Don't include transfers in the summary #47

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opened 2025-12-28 23:24:37 +01:00 by adam · 8 comments
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Originally created by @sininen-blue on GitHub (Jul 9, 2025).

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I'm not sure if there's already a feature for this, but including transfers in the income and expense section feels like it's reducing the utility of them

Since a quick glance at the expense and income summaries don't actually tell you the value you had for that month if you had any account transfers

Originally created by @sininen-blue on GitHub (Jul 9, 2025). <img width="510" height="636" alt="Image" src="https://github.com/user-attachments/assets/8dd9368d-5f56-4f47-abf7-096fa107e526" /> I'm not sure if there's already a feature for this, but including transfers in the income and expense section feels like it's reducing the utility of them Since a quick glance at the expense and income summaries don't actually tell you the value you had for that month if you had any account transfers
adam added the enhancement label 2025-12-28 23:24:37 +01:00
adam closed this issue 2025-12-28 23:24:37 +01:00
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@eitchtee commented on GitHub (Jul 9, 2025):

We do have a feature for this, using categories:

Add a new category using the Management > Categories menu, and set it to "Silent" or "Muted" (I don't recall the correct phrasing I used). Then set your transfers to use this category, this will hide them from the summaries, but not from net-worth. What I do is have a "Transfer" category for this use case.


I'm leaving this open as I believe we could improve this by allowing a transaction itself to be hidden, let me think more about this and get back to you.

@eitchtee commented on GitHub (Jul 9, 2025): We do have a feature for this, using categories: Add a new category using the Management > Categories menu, and set it to "Silent" or "Muted" (I don't recall the correct phrasing I used). Then set your transfers to use this category, this will hide them from the summaries, but not from net-worth. What I do is have a "Transfer" category for this use case. --- I'm leaving this open as I believe we could improve this by allowing a transaction itself to be hidden, let me think more about this and get back to you.
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@eitchtee commented on GitHub (Jul 19, 2025):

This has been implemented and will be available in the next update (hopefully tomorrow). Transfers will be hidden by default.

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@eitchtee commented on GitHub (Jul 19, 2025): This has been implemented and will be available in the next update (hopefully tomorrow). Transfers will be hidden by default. <img width="369" height="173" alt="Image" src="https://github.com/user-attachments/assets/e71d5305-739e-465d-8b6c-86fb5a9f0068" />
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@seraphblade2010 commented on GitHub (Jul 21, 2025):

Im currently in fhe opposite and I want to see that transaction transfer under monthly overview but i cant find the damn button ... can you quickly point me in the right direction and in which image its ? Thx ^^

@seraphblade2010 commented on GitHub (Jul 21, 2025): Im currently in fhe opposite and I want to see that transaction transfer under monthly overview but i cant find the damn button ... can you quickly point me in the right direction and in which image its ? Thx ^^
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@eitchtee commented on GitHub (Jul 21, 2025):

@seraphblade2010 hover over the transaction you want to see (or click on it if you're on mobile), a menu will appear on top of the transaction, click the "..." icon and choose "Show on summaries". Hidden transactions are slightly darker, so it should be easy to detect the hidden ones.

This is only true for v0.14.0 and above, if you're running an older version, this doesn't apply and you're probably having some other issue. To check which version you're running click the bust icon on the top right, it will display the version you're on. Let me know if you get it working.

@eitchtee commented on GitHub (Jul 21, 2025): @seraphblade2010 hover over the transaction you want to see (or click on it if you're on mobile), a menu will appear on top of the transaction, click the "..." icon and choose "Show on summaries". Hidden transactions are slightly darker, so it should be easy to detect the hidden ones. This is only true for v0.14.0 and above, if you're running an older version, this doesn't apply and you're probably having some other issue. To check which version you're running click the bust icon on the top right, it will display the version you're on. Let me know if you get it working.
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@seraphblade2010 commented on GitHub (Jul 21, 2025):

Im running 0.14.0, currently mobile, but its not there:

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I tried touching, holding, selecting but the only thing I get is the menu displayed. Editing the transaction also shows no option and using fhe account of the "payee" is also not showing anything different. Tried mobile and desktop version of firefox on mobile. Chrome is showing the same.

@seraphblade2010 commented on GitHub (Jul 21, 2025): Im running 0.14.0, currently mobile, but its not there: <img width="1080" height="2412" alt="Image" src="https://github.com/user-attachments/assets/f0088e2a-75bd-4710-b660-7021dc559740" /> I tried touching, holding, selecting but the only thing I get is the menu displayed. Editing the transaction also shows no option and using fhe account of the "payee" is also not showing anything different. Tried mobile and desktop version of firefox on mobile. Chrome is showing the same.
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@eitchtee commented on GitHub (Jul 21, 2025):

https://github.com/user-attachments/assets/953bff56-91a7-430c-b372-34cb46a419aa

@seraphblade2010 on the video above, each white dot is a click, try to follow it. You're meant to click the body of the transaction, not the selection box.

Now if you can't get the menu shown in the video to appear, could you kindly create a new issue with some videos/screenshots and more details because it could be a bug.


It has ocurred to me that drastically changing the default behavior isn't the best idea, I will try to get a hotfix out today with some checkboxes so you can control this better when creating transfers and editing transactions.

@eitchtee commented on GitHub (Jul 21, 2025): https://github.com/user-attachments/assets/953bff56-91a7-430c-b372-34cb46a419aa @seraphblade2010 on the video above, each white dot is a click, try to follow it. You're meant to click the body of the transaction, not the selection box. Now if you can't get the menu shown in the video to appear, could you kindly create a new issue with some videos/screenshots and more details because it could be a bug. --- It has ocurred to me that drastically changing the default behavior isn't the best idea, I will try to get a hotfix out today with some checkboxes so you can control this better when creating transfers and editing transactions.
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@seraphblade2010 commented on GitHub (Jul 21, 2025):

I will create a new issue later today after work, that box is not showing for me at all ^^

@seraphblade2010 commented on GitHub (Jul 21, 2025): I will create a new issue later today after work, that box is not showing for me at all ^^
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@eitchtee commented on GitHub (Jul 21, 2025):

Thank you! I did change how this menu is shown in this update, so could be related, even though it works on all browsers I tried it on, including chrome.

Hopefully we can get to the bottom of it.

@eitchtee commented on GitHub (Jul 21, 2025): Thank you! I did change how this menu is shown in this update, so could be related, even though it works on all browsers I tried it on, including chrome. Hopefully we can get to the bottom of it.
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Reference: starred/WYGIWYH#47