github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-21 06:31:58 -05:00
Code Issues 2.1k Packages Projects Releases 57 Wiki Activity

[GH-ISSUE #5740] [Feature] Allow rules to be able to delete transactions #79915

New Issue
Closed
opened 2026-05-19 03:12:51 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-05-19 03:12:51 -05:00
Owner
Copy Link

Originally created by @ericvoshall on GitHub (Sep 18, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5740

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 use Fidelity's Cash Management Account (CMA) for my primary spending/saving accounts, and because they're technically investment accounts, a lot of useless transactions are imported. These transactions are around buying/selling the "core" position of the account, like SPAXX. The transactions are related to deposits and withdrawals and ultimately have no impact on the balance of the account.

Some examples:

  • PURCHASE INTO CORE ACCOUNT FIDELITY GOVERNMENT MONEY MARKET (SPAXX) (Cash)
  • PURCHASE INTO CORE ACCOUNT FIDELITY GOVERNMENT MONEY MARKET (SPAXX) MORNING TRADE (Cash)

I currently use rules to set a "Sweep" payee and set the amount to 0, but that leads to a lot of noise in my accounts of useless transactions. I usually just view all transactions from the "Sweep" payee and delete them prior to reconciling, but it would be nice to have a rule to do that automatically.

Saw a related issue that got closed here due to a slightly different need. I am willing to help implement this feature.

Describe your ideal solution to this problem

I would like to have rules be able to delete matching transactions.

Teaching and learning

Because this is a destructive action, should this rule include some sort of additional warning or confirmation before enabling? It might also trip up users who have bank sync enabled with the "Reimport deleted transactions" feature since they will be re-imported in a future sync.

Originally created by @ericvoshall on GitHub (Sep 18, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5740 ### 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 use Fidelity's Cash Management Account (CMA) for my primary spending/saving accounts, and because they're technically investment accounts, a lot of useless transactions are imported. These transactions are around buying/selling the "core" position of the account, like SPAXX. The transactions are related to deposits and withdrawals and ultimately have no impact on the balance of the account. Some examples: - `PURCHASE INTO CORE ACCOUNT FIDELITY GOVERNMENT MONEY MARKET (SPAXX) (Cash)` - `PURCHASE INTO CORE ACCOUNT FIDELITY GOVERNMENT MONEY MARKET (SPAXX) MORNING TRADE (Cash)` I currently use rules to set a "Sweep" payee and set the amount to 0, but that leads to a lot of noise in my accounts of useless transactions. I usually just view all transactions from the "Sweep" payee and delete them prior to reconciling, but it would be nice to have a rule to do that automatically. Saw a related issue that got closed [here](https://github.com/actualbudget/actual/issues/917) due to a slightly different need. I am willing to help implement this feature. ### Describe your ideal solution to this problem I would like to have rules be able to delete matching transactions. ### Teaching and learning Because this is a destructive action, should this rule include some sort of additional warning or confirmation before enabling? It might also trip up users who have bank sync enabled with the "Reimport deleted transactions" feature since they will be re-imported in a future sync.
GiteaMirror added the feature label 2026-05-19 03:12:51 -05:00
GiteaMirror commented 2026-05-19 03:12:56 -05:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Sep 18, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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:3305081452 --> @github-actions[bot] commented on GitHub (Sep 18, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 2026-05-19 03:12:58 -05:00
Author
Owner
Copy Link

@ericvoshall commented on GitHub (Sep 18, 2025):

I would be open to implementing this feature. Any resources for a first-time contributor to Actual would be helpful.

<!-- gh-comment-id:3305087190 --> @ericvoshall commented on GitHub (Sep 18, 2025): I would be open to implementing this feature. Any resources for a first-time contributor to Actual would be helpful.
GiteaMirror commented 2026-05-19 03:13:00 -05:00
Author
Owner
Copy Link

@youngcw commented on GitHub (Sep 18, 2025):

There is a PR open already #4603. It works other than the CSV import modal doesn't update consistently when you change the file mappings. Feel free to update that and find the problem in the importer. It should be ready to go if that bug can be figured out.

<!-- gh-comment-id:3305166029 --> @youngcw commented on GitHub (Sep 18, 2025): There is a PR open already #4603. It works other than the CSV import modal doesn't update consistently when you change the file mappings. Feel free to update that and find the problem in the importer. It should be ready to go if that bug can be figured out.
GiteaMirror commented 2026-05-19 03:13:03 -05:00
Author
Owner
Copy Link

@matt-fidd commented on GitHub (Nov 4, 2025):

This has been implemented in #4603

<!-- gh-comment-id:3483173944 --> @matt-fidd commented on GitHub (Nov 4, 2025): This has been implemented in #4603
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#79915
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?