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[GH-ISSUE #4518] [Feature] Allow setting a start date when creating a new synced account #8864

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opened 2026-04-10 19:09:45 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-04-10 19:09:45 -05:00
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Originally created by @youngcw on GitHub (Mar 3, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4518

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?

Currently, when making a new account that is synced, you don't get to set the start date. This means that you get the full history of your data by default. If you don't want that, you either need to delete transactions, or create the account locally then sync after.

Describe your ideal solution to this problem

Rework the process where new accounts are created and linked.

Probably modify the existing new account modal to also link to bank sync, and include a start date field.

Teaching and learning

No response

Originally created by @youngcw on GitHub (Mar 3, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4518 ### 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? Currently, when making a new account that is synced, you don't get to set the start date. This means that you get the full history of your data by default. If you don't want that, you either need to delete transactions, or create the account locally then sync after. ### Describe your ideal solution to this problem Rework the process where new accounts are created and linked. Probably modify the existing new account modal to also link to bank sync, and include a start date field. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-10 19:09:45 -05:00
GiteaMirror commented 2026-04-10 19:09:47 -05:00
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@github-actions[bot] commented on GitHub (Mar 3, 2025):

✨ 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:2695081539 --> @github-actions[bot] commented on GitHub (Mar 3, 2025): :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 -->
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