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[GH-ISSUE #1912] [Feature] Linking imported transfers #7674

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opened 2026-04-10 17:34:46 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-10 17:34:46 -05:00
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Originally created by @tge101 on GitHub (Nov 16, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/1912

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 I am importing my transactions, there are multiple transfers from my checking to savings, as well as card payments from checking. When I set the payee to initiate the transfer, it creates a second transfer entry in that payee's ledger.

Describe your ideal solution to this problem

Can there be a way (or is there a way that I wasn't able to find) to link these so entries don't need to be deleted afterwards?

Teaching and learning

Steps can be inserted into the Transfers documentation area.

Originally created by @tge101 on GitHub (Nov 16, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/1912 ### 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 I am importing my transactions, there are multiple transfers from my checking to savings, as well as card payments from checking. When I set the payee to initiate the transfer, it creates a second transfer entry in that payee's ledger. ### Describe your ideal solution to this problem Can there be a way (or is there a way that I wasn't able to find) to link these so entries don't need to be deleted afterwards? ### Teaching and learning Steps can be inserted into the Transfers documentation area.
GiteaMirror added the feature label 2026-04-10 17:34:46 -05:00
GiteaMirror commented 2026-04-10 17:34:48 -05:00
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@github-actions[bot] commented on GitHub (Nov 16, 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 👍!

<!-- gh-comment-id:1814282971 --> @github-actions[bot] commented on GitHub (Nov 16, 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 2026-04-10 17:34:48 -05:00
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@youngcw commented on GitHub (Nov 16, 2023):

Ive had success doing this with rules

<!-- gh-comment-id:1814808360 --> @youngcw commented on GitHub (Nov 16, 2023): Ive had success doing this with rules
GiteaMirror commented 2026-04-10 17:34:48 -05:00
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@youngcw commented on GitHub (Nov 16, 2023):

closing this as a duplicate of #1628

<!-- gh-comment-id:1814812279 --> @youngcw commented on GitHub (Nov 16, 2023): closing this as a duplicate of #1628
GiteaMirror commented 2026-04-10 17:34:49 -05:00
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@darthlite commented on GitHub (Dec 7, 2023):

Ive had success doing this with rules

I stumbled upon this while wondering if this could be accomplished. How would this be accomplished via rules? I can isolate the transfers in my imports but don't see an option to turn it into a transfer.

<!-- gh-comment-id:1845672121 --> @darthlite commented on GitHub (Dec 7, 2023): > Ive had success doing this with rules I stumbled upon this while wondering if this could be accomplished. How would this be accomplished via rules? I can isolate the transfers in my imports but don't see an option to turn it into a transfer.
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