[PR #7139] [MERGED] Add "only import transactions since" #32883

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opened 2026-04-18 08:51:08 -05:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7139
Author: @kivikakk
Created: 3/6/2026
Status: Merged
Merged: 3/11/2026
Merged by: @matt-fidd

Base: masterHead: push-vpsqonqmqnrq


📝 Commits (3)

  • ef33662 Add "only import transactions since"
  • 105d5a7 Address 🐰 comments
  • 203b83b Update VRT screenshots

📊 Changes

10 files changed (+201 additions, -4 deletions)

View changed files

📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/src/components/modals/ImportTransactionsModal/ImportTransactionsModal.tsx (+54 -3)
📝 packages/desktop-client/src/components/modals/ImportTransactionsModal/utils.test.ts (+119 -1)
📝 packages/desktop-client/src/components/modals/ImportTransactionsModal/utils.ts (+22 -0)
upcoming-release-notes/7139.md (+6 -0)

📄 Description

If specified, we filter out transactions before the given date.

Description

I have many more transactions in my bank accounts than are relevant for my use of Actual; I'd like to be able to easily filter these out at import time. Right now I have to manually modify the OFXes and it's not pretty 🙀

n/a

Testing

  • Tested with mock data and specs, all works as expected!
  • Tested on my actual local instance as of this commit; works well.

Checklist

  • Release notes added (see link above)
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

Bundle Stats

Bundle Files count Total bundle size % Changed
desktop-client 27 14.91 MB → 14.91 MB (+2.07 kB) +0.01%
loot-core 1 5.83 MB 0%
api 1 4.44 MB 0%
View detailed bundle stats

desktop-client

Total

Files count Total bundle size % Changed
27 14.91 MB → 14.91 MB (+2.07 kB) +0.01%
Changeset
File Δ Size
src/components/modals/ImportTransactionsModal/utils.ts 📈 +454 B (+9.27%) 4.79 kB → 5.23 kB
src/components/modals/ImportTransactionsModal/ImportTransactionsModal.tsx 📈 +1.18 kB (+4.14%) 28.5 kB → 29.68 kB
locale/en.json 📈 +458 B (+0.26%) 170.42 kB → 170.86 kB
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger

Asset File Size % Changed
static/js/index.js 9.56 MB → 9.57 MB (+1.62 kB) +0.02%
static/js/en.js 170.42 kB → 170.86 kB (+458 B) +0.26%

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
static/js/indexeddb-main-thread-worker-e59fee74.js 12.94 kB 0%
static/js/workbox-window.prod.es5.js 5.64 kB 0%
static/js/ca.js 187.93 kB 0%
static/js/da.js 106.2 kB 0%
static/js/de.js 179.89 kB 0%
static/js/en-GB.js 7.18 kB 0%
static/js/es.js 174.37 kB 0%
static/js/fr.js 179.41 kB 0%
static/js/it.js 170.98 kB 0%
static/js/nb-NO.js 156.8 kB 0%
static/js/nl.js 113.06 kB 0%
static/js/pl.js 89.65 kB 0%
static/js/pt-BR.js 182.89 kB 0%
static/js/th.js 181.58 kB 0%
static/js/uk.js 215.35 kB 0%
static/js/resize-observer.js 18.37 kB 0%
static/js/BackgroundImage.js 120.54 kB 0%
static/js/ReportRouter.js 1.16 MB 0%
static/js/narrow.js 638.11 kB 0%
static/js/TransactionList.js 106.48 kB 0%
static/js/wide.js 164.15 kB 0%
static/js/AppliedFilters.js 9.71 kB 0%
static/js/usePayeeRuleCounts.js 11.57 kB 0%
static/js/useTransactionBatchActions.js 13.23 kB 0%
static/js/FormulaEditor.js 1.04 MB 0%

loot-core

Total

Files count Total bundle size % Changed
1 5.83 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
kcab.worker.BD1H2IcY.js 5.83 MB 0%

api

Total

Files count Total bundle size % Changed
1 4.44 MB 0%
View detailed bundle breakdown

Added
No assets were added

Removed
No assets were removed

Bigger
No assets were bigger

Smaller
No assets were smaller

Unchanged

Asset File Size % Changed
bundle.api.js 4.44 MB 0%

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/7139 **Author:** [@kivikakk](https://github.com/kivikakk) **Created:** 3/6/2026 **Status:** ✅ Merged **Merged:** 3/11/2026 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `push-vpsqonqmqnrq` --- ### 📝 Commits (3) - [`ef33662`](https://github.com/actualbudget/actual/commit/ef336628b6532994fcd64436b6c3244fa1e1cc36) Add "only import transactions since" - [`105d5a7`](https://github.com/actualbudget/actual/commit/105d5a77037a759cba150d7c0d00d60874a1075c) Address 🐰 comments - [`203b83b`](https://github.com/actualbudget/actual/commit/203b83bf10bf83e6b39babb21b291b3ad67cc3ef) Update VRT screenshots ### 📊 Changes **10 files changed** (+201 additions, -4 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.ts-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/src/components/modals/ImportTransactionsModal/ImportTransactionsModal.tsx` (+54 -3) 📝 `packages/desktop-client/src/components/modals/ImportTransactionsModal/utils.test.ts` (+119 -1) 📝 `packages/desktop-client/src/components/modals/ImportTransactionsModal/utils.ts` (+22 -0) ➕ `upcoming-release-notes/7139.md` (+6 -0) </details> ### 📄 Description If specified, we filter out transactions before the given date. ## Description I have many more transactions in my bank accounts than are relevant for my use of Actual; I'd like to be able to easily filter these out at import time. Right now I have to manually modify the OFXes and it's not pretty 🙀 ## Related issue(s) n/a ## Testing * Tested with mock data and specs, all works as expected! * Tested on my actual local instance as of this commit; works well. ## Checklist - [x] Release notes added (see link above) - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> <!--- bundlestats-action-comment key:combined start ---> ### Bundle Stats Bundle | Files count | Total bundle size | % Changed ------ | ----------- | ----------------- | --------- desktop-client | 27 | 14.91 MB → 14.91 MB (+2.07 kB) | +0.01% loot-core | 1 | 5.83 MB | 0% api | 1 | 4.44 MB | 0% <details> <summary>View detailed bundle stats</summary> #### desktop-client **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 27 | 14.91 MB → 14.91 MB (+2.07 kB) | +0.01% <details> <summary>Changeset</summary> File | Δ | Size ---- | - | ---- `src/components/modals/ImportTransactionsModal/utils.ts` | 📈 +454 B (+9.27%) | 4.79 kB → 5.23 kB `src/components/modals/ImportTransactionsModal/ImportTransactionsModal.tsx` | 📈 +1.18 kB (+4.14%) | 28.5 kB → 29.68 kB `locale/en.json` | 📈 +458 B (+0.26%) | 170.42 kB → 170.86 kB </details> <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** Asset | File Size | % Changed ----- | --------- | --------- static/js/index.js | 9.56 MB → 9.57 MB (+1.62 kB) | +0.02% static/js/en.js | 170.42 kB → 170.86 kB (+458 B) | +0.26% **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- static/js/indexeddb-main-thread-worker-e59fee74.js | 12.94 kB | 0% static/js/workbox-window.prod.es5.js | 5.64 kB | 0% static/js/ca.js | 187.93 kB | 0% static/js/da.js | 106.2 kB | 0% static/js/de.js | 179.89 kB | 0% static/js/en-GB.js | 7.18 kB | 0% static/js/es.js | 174.37 kB | 0% static/js/fr.js | 179.41 kB | 0% static/js/it.js | 170.98 kB | 0% static/js/nb-NO.js | 156.8 kB | 0% static/js/nl.js | 113.06 kB | 0% static/js/pl.js | 89.65 kB | 0% static/js/pt-BR.js | 182.89 kB | 0% static/js/th.js | 181.58 kB | 0% static/js/uk.js | 215.35 kB | 0% static/js/resize-observer.js | 18.37 kB | 0% static/js/BackgroundImage.js | 120.54 kB | 0% static/js/ReportRouter.js | 1.16 MB | 0% static/js/narrow.js | 638.11 kB | 0% static/js/TransactionList.js | 106.48 kB | 0% static/js/wide.js | 164.15 kB | 0% static/js/AppliedFilters.js | 9.71 kB | 0% static/js/usePayeeRuleCounts.js | 11.57 kB | 0% static/js/useTransactionBatchActions.js | 13.23 kB | 0% static/js/FormulaEditor.js | 1.04 MB | 0% </div> </details> --- #### loot-core **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 5.83 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- kcab.worker.BD1H2IcY.js | 5.83 MB | 0% </div> </details> --- #### api **Total** Files count | Total bundle size | % Changed ----------- | ----------------- | --------- 1 | 4.44 MB | 0% <details> <summary>View detailed bundle breakdown</summary> <div> **Added** No assets were added **Removed** No assets were removed **Bigger** No assets were bigger **Smaller** No assets were smaller **Unchanged** Asset | File Size | % Changed ----- | --------- | --------- bundle.api.js | 4.44 MB | 0% </div> </details> </details> <!--- bundlestats-action-comment key:combined end ---> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-18 08:51:08 -05:00
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Reference: github-starred/actual#32883