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[GH-ISSUE #532] [Feature] Allow editing of account properties after creation #7144

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opened 2026-04-10 16:50:39 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-04-10 16:50:39 -05:00
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Originally created by @rich-howell on GitHub (Jan 22, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/532

Discussed in https://github.com/actualbudget/actual/discussions/147

Originally posted by winklevos August 6, 2022
As per title, allow modifying of properties of accounts after creation. Some may have downstream effects, so processing or restricting based on those

Originally created by @rich-howell on GitHub (Jan 22, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/532 ### Discussed in https://github.com/actualbudget/actual/discussions/147 <div type='discussions-op-text'> <sup>Originally posted by **winklevos** August 6, 2022</sup> As per title, allow modifying of properties of accounts after creation. Some may have downstream effects, so processing or restricting based on those</div>
GiteaMirror added the feature label 2026-04-10 16:50:39 -05:00
GiteaMirror commented 2026-04-10 16:50:42 -05:00
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@j-f1 commented on GitHub (Feb 10, 2023):

Looking at the types that can be configured:

  • Name: accounts can be renamed already
  • Type: this appears to only be used in the mobile account list, maybe we can drop it entirely?
  • On/Off Budget: can’t be changed currently, might make sense? (workaround: create a new account and then bulk move the transactions over in “all accounts”)
  • Balance: just edit the starting balance transaction or add new transactions
<!-- gh-comment-id:1426262161 --> @j-f1 commented on GitHub (Feb 10, 2023): Looking at the types that can be configured: - Name: accounts can be renamed already - Type: this appears to only be used in the mobile account list, maybe we can drop it entirely? - On/Off Budget: can’t be changed currently, might make sense? (workaround: create a new account and then bulk move the transactions over in “all accounts”) - Balance: just edit the starting balance transaction or add new transactions
GiteaMirror commented 2026-04-10 16:50:42 -05:00
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@albertogasparin commented on GitHub (Mar 14, 2023):

I came to this feature request because was looking for a way to change On/Off Budget (useful while you are still figuring out how you structure your budgets across accounts).
Great that there is a workaround, but also it might make sense implementing it via a button in the dropdown, above "Close account".

<!-- gh-comment-id:1467579935 --> @albertogasparin commented on GitHub (Mar 14, 2023): I came to this feature request because was looking for a way to change On/Off Budget (useful while you are still figuring out how you structure your budgets across accounts). Great that there is a workaround, but also it might make sense implementing it via a button in the dropdown, above "Close account".
GiteaMirror commented 2026-04-10 16:50:43 -05:00
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@j-f1 commented on GitHub (Mar 14, 2023):

Opened https://github.com/actualbudget/actual/issues/753 to track adding docs for on/off budget not being changeable and calling it out when creating an account.

<!-- gh-comment-id:1468072230 --> @j-f1 commented on GitHub (Mar 14, 2023): Opened https://github.com/actualbudget/actual/issues/753 to track adding docs for on/off budget not being changeable and calling it out when creating an account.
GiteaMirror commented 2026-04-10 16:50:43 -05:00
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@github-actions[bot] commented on GitHub (May 1, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 👍!

<!-- gh-comment-id:1530123233 --> @github-actions[bot] commented on GitHub (May 1, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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 👍!
GiteaMirror commented 2026-04-10 16:50:44 -05:00
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@github-actions[bot] commented on GitHub (Jun 6, 2023):

🎉 This feature has been implemented in #948 and will be released in the next version. Thanks for sharing your idea! 🎉

<!-- gh-comment-id:1579419307 --> @github-actions[bot] commented on GitHub (Jun 6, 2023): :tada: This feature has been implemented in #948 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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