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[Feature] Allow multiple transaction 'Type' when generating report #2260

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opened 2026-02-28 20:08:17 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 20:08:17 -06:00
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Originally created by @greatwitenorth on GitHub (Jul 5, 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?

When generating a report you can currently only select one type of transaction. This is fine for most use cases, but in the event that you return an item, or get a refund for a disputed transaction, the true amount spent in that category will be inaccurate.

Describe your ideal solution to this problem

It would be nice to allow the user to select multiple transaction types, so that the deposit can offset the payment and provide a more accurate report.

Teaching and learning

The UI for Type would need to change to maybe a list of checkboxes or switches. Maybe similar to the way the Options UI is implemented. The default can stay to only show Payment so it doesn't create confusion for current users.

Originally created by @greatwitenorth on GitHub (Jul 5, 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? When generating a report you can currently only select one type of transaction. This is fine for most use cases, but in the event that you return an item, or get a refund for a disputed transaction, the true amount spent in that category will be inaccurate. ### Describe your ideal solution to this problem It would be nice to allow the user to select multiple transaction types, so that the deposit can offset the payment and provide a more accurate report. ### Teaching and learning The UI for Type would need to change to maybe a list of checkboxes or switches. Maybe similar to the way the Options UI is implemented. The default can stay to only show Payment so it doesn't create confusion for current users.
GiteaMirror added the feature label 2026-02-28 20:08:17 -06:00
GiteaMirror commented 2026-02-28 20:08:18 -06:00
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@github-actions[bot] commented on GitHub (Jul 5, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 (Jul 5, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 20:08:18 -06:00
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@youngcw commented on GitHub (Jul 5, 2025):

If you use one of the "net" types, you get a combination of positive and negative transactions added together. Does that not do what you need?

@youngcw commented on GitHub (Jul 5, 2025): If you use one of the "net" types, you get a combination of positive and negative transactions added together. Does that not do what you need?
GiteaMirror commented 2026-02-28 20:08:18 -06:00
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@greatwitenorth commented on GitHub (Jul 7, 2025):

@youngcw Yep that's exactly what I needed. Thanks for pointing me in the right direction!

@greatwitenorth commented on GitHub (Jul 7, 2025): @youngcw Yep that's exactly what I needed. Thanks for pointing me in the right direction!
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