[GH-ISSUE #501] [Feature] Allow to change account type #7113

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GiteaMirror · 2026-04-10T16:47:18-05:00

GiteaMirror commented

2026-04-10 16:47:18 -05:00

Originally created by @rich-howell on GitHub (Jan 22, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/501

Discussed in https://github.com/actualbudget/actual/discussions/419

^{Originally posted by crorodriguezro January 1, 2023}
Allow to change account type and off / for budget.

Originally created by @rich-howell on GitHub (Jan 22, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/501 ### Discussed in https://github.com/actualbudget/actual/discussions/419 <div type='discussions-op-text'> <sup>Originally posted by **crorodriguezro** January 1, 2023</sup> Allow to change account type and off / for budget.</div>

GiteaMirror added the user interface feature labels 2026-04-10 16:47:18 -05:00

GiteaMirror closed this issue

2026-04-10 16:47:18 -05:00

GiteaMirror commented

2026-04-10 16:47:19 -05:00

@MatissJanis commented on GitHub (Jan 29, 2023):

👋 This sounds like an easy thing to do, but in fact it's very complex and hence, in my opinion, not worth the effort to build and maintain it. The easy solution is: create another account and then just transfer over all the transactions.

If that doesn't work, then I'd be interested to hear more details about the problem you're trying to solve.

I'll close this feature request in the meanwhile. But please feel free to reopen.

@MatissJanis commented on GitHub (Jan 29, 2023): 👋 This sounds like an easy thing to do, but in fact it's very complex and hence, in my opinion, not worth the effort to build and maintain it. The easy solution is: create another account and then just transfer over all the transactions. If that doesn't work, then I'd be interested to hear more details about the problem you're trying to solve. I'll close this feature request in the meanwhile. But please feel free to reopen.

GiteaMirror commented

2026-04-10 16:47:20 -05:00

@rgkirch commented on GitHub (Mar 14, 2023):

I just installed actual-server and I was pretty excited to see what it can do. I added an account and then started reading some docs. I realized that I wanted to change the account to off-budget and looked around the ui for a way to do that. After a while, I'm here and I'm feeling frustrated and sad.

@rgkirch commented on GitHub (Mar 14, 2023): I just installed actual-server and I was pretty excited to see what it can do. I added an account and then started reading some docs. I realized that I wanted to change the account to off-budget and looked around the ui for a way to do that. After a while, I'm here and I'm feeling frustrated and sad.

GiteaMirror commented

2026-04-10 16:47:21 -05:00

@j-f1 commented on GitHub (Mar 14, 2023):

Does bulk-moving the transactions to an off-budget account not work for you @rgkirch?

@j-f1 commented on GitHub (Mar 14, 2023): Does bulk-moving the transactions to an off-budget account not work for you @rgkirch?

GiteaMirror commented

2026-04-10 16:47:22 -05:00

@Kidglove57 commented on GitHub (Mar 14, 2023):

@rgkirch I believe the method recommended by @j-f1 is that which is also used in apps like YNAB. This issue is certainly not unique to Actual.

Although great care is needed to adjust the allocations in the budget itself where necessary.

@Kidglove57 commented on GitHub (Mar 14, 2023): @rgkirch I believe the method recommended by @j-f1 is that which is also used in apps like YNAB. This issue is certainly not unique to Actual. Although great care is needed to adjust the allocations in the budget itself where necessary.

GiteaMirror commented

2026-04-10 16:47:22 -05:00

@rgkirch commented on GitHub (Mar 14, 2023):

I don't want to misrepresent myself. I don't have experience budgeting and I haven't used actual for more than a couple hours. I think my experience would be greatly improved if I knew at account creation that on/off budget cannot be changed later.
Thank you for hearing me out.

@rgkirch commented on GitHub (Mar 14, 2023): I don't want to misrepresent myself. I don't have experience budgeting and I haven't used actual for more than a couple hours. I think my experience would be greatly improved if I knew at account creation that on/off budget cannot be changed later. Thank you for hearing me out.

GiteaMirror commented

2026-04-10 16:47:23 -05:00

@Kidglove57 commented on GitHub (Mar 14, 2023):

That is very fair @rgkirch. @j-f1 and developers - how difficult would it be to help new users by adding some dialogue in the Create Accounts screen alongside the "off budget"" tick box? Perhaps along the lines of:
[ ] "Off Budget (cannot be changed later)

@Kidglove57 commented on GitHub (Mar 14, 2023): That is very fair @rgkirch. @j-f1 and developers - how difficult would it be to help new users by adding some dialogue in the Create Accounts screen alongside the "off budget"" tick box? Perhaps along the lines of: [ ] "Off Budget (cannot be changed later)

GiteaMirror commented

2026-04-10 16:47:25 -05:00

@j-f1 commented on GitHub (Mar 14, 2023):

That would be a good idea! Opened #753 to track it.

@j-f1 commented on GitHub (Mar 14, 2023): That would be a good idea! Opened #753 to track it.

GiteaMirror commented

2026-04-10 16:47:27 -05:00

@rgkirch commented on GitHub (Mar 18, 2023):

Thank you!

@rgkirch commented on GitHub (Mar 18, 2023): Thank you!