Add fields for bank account details (IBAN / routing or sort code / account number etc) #935

Closed
opened 2026-02-28 19:25:41 -06:00 by GiteaMirror · 1 comment
Owner

Originally created by @TheBlueCircle on GitHub (Feb 18, 2024).

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'd like to have a field in Actual that shows the unique identifier for each account within the banking system. In the UK, that would be sort code, account number and (optionally) roll number. In the EU, that would be an IBAN.

This is useful because, over time, I might have multiple accounts with the same provider. Knowing the unique references is useful to distinuish them. They might also be useful for future features (such as automating transfers).

Describe your ideal solution to this problem

Create three new fields for each account. They should be displayed after the account name and editable via the existing functionality when you hover over the account name.

Teaching and learning

None required.

Originally created by @TheBlueCircle on GitHub (Feb 18, 2024). ### 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? I'd like to have a field in Actual that shows the unique identifier for each account within the banking system. In the UK, that would be sort code, account number and (optionally) roll number. In the EU, that would be an IBAN. This is useful because, over time, I might have multiple accounts with the same provider. Knowing the unique references is useful to distinuish them. They might also be useful for future features (such as automating transfers). ### Describe your ideal solution to this problem Create three new fields for each account. They should be displayed after the account name and editable via the existing functionality when you hover over the account name. ### Teaching and learning None required.
GiteaMirror added the needs votesfeature labels 2026-02-28 19:25:41 -06:00
Author
Owner

@github-actions[bot] commented on GitHub (Feb 18, 2024):

✨ 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 (Feb 18, 2024): :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 -->
Sign in to join this conversation.
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#935