Flag account transactions #224

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GiteaMirror · 2026-02-28T18:53:09-06:00

GiteaMirror commented

2026-02-28 18:53:09 -06:00

Originally created by @rich-howell on GitHub (Jan 22, 2023).

Discussed in https://github.com/actualbudget/actual/discussions/37

^{Originally posted by bdoherty May 4, 2022}
Option to flag various transactions with different coloured flags. Toolkit for YNAB allows you to custom name your flags.

(Source: https://www.eshmoneycoach.com/tutorials/toolkit-for-ynab-account-screen-settings-2/#custom-flags)

Originally created by @rich-howell on GitHub (Jan 22, 2023). ### Discussed in https://github.com/actualbudget/actual/discussions/37 <div type='discussions-op-text'> <sup>Originally posted by **bdoherty** May 4, 2022</sup> Option to flag various transactions with different coloured flags. Toolkit for YNAB allows you to custom name your flags. ![image](https://user-images.githubusercontent.com/335468/166805431-3a6f568a-d1d1-45ba-9482-9979281105fb.png) ![image](https://user-images.githubusercontent.com/335468/166805584-9749b920-6e4d-4184-8c8d-0e0980ae419f.png) (Source: https://www.eshmoneycoach.com/tutorials/toolkit-for-ynab-account-screen-settings-2/#custom-flags)</div>

GiteaMirror added the feature label 2026-02-28 18:53:09 -06:00

GiteaMirror closed this issue

2026-02-28 18:53:09 -06:00

GiteaMirror commented

2026-02-28 18:53:09 -06:00

@MatissJanis commented on GitHub (Jan 23, 2023):

👋 Thanks for the idea @bdoherty , but may I ask: why? What problem would this solve for you?

I'm asking because perhaps there is a better way how we could solve your problem in Actual. Without fully understanding your problem we are unlikely to commit to a solution.

Hope you understand.

@MatissJanis commented on GitHub (Jan 23, 2023): 👋 Thanks for the idea @bdoherty , but may I ask: why? What problem would this solve for you? I'm asking because perhaps there is a better way how we could solve your problem in Actual. Without fully understanding your problem we are unlikely to commit to a solution. Hope you understand.

GiteaMirror commented

2026-02-28 18:53:10 -06:00

@Kidglove57 commented on GitHub (Jan 23, 2023):

I do not want to be a slave to what people have got used to in YNAB but here is their guide to using Flags:
https://support.youneedabudget.com/en_us/flags-a-guide-Skh8Xb4kj

I cannot convince myself that they add much if anything that cannot be achieved in other ways

@Kidglove57 commented on GitHub (Jan 23, 2023): I do not want to be a slave to what people have got used to in YNAB but here is their guide to using Flags: https://support.youneedabudget.com/en_us/flags-a-guide-Skh8Xb4kj I cannot convince myself that they add much if anything that cannot be achieved in other ways

GiteaMirror commented

2026-02-28 18:53:10 -06:00

@YagiOoda commented on GitHub (Jan 24, 2023):

I agree- I never used YNAB's flags. One thing that would be nice is that instead of flags like YNAB, we could have autocomplete tags in the note field. For example, than you could group one vacation together with the #2023Carribean or whatever!

@YagiOoda commented on GitHub (Jan 24, 2023): I agree- I never used YNAB's flags. One thing that would be nice is that instead of flags like YNAB, we could have autocomplete tags in the note field. For example, than you could group one vacation together with the #2023Carribean or whatever!

GiteaMirror commented

2026-02-28 18:53:10 -06:00

@Kidglove57 commented on GitHub (Jan 24, 2023):

@YagiOoda I am certainly with you on tags. I add them manually in the notes column and keep track of a number of transaction types in that way. I have two tips for their current use in Actual:

I add them to all relevant scheduled/repeating transactions so that they auto complete (at least for those transactions )
When I need a report for a particular tag type I use the filter tool to drill down to the date range and tag that I need . By then ticking the checkbox to select all filtered transactions I get a total number for that filtered “report”.

it would be brilliant to have the auto complete feature for tags that you mention!

@Kidglove57 commented on GitHub (Jan 24, 2023): @YagiOoda I am certainly with you on tags. I add them manually in the notes column and keep track of a number of transaction types in that way. I have two tips for their current use in Actual: 1) I add them to all relevant scheduled/repeating transactions so that they auto complete (at least for those transactions ) 2) When I need a report for a particular tag type I use the filter tool to drill down to the date range and tag that I need . By then ticking the checkbox to select all filtered transactions I get a total number for that filtered “report”. it would be brilliant to have the auto complete feature for tags that you mention!

GiteaMirror commented

2026-02-28 18:53:11 -06:00

@rich-howell commented on GitHub (Jan 31, 2023):

While this would be nice, one of the core principals of Actual is it's simplicity. I think this would add "clutter" to the screen that only a small portion of users would use, I am also guessing that is why it is in a Toolkit for YNAB and not the core feature set.

@rich-howell commented on GitHub (Jan 31, 2023): While this would be nice, one of the core principals of Actual is it's simplicity. I think this would add "clutter" to the screen that only a small portion of users would use, I am also guessing that is why it is in a Toolkit for YNAB and not the core feature set.

GiteaMirror commented

2026-02-28 18:53:11 -06:00

@Kidglove57 commented on GitHub (Jan 31, 2023):

I think it is the renaming of flags that is in Toolkit but yes, I do agree with you.

@Kidglove57 commented on GitHub (Jan 31, 2023): I think it is the renaming of flags that is in Toolkit but yes, I do agree with you.

GiteaMirror commented

2026-02-28 18:53:12 -06:00

@MatissJanis commented on GitHub (Feb 16, 2023):

Looks like we're in agreement here that adding flags to Actual is a wont-fix (wont-do?).

@MatissJanis commented on GitHub (Feb 16, 2023): Looks like we're in agreement here that adding flags to Actual is a **wont-fix** (wont-do?).