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[PR #3119] [MERGED] Auto notes when transferring budgets #4693

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opened 2026-02-28 20:59:47 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:59:47 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/3119
Author: @joel-jeremy
Created: 7/22/2024
Status: ✅ Merged
Merged: 9/6/2024
Merged by: @joel-jeremy

Base: master ← Head: monthly-expense-category-budget-notes

📝 Commits (10+)

  • e97886c Add expense category budget notes that resets every month + auto notes when transferring budgets
  • 9cc6492 Remove unused import
  • cf91133 Release notes
  • de37686 VRT
  • d21dc2e Fix typecheck error
  • 76efe35 Rename
  • 810bb6f Fix typecheck error
  • 6fe6f57 Fix category name
  • e14fc48 Update to notes to reassigned
  • 354afe6 Append auto transfer notes to month notes

📊 Changes

8 files changed (+79 additions, -14 deletions)

View changed files

📝 packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/src/components/budget/report/ReportComponents.tsx (+3 -6)
📝 packages/desktop-client/src/components/budget/rollover/BalanceMovementMenu.tsx (+64 -1)
📝 packages/desktop-client/src/components/budget/rollover/RolloverComponents.tsx (+4 -7)
📝 packages/loot-core/src/types/util.d.ts (+2 -0)
➕ upcoming-release-notes/3119.md (+6 -0)

📄 Description

When transferring budgets, a transfer note will be added to the category budget notes. This will help users keep get a better idea of movements between their categories.

Example transfer notes:
image

🔄 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/3119 **Author:** [@joel-jeremy](https://github.com/joel-jeremy) **Created:** 7/22/2024 **Status:** ✅ Merged **Merged:** 9/6/2024 **Merged by:** [@joel-jeremy](https://github.com/joel-jeremy) **Base:** `master` ← **Head:** `monthly-expense-category-budget-notes` --- ### 📝 Commits (10+) - [`e97886c`](https://github.com/actualbudget/actual/commit/e97886c88b56c984777bad1271bf4044355545bb) Add expense category budget notes that resets every month + auto notes when transferring budgets - [`9cc6492`](https://github.com/actualbudget/actual/commit/9cc64927f2d8235f22200e0155d2f827fb402486) Remove unused import - [`cf91133`](https://github.com/actualbudget/actual/commit/cf91133c3e39d7ab4ade8d6ff8a5abfdcb97ff1c) Release notes - [`de37686`](https://github.com/actualbudget/actual/commit/de37686c880c054892d5d8406a46fd56745ec41b) VRT - [`d21dc2e`](https://github.com/actualbudget/actual/commit/d21dc2e95b40c7f69517f654385e478cb672d6c2) Fix typecheck error - [`76efe35`](https://github.com/actualbudget/actual/commit/76efe350bade6aecbedf97708ba4f5187acd0d60) Rename - [`810bb6f`](https://github.com/actualbudget/actual/commit/810bb6f7f46d2f8d03461b63f325c8e1da101c80) Fix typecheck error - [`6fe6f57`](https://github.com/actualbudget/actual/commit/6fe6f572457a80fc1a05447eebf9a63484d7a18e) Fix category name - [`e14fc48`](https://github.com/actualbudget/actual/commit/e14fc4847c5c9fb0f1a1c61b2d70c6aaca48b47f) Update to notes to reassigned - [`354afe6`](https://github.com/actualbudget/actual/commit/354afe69a3418bbc1381df72ce100a6b10a442f9) Append auto transfer notes to month notes ### 📊 Changes **8 files changed** (+79 additions, -14 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/budget.test.js-snapshots/Budget-transfer-funds-to-another-category-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/src/components/budget/report/ReportComponents.tsx` (+3 -6) 📝 `packages/desktop-client/src/components/budget/rollover/BalanceMovementMenu.tsx` (+64 -1) 📝 `packages/desktop-client/src/components/budget/rollover/RolloverComponents.tsx` (+4 -7) 📝 `packages/loot-core/src/types/util.d.ts` (+2 -0) ➕ `upcoming-release-notes/3119.md` (+6 -0) </details> ### 📄 Description <!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes --> When transferring budgets, a transfer note will be added to the category budget notes. This will help users keep get a better idea of movements between their categories. Example transfer notes: ![image](https://github.com/user-attachments/assets/ccd47992-e9ce-4a16-bc2f-e1d610042e5b) --- <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 2026-02-28 20:59:47 -06:00
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