actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
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[Feature] Add an option to choose default Account when creating a new transaction #3843

Closed hrv231 closed 2 hours ago

hrv231 commented 2 hours ago

Verified feature request does not already exist?

đź’»

Pitch: what problem are you trying to solve?

Less steps, faster input when creating new transactions

Every time I'm outside buying something and take my phone to add a new transaction, I have to choose the Payee, Category and Account. I would like a way to choose a default Account and possibly also a default Category to do this process faster.

If my new transactions are generally the same category ( ex: Groceries ) and the Account I use to pay almost everything is one specific credit card, then I would like that to appear by default, saving me time and steps. That way, I will need to input only two things, the Amount and Payee, in most cases.

Describe your ideal solution to this problem

At the same time, the system needs to have a way to check that only 1 default Account is used and alert/deny the user in case the user tries to have another Account to be the default

Teaching and learning

When creating a new Account , having an option to choose it as your default. or By Editing one of your Accounts, having an option to choose it as a default.

github-actions[bot] commented 2 hours ago

: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 👍!