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[Feature] Option to "hide" account from "transactions" views #2119

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opened 2026-02-28 20:03:51 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 20:03:51 -06:00
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Originally created by @derekantrican on GitHub (May 12, 2025).

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?

I have some accounts synced to Actual Budget via SimpleFIN that I don't want to see in the transactions view or categorize (eg 401k, HSA, etc).

Since the accounts are still synced, it would allow reports and other things to still operate on their balances.

Describe your ideal solution to this problem

I would like a "bank sync setting" to "hide transactions" or something similar. This means these transactions & accounts would still sync, but they would not show up in the "transactions" views (and therefore would not count towards the "uncategorized transactions" count).

Teaching and learning

No response

Originally created by @derekantrican on GitHub (May 12, 2025). ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I have some accounts synced to Actual Budget via SimpleFIN that I don't want to see in the transactions view or categorize (eg 401k, HSA, etc). Since the accounts are still synced, it would allow reports and other things to still operate on their balances. ### Describe your ideal solution to this problem I would like a "bank sync setting" to "hide transactions" or something similar. This means these transactions & accounts would still sync, but they would not show up in the "transactions" views (and therefore would not count towards the "uncategorized transactions" count). ### Teaching and learning _No response_
GiteaMirror commented 2026-02-28 20:03:51 -06:00
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@github-actions[bot] commented on GitHub (May 12, 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 👍!

@github-actions[bot] commented on GitHub (May 12, 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 2026-02-28 20:03:51 -06:00
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@youngcw commented on GitHub (May 12, 2025):

Is that any different than an off budget account?

@youngcw commented on GitHub (May 12, 2025): Is that any different than an off budget account?
GiteaMirror commented 2026-02-28 20:03:52 -06:00
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@derekantrican commented on GitHub (May 12, 2025):

Actually, that's probably exactly what I'm looking for now that I'm reading https://actualbudget.org/docs/accounts/#off-budget-accounts

Can I access the "Off budget" setting after the account has already been added?

@derekantrican commented on GitHub (May 12, 2025): Actually, that's probably exactly what I'm looking for now that I'm reading https://actualbudget.org/docs/accounts/#off-budget-accounts Can I access the "Off budget" setting after the account has already been added?
GiteaMirror commented 2026-02-28 20:03:52 -06:00
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@youngcw commented on GitHub (May 12, 2025):

You need to make a new account that is off budget.

@youngcw commented on GitHub (May 12, 2025): You need to make a new account that is off budget.
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