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[GH-ISSUE #917] [Feature] Rule Ability: Delete Transaction #42017

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opened 2026-04-26 01:36:22 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-26 01:36:22 -05:00
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Originally created by @wjbridge on GitHub (Apr 17, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/917

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?

I am trying to avoid duplicate transactions from my savings account to my credit cards. When I import my credit card and bank transactions. If I create a rule for my savings account that converts a payment to a transfer (Bank -> Credit Card, this transfer ends up showing in the credit card account which will be a duplicate of what is imported. I import my credit card and bank as QFX files.

Describe your ideal solution to this problem

I would like the ability to delete a transition using a rule.

Teaching and learning

No response

Originally created by @wjbridge on GitHub (Apr 17, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/917 ### 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? I am trying to avoid duplicate transactions from my savings account to my credit cards. When I import my credit card and bank transactions. If I create a rule for my savings account that converts a payment to a transfer (Bank -> Credit Card, this transfer ends up showing in the credit card account which will be a duplicate of what is imported. I import my credit card and bank as QFX files. ### Describe your ideal solution to this problem I would like the ability to delete a transition using a `rule`. ### Teaching and learning _No response_
GiteaMirror added the needs infofeature labels 2026-04-26 01:36:23 -05:00
GiteaMirror commented 2026-04-26 01:36:24 -05:00
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@j-f1 commented on GitHub (Apr 17, 2023):

Transactions should be merged upon import if they have the same date/payee/amount. If you set up another rule in your credit card that labels the transactions as transfers from your savings account, does the merging work OK?

<!-- gh-comment-id:1510541932 --> @j-f1 commented on GitHub (Apr 17, 2023): Transactions should be merged upon import if they have the same date/payee/amount. If you set up another rule in your credit card that labels the transactions as transfers from your savings account, does the merging work OK?
GiteaMirror commented 2026-04-26 01:36:25 -05:00
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@wjbridge commented on GitHub (Apr 17, 2023):

Thank you for the quick response @j-f1. I only set up a rule that converted a transaction from my bank into a transfer. I did not create a rule that converts the transaction from my credit card to a transfer. The transaction from the bank and the transaction from the credit card does not usually match the date posted (if that makes a difference).

Are you suggesting that I should also create a rule on the credit card side also to convert those into a transaction; then Actual will see this between the two accounts even if the date does not match between the two transactions?

<!-- gh-comment-id:1510544615 --> @wjbridge commented on GitHub (Apr 17, 2023): Thank you for the quick response @j-f1. I only set up a rule that converted a transaction from my bank into a transfer. I did not create a rule that converts the transaction from my credit card to a transfer. The transaction from the bank and the transaction from the credit card does not usually match the date posted (if that makes a difference). Are you suggesting that I should also create a rule on the credit card side also to convert those into a transaction; then `Actual` will see this between the two accounts even if the date does not match between the two transactions?
GiteaMirror commented 2026-04-26 01:36:25 -05:00
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@j-f1 commented on GitHub (Apr 17, 2023):

As long as they’re 4 days or less apart they should merge.

<!-- gh-comment-id:1510555288 --> @j-f1 commented on GitHub (Apr 17, 2023): As long as they’re 4 days or less apart they should merge.
GiteaMirror commented 2026-04-26 01:36:25 -05:00
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@wjbridge commented on GitHub (Apr 17, 2023):

I will experiment tmr and see if it works. Thanks for your help!

<!-- gh-comment-id:1510556119 --> @wjbridge commented on GitHub (Apr 17, 2023): I will experiment tmr and see if it works. Thanks for your help!
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Reference: github-starred/actual#42017
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