github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-07-11 11:13:11 -05:00
Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[Feature] Add to filter using the right-click menu in Accounts view #2547

New Issue
Closed
opened 2026-02-28 20:18:16 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:18:16 -06:00
Owner
Copy Link

Originally created by @MrSlinkyman on GitHub (Oct 17, 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 am used to systems like ServiceNow or Salesforce where you can dynamically create filters based on the rows of the tables. In Actual Budget, when I'm looking at transactions, I often want to filter on a specific aspect of the transaction. Today I need to go to filters, select the one I want, and then type out the values. For example, I often want to filter based on payees, sometimes the text is wild so I want to see all the transactions. I need to type it out and then for whatever reason I lose my place on longer ones.

Describe your ideal solution to this problem

Ideally, for each field in a row in the transaction, right clicking that field allows me to add it to the filter with simple actions like "Match same value" or "Filter out value" or something like that. Once it's in the filter, I can edit the filter myself if I want it more complicated.

Teaching and learning

In the documentation, make the right-click rules on transactions more obvious and explained. Then you can have a whole section about filtering ease with that menu. Also add it to the Tips & Tricks documentation area. The feature itself should be pretty self-discoverable, I right click on transactions all the time, even by accident.

Originally created by @MrSlinkyman on GitHub (Oct 17, 2025). ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I am used to systems like ServiceNow or Salesforce where you can dynamically create filters based on the rows of the tables. In Actual Budget, when I'm looking at transactions, I often want to filter on a specific aspect of the transaction. Today I need to go to filters, select the one I want, and then type out the values. For example, I often want to filter based on payees, sometimes the text is wild so I want to see all the transactions. I need to type it out and then for whatever reason I lose my place on longer ones. ### Describe your ideal solution to this problem Ideally, for each field in a row in the transaction, right clicking that field allows me to add it to the filter with simple actions like "Match same value" or "Filter out value" or something like that. Once it's in the filter, I can edit the filter myself if I want it more complicated. ### Teaching and learning In the documentation, make the right-click rules on transactions more obvious and explained. Then you can have a whole section about filtering ease with that menu. Also add it to the Tips & Tricks documentation area. The feature itself should be pretty self-discoverable, I right click on transactions all the time, even by accident.
GiteaMirror added the needs votesfeature labels 2026-02-28 20:18:16 -06:00
GiteaMirror commented 2026-02-28 20:18:17 -06:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Oct 17, 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 (Oct 17, 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 -->
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
tech-support
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature needs votes
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#2547
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?