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[Feature] 'Refund' option in the Dropdown Menu #566

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opened 2026-02-28 19:09:35 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:09:35 -06:00
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Originally created by @HStep20 on GitHub (Aug 12, 2023).

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?

When dealing with the refund of a purchase, right now I duplicate a transaction, change the date, and move the 'payment' to the 'deposit' column, but that could be easily automated with a new 'Refund' option in the transaction dropdown menu

Describe your ideal solution to this problem

When a transaction is selected and the refund option is pressed, Actual should set the date to the current date, set the note equal to the note in the existing transaction with the suffix - Refund, and set the Deposit Column == Original Transactions 'payment' column when the option is selected.

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Originally created by @HStep20 on GitHub (Aug 12, 2023). ### 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? When dealing with the refund of a purchase, right now I duplicate a transaction, change the date, and move the 'payment' to the 'deposit' column, but that could be easily automated with a new 'Refund' option in the transaction dropdown menu ### Describe your ideal solution to this problem When a transaction is selected and the refund option is pressed, Actual should set the date to the current date, set the note equal to the note in the existing transaction with the suffix `- Refund`, and set the Deposit Column == Original Transactions 'payment' column when the option is selected. ### Teaching and learning _No response_
GiteaMirror added the featureneeds votes labels 2026-02-28 19:09:36 -06:00
GiteaMirror commented 2026-02-28 19:09:36 -06:00
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@github-actions[bot] commented on GitHub (Aug 12, 2023):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. 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=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Aug 12, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. 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=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 19:09:37 -06:00
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@Jackenmen commented on GitHub (Aug 20, 2023):

Personally, I'd prefer a "Refund - " prefix rather than a suffix. Either way though, I don't know how people will feel about a fixed English-specific string being added to the transaction description when using this feature.

@Jackenmen commented on GitHub (Aug 20, 2023): Personally, I'd prefer a "Refund - " prefix rather than a suffix. Either way though, I don't know how people will feel about a fixed English-specific string being added to the transaction description when using this feature.
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