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[Feature] Option to set imported/linked account as "off-budget" in linking "wizard" #976

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opened 2026-02-28 19:26:59 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:26:59 -06:00
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Originally created by @DenisBY on GitHub (Mar 8, 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?

Currently when you add a new account and select "Link bank account with ..." there is no way to link it as "off-budget" account. You have to create a local account first and then link external account.

Describe your ideal solution to this problem

Have a checkbox "off-budget" in linking wizard.

Teaching and learning

As I new user I was wonder how to no to count my saving accounts in budgeting. After reading documentation I found, that I should mark accounts as "off-budget", but it wasn't clear how to do it as there was no such option in linking wizard. I had to ask on Discord and was told, that I should create a local account as "off-budget" first and then link external account to it.

Originally created by @DenisBY on GitHub (Mar 8, 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? Currently when you add a new account and select "Link bank account with ..." there is no way to link it as "off-budget" account. You have to create a local account first and then link external account. ### Describe your ideal solution to this problem Have a checkbox "off-budget" in linking wizard. ### Teaching and learning As I new user I was wonder how to no to count my saving accounts in budgeting. After reading documentation I found, that I should mark accounts as "off-budget", but it wasn't clear how to do it as there was no such option in linking wizard. I had to ask on Discord and was told, that I should create a local account as "off-budget" first and then link external account to it.
GiteaMirror added the feature label 2026-02-28 19:26:59 -06:00
GiteaMirror commented 2026-02-28 19:27:00 -06:00
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@github-actions[bot] commented on GitHub (Mar 8, 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 (Mar 8, 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 -->
GiteaMirror commented 2026-02-28 19:27:00 -06:00
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@psybers commented on GitHub (Jun 1, 2024):

@youngcw We can remove the needs vote tag on this since #2788 implemented similar functionality.

@psybers commented on GitHub (Jun 1, 2024): @youngcw We can remove the needs vote tag on this since #2788 implemented similar functionality.
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