[PR #4905] [CLOSED] [WIP] [Feature] Add support for account groups #5653

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opened 2026-02-28 21:16:07 -06:00 by GiteaMirror · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4905
Author: @shaunnope
Created: 5/1/2025
Status: Closed

Base: masterHead: feat/account-groups


📝 Commits (2)

  • 850281f chore: create release note file
  • 07b4c74 chore: rename release notes to match PR

📊 Changes

1 file changed (+6 additions, -0 deletions)

View changed files

upcoming-release-notes/4905.md (+6 -0)

📄 Description

Feature

As requested in #1683, #3819, additional categorization options for accounts would be useful to help manage budget files with multiple related accounts.

Tasks

Some of the code changes that I foresee modifying include the following:

  • Rework rendering of accounts in sidebar
  • Define a programmatic way to route to top-level account group pages (like the views for "All accounts", "On/Off budget")

Main Approach

As mentioned in a reply in #1683, I plan to define account groups using /-delimited account names.

Potential Blocks

To achieve the tasks above, some considerations should be addressed:

  • How should account reordering work with grouped accounts?
  • Can accounts like "Bank A/Account 1" and "Bank A/Account 1/Sub-account i" coexist?

🔄 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/4905 **Author:** [@shaunnope](https://github.com/shaunnope) **Created:** 5/1/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `feat/account-groups` --- ### 📝 Commits (2) - [`850281f`](https://github.com/actualbudget/actual/commit/850281f63d899caebbe25114069078edf36a0bd9) chore: create release note file - [`07b4c74`](https://github.com/actualbudget/actual/commit/07b4c748c10c3c60a2cfedb0ee57363d934a0fd9) chore: rename release notes to match PR ### 📊 Changes **1 file changed** (+6 additions, -0 deletions) <details> <summary>View changed files</summary> ➕ `upcoming-release-notes/4905.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. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. --> # Feature As requested in #1683, #3819, additional categorization options for accounts would be useful to help manage budget files with multiple related accounts. # Tasks Some of the code changes that I foresee modifying include the following: - [ ] Rework rendering of accounts in sidebar - [ ] Define a programmatic way to route to top-level account group pages (like the views for "All accounts", "On/Off budget") ## Main Approach As mentioned in a reply in [#1683](https://github.com/actualbudget/actual/issues/1683#issuecomment-2833509524), I plan to define account groups using `/`-delimited account names. ## Potential Blocks To achieve the tasks above, some considerations should be addressed: - [ ] How should account reordering work with grouped accounts? - [ ] Can accounts like "Bank A/Account 1" and "Bank A/Account 1/Sub-account i" coexist? --- <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 21:16:07 -06:00
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Reference: github-starred/actual#5653