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[GH-ISSUE #329] Handling Investments #6962

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opened 2026-04-10 16:38:08 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-10 16:38:08 -05:00
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Originally created by @nikohd12 on GitHub (Nov 25, 2021).
Original GitHub issue: https://github.com/actualbudget/actual/issues/329

I don't know if this feature is meant to be but when transferring funds from Checking/Cash/Savings to an Off-Tracking Account such as 401k, BTC/ETH, IRA or other investments, the mobile application (iOS) will not allow me to categorize the transaction.

So what I usually do as a workaround is:

  1. Set the Category to a retirement category first - "Retirement Fund"
  2. Set the Payee to "Transfer: 401k"
  3. Add Transaction

On Desktop (Windows), I was able to categorize this.

Originally created by @nikohd12 on GitHub (Nov 25, 2021). Original GitHub issue: https://github.com/actualbudget/actual/issues/329 I don't know if this feature is meant to be but when transferring funds from Checking/Cash/Savings to an Off-Tracking Account such as 401k, BTC/ETH, IRA or other investments, the mobile application (iOS) will not allow me to categorize the transaction. So what I usually do as a workaround is: 1. Set the Category to a retirement category first - "Retirement Fund" 2. Set the Payee to "Transfer: 401k" 3. Add Transaction On Desktop (Windows), I was able to categorize this.
GiteaMirror added the wontfix label 2026-04-10 16:38:08 -05:00
GiteaMirror commented 2026-04-10 16:38:10 -05:00
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@Kidglove57 commented on GitHub (Nov 26, 2021):

Confirmed here to. I have never been able to do this on iOS

<!-- gh-comment-id:1280038644 --> @Kidglove57 commented on GitHub (Nov 26, 2021): Confirmed here to. I have never been able to do this on iOS
GiteaMirror commented 2026-04-10 16:38:11 -05:00
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@rich-howell commented on GitHub (Oct 18, 2022):

Hey @nikohd12

The iOS application is no longer supported, we are working on a responsive version of the actual web application which should be available in the open source version soon.

Cheers
Rich

<!-- gh-comment-id:1281863726 --> @rich-howell commented on GitHub (Oct 18, 2022): Hey @nikohd12 The iOS application is no longer supported, we are working on a responsive version of the actual web application which should be available in the open source version soon. Cheers Rich
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