[GH-ISSUE #604] [Feature] Adding transactions on responsive mobile #49370

New Issue

GiteaMirror · 2026-04-30T10:42:59-05:00

GiteaMirror commented

2026-04-30 10:42:59 -05:00

Originally created by @leikoilja on GitHub (Jan 31, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/604

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?

Now that the responsive web is out (kuddos to everyone involved), it would be amazing to add a feature for being able to add new transactions straight from your mobile

Describe your ideal solution to this problem

Inspired by YNAB, a new navbar tab for adding new transactions would be amazing.

Teaching and learning

No response

Originally created by @leikoilja on GitHub (Jan 31, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/604 ### 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? Now that the responsive web is out (kuddos to everyone involved), it would be amazing to add a feature for being able to add new transactions straight from your mobile ### Describe your ideal solution to this problem Inspired by YNAB, a new navbar tab for adding new transactions would be amazing. <img width=390 src=https://user-images.githubusercontent.com/10655107/215812302-b8dcccb3-01b9-4442-800f-5e20875730e7.png> ### Teaching and learning _No response_

GiteaMirror added the responsive feature labels 2026-04-30 10:42:59 -05:00

GiteaMirror closed this issue

2026-04-30 10:43:01 -05:00

GiteaMirror commented

2026-04-30 10:43:02 -05:00

@wiseindy commented on GitHub (Feb 22, 2023):

+1 do we have any plans to implement this on our roadmap?

@wiseindy commented on GitHub (Feb 22, 2023): +1 do we have any plans to implement this on our roadmap?

GiteaMirror commented

2026-04-30 10:43:03 -05:00

@modrzew commented on GitHub (Mar 5, 2023):

Hey there! I recently migrated over from YNAB4 and I'm liking what I'm seeing so far. Adding a transaction on mobile was my main use case of using a mobile version of YNAB — so much that I decided to write one myself for Actual.

Here's the first rough version that kind of works:

https://user-images.githubusercontent.com/2963462/222959281-32268bb8-c765-43fa-baaf-a62d99114347.mov

The code is over at my fork: https://github.com/modrzew/actual/tree/modrzew-mobile-add-transaction. Note that I focused mostly on making it work and fitting my specific use case. Some must-have features like validation are not there yet, since I'm pretty much the only user right now.

@j-f1 do you know if something like this would fit the vision and the current roadmap for Actual? I'm happy to iterate on it so that both UX and code match rest of the app. Alternatively, if there's someone else already working on a mobile add transaction screen I'd be keen to check it out.

@modrzew commented on GitHub (Mar 5, 2023): Hey there! I recently migrated over from YNAB4 and I'm liking what I'm seeing so far. Adding a transaction on mobile was my main use case of using a mobile version of YNAB — so much that I decided to write one myself for Actual. Here's the first rough version that kind of works: https://user-images.githubusercontent.com/2963462/222959281-32268bb8-c765-43fa-baaf-a62d99114347.mov The code is over at my fork: https://github.com/modrzew/actual/tree/modrzew-mobile-add-transaction. Note that I focused mostly on making it work and fitting my specific use case. Some must-have features like validation are not there yet, since I'm pretty much the only user right now. @j-f1 do you know if something like this would fit the vision and the current roadmap for Actual? I'm happy to iterate on it so that both UX and code match rest of the app. Alternatively, if there's someone else already working on a mobile add transaction screen I'd be keen to check it out.

GiteaMirror commented

2026-04-30 10:43:04 -05:00

@j-f1 commented on GitHub (Mar 5, 2023):

That’s super cool! Deferring to @trevdor

@j-f1 commented on GitHub (Mar 5, 2023): That’s super cool! Deferring to @trevdor

GiteaMirror commented

2026-04-30 10:43:05 -05:00

@rich-howell commented on GitHub (Mar 5, 2023):

Hey there! I recently migrated over from YNAB4 and I'm liking what I'm seeing so far. Adding a transaction on mobile was my main use case of using a mobile version of YNAB — so much that I decided to write one myself for Actual.

Here's the first rough version that kind of works:

The code is over at my fork: https://github.com/modrzew/actual/tree/modrzew-mobile-add-transaction. Note that I focused mostly on making it work and fitting my specific use case. Some must-have features like validation are not there yet, since I'm pretty much the only user right now.

@j-f1 do you know if something like this would fit the vision and the current roadmap for Actual? I'm happy to iterate on it so that both UX and code match rest of the app. Alternatively, if there's someone else already working on a mobile add transaction screen I'd be keen to check it out.

Daaaaamn! This is awesome. Thanks so much for this POC.

@rich-howell commented on GitHub (Mar 5, 2023): > Hey there! I recently migrated over from YNAB4 and I'm liking what I'm seeing so far. Adding a transaction on mobile was my main use case of using a mobile version of YNAB — so much that I decided to write one myself for Actual. > > Here's the first rough version that kind of works: > > The code is over at my fork: https://github.com/modrzew/actual/tree/modrzew-mobile-add-transaction. Note that I focused mostly on making it work and fitting my specific use case. Some must-have features like validation are not there yet, since I'm pretty much the only user right now. > > @j-f1 do you know if something like this would fit the vision and the current roadmap for Actual? I'm happy to iterate on it so that both UX and code match rest of the app. Alternatively, if there's someone else already working on a mobile add transaction screen I'd be keen to check it out. Daaaaamn! This is awesome. Thanks so much for this POC.

GiteaMirror commented

2026-04-30 10:43:06 -05:00

@Kidglove57 commented on GitHub (Mar 5, 2023):

Agreed - this is an absolute dream. Thank you for sharing.

@Kidglove57 commented on GitHub (Mar 5, 2023): Agreed - this is an absolute dream. Thank you for sharing.

GiteaMirror commented

2026-04-30 10:43:07 -05:00

@wiseindy commented on GitHub (Mar 5, 2023):

Hey there! I recently migrated over from YNAB4 and I'm liking what I'm seeing so far. Adding a transaction on mobile was my main use case of using a mobile version of YNAB — so much that I decided to write one myself for Actual.

Here's the first rough version that kind of works:

https://user-images.githubusercontent.com/2963462/222959281-32268bb8-c765-43fa-baaf-a62d99114347.mov

The code is over at my fork: https://github.com/modrzew/actual/tree/modrzew-mobile-add-transaction. Note that I focused mostly on making it work and fitting my specific use case. Some must-have features like validation are not there yet, since I'm pretty much the only user right now.

@j-f1 do you know if something like this would fit the vision and the current roadmap for Actual? I'm happy to iterate on it so that both UX and code match rest of the app. Alternatively, if there's someone else already working on a mobile add transaction screen I'd be keen to check it out.

This is beyond amazing!

@wiseindy commented on GitHub (Mar 5, 2023): > Hey there! I recently migrated over from YNAB4 and I'm liking what I'm seeing so far. Adding a transaction on mobile was my main use case of using a mobile version of YNAB — so much that I decided to write one myself for Actual. > > Here's the first rough version that kind of works: > > https://user-images.githubusercontent.com/2963462/222959281-32268bb8-c765-43fa-baaf-a62d99114347.mov > > The code is over at my fork: https://github.com/modrzew/actual/tree/modrzew-mobile-add-transaction. Note that I focused mostly on making it work and fitting my specific use case. Some must-have features like validation are not there yet, since I'm pretty much the only user right now. > > @j-f1 do you know if something like this would fit the vision and the current roadmap for Actual? I'm happy to iterate on it so that both UX and code match rest of the app. Alternatively, if there's someone else already working on a mobile add transaction screen I'd be keen to check it out. This is beyond amazing!

GiteaMirror commented

2026-04-30 10:43:07 -05:00

@fivestones commented on GitHub (Mar 5, 2023):

So exited about this!

@fivestones commented on GitHub (Mar 5, 2023): So exited about this!

GiteaMirror commented

2026-04-30 10:43:09 -05:00

@leikoilja commented on GitHub (Mar 6, 2023):

haha, that's so amazing to see the community traction and excitement such as this! 🚀
Amazing work, @modrzew!
Please take it further to open a PR and merge the goodies for the community! 💯 🔥
Once that's in and people start using it - I am sure more requests (validation, UI/UX etc) would come flowing and then we can all take it step at the time altogether

@leikoilja commented on GitHub (Mar 6, 2023): haha, that's so amazing to see the community traction and excitement such as this! 🚀 Amazing work, @modrzew! Please take it further to open a PR and merge the goodies for the community! 💯 🔥 Once that's in and people start using it - I am sure more requests (validation, UI/UX etc) would come flowing and then we can all take it step at the time altogether

GiteaMirror commented

2026-04-30 10:43:12 -05:00

@modrzew commented on GitHub (Mar 10, 2023):

Hey @trevdor! Would you be able to take a quick look at the screen I shared above and tell me if fits the direction / vision of where the Actual app is going? If so, I'm happy to spend more time ironing it out so that I can open a PR.

@modrzew commented on GitHub (Mar 10, 2023): Hey @trevdor! Would you be able to take a quick look at the screen I shared [above](https://github.com/actualbudget/actual/issues/604#issuecomment-1455074131) and tell me if fits the direction / vision of where the Actual app is going? If so, I'm happy to spend more time ironing it out so that I can open a PR.

GiteaMirror commented

2026-04-30 10:43:12 -05:00

@modrzew commented on GitHub (Mar 21, 2023):

Hey @trevdor, pinging about this 😄

Also @j-f1, how should I proceed in case @trevdor is unavailable at the moment — is there someone else who can advise here?

@modrzew commented on GitHub (Mar 21, 2023): Hey @trevdor, pinging about this 😄 Also @j-f1, how should I proceed in case @trevdor is unavailable at the moment — is there someone else who can advise here?

GiteaMirror commented

2026-04-30 10:43:14 -05:00

@CHAMLEX commented on GitHub (Mar 21, 2023):

@modrzew If I wanted to try this out how would I do this? I've deployed the actual-server repo to my local server and have been testing it but am just missing the mobile transaction entering for me to switch away from YNAB4.

@CHAMLEX commented on GitHub (Mar 21, 2023): @modrzew If I wanted to try this out how would I do this? I've deployed the actual-server repo to my local server and have been testing it but am just missing the mobile transaction entering for me to switch away from YNAB4.

GiteaMirror commented

2026-04-30 10:43:15 -05:00

@j-f1 commented on GitHub (Mar 21, 2023):

@modrzew Feel free to open a PR, we can take a look at the code from there and always make revisions in the PR / in future PRs if needed.

@j-f1 commented on GitHub (Mar 21, 2023): @modrzew Feel free to open a PR, we can take a look at the code from there and always make revisions in the PR / in future PRs if needed.

GiteaMirror commented

2026-04-30 10:43:17 -05:00

@trevdor commented on GitHub (Mar 22, 2023):

@modrzew My apologies! I've been traveling and a extra busy of late.
Thank you for the work you've already put into this. Transaction entry and editing is SO important to moving us forward on mobile.

A couple thoughts:

I just posted publicly an RFC that's been in the works for a while around our mobile strategy. Your approach is not at odds with the proposed direction--that is, a mobile-only screen or modal for transaction entry/edit. However, as it stands, your demo would need some refinement to look and feel like Actual.
In my opinion, the quickest path to views that look and feel like Actual is most likely porting over the old React Native app components to web. Whether we were to copy/paste them almost as-is, rebuild them from scratch, or restyle your existing demo to match, those views offer a guide to a UX anyone coming from the native apps today would find familiar.
- Porting from React Native is where the read-only views came from that we have today. They should interface nicely with the old entry/edit views.

But that's my opinion. Probably best to join the discussion on the RFC before we collectively decide how to proceed.

@trevdor commented on GitHub (Mar 22, 2023): @modrzew My apologies! I've been traveling and a extra busy of late. Thank you for the work you've already put into this. Transaction entry and editing is SO important to moving us forward on mobile. A couple thoughts: 1. I just [posted publicly an RFC](https://github.com/actualbudget/actual/issues/804) that's been in the works for a while around our mobile strategy. Your approach is not at odds with the proposed direction--that is, a mobile-only screen or modal for transaction entry/edit. However, as it stands, your demo would need some refinement to look and feel like Actual. 2. In my opinion, the quickest path to views that look and feel like Actual is most likely porting over the [old React Native app components](https://github.com/actualbudget/actual-mobile-archive) to web. Whether we were to copy/paste them almost as-is, rebuild them from scratch, or restyle your existing demo to match, those views offer a guide to a UX anyone coming from the native apps today would find familiar. * Porting from React Native is where the read-only views came from that we have today. They should interface nicely with the old entry/edit views. But that's my opinion. Probably best to join the discussion on the RFC before we collectively decide how to proceed.

GiteaMirror commented

2026-04-30 10:43:17 -05:00

@modrzew commented on GitHub (Mar 22, 2023):

Hey @trevdor, welcome back, no worries about the delay 👍

My first attempt at getting the new transaction screen on mobile was actually trying to run the code from https://github.com/actualbudget/actual-mobile-archive, but unfortunately I ran into some Java related issues. I only started using Actual in February this year, so I haven't had a chance to take a look at the native mobile experience yet. I fully agree that my PoC is not visually the best and should be improved — I focused mainly on my specific use case, ie. quickly add a transaction on the go, which was my main use case of the YNAB4 mobile app.

I'm still happy to work on the mobile add screen (and by extension mobile edit screen I guess) — let's chat about it in #804.

Quick question (I'll drop it here as to not create too much noise in #804), I'm running into yet-undecipherable issues while trying to compile the old React Native code — do you know what I'm doing wrong? I'll try to set my environment up again, but I'm fairly sure I followed the React Native setup guide.

Alternatively, is there any way to make the app from the Play Store to use a local database, or to point it to my server? Keen to see what the experience looked like before React Native was abandoned.

@modrzew commented on GitHub (Mar 22, 2023): Hey @trevdor, welcome back, no worries about the delay :+1: My first attempt at getting the new transaction screen on mobile was actually trying to run the code from https://github.com/actualbudget/actual-mobile-archive, but unfortunately I ran into some Java related issues. I only started using Actual in February this year, so I haven't had a chance to take a look at the native mobile experience yet. I fully agree that my PoC is not visually the best and should be improved — I focused mainly on my specific use case, ie. quickly add a transaction on the go, which was my main use case of the YNAB4 mobile app. I'm still happy to work on the mobile add screen (and by extension mobile edit screen I guess) — let's chat about it in #804. Quick question (I'll drop it here as to not create too much noise in #804), I'm running into [yet-undecipherable issues](https://gist.github.com/modrzew/7eacb1b16cdf8270a68d541aa4ceb943) while trying to compile the old React Native code — do you know what I'm doing wrong? I'll try to set my environment up again, but I'm fairly sure I followed the React Native setup guide. Alternatively, is there any way to make the app from the Play Store to use a local database, or to point it to my server? Keen to see what the experience looked like before React Native was abandoned.

GiteaMirror commented

2026-04-30 10:43:18 -05:00

@modrzew commented on GitHub (Mar 22, 2023):

@CHAMLEX here's a rough guide. You'll need both actual-server and actual checked out side by side.

Inside actual, checkout to my branch, run yarn install and then ./bin/package-browser.

Once that finishes, go to actual-server, and edit the package.json file, and make the following change:

-    "@actual-app/web": "23.3.2",
+    "@actual-app/web": "../actual/packages/desktop-client",

using the path where actual repo is checked out.

Once that's done, restart Actual and it should work 👍

@modrzew commented on GitHub (Mar 22, 2023): @CHAMLEX here's a rough guide. You'll need both `actual-server` and `actual` checked out side by side. Inside `actual`, checkout to my branch, run `yarn install` and then `./bin/package-browser`. Once that finishes, go to `actual-server`, and edit the `package.json` file, and make the following change: ```diff - "@actual-app/web": "23.3.2", + "@actual-app/web": "../actual/packages/desktop-client", ``` using the path where `actual` repo is checked out. Once that's done, restart Actual and it should work 👍

GiteaMirror commented

2026-04-30 10:43:19 -05:00

@trevdor commented on GitHub (Mar 22, 2023):

@modrzew I've never gotten the RN app running myself. It's not exactly what you're after, but you can download the native app and Try Demo to at least see how it is intended to behave.

You also might have success copying over components to watch them run on web. It's pretty quick once the RN-specific stuff is removed. Maybe not super actionable since it's mostly just an outline, but here's the process I've followed before to quickly bring over RN components:

https://gist.github.com/trevdor/ac0e524bd599fc6ad0a4a27744531944

@trevdor commented on GitHub (Mar 22, 2023): @modrzew I've never gotten the RN app running myself. It's not exactly what you're after, but you can download the native app and Try Demo to at least see how it is intended to behave. You also might have success copying over components to watch them run on web. It's pretty quick once the RN-specific stuff is removed. Maybe not super actionable since it's mostly just an outline, but here's the process I've followed before to quickly bring over RN components: https://gist.github.com/trevdor/ac0e524bd599fc6ad0a4a27744531944

GiteaMirror commented

2026-04-30 10:43:20 -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=is%3Aissue+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=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc Don’t forget to upvote the top comment with 👍!

GiteaMirror commented

2026-04-30 10:43:21 -05:00

@leikoilja commented on GitHub (May 2, 2023):

Hey, , @modrzew. Just wanted to check up on you, how is it going around here? :)

@leikoilja commented on GitHub (May 2, 2023): Hey, , @modrzew. Just wanted to check up on you, how is it going around here? :)

GiteaMirror commented

2026-04-30 10:43:21 -05:00

@modrzew commented on GitHub (May 7, 2023):

Sorry @leikoilja I've made little progress, I attempted to run the React Native app a few times but to no avail — and then real world duties called me. My branch is a bit behind master but it should still be working.

@modrzew commented on GitHub (May 7, 2023): Sorry @leikoilja I've made little progress, I attempted to run the React Native app a few times but to no avail — and then real world duties called me. My branch is a bit behind master but it should still be working.

GiteaMirror commented

2026-04-30 10:43:22 -05:00

@momowell commented on GitHub (Jun 1, 2023):

We really need this ;-)

@momowell commented on GitHub (Jun 1, 2023): We really need this ;-)

GiteaMirror commented

2026-04-30 10:43:22 -05:00

@Cldfire commented on GitHub (Jul 6, 2023):

I'm part of the way through porting the React Native edit transaction components from the mobile app:

https://github.com/actualbudget/actual/assets/13814214/08e8765d-a3ef-47bf-a549-359fa86523ca

I have some functionality left to implement / cleanup to do, but it's not far off. This should unblock transaction adding and editing on mobile devices.

I posted on Discord as well to confirm this is the expected direction but didn't get a reply, so I'll continue working to get this up in a PR unless I hear otherwise.

@Cldfire commented on GitHub (Jul 6, 2023): I'm part of the way through porting the React Native edit transaction components from the mobile app: https://github.com/actualbudget/actual/assets/13814214/08e8765d-a3ef-47bf-a549-359fa86523ca I have some functionality left to implement / cleanup to do, but it's not far off. This should unblock transaction adding and editing on mobile devices. I posted on Discord as well to confirm this is the expected direction but didn't get a reply, so I'll continue working to get this up in a PR unless I hear otherwise.

GiteaMirror commented

2026-04-30 10:43:25 -05:00

@wiseindy commented on GitHub (Jul 6, 2023):

That looks amazing, can't wait!

@wiseindy commented on GitHub (Jul 6, 2023): That looks amazing, can't wait!

GiteaMirror commented

2026-04-30 10:43:26 -05:00

@j-f1 commented on GitHub (Jul 6, 2023):

@Cldfire That looks like an awesome start! Needs a bit of UI polish but once that’s done I would love to merge it :)

@j-f1 commented on GitHub (Jul 6, 2023): @Cldfire That looks like an awesome start! Needs a bit of UI polish but once that’s done I would love to merge it :)

GiteaMirror commented

2026-04-30 10:43:27 -05:00

@Cldfire commented on GitHub (Jul 7, 2023):

Tonight's progress (screen recording from my iPhone):

https://github.com/actualbudget/actual/assets/13814214/77dd1454-1a18-47b3-9356-4ff9f788183c

Adding transactions is implemented and working
Editing works well
UI is looking much better

Still need to:

Fix some bugs (marking transaction as cleared is broken as seen in video 😛)
Polish UI some more
Clean up the code

@Cldfire commented on GitHub (Jul 7, 2023): Tonight's progress (screen recording from my iPhone): https://github.com/actualbudget/actual/assets/13814214/77dd1454-1a18-47b3-9356-4ff9f788183c * Adding transactions is implemented and working * Editing works well * UI is looking much better Still need to: * Fix some bugs (marking transaction as cleared is broken as seen in video 😛) * Polish UI some more * Clean up the code

GiteaMirror commented

2026-04-30 10:43:27 -05:00

@github-actions[bot] commented on GitHub (Aug 8, 2023):

🎉 This feature has been implemented in #1340 and will be released in the next version. Thanks for sharing your idea! 🎉

@github-actions[bot] commented on GitHub (Aug 8, 2023): :tada: This feature has been implemented in #1340 and will be released in the next version. Thanks for sharing your idea! :tada:

GiteaMirror commented

2026-04-30 10:43:28 -05:00

@leikoilja commented on GitHub (Aug 8, 2023):

Whop whop, @Cldfire, thank you for implementing it ❤️🤩🔥

@leikoilja commented on GitHub (Aug 8, 2023): Whop whop, @Cldfire, thank you for implementing it ❤️🤩🔥

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cursor/analyze-actual-budget-issue-and-propose-fix-5b70

coderabbitai/docstrings/0c070e5

cursor/add-wip-prefix-and-comment-to-prs-d78d

jfdoming/08-21-auto-focus-on-navigate-in-all-browsers

show-totals-on-mobile-budget-banners

allow-child-transactions-make-transfer

mobile-calculator-keyboard

payee-geolocation

enhance/restore_scroll_position

dm-fix-second-click-on-mobile-new-transaction-2

scrollToLocationBudget

alert-autofix-38

tsconfig-composite

mobile-fix-uncategorized-transactions-on-tracking-budgets

server-budget-handlers

fix-sql-injection-in-cleanup-template

non-chrome-draggable-workaround

mobile-budget-page-swipe-navigation

ts-db-all

stable

dark-theme-with-brand-colors

fix-mobile-delete-group

ts-db-select

UnderKoen/reconcile-context-menu

master-before-server-merge

v25.2.1

ts-runQuery

rename-redux-hooks

UnderKoen/3557-persist-state-in-history

remove-redux-CLOSE_BUDGET

fix-exhaustive-deps-errors-FinancesApp

redux-toolkit-createSlice-backup

accounts-function-component

ts-useSplitsExpanded

loot-core-server-package

useTransactios-in-TransactionEdit

react-aria-input

move-redux-to-desktop-client

QueryState-type

fix-themes-applied-late

mobile-vrts

revert-3295-spendingCardFix

react-aria-button-4

split-payee-on-mobile

twk3/pin-apis-crdt

notes-tag-autocomplete

ts-LoadBackup

dnd-kit

package-upgrades

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Reference: github-starred/actual#49370