[PR #3684] [MERGED] Add Reconcile button on the account page. #5001

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opened 2026-02-28 21:04:29 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/3684
Author: @attyluccio
Created: 10/16/2024
Status: Merged
Merged: 10/20/2024
Merged by: @youngcw

Base: masterHead: reconcile-button


📝 Commits (10+)

  • 382e890 added reconcile button to account page
  • 6d307e4 Merge branch 'actualbudget:master' into reconcile-button
  • d773dc0 add Reconcile Button in the account page
  • 2869480 added release note
  • 961bd6a updated VRT snapshots
  • 9ab2f38 Merge branch 'actualbudget:master' into reconcile-button
  • bf75d56 removed Reconcile option from Account menu
  • a7e173b minimal reconcile button with tooltip and aria-label
  • 185ab40 made the button minimal with tooltip and added vrt
  • 2952956 missing unused import

📊 Changes

45 files changed (+45 additions, -22 deletions)

View changed files

📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-4-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-5-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-6-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-2-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-3-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-net-worth-and-cash-flow-reports-1-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-4-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-5-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-6-chromium-linux.png (+0 -0)
📝 packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-split-transaction-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-1-chromium-linux.png (+0 -0)

...and 25 more files

📄 Description

As mentioned on discord, it is a small quality of life feature that adds the Reconcile button directly on the account page instead of having to go to the menu.

reconcile button


🔄 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/3684 **Author:** [@attyluccio](https://github.com/attyluccio) **Created:** 10/16/2024 **Status:** ✅ Merged **Merged:** 10/20/2024 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `reconcile-button` --- ### 📝 Commits (10+) - [`382e890`](https://github.com/actualbudget/actual/commit/382e890dc93d881033f8d5a2eb00e0ab6eebc8b3) added reconcile button to account page - [`6d307e4`](https://github.com/actualbudget/actual/commit/6d307e448743f9af1d45e915f371fe8d192bb956) Merge branch 'actualbudget:master' into reconcile-button - [`d773dc0`](https://github.com/actualbudget/actual/commit/d773dc08b002d667dfd8433082cb906d27f6b4d9) add Reconcile Button in the account page - [`2869480`](https://github.com/actualbudget/actual/commit/2869480012f4921234a3e94f309c693e3ea7392a) added release note - [`961bd6a`](https://github.com/actualbudget/actual/commit/961bd6abb333a6cc1e16a1dd02c8e94f7294f9dd) updated VRT snapshots - [`9ab2f38`](https://github.com/actualbudget/actual/commit/9ab2f3849934637e8719eb01e946e03a491a3fcd) Merge branch 'actualbudget:master' into reconcile-button - [`bf75d56`](https://github.com/actualbudget/actual/commit/bf75d5628edd214d69ac0ec9b940aef0325da8dc) removed Reconcile option from Account menu - [`a7e173b`](https://github.com/actualbudget/actual/commit/a7e173b5c25ed49e0d4a3aeca7b3a31f3de2fea2) minimal reconcile button with tooltip and aria-label - [`185ab40`](https://github.com/actualbudget/actual/commit/185ab40b35ddf7e3ac0c33e56f18daf7a1547a3f) made the button minimal with tooltip and added vrt - [`2952956`](https://github.com/actualbudget/actual/commit/295295601ee01ced53bfaf26dc4435313cf3b9fd) missing unused import ### 📊 Changes **45 files changed** (+45 additions, -22 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-import-csv-file-twice-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-Import-Transactions-imports-transactions-from-a-CSV-file-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-4-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-5-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-closes-an-account-6-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-2-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/accounts.test.js-snapshots/Accounts-creates-a-new-account-and-views-the-initial-balance-transaction-3-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/reports.test.js-snapshots/Reports-loads-net-worth-and-cash-flow-reports-1-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-4-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-5-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-6-chromium-linux.png` (+0 -0) 📝 `packages/desktop-client/e2e/rules.test.js-snapshots/Rules-creates-a-split-transaction-rule-and-makes-sure-it-is-applied-when-creating-a-transaction-1-chromium-linux.png` (+0 -0) _...and 25 more files_ </details> ### 📄 Description As mentioned on discord, it is a small quality of life feature that adds the Reconcile button directly on the account page instead of having to go to the menu. ![reconcile button](https://github.com/user-attachments/assets/63057e21-f76f-4113-a0a7-31ff183e91fe) --- <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 21:04:29 -06:00
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Reference: github-starred/actual#5001