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[Feature] Enable single transaction dropdown to make changes #336

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opened 2026-02-28 18:59:45 -06:00 by GiteaMirror · 8 comments
GiteaMirror commented 2026-02-28 18:59:45 -06:00
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Originally created by @adamkelly86 on GitHub (Apr 7, 2023).

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?

Currently, you have to select an item on the left hand side to adjust the transaction status using the xx transactions selected on the right hand side. Whilst this makes sense for multiple transactions, there isn't a way to do this without moving from one side of the screen to the other.

image

Describe your ideal solution to this problem

A possible solution is a contextual menu for single transactions (using a ... or a down arrow icon) for making changes to the right of the calendar icon (similar to below)

image

Teaching and learning

No response

Originally created by @adamkelly86 on GitHub (Apr 7, 2023). ### 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? Currently, you have to select an item on the left hand side to adjust the transaction status using the xx transactions selected on the right hand side. Whilst this makes sense for multiple transactions, there isn't a way to do this without moving from one side of the screen to the other. ![image](https://user-images.githubusercontent.com/37782715/230621649-9f3360bf-6ea3-4898-b0ed-f872561ebe68.png) ### Describe your ideal solution to this problem A possible solution is a contextual menu for single transactions (using a ... or a down arrow icon) for making changes to the right of the calendar icon (similar to below) ![image](https://user-images.githubusercontent.com/37782715/230621451-c88495ab-e8e3-4f7f-81b7-d3922771cdbd.png) ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 18:59:45 -06:00
GiteaMirror commented 2026-02-28 18:59:47 -06:00
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@j-f1 commented on GitHub (Apr 7, 2023):

Wouldn’t the “…” button be right next to the dropdown button anyway? That’s a silly question, since you’d no longer need to check the checkbox before clicking “…”

@j-f1 commented on GitHub (Apr 7, 2023): ~Wouldn’t the “…” button be right next to the dropdown button anyway?~ That’s a silly question, since you’d no longer need to check the checkbox before clicking “…”
GiteaMirror commented 2026-02-28 18:59:47 -06:00
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@j-f1 commented on GitHub (Apr 7, 2023):

This is an interesting idea! I’m not sure it would be worth losing that amount of horizontal space (especially on narrower screens) for this feature, but it would be nice to have some way to do this — maybe a right-click menu?

@j-f1 commented on GitHub (Apr 7, 2023): This is an interesting idea! I’m not sure it would be worth losing that amount of horizontal space (especially on narrower screens) for this feature, but it would be nice to have some way to do this — maybe a right-click menu?
GiteaMirror commented 2026-02-28 18:59:48 -06:00
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@adamkelly86 commented on GitHub (Apr 7, 2023):

A right-click context menu is a possible solution, however I don't believe there are any right-click context menus anywhere else in the web interface currently.

@adamkelly86 commented on GitHub (Apr 7, 2023): A right-click context menu is a possible solution, however I don't believe there are any right-click context menus anywhere else in the web interface currently.
GiteaMirror commented 2026-02-28 18:59:49 -06:00
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@rich-howell commented on GitHub (Apr 13, 2023):

If this issue is specific to changing the status of upcoming transactions? You can already post multiple transactions at once by selecting each upcoming transaction then selecting the dropdown and pressing Post Transaction

image

I think as @j-f1 said adding a ... menu on the transaction row would take up valuable space and would more than likely be excluded on mobile.

@rich-howell commented on GitHub (Apr 13, 2023): If this issue is specific to changing the status of upcoming transactions? You can already post multiple transactions at once by selecting each upcoming transaction then selecting the dropdown and pressing **Post Transaction** ![image](https://user-images.githubusercontent.com/22135084/231673959-ffaa53d9-1ca3-4ab4-ab75-41b469396b25.png) I think as @j-f1 said adding a `...` menu on the transaction row would take up valuable space and would more than likely be excluded on mobile.
GiteaMirror commented 2026-02-28 18:59:49 -06:00
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@adamkelly86 commented on GitHub (Apr 13, 2023):

The issue is changing a single transaction.

Whilst I agree that mobile should be considered, going ~1800 pixels right on a 1080p monitor isn’t really a good UI experience for accounts such as fixed savings or regular savings accounts that may only see 1 / 2 transactions a month.

Another possible desktop solution is to enable a keyboard shortcut such as (P) for post or (A) for approve when selecting a single transaction. This covers a desktop use without interfering with a mobile view.

@adamkelly86 commented on GitHub (Apr 13, 2023): The issue is changing a single transaction. Whilst I agree that mobile should be considered, going ~1800 pixels right on a 1080p monitor isn’t really a good UI experience for accounts such as fixed savings or regular savings accounts that may only see 1 / 2 transactions a month. Another possible desktop solution is to enable a keyboard shortcut such as (P) for post or (A) for approve when selecting a single transaction. This covers a desktop use without interfering with a mobile view.
GiteaMirror commented 2026-02-28 18:59:50 -06:00
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@github-actions[bot] commented on GitHub (May 1, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (May 1, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc Don’t forget to upvote the top comment with 👍!
GiteaMirror commented 2026-02-28 18:59:50 -06:00
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@tjfinlinson commented on GitHub (May 10, 2023):

I am a fan of keyboard shortcuts on a computer vs needing to grab the mouse and click a menu. It can speed up data entry and keep you in a good flow. The idea of having a keyboard shortcut for this seems like a great idea.

@tjfinlinson commented on GitHub (May 10, 2023): I am a fan of keyboard shortcuts on a computer vs needing to grab the mouse and click a menu. It can speed up data entry and keep you in a good flow. The idea of having a keyboard shortcut for this seems like a great idea.
GiteaMirror commented 2026-02-28 18:59:51 -06:00
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@matt-fidd commented on GitHub (Oct 30, 2025):

You can now right click for most options

@matt-fidd commented on GitHub (Oct 30, 2025): You can now right click for most options
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