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[Feature] Linking imported transfers #1912

Closed
1 of 2 tasks
tge101 opened this issue Nov 16, 2023 · 4 comments
Closed
1 of 2 tasks

[Feature] Linking imported transfers #1912

tge101 opened this issue Nov 16, 2023 · 4 comments
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feature This issue is a feature request

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@tge101
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tge101 commented Nov 16, 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?

When I am importing my transactions, there are multiple transfers from my checking to savings, as well as card payments from checking. When I set the payee to initiate the transfer, it creates a second transfer entry in that payee's ledger.

Describe your ideal solution to this problem

Can there be a way (or is there a way that I wasn't able to find) to link these so entries don't need to be deleted afterwards?

Teaching and learning

Steps can be inserted into the Transfers documentation area.

@tge101 tge101 added the feature This issue is a feature request label Nov 16, 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 16, 2023
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✨ 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 👍!

@youngcw
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youngcw commented Nov 16, 2023

Ive had success doing this with rules

@youngcw
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youngcw commented Nov 16, 2023

closing this as a duplicate of #1628

@youngcw youngcw removed the needs votes Please upvote this feature request if you would like to see it implemented! label Nov 16, 2023
@darthlite
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Ive had success doing this with rules

I stumbled upon this while wondering if this could be accomplished. How would this be accomplished via rules? I can isolate the transfers in my imports but don't see an option to turn it into a transfer.

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