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[Feature] Usability: Transaction selection and options #237

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opened 2026-02-28 18:53:42 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 18:53:42 -06:00
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Originally created by @rich-howell on GitHub (Jan 22, 2023).

Discussed in https://github.com/actualbudget/actual/discussions/351

Originally posted by MikeBishop November 15, 2021
Currently, clicking over any editable field of a transaction starts editing that field. Clicking the three-dot menu while focus is in a transaction field unselects the field and shows options for the account.

The only way to select a transaction is the (very small) checkbox in the left-hand column, and the only way to select multiple transactions is to select multiple very small checkboxes. Options for a transaction (or transactions) only appear when they're selected.

I'd suggest that:

  • Focus in a transaction field also select that transaction, causing the transaction options to appear in the menu
  • Ctrl-click and Shift-click be supported ways of selecting multiple transactions
Originally created by @rich-howell on GitHub (Jan 22, 2023). ### Discussed in https://github.com/actualbudget/actual/discussions/351 <div type='discussions-op-text'> <sup>Originally posted by **MikeBishop** November 15, 2021</sup> Currently, clicking over any editable field of a transaction starts editing that field. Clicking the three-dot menu while focus is in a transaction field unselects the field and shows options for the account. The only way to select a transaction is the (very small) checkbox in the left-hand column, and the only way to select multiple transactions is to select multiple very small checkboxes. Options for a transaction (or transactions) only appear when they're selected. I'd suggest that: - Focus in a transaction field also select that transaction, causing the transaction options to appear in the menu - Ctrl-click and Shift-click be supported ways of selecting multiple transactions</div>
GiteaMirror added the wontfixfeature labels 2026-02-28 18:53:42 -06:00
GiteaMirror commented 2026-02-28 18:53:42 -06:00
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@MatissJanis commented on GitHub (Jan 23, 2023):

First: ctrl/shift clicking. This was previously a bug that has been fixed.

Second: selecting transactions on focus - IMO we should not do that. It leads to some very weird behaviour. For example: what if I had selected 2x transactions and I focus on a different one? Should the 2x be unselected? Should all 3x be selected now? It makes the UX harder to reason about. Generally one customer interaction should result in one state change (i.e. clicking a button opens a modal; clicking a transaction opens the edit menu; clicking the checkbox changes its state, etc.).

Given this: closing the feature suggestion.

@MatissJanis commented on GitHub (Jan 23, 2023): First: ctrl/shift clicking. This was previously a bug that has been fixed. Second: selecting transactions on focus - IMO we should not do that. It leads to some very weird behaviour. For example: what if I had selected 2x transactions and I focus on a different one? Should the 2x be unselected? Should all 3x be selected now? It makes the UX harder to reason about. Generally one customer interaction should result in one state change (i.e. clicking a button opens a modal; clicking a transaction opens the edit menu; clicking the checkbox changes its state, etc.). Given this: closing the feature suggestion.
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