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[Feature] Add a “transfer” option to the category dropdown when filtering transactions #350

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opened 2026-02-28 19:00:40 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 19:00:40 -06:00
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Originally created by @j-f1 on GitHub (Apr 16, 2023).

Verified feature request does not already exist?

  • I have searched and found no existing issue

Pitch: what problem are you trying to solve?

There is currently no way to filter for all transfer transactions (either in a rule or in the UI. See #901 for some related discussion.

Describe your ideal solution to this problem

Either:

  • Add a new item to the category dropdown (only for rule conditions/filters, not rule actions/the budget table) labelled “Any Transfer” or “Transfer” (possibly italicized?)
  • Add a new filter method that filters for transfer/non-transfer transactions

Teaching and learning

I think people will be able to find it in the appropriate location when they want it.

Originally created by @j-f1 on GitHub (Apr 16, 2023). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### Pitch: what problem are you trying to solve? There is currently no way to filter for all transfer transactions (either in a rule or in the UI. See #901 for some related discussion. ### Describe your ideal solution to this problem Either: - Add a new item to the category dropdown (only for rule conditions/filters, not rule actions/the budget table) labelled “Any Transfer” or “Transfer” (possibly italicized?) - Add a new filter method that filters for transfer/non-transfer transactions ### Teaching and learning I think people will be able to find it in the appropriate location when they want it.
GiteaMirror added the feature label 2026-02-28 19:00:40 -06:00
GiteaMirror commented 2026-02-28 19:00:41 -06:00
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@Jackenmen commented on GitHub (Apr 16, 2023):

One thing to think about is how would this filter work for budgeted <-> off-budget transfers where the budgeted side has a normal category but is still a transfer. Would it make sense to add a separate (from categories) filter for all transfers? Maybe it would make sense to, in addition to the separate filter, still allow filtering by the "Transfer" category to allow differing between budgeted<->off-budget and budgeted<->budgeted. Might be a bit confusing that such a "Transfer" category wouldn't actually show all transfers, as opposed to the separate filter.

Anyhow, per my understanding of the problem in 814, this could help solve it as well.

@Jackenmen commented on GitHub (Apr 16, 2023): One thing to think about is how would this filter work for budgeted <-> off-budget transfers where the budgeted side has a normal category but is still a transfer. Would it make sense to add a separate (from categories) filter for all transfers? Maybe it would make sense to, in addition to the separate filter, still allow filtering by the "Transfer" category to allow differing between budgeted<->off-budget and budgeted<->budgeted. Might be a bit confusing that such a "Transfer" category wouldn't actually show all transfers, as opposed to the separate filter. Anyhow, [per my understanding of the problem in 814](https://github.com/actualbudget/actual/issues/814#issuecomment-1501769701), this could help solve it as well.
GiteaMirror commented 2026-02-28 19:00:42 -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 19:00:42 -06:00
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@kjohnsen commented on GitHub (Oct 12, 2024):

Related: it would be nice that "Transfer" would be searchable, without filtering. i.e., typing "transfer" in the search box would bring up transfer transactions

@kjohnsen commented on GitHub (Oct 12, 2024): Related: it would be nice that "Transfer" would be searchable, without filtering. i.e., typing "transfer" in the search box would bring up transfer transactions
GiteaMirror commented 2026-02-28 19:00:42 -06:00
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@github-actions[bot] commented on GitHub (Nov 20, 2024):

🎉 This feature has been implemented in #3669 and will be released in the next version. Thanks for sharing your idea! 🎉

@github-actions[bot] commented on GitHub (Nov 20, 2024): :tada: This feature has been implemented in #3669 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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