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[Feature] Internal transaction notes #2624

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opened 2026-02-28 20:22:09 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:22:09 -06:00
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Originally created by @aminamos on GitHub (Nov 15, 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 tried searching, apologies if this already exists. The transaction object already has a notes field, but this is filled in with auto-generated information from banks when using the sync feature. It would be nice to have a separate or different field for internal notes regarding transactions, that doesn't require editing or destroying what's received from the bank.

For example: I pay for a friend's dinner as a birthday gift. Maybe I categorize this as "restaurant" or "gift" expenses in my budget overall, but the bank will fill in details from the restaurant merchant in the "notes" field. If I'd like to remember why I spent that amount, with this new feature, I could add "Ada's birthday 2025" to private notes.

Thank you!

Describe your ideal solution to this problem

Ideally this wouldn't show by default in the UI, could be added via right-click context menu. The Transaction/transaction API would need to be updated, and the field would need a clear name and description to ensure it doesn't get confused with the original notes option.

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Originally created by @aminamos on GitHub (Nov 15, 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? I tried searching, apologies if this already exists. The `transaction` object already has a `notes` field, but this is filled in with auto-generated information from banks when using the sync feature. It would be nice to have a separate or different field for internal notes regarding transactions, that doesn't require editing or destroying what's received from the bank. For example: I pay for a friend's dinner as a birthday gift. Maybe I categorize this as "restaurant" or "gift" expenses in my budget overall, but the bank will fill in details from the restaurant merchant in the "notes" field. If I'd like to remember why I spent that amount, with this new feature, I could add "Ada's birthday 2025" to private notes. Thank you! ### Describe your ideal solution to this problem Ideally this wouldn't show by default in the UI, could be added via right-click context menu. The Transaction/transaction API would need to be updated, and the field would need a clear name and description to ensure it doesn't get confused with the original `notes` option. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:22:10 -06:00
GiteaMirror commented 2026-02-28 20:22:11 -06:00
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@github-actions[bot] commented on GitHub (Nov 15, 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 (Nov 15, 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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