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[Feature] "Link as Transfer" Option with 2 Selected Transactions #1891

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rydrman opened this issue Nov 9, 2023 · 4 comments · Fixed by #2398
Closed
2 tasks done

[Feature] "Link as Transfer" Option with 2 Selected Transactions #1891

rydrman opened this issue Nov 9, 2023 · 4 comments · Fixed by #2398
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feature This issue is a feature request

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@rydrman
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rydrman commented Nov 9, 2023

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 regularly will use a search either by date, amount, or description to find pairs of transactions that are transfers (all data is manually imported). I then mark them as transfers but need to do each one individually and ensure that I match them up symmetrically.

Describe your ideal solution to this problem

I would love to be able to select pairs of transactions after searching and have them bi-directionally marked as transfers. This is basically a quality-of-life improvement to make it faster to edit both at the same time.

I would also like to suggest using the T key as a shortcut for this

Teaching and learning

This can easily be a part of the tips and tricks page or any page that mentions the shortcuts available on the transactions page.
@rydrman rydrman added the feature This issue is a feature request label Nov 9, 2023
@github-actions github-actions bot added the needs votes Please upvote this feature request if you would like to see it implemented! label Nov 9, 2023
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@github-actions github-actions bot closed this as completed Nov 9, 2023
@psybers
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psybers commented Feb 5, 2024

This could be a partial solution to #1628 as well.

This was referenced Feb 26, 2024
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@twk3
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twk3 commented Feb 27, 2024

PR for first iteration of this is now open for review here: #2398

First iteration does not include a hotkey (to simplify the initial PR). And doesn't have a workflow for mobile (we don't have a multi select transaction workflow for mobile I can reuse yet).

@twk3 twk3 linked a pull request Mar 3, 2024 that will close this issue
Add option to make a transfer from two selected transactions #2398
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@github-actions github-actions bot removed the needs votes Please upvote this feature request if you would like to see it implemented! label Mar 3, 2024
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github-actions bot commented Mar 3, 2024

🎉 This feature has been implemented in #2398 and will be released in the next version. Thanks for sharing your idea! 🎉

twk3 added a commit to actualbudget/docs that referenced this issue Mar 23, 2024
@twk3
Add docs on ability to create transfer from two existing transactions (…
b724708 
…#321)

Docs for PR actualbudget/actual#2398

as part of the feature
actualbudget/actual#1891
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Add option to make a transfer from two selected transactions actualbudget/actual
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@psybers @twk3 @rydrman