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[GH-ISSUE #2390] [Feature] Show filtering chips when coming from budget #42605

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opened 2026-04-26 02:37:39 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-26 02:37:39 -05:00
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Originally created by @psybers on GitHub (Feb 23, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2390

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?

When clicking on a category's spent column in the budget view, it takes the user to a list of transactions that match that category for that given month, e.g. clicking here:

image

will then take you here:

image

This view filters the transactions. But it does not show the "chips" that indicate what filter(s) are active, which means users have no way to easily modify that set of filters. They can add new filters, but if they wanted to drop one of them (say to drop the month and view for all time), they would have to leave the view, go to "All Accounts", then re-add the category filter.

This obviously is more work for the user. But more importantly, it shows two similar ideas (filtering transactions) with two different UI/UX strategies.

Describe your ideal solution to this problem

Consistency. Ideally, both would wind up with the same view. If I click on a link from the budget page to view filtered transactions, it should look more like this mockup:

image

Teaching and learning

The feature should be self-discoverable, as it mimics existing behavior.

Originally created by @psybers on GitHub (Feb 23, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/2390 ### 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? When clicking on a category's spent column in the budget view, it takes the user to a list of transactions that match that category for that given month, e.g. clicking here: <img width="537" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/bbc9ec44-847a-47a3-b876-e89d00b43be0"> will then take you here: <img width="390" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/f465a49e-12a7-42c1-b86e-0e979533f6a8"> This view filters the transactions. But it does not show the "chips" that indicate what filter(s) are active, which means users have no way to easily modify that set of filters. They can add new filters, but if they wanted to drop one of them (say to drop the month and view for all time), they would have to leave the view, go to "All Accounts", then re-add the category filter. This obviously is more work for the user. But more importantly, it shows two similar ideas (filtering transactions) with two different UI/UX strategies. ### Describe your ideal solution to this problem Consistency. Ideally, both would wind up with the same view. If I click on a link from the budget page to view filtered transactions, it should look more like this mockup: ![image](https://github.com/actualbudget/actual/assets/1115390/3817f9ee-584a-4a5c-99fc-e550396c7f18) ### Teaching and learning The feature should be self-discoverable, as it mimics existing behavior.
GiteaMirror added the feature label 2026-04-26 02:37:39 -05:00
GiteaMirror commented 2026-04-26 02:37:40 -05:00
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@github-actions[bot] commented on GitHub (Feb 23, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. 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 👍!

<!-- gh-comment-id:1961801634 --> @github-actions[bot] commented on GitHub (Feb 23, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. 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 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-26 02:37:41 -05:00
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@youngcw commented on GitHub (Mar 8, 2024):

This was just barely changed in #2408

<!-- gh-comment-id:1986565862 --> @youngcw commented on GitHub (Mar 8, 2024): This was just barely changed in #2408
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