[GH-ISSUE #530] [Feature] Upload Attachment support for transactions #41862

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GiteaMirror · 2026-04-26T01:19:15-05:00

GiteaMirror commented

2026-04-26 01:19:15 -05:00

Originally created by @rich-howell on GitHub (Jan 22, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/530

Discussed in https://github.com/actualbudget/actual/discussions/152

^{Originally posted by winklevos August 6, 2022}
Ability to upload attachments to a transaction, tax receipts, invoices, etc for record keeping and easy tax time

add the ability to download .zip of all attachments related to tax tagged transactions for period

Originally created by @rich-howell on GitHub (Jan 22, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/530 ### Discussed in https://github.com/actualbudget/actual/discussions/152 <div type='discussions-op-text'> <sup>Originally posted by **winklevos** August 6, 2022</sup> Ability to upload attachments to a transaction, tax receipts, invoices, etc for record keeping and easy tax time - add the ability to download .zip of all attachments related to tax tagged transactions for period</div>

GiteaMirror added the needs votes help wanted feature labels 2026-04-26 01:19:15 -05:00

GiteaMirror closed this issue

2026-04-26 01:19:17 -05:00

GiteaMirror commented

2026-04-26 01:19:18 -05:00

@MatissJanis commented on GitHub (Feb 10, 2023):

This is an interesting idea, but it will be very complicated to implement as you need to consider a lot of moving pieces (i.e. how will this work in dockerized environments? How will it work when using only the local version without sync? etc.)

(as an idea): would be interesting to allow implementing 3rd party integrations for this. So you're able to upload directly to google drive/dropdbox/other from the UI and then it links the uploaded file to a specific transaction.

@MatissJanis commented on GitHub (Feb 10, 2023): This is an interesting idea, but it will be very complicated to implement as you need to consider a lot of moving pieces (i.e. how will this work in dockerized environments? How will it work when using only the local version without sync? etc.) (as an idea): would be interesting to allow implementing 3rd party integrations for this. So you're able to upload directly to google drive/dropdbox/other from the UI and then it links the uploaded file to a specific transaction.

GiteaMirror commented

2026-04-26 01:19:19 -05:00

@j-f1 commented on GitHub (Feb 10, 2023):

how will this work in dockerized environments?

It should be fine, we could dump them in a subfolder of user-files (optionally as encrypted blobs if e2e is enabled).

How will it work when using only the local version without sync?

I think for features like this (& bank syncing if we decide to do that) it makes sense to require a server.

@j-f1 commented on GitHub (Feb 10, 2023): > how will this work in dockerized environments? It should be fine, we could dump them in a subfolder of `user-files` (optionally as encrypted blobs if e2e is enabled). > How will it work when using only the local version without sync? I think for features like this (& bank syncing if we decide to do that) it makes sense to require a server.

GiteaMirror commented

2026-04-26 01:19:19 -05:00

@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=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=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍!

GiteaMirror commented

2026-04-26 01:19:20 -05:00

@AuspeXeu commented on GitHub (Jun 5, 2023):

This would be amazing so I could attach invoices etc. to transactions.

@AuspeXeu commented on GitHub (Jun 5, 2023): This would be amazing so I could attach invoices etc. to transactions.

GiteaMirror commented

2026-04-26 01:19:21 -05:00

@TheBlueCircle commented on GitHub (May 2, 2024):

I very much like the idea of linking to Google Drive or another provider.

I could imagine selecting a specific folder in a cloud provider, then Actual handling the read/write from there (so you could upload to Actual but it actually stores it in Google Drive) without having to worry about copying/pasting a link for each file.

@TheBlueCircle commented on GitHub (May 2, 2024): I very much like the idea of linking to Google Drive or another provider. I could imagine selecting a specific folder in a cloud provider, then Actual handling the read/write from there (so you could upload to Actual but it actually stores it in Google Drive) without having to worry about copying/pasting a link for each file.

GiteaMirror commented

2026-04-26 01:19:21 -05:00

@vinstaal0 commented on GitHub (Aug 19, 2024):

Personally I would like to just store the files on my own server instead of the cloud, but that could be me

@vinstaal0 commented on GitHub (Aug 19, 2024): Personally I would like to just store the files on my own server instead of the cloud, but that could be me

GiteaMirror commented

2026-04-26 01:19:23 -05:00

@croomacc commented on GitHub (Aug 29, 2024):

Add Markdown support in Transaction Notes. This will allow the user to add a link to a document/receipt stored at the location of their choice such as Google Drive.

@croomacc commented on GitHub (Aug 29, 2024): Add Markdown support in Transaction Notes. This will allow the user to add a link to a document/receipt stored at the location of their choice such as Google Drive.

GiteaMirror commented

2026-04-26 01:19:24 -05:00

@thiswillbeyourgithub commented on GitHub (Sep 21, 2024):

Am too interested in this feature. For example for linking bills, pictures, screenshots, receipts, etc.

@thiswillbeyourgithub commented on GitHub (Sep 21, 2024): Am too interested in this feature. For example for linking bills, pictures, screenshots, receipts, etc.

GiteaMirror commented

2026-04-26 01:19:25 -05:00

@AustinHarisch commented on GitHub (Dec 6, 2024):

I echo what others have said here—being able to upload receipts, invoices, etc. in the same spot where I'm budgeting for and recording those transactions would be killer. I'm not opposed to integrating with a cloud storage option like others have mentioned, but it would be great if we had the ability to store those uploads to a local network resource like a NAS instead/in addition.

@AustinHarisch commented on GitHub (Dec 6, 2024): I echo what others have said here—being able to upload receipts, invoices, etc. in the same spot where I'm budgeting for and recording those transactions would be killer. I'm not opposed to integrating with a cloud storage option like others have mentioned, but it would be great if we had the ability to store those uploads to a local network resource like a NAS instead/in addition.

GiteaMirror commented

2026-04-26 01:19:25 -05:00

@diraol commented on GitHub (Jan 26, 2025):

Hey folks, passing by to second this one too. It would make a huge difference for tracking things over here.
Either upload the file itself or be able to add a "link/local-file-link".

I am using nextcloud over here to save the receipts, synced locally, then it would be awesome to be able to at least have a field for the receipt link (or other "attachments").

@diraol commented on GitHub (Jan 26, 2025): Hey folks, passing by to second this one too. It would make a huge difference for tracking things over here. Either upload the file itself or be able to add a "link/local-file-link". I am using nextcloud over here to save the receipts, synced locally, then it would be awesome to be able to at least have a field for the receipt link (or other "attachments").

GiteaMirror commented

2026-04-26 01:19:26 -05:00

@IeuanK commented on GitHub (Apr 16, 2025):

Any movement on this? Other issues (as recent as #4782 last week) led me here, but this issue is also closed and the 'discussed in' link is dead. Would be a phenomenal feature to have.

@IeuanK commented on GitHub (Apr 16, 2025): Any movement on this? Other issues (as recent as #4782 last week) led me here, but this issue is also closed and the 'discussed in' link is dead. Would be a phenomenal feature to have.

GiteaMirror commented

2026-04-26 01:19:27 -05:00

@idolpx commented on GitHub (May 8, 2025):

These are a few of the ideas I've been thinking about for this feature.

Simply store link in notes to receipt/invoice/etc from a network resource
Directly upload and link to one or multiple transactions
Integrate with Receipt Wrangler or Paperless-ngx to link transactions to documents in those systems

#1 is easiest and probably what I'm going to do for now but ideally I would like to link it up to Paperless-ngx.
I would like to have a way to expand the notes field to a multiline editor on the transactions page to display text, links, tags, attachments.

@idolpx commented on GitHub (May 8, 2025): These are a few of the ideas I've been thinking about for this feature. 1. Simply store link in notes to receipt/invoice/etc from a network resource 2. Directly upload and link to one or multiple transactions 3. Integrate with Receipt Wrangler or Paperless-ngx to link transactions to documents in those systems #1 is easiest and probably what I'm going to do for now but ideally I would like to link it up to Paperless-ngx. I would like to have a way to expand the notes field to a multiline editor on the transactions page to display text, links, tags, attachments.

GiteaMirror commented

2026-04-26 01:19:28 -05:00

@dna113p commented on GitHub (May 29, 2025):

Really like the paperless-ngx idea. It would be amazing if you could snap a receipt and use it as a transaction, or even be able to link it to an existing transaction and give some ability to auto split that transaction into different categories by receipt line item.

@dna113p commented on GitHub (May 29, 2025): Really like the paperless-ngx idea. It would be amazing if you could snap a receipt and use it as a transaction, or even be able to link it to an existing transaction and give some ability to auto split that transaction into different categories by receipt line item.

GiteaMirror commented

2026-04-26 01:19:29 -05:00

@vinstaal0 commented on GitHub (May 29, 2025):

Really like the paperless-ngx idea. It would be amazing if you could snap a receipt and use it as a transaction, or even be able to link it to an existing transaction and give some ability to auto split that transaction into different categories by receipt line item.

This would be very nice, but basically the only way of doing this is with a UBL invoice.
Or the devs at AB will developed another solutions which isn't implemented in business software yet

@vinstaal0 commented on GitHub (May 29, 2025): > Really like the paperless-ngx idea. It would be amazing if you could snap a receipt and use it as a transaction, or even be able to link it to an existing transaction and give some ability to auto split that transaction into different categories by receipt line item. This would be very nice, but basically the only way of doing this is with a UBL invoice. Or the devs at AB will developed another solutions which isn't implemented in business software yet

GiteaMirror commented

2026-04-26 01:19:30 -05:00

@IeuanK commented on GitHub (May 29, 2025):

Really like the paperless-ngx idea. It would be amazing if you could snap a receipt and use it as a transaction, or even be able to link it to an existing transaction and give some ability to auto split that transaction into different categories by receipt line item.

This would be very nice, but basically the only way of doing this is with a UBL invoice. Or the devs at AB will developed another solutions which isn't implemented in business software yet

That's not true, it'd be incredibly simple to allow inserting a receipt picture using a generic 'store pictures and do OCR' module, which could then feed back what is most likely on the receipt or at the very least attach the picture. Building it as a generic service module would then allow tying in Paperless, Receipt Wrangler, or any other image hosting service (could even just be an SMB share or even a local data directory) with OCR being an optional addition.
Plenty of budgeting/bookkeeping tools support this, you do not need UBL invoices.

I don't think anyone has to worry about 'business software' because Actual is a budgeting tool, not a business bookkeeping tool.

@IeuanK commented on GitHub (May 29, 2025): > > Really like the paperless-ngx idea. It would be amazing if you could snap a receipt and use it as a transaction, or even be able to link it to an existing transaction and give some ability to auto split that transaction into different categories by receipt line item. > > This would be very nice, but basically the only way of doing this is with a UBL invoice. Or the devs at AB will developed another solutions which isn't implemented in business software yet That's not true, it'd be incredibly simple to allow inserting a receipt picture using a generic 'store pictures and do OCR' module, which could then feed back what is most likely on the receipt or at the very least attach the picture. Building it as a generic service module would then allow tying in Paperless, Receipt Wrangler, or any other image hosting service (could even just be an SMB share or even a local data directory) with OCR being an optional addition. Plenty of budgeting/bookkeeping tools support this, you do not need UBL invoices. I don't think anyone has to worry about 'business software' because Actual is a budgeting tool, not a business bookkeeping tool.

GiteaMirror commented

2026-04-26 01:19:31 -05:00

@vinstaal0 commented on GitHub (May 31, 2025):

Really like the paperless-ngx idea. It would be amazing if you could snap a receipt and use it as a transaction, or even be able to link it to an existing transaction and give some ability to auto split that transaction into different categories by receipt line item.

This would be very nice, but basically the only way of doing this is with a UBL invoice. Or the devs at AB will developed another solutions which isn't implemented in business software yet

That's not true, it'd be incredibly simple to allow inserting a receipt picture using a generic 'store pictures and do OCR' module, which could then feed back what is most likely on the receipt or at the very least attach the picture. Building it as a generic service module would then allow tying in Paperless, Receipt Wrangler, or any other image hosting service (could even just be an SMB share or even a local data directory) with OCR being an optional addition. Plenty of budgeting/bookkeeping tools support this, you do not need UBL invoices.

I don't think anyone has to worry about 'business software' because Actual is a budgeting tool, not a business bookkeeping tool.

In theory, using OCR to extract the data from the invoice/receipt and use it in your administration, but it is generally not as fool proof as people make it seem. They fail pretty often, I have been working for nearly 10 years in the field with different software and different OCR software and it just doesn´t work that well.

AB is a budgeting software, but if they get a foolproof invoice extracting working they can make millions.

@vinstaal0 commented on GitHub (May 31, 2025): > > > Really like the paperless-ngx idea. It would be amazing if you could snap a receipt and use it as a transaction, or even be able to link it to an existing transaction and give some ability to auto split that transaction into different categories by receipt line item. > > > > > > This would be very nice, but basically the only way of doing this is with a UBL invoice. Or the devs at AB will developed another solutions which isn't implemented in business software yet > > That's not true, it'd be incredibly simple to allow inserting a receipt picture using a generic 'store pictures and do OCR' module, which could then feed back what is most likely on the receipt or at the very least attach the picture. Building it as a generic service module would then allow tying in Paperless, Receipt Wrangler, or any other image hosting service (could even just be an SMB share or even a local data directory) with OCR being an optional addition. Plenty of budgeting/bookkeeping tools support this, you do not need UBL invoices. > > I don't think anyone has to worry about 'business software' because Actual is a budgeting tool, not a business bookkeeping tool. In theory, using OCR to extract the data from the invoice/receipt and use it in your administration, but it is generally not as fool proof as people make it seem. They fail pretty often, I have been working for nearly 10 years in the field with different software and different OCR software and it just doesn´t work that well. AB is a budgeting software, but if they get a foolproof invoice extracting working they can make millions.

GiteaMirror commented

2026-04-26 01:19:32 -05:00

@codekiln commented on GitHub (Jun 7, 2025):

I have been working for nearly 10 years in the field with different software and different OCR software and it just doesn´t work that well

Wow, really? Even today with the latest omni models at Anthropic and Openai? Every time I drop in a pic and ask for a transcript, it seems like a perfect translation. I'm guessing, but it seems like fewer than 3% of images even have a single problem in my experience.

@codekiln commented on GitHub (Jun 7, 2025): > I have been working for nearly 10 years in the field with different software and different OCR software and it just doesn´t work that well Wow, really? Even today with the latest omni models at Anthropic and Openai? Every time I drop in a pic and ask for a transcript, it seems like a perfect translation. I'm guessing, but it seems like fewer than 3% of images even have a single problem in my experience.

GiteaMirror commented

2026-04-26 01:19:33 -05:00

@vinstaal0 commented on GitHub (Jun 10, 2025):

I have been working for nearly 10 years in the field with different software and different OCR software and it just doesn´t work that well

Wow, really? Even today with the latest omni models at Anthropic and Openai? Every time I drop in a pic and ask for a transcript, it seems like a perfect translation. I'm guessing, but it seems like fewer than 3% of images even have a single problem in my experience.

The technology is there, but there is no implementation of it in a workflow or have it work together with things like bookkeeping software etc. Probably because most software is driven by the US and doing administration in the US sucks.

@vinstaal0 commented on GitHub (Jun 10, 2025): > > I have been working for nearly 10 years in the field with different software and different OCR software and it just doesn´t work that well > > Wow, really? Even today with the latest omni models at Anthropic and Openai? Every time I drop in a pic and ask for a transcript, it seems like a perfect translation. I'm guessing, but it seems like fewer than 3% of images even have a single problem in my experience. The technology is there, but there is no implementation of it in a workflow or have it work together with things like bookkeeping software etc. Probably because most software is driven by the US and doing administration in the US sucks.

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Reference: github-starred/actual#41862