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[GH-ISSUE #667] [Feature] Add ability to append notes instead of overwriting them #89902

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opened 2026-05-25 16:22:41 -05:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-05-25 16:22:41 -05:00
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Originally created by @shall0pass on GitHub (Feb 17, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/667

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?

There are times when I want to add a note to a batch of transactions. If any of the transactions already have notes in them, applying the operation to add a note will overwrite the note that is already on that transaction. I am looking for the ability to append more text to a note so that any existing notes aren't lost.

Describe your ideal solution to this problem

Ideas:

  1. Change the current behavior to append instead of replace.
  2. Add a second button to distinguish from append or replace.
  3. Maybe a popup during a note action to ask if append or replace is preferred.

Teaching and learning

No response

Originally created by @shall0pass on GitHub (Feb 17, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/667 ### 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? There are times when I want to add a note to a batch of transactions. If any of the transactions already have notes in them, applying the operation to add a note will overwrite the note that is already on that transaction. I am looking for the ability to append more text to a note so that any existing notes aren't lost. ### Describe your ideal solution to this problem Ideas: 1. Change the current behavior to append instead of replace. 2. Add a second button to distinguish from append or replace. 3. Maybe a popup during a note action to ask if append or replace is preferred. ### Teaching and learning _No response_
GiteaMirror added the featureuser interface labels 2026-05-25 16:22:42 -05:00
GiteaMirror commented 2026-05-25 16:22:46 -05:00
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@themadman0980 commented on GitHub (Feb 28, 2023):

Perhaps a good alternative would be to add a new field called 'description' and move any imported text from the bank data into the description field. This would free up the notes field for user-created notes only.

The description field could effectively be a read-only column which can optionally be hidden by the user (not sure if that functionality exists?).

<!-- gh-comment-id:1447809591 --> @themadman0980 commented on GitHub (Feb 28, 2023): Perhaps a good alternative would be to add a new field called 'description' and move any imported text from the bank data into the description field. This would free up the notes field for user-created notes only. The description field could effectively be a read-only column which can optionally be hidden by the user (not sure if that functionality exists?).
GiteaMirror commented 2026-05-25 16:22:48 -05:00
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@shall0pass commented on GitHub (Feb 28, 2023):

I didn't specifically have bank imports in mind when I wrote this idea down. I do manual transaction entry only and being able to append a note rather than replace would be useful. I can see how having a code path for appending notes could be useful for bank imports though.

I'm not a huge fan of two text fields by default simply because it feels redundant. You may be interested reading what is in this closed idea. https://github.com/actualbudget/actual/issues/504

<!-- gh-comment-id:1448489693 --> @shall0pass commented on GitHub (Feb 28, 2023): I didn't specifically have bank imports in mind when I wrote this idea down. I do manual transaction entry only and being able to append a note rather than replace would be useful. I can see how having a code path for appending notes could be useful for bank imports though. I'm not a huge fan of two text fields by default simply because it feels redundant. You may be interested reading what is in this closed idea. https://github.com/actualbudget/actual/issues/504
GiteaMirror commented 2026-05-25 16:22:50 -05:00
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@Kidglove57 commented on GitHub (Feb 28, 2023):

I am also not a fan of more note fields. However, I would certainly support the idea of a tag field to keep track of specific projects or tax deductibles

<!-- gh-comment-id:1448549260 --> @Kidglove57 commented on GitHub (Feb 28, 2023): I am also not a fan of more note fields. However, I would certainly support the idea of a tag field to keep track of specific projects or tax deductibles
GiteaMirror commented 2026-05-25 16:22:54 -05:00
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@github-actions[bot] commented on GitHub (May 1, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:1530115882 --> @github-actions[bot] commented on GitHub (May 1, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc Don’t forget to upvote the top comment with 👍!
GiteaMirror commented 2026-05-25 16:22:57 -05:00
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@github-actions[bot] commented on GitHub (Apr 2, 2024):

🎉 This feature has been implemented in #2468 and will be released in the next version. Thanks for sharing your idea! 🎉

<!-- gh-comment-id:2032404523 --> @github-actions[bot] commented on GitHub (Apr 2, 2024): :tada: This feature has been implemented in #2468 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
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