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[PR #6065] [MERGED] add prompt to convert future transactions to single time schedules #40736

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opened 2026-04-23 13:33:35 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-23 13:33:35 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6065
Author: @matt-fidd
Created: 11/4/2025
Status: ✅ Merged
Merged: 11/6/2025
Merged by: @matt-fidd

Base: master ← Head: schedule-future-dated

📝 Commits (10+)

📊 Changes

8 files changed (+508 additions, -25 deletions)

View changed files

📝 .prettierignore (+3 -0)
📝 eslint.config.mjs (+3 -0)
📝 packages/desktop-client/src/components/Modals.tsx (+4 -0)
📝 packages/desktop-client/src/components/mobile/transactions/TransactionEdit.jsx (+79 -2)
➕ packages/desktop-client/src/components/modals/ConvertToScheduleModal.tsx (+126 -0)
📝 packages/desktop-client/src/components/transactions/TransactionList.tsx (+277 -23)
📝 packages/desktop-client/src/modals/modalsSlice.ts (+10 -0)
➕ upcoming-release-notes/6065.md (+6 -0)

📄 Description

We often recommend against future dated transactions and tell people to use schedules instead, but there can be a bit of friction when swapping pages to add all of the fields, adding an action for the note etc. This solution has been suggested a couple of times in Discord then recently brought up again in https://github.com/actualbudget/actual/issues/6062#issuecomment-3482604852

I got videos to show all of the combinations:

  1. Adding new transaction, and shows prompt if upcoming window not long enough

https://github.com/user-attachments/assets/083ba9b0-d60f-436e-971d-9ed20169a9b1

  1. Adding a transaction with splits

https://github.com/user-attachments/assets/ceea4032-c6a8-4488-a58d-aad7d5e6b047

  1. Updating an existing transaction, split and none, showing schedule config and without upcoming window warning

https://github.com/user-attachments/assets/d8d733e9-09fa-49d2-b581-e0e25f0fbe3e

Addresses part of https://github.com/actualbudget/actual/issues/5492
Mentioned in https://github.com/actualbudget/actual/issues/1675#issuecomment-1834660848 & https://github.com/actualbudget/actual/issues/6062#issuecomment-3482604852
Closes https://github.com/actualbudget/actual/issues/5077

I also added this to mobile, and the only consideration there is that you can't delete a schedule if it's been created. I went down the consistency route and hopefully we'll get a schedules page on mobile soon, even if it is just basic view/delete page.

🔄 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/6065 **Author:** [@matt-fidd](https://github.com/matt-fidd) **Created:** 11/4/2025 **Status:** ✅ Merged **Merged:** 11/6/2025 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `schedule-future-dated` --- ### 📝 Commits (10+) - [`f06c06a`](https://github.com/actualbudget/actual/commit/f06c06ad732334d9f2d4a0d1dd3a827f77e05e42) lint ignores - [`052504f`](https://github.com/actualbudget/actual/commit/052504fd4141c089d843a6eb279f60221b99bf3e) add modal - [`3e9d90e`](https://github.com/actualbudget/actual/commit/3e9d90e415fcab5f5f647cf23f95e12a65a9437b) use the modal - [`acd2e77`](https://github.com/actualbudget/actual/commit/acd2e77295668f33c954308c64f1b1f33b202685) prevent duplicate names - [`2d9e0f4`](https://github.com/actualbudget/actual/commit/2d9e0f49411a2b38a6276b27e2a8f45f82bcecd9) handle split transactions - [`8c1ef0a`](https://github.com/actualbudget/actual/commit/8c1ef0aad0e7e262d8ae78acceafad4fcaf33875) note - [`f9b2215`](https://github.com/actualbudget/actual/commit/f9b2215e5561a7fccfe4e7522dd2672b9b0d8c60) translation - [`4056d15`](https://github.com/actualbudget/actual/commit/4056d154dca55b3d8a5738065f367a1da579a0f6) abstract schedule creation logic - [`5c3e595`](https://github.com/actualbudget/actual/commit/5c3e59557f90669d6a027aae66f1f42e3bbbfc1f) Merge branch 'master' into schedule-future-dated - [`5cbecae`](https://github.com/actualbudget/actual/commit/5cbecaee90c2a8a291550c1f4747b1894c8e77a6) fix mobile splits ### 📊 Changes **8 files changed** (+508 additions, -25 deletions) <details> <summary>View changed files</summary> 📝 `.prettierignore` (+3 -0) 📝 `eslint.config.mjs` (+3 -0) 📝 `packages/desktop-client/src/components/Modals.tsx` (+4 -0) 📝 `packages/desktop-client/src/components/mobile/transactions/TransactionEdit.jsx` (+79 -2) ➕ `packages/desktop-client/src/components/modals/ConvertToScheduleModal.tsx` (+126 -0) 📝 `packages/desktop-client/src/components/transactions/TransactionList.tsx` (+277 -23) 📝 `packages/desktop-client/src/modals/modalsSlice.ts` (+10 -0) ➕ `upcoming-release-notes/6065.md` (+6 -0) </details> ### 📄 Description We often recommend against future dated transactions and tell people to use schedules instead, but there can be a bit of friction when swapping pages to add all of the fields, adding an action for the note etc. This solution has been suggested a couple of times in Discord then recently brought up again in https://github.com/actualbudget/actual/issues/6062#issuecomment-3482604852 I got videos to show all of the combinations: 1. Adding new transaction, and shows prompt if upcoming window not long enough https://github.com/user-attachments/assets/083ba9b0-d60f-436e-971d-9ed20169a9b1 2. Adding a transaction with splits https://github.com/user-attachments/assets/ceea4032-c6a8-4488-a58d-aad7d5e6b047 3. Updating an existing transaction, split and none, showing schedule config and without upcoming window warning https://github.com/user-attachments/assets/d8d733e9-09fa-49d2-b581-e0e25f0fbe3e Addresses part of https://github.com/actualbudget/actual/issues/5492 Mentioned in https://github.com/actualbudget/actual/issues/1675#issuecomment-1834660848 & https://github.com/actualbudget/actual/issues/6062#issuecomment-3482604852 Closes https://github.com/actualbudget/actual/issues/5077 I also added this to mobile, and the only consideration there is that you can't delete a schedule if it's been created. I went down the consistency route and hopefully we'll get a schedules page on mobile soon, even if it is just basic view/delete page. --- <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 2026-04-23 13:33:35 -05:00
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