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[Feature] "Link as Transfer" Option with 2 Selected Transactions #723

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opened 2026-02-28 19:15:04 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 19:15:04 -06:00
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Originally created by @rydrman on GitHub (Nov 9, 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?

I regularly will use a search either by date, amount, or description to find pairs of transactions that are transfers (all data is manually imported). I then mark them as transfers but need to do each one individually and ensure that I match them up symmetrically.

Describe your ideal solution to this problem

I would love to be able to select pairs of transactions after searching and have them bi-directionally marked as transfers. This is basically a quality-of-life improvement to make it faster to edit both at the same time.

I would also like to suggest using the T key as a shortcut for this

Teaching and learning

This can easily be a part of the tips and tricks page or any page that mentions the shortcuts available on the transactions page.

Originally created by @rydrman on GitHub (Nov 9, 2023). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I regularly will use a search either by date, amount, or description to find pairs of transactions that are transfers (all data is manually imported). I then mark them as transfers but need to do each one individually and ensure that I match them up symmetrically. ### Describe your ideal solution to this problem I would love to be able to select pairs of transactions after searching and have them bi-directionally marked as transfers. This is basically a quality-of-life improvement to make it faster to edit both at the same time. I would also like to suggest using the `T` key as a shortcut for this ### Teaching and learning This can easily be a part of the tips and tricks page or any page that mentions the shortcuts available on the transactions page.
GiteaMirror added the feature label 2026-02-28 19:15:04 -06:00
GiteaMirror commented 2026-02-28 19:15:05 -06:00
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@github-actions[bot] commented on GitHub (Nov 9, 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 (Nov 9, 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 19:15:05 -06:00
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@psybers commented on GitHub (Feb 5, 2024):

This could be a partial solution to #1628 as well.

@psybers commented on GitHub (Feb 5, 2024): This could be a partial solution to #1628 as well.
GiteaMirror commented 2026-02-28 19:15:06 -06:00
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@twk3 commented on GitHub (Feb 27, 2024):

PR for first iteration of this is now open for review here: https://github.com/actualbudget/actual/pull/2398

First iteration does not include a hotkey (to simplify the initial PR). And doesn't have a workflow for mobile (we don't have a multi select transaction workflow for mobile I can reuse yet).

@twk3 commented on GitHub (Feb 27, 2024): PR for first iteration of this is now open for review here: https://github.com/actualbudget/actual/pull/2398 First iteration does not include a hotkey (to simplify the initial PR). And doesn't have a workflow for mobile (we don't have a multi select transaction workflow for mobile I can reuse yet).
GiteaMirror commented 2026-02-28 19:15:06 -06:00
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@github-actions[bot] commented on GitHub (Mar 3, 2024):

🎉 This feature has been implemented in #2398 and will be released in the next version. Thanks for sharing your idea! 🎉

@github-actions[bot] commented on GitHub (Mar 3, 2024): :tada: This feature has been implemented in #2398 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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