat](https://github.com/Midgetwombat) **Created:** 8/9/2024 **Status:** ❌ Closed **Base:** `master` ← **Head:** `Account-Categories` --- ### 📝 Commits (10+) - [`2f420e6`](https://github.com/actualbudget/actual/commit/2f420e6e00a664c19beef04a9606ac0ce9d5c013) Lets Commit - [`70055f8`](https://github.com/actualbudget/actual/commit/70055f8b48cb9ef75d3c5030b988e466e7de7d8b) Create 3224.md - [`31ba721`](https://github.com/actualbudget/actual/commit/31ba721f23c3dab303fd5f65d068b33c7fdc2e1c) Lets Commit - [`614e66d`](https://github.com/actualbudget/actual/commit/614e66d56c8381971ce2f767550f8cc66ad7c4a3) Create 3224.md - [`4f39e72`](https://github.com/actualbudget/actual/commit/4f39e727970aa30e2835fc03dc210594abcd3c70) Merge branch 'Account-Categories' of https://github.com/Midgetwombat/actual into Account-Categories - [`9ebf762`](https://github.com/actualbudget/actual/commit/9ebf7620e6a3dbb8cae014bf704fb6017313dbb8) Merge branch 'actualbudget:master' into Account-Categories - [`1f270bc`](https://github.com/actualbudget/actual/commit/1f270bc73b44b063d2ca58fceaf7c6f14595b4d4) Merge branch 'master' into Account-Categories - [`aa09a0c`](https://github.com/actualbudget/actual/commit/aa09a0ce258fb7eec3a4286b7d0f34c2f2f6e37b) Overhaul of working to sql and with display settings - [`1b85732`](https://github.com/actualbudget/actual/commit/1b85732366420d76018d47cc3351f8d9cd2e0efa) Merge branch 'Account-Categories' of https://github.com/Midgetwombat/actual into Account-Categories - [`d0db751`](https://github.com/actualbudget/actual/commit/d0db751040cd7a7adbe515081e3e0da773254440) Fixed Error with references being removed on merge ### 📊 Changes **163 files changed** (+755 additions, -152 deletions) <details> <summary>View changed files</summary> ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-1-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-2-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-3-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-4-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-5-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-6-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-1-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-2-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-3-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-renders-the-summary-information-available-funds-overspent-budgeted-and-for-next-month-1-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-renders-the-summary-information-available-funds-overspent-budgeted-and-for-next-month-2-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-renders-the-summary-information-available-funds-overspent-budgeted-and-for-next-month-3-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-1-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-2-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-3-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-1-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-2-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-3-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-4-chromium-win32.png` (+0 -0) ➕ `packages/desktop-client/e2e/mobile.test.js-snapshots/Mobile-checks-that-settings-page-can-be-opened-5-chromium-win32.png` (+0 -0) _...and 80 more files_ </details> ### 📄 Description This PR Adds account grouping. its been overhauled from the original simple concept, to adding a new column to the database and adding UI elements. How to set Up a Category: Go to the account you wish to add to the category and you'll see the badge icon above the account name. ![image](https://github.com/user-attachments/assets/7c4324b2-0df4-4553-9645-d941f6cdfdac) Click the edit pencil and type in a group name ![image](https://github.com/user-attachments/assets/b8605701-d93c-4c87-98b4-a40a6375dd4e) ![image](https://github.com/user-attachments/assets/c44d1af6-9933-4fc9-8e7a-d78607abba35) Now the group name appears above the account name. ![image](https://github.com/user-attachments/assets/87a32a47-7bf5-442e-b0f3-c9fdd3997a30) The group is also in the side panel with the accounts that are apart of it under the title. if you want to quickly add another account to the same group. Just drag and drop onto an account already in that group. As long as the accounts are apart of the same broader type of On/Off Budgeted. They can be grouped together. ![image](https://github.com/user-attachments/assets/32b016ad-9cff-4c04-837c-b29fd97ac184) You will notice that 'For budget' total is going down as we move accounts out of it, and it will even disappear if we move all the accounts out. This is to make it less confusing the amounts in each group title will only show the total of the accounts apart of said group. If you prefer to know your on budget total and also see the total of a group then there are settings for that. ![image](https://github.com/user-attachments/assets/f699dc85-de30-4d88-9446-d69e15555c3f) You will find these two setting in the first settings page. The first option 'Nested Accounts on Sidebar' will add an additional level to the group nesting. You will have to main groups Off/On budget. Then nested under those groups will be your account groups. The amount in the off/on budgets will now show the total amount of all on/off budget accounts. While the group titles will only show the total amount of the groups accounts. EXAMPLE: ![image](https://github.com/user-attachments/assets/958d5434-d6d5-42ea-bc85-14e9425767aa) The Next Option 'Show group name with Account name' Will add the group name in front of the account name, everywhere the account name shows. Example Without Option: ![image](https://github.com/user-attachments/assets/bd7d02d8-5eda-4d62-aa16-459637c56a65) Example With Option: ![image](https://github.com/user-attachments/assets/8fee8e32-e7dd-4c94-afa5-b7883599fe35) Finally, You can also search for groups in the search box within the accounts page. --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-14 20:59:57 -05:00
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Reference: github-starred/actual#19107