[Feature] Archival of payees #2579

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opened 2026-02-28 20:19:49 -06:00 by GiteaMirror · 1 comment
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Originally created by @kpoppel on GitHub (Oct 29, 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?

The payee list quickly grows very long, even after merging those which can be merged. For instance after a holiday, many new payees appear which are never relevant again.

I suggest a feature which can achieve an 'archival' function of Payees.

Option 1 is more than adequate, Option 2 a great convenience, Option 3 not the best of ideas, just honorable mention.

Describe your ideal solution to this problem

This can be done in several ways or stages:

  1. Select and mark all payees which should be archived. In the drop down menu select "archive", which effectively just hides them from view. Add a button to show/hide archived Payees. Make an indication like the category learning for archived Payees.
  2. Hide Payees which are not active automatically. Make a configuration setting to select auto-archive of Payees not active since "X days/months". No need to bother with Payees which are not active. Same mechanism to show/hide archived Payees as above.
  3. Suggest real clean-up of Payees for really old or selected transactions by aggregating them to their Category. Basically taking all "Travel" Category Payees and setting the Payee to "Travel" and be done with it.

Teaching and learning

No response

Originally created by @kpoppel on GitHub (Oct 29, 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? The payee list quickly grows very long, even after merging those which can be merged. For instance after a holiday, many new payees appear which are never relevant again. I suggest a feature which can achieve an 'archival' function of Payees. Option 1 is more than adequate, Option 2 a great convenience, Option 3 not the best of ideas, just honorable mention. ### Describe your ideal solution to this problem This can be done in several ways or stages: 1. Select and mark all payees which should be archived. In the drop down menu select "archive", which effectively just hides them from view. Add a button to show/hide archived Payees. Make an indication like the category learning for archived Payees. 2. Hide Payees which are not active automatically. Make a configuration setting to select auto-archive of Payees not active since "X days/months". No need to bother with Payees which are not active. Same mechanism to show/hide archived Payees as above. 3. Suggest real clean-up of Payees for really old or selected transactions by aggregating them to their Category. Basically taking all "Travel" Category Payees and setting the Payee to "Travel" and be done with it. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:19:49 -06:00
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@github-actions[bot] commented on GitHub (Oct 29, 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 29, 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 -->
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Reference: github-starred/actual#2579