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Custom Transaction Fields - Receipt Link #3187

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garrettdowd opened this issue Mar 14, 2020 · 3 comments
Closed

Custom Transaction Fields - Receipt Link #3187

garrettdowd opened this issue Mar 14, 2020 · 3 comments
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enhancement Requests for enhancements of existing stuff. fixed Bugs that are fixed (in a coming release).

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@garrettdowd
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garrettdowd commented Mar 14, 2020

Description
My bank transaction exports include links to receipts that I upload through the bank's app. As far as I know, Firefly does not support custom fields/columns for transactions. I already use fields such as "Notes" for other information included in the bank exports. Therefore, there is no way to retain this receipt information in a way that is easily accessible.

Solution
Ideally, a user would be able to add their own custom fields for transactions. Another solution is to add a URL field as an "optional field" in the preferences.

What are alternatives?
Appending the URL to the Notes field, which does not work well when other information is already populated there

Bonus points
User-defined fields for transactions. Banks are starting to include more metadata about transactions such as receipts, payment splits, transaction type, time of day, etc. Instead of trying to include all of these in the default application it makes sense to allow users to define additional categories so they can at least store/retain the information.

@garrettdowd garrettdowd changed the title Transaction Receipt Link Custom Transaction Fields - Receipt Link Mar 14, 2020
@JC5
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JC5 commented Mar 15, 2020

That's a good suggestion. I'll think about the best way to do this. I'm not a fan of user defined custom fields, that's a huge effort on my part for a barely used function. But an URL field could work just fine.

@JC5 JC5 added the enhancement Requests for enhancements of existing stuff. label Mar 15, 2020
JC5 added a commit that referenced this issue Jul 23, 2020
@JC5
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JC5 commented Jul 23, 2020

You can now try this on the demo site 👍

@JC5 JC5 added the fixed Bugs that are fixed (in a coming release). label Jul 23, 2020
@JC5 JC5 closed this as completed Aug 14, 2020
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github-actions bot commented May 2, 2021

This issue has been automatically locked since there has not been any recent activity after it was closed. Please open a new issue for related bugs.

@github-actions github-actions bot locked as resolved and limited conversation to collaborators May 2, 2021
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