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[Feature] Bring Back Account Types #789

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opened 2026-02-28 19:20:01 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 19:20:01 -06:00
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Originally created by @YagiOoda on GitHub (Dec 3, 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?

In the past, Actual allowed for account types. I propose to bring the account types back and be able to label each account with "Savings", "Investments", "Loan", etc.

Describe your ideal solution to this problem

With custom reports, this would allow for treating transfers to different off-budget accounts differently. For example, right now when I pay my mortgage (a transfer from an On Budget account to an Off Budget account) that shows up in custom reports as a "transfer" and won't show up in expenses. Being able to type each account would allow treatment of accounts differently based on their type and show transfers to "Loan" accounts as expenses.

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Originally created by @YagiOoda on GitHub (Dec 3, 2023). ### 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? In the past, Actual allowed for account types. I propose to bring the account types back and be able to label each account with "Savings", "Investments", "Loan", etc. ### Describe your ideal solution to this problem With custom reports, this would allow for treating transfers to different off-budget accounts differently. For example, right now when I pay my mortgage (a transfer from an On Budget account to an Off Budget account) that shows up in custom reports as a "transfer" and won't show up in expenses. Being able to type each account would allow treatment of accounts differently based on their type and show transfers to "Loan" accounts as expenses. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 19:20:01 -06:00
GiteaMirror commented 2026-02-28 19:20:02 -06:00
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@github-actions[bot] commented on GitHub (Dec 3, 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 (Dec 3, 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 19:20:03 -06:00
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@YagiOoda commented on GitHub (Jan 4, 2025):

I just wanted to put a link to @jfdoming's suggestion here: https://github.com/actualbudget/actual/issues/3025#issuecomment-2565979195

Supporting tagging in account notes would be a great addition and would allow for reports to get more granular. For example, my Traditional 401k account I'd want it to go under "investments" and "retirement" and maybe "tax-deferred" depending on the reporting.

@YagiOoda commented on GitHub (Jan 4, 2025): I just wanted to put a link to @jfdoming's suggestion here: https://github.com/actualbudget/actual/issues/3025#issuecomment-2565979195 Supporting tagging in account notes would be a great addition and would allow for reports to get more granular. For example, my Traditional 401k account I'd want it to go under "investments" and "retirement" and maybe "tax-deferred" depending on the reporting.
GiteaMirror commented 2026-02-28 19:20:04 -06:00
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@rodrigost23 commented on GitHub (Jun 11, 2025):

I would love to have at least credit cards visually separate to real accounts.

@rodrigost23 commented on GitHub (Jun 11, 2025): I would love to have at least credit cards visually separate to real accounts.
GiteaMirror commented 2026-02-28 19:20:05 -06:00
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@matt-fidd commented on GitHub (Jun 11, 2025):

In the meantime, using emojis to differentiate is a good stop-gap solution

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@matt-fidd commented on GitHub (Jun 11, 2025): In the meantime, using emojis to differentiate is a good stop-gap solution <img width="36" alt="Image" src="https://github.com/user-attachments/assets/3713c735-be3a-408d-bdec-41d225185998" />
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