[PR #2398] Add option to make a transfer from two selected transactions #4283

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opened 2026-02-28 20:54:02 -06:00 by GiteaMirror · 0 comments
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Original Pull Request: https://github.com/actualbudget/actual/pull/2398

State: closed
Merged: Yes


Summary

Add an option in the selected transactions menu in mutli-account budget pages (all accounts, for budget/etc), that allows you to relate two transactions across accounts as a transfer.

Feature

Feature: https://github.com/actualbudget/actual/issues/1891

Details

  • Transactions amount must match
  • Transactions must be from different acounts
  • Split transactions not eligible

Workflows

Single account pages don't show the option at all in the selection menu:

SingleAccountSelectTransactionsTooltip

Multi account pages always show the option in the selection menu, but disabled when the selections are not valid for the transfer action:

MultiAccountSingleTransactionTooltip

For valid selections the action is enabled in the selection tooltip:

MultiAccountValidTransferTooltip

Final PR Tasks

**Original Pull Request:** https://github.com/actualbudget/actual/pull/2398 **State:** closed **Merged:** Yes --- ## Summary Add an option in the selected transactions menu in mutli-account budget pages (all accounts, for budget/etc), that allows you to relate two transactions across accounts as a transfer. ## Feature Feature: https://github.com/actualbudget/actual/issues/1891 ## Details - Transactions amount must match - Transactions must be from different acounts - Split transactions not eligible ## Workflows Single account pages don't show the option at all in the selection menu: ![SingleAccountSelectTransactionsTooltip](https://github.com/actualbudget/actual/assets/2806882/80a5a90d-68c1-4ab3-8cb9-c4ccd3f79331) Multi account pages always show the option in the selection menu, but disabled when the selections are not valid for the transfer action: ![MultiAccountSingleTransactionTooltip](https://github.com/actualbudget/actual/assets/2806882/3c89119b-a747-4842-9908-814477192d87) For valid selections the action is enabled in the selection tooltip: ![MultiAccountValidTransferTooltip](https://github.com/actualbudget/actual/assets/2806882/3b2bc1a3-e712-4adb-922c-d48f4c6d4164) ## Final PR Tasks - [x] extract the can-be-transfer logic to transfers.ts and reuse in both places - [x] Add tests - [x] Docs PR: https://github.com/actualbudget/docs/pull/321
GiteaMirror added the pull-request label 2026-02-28 20:54:02 -06:00
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Reference: github-starred/actual#4283