Frequently Used Transactions

[DevelopmentAnything]

Hopes...
I have a few Frequently Used Transactions(FUT).
Once I have registered it, simply select FUT Item from the New Transaction form and the content will be automatically fill.

Do you plan to add this feature or is it possible to add it?
(This feature does not copy existing transactions. Because it takes time to search for the original.)
And the contents of the notes may be the same, and even if they are different, the forms are similar.

Detail...
The Favorite Transactions List appears in the list by Type selection.
Amount, Account, Payee (From or To), Category, Notes, others... items automatically populate

sample image...

Organize Frequently Used Transactions

[tactilis]

@DevelopmentAnything A similar feature has been discussed previously. Please see #4901

That issue is still open but there hasn't been any enthusiasm to develop it along the lines of what you are requesting.

The concluding remark was #4901 (comment):

To be fair with your suggestion you are gaining no more than 1 click for the payee, because if you use the "last category used for payee", this is autofilled as well and the account depends where you right click and add new transaction. IMHO creating another window with other logic etc.. for such small advantage it's not really useful.

A simple solution requiring no development effort that you could use right now was made here: #4901 (comment)

In summary, that approach is:

1. Select the Temp account containing your template Frequently Used Transactions.
2. Ctrl+C to copy the transaction you want.
3. Select the account where you want the new transaction to be created.
4. Ctrl+V to paste the template transaction.

[DevelopmentAnything]

The problem with this is that it's exposed to the entire transaction. Despite the closed setting.

[n-stein]

I suppose by definition a "Frequently Used Transaction" is one that is recurring (though perhaps not on a set schedule), so another option is to use the native "Recurring Transactions" functionality as mentioned here #4901 (comment):

1. Create a manual recurring transaction for each of your frequently used transactions.
2. Any time you want to enter it, go to recurring transactions screen, right click on the transaction and select "Enter next Occurrence..."

Note this would prompt you with the transaction dialog pre-filled where you can make changes to amount, notes, etc whereas copying/pasting will duplicate the transaction as-is in the target account. Depending on your use case this could be beneficial.

[DevelopmentAnything]

If enter a recurring transaction, the recurring transaction item disappears.

[DevelopmentAnything]

1. New Recurring Transaction
   

2. List
   

3. Enter Recurring Transaction
   

4. Disappeared from the list
   

This feature is not available for 'Frequently Used Transactions'.

[vomikan]

Just copy then past already present transection in any account then edit details.

[DevelopmentAnything]

I've already mentioned it.
This is because it takes time to retrieve the source.

I can use that function with a temporary account but selecting my favorite transactions on the transaction input screen of a account is a feature used by many account book app in Korea. It is possible with the above two answers.

[DevelopmentAnything]

The above method is difficult to use continuously.
It seems necessary to add a separate 'Frequently Used Transaction' function.

1. This transaction is not a recurring transaction in that cycle.
2. Use it anytime. Past, present, future all.
3. can only register multiple times a day or once a month.
4. must complete the task at once on the transaction registration screen. Not copy and paste.
5. The amount and content may be the same or different.

[vomikan]

I do not recommend using recurring transactions, because this will violate the Cash flow report.

[n-stein]

Setting the transaction status to "Void" would prevent any impact to cash flow reporting.

[DevelopmentAnything]

I hope the record is not deleted by the Enter (Next) button in the recurring transaction. How do I set it up so it won't be deleted?
repeats = none condition.

[n-stein]

Since it is manual you can pick any "Repeats" condition you want, the only thing it will determine is what transaction date is initially populated. You could pick "Daily", you would just need to adjust the "Date Paid" when you enter the transaction.

[nmsleal]

The only problem with the "daily" approach is that there'll be lots of recurring tasks to advance if, for any reason, we take a few days between two Frequently Used Transactions... I think that a kind of a "permanent flag" (to prevent deletion), combined with a "void" type and a new kind of repeat "Reusable Adhoc", for example, would fit this purpose, allowing us to use the Recurring Transactions mechanism and, simultaneously, not being such an huge development effort.
This feature is very interesting. I frequently find myself advancing lots of poorly recurrent transactions setup as twice a week or other recurrence.

[DevelopmentAnything]

This is a frequently used transaction registration function of my app for MMEX.

1. Organize FavoriteUsedTransaction(=Transaction Preset)
   

2. New Transaction Dialog and Select Preset Item
   
   All on one screen.

3. Success
   

[DevelopmentAnything]

If I use scheduled transaction as #6568 (reply in thread) , manually entering it will delete the scheduled transaction, which means it cannot be used as a frequently used transaction.
We need to improve both scheduled transactions and frequently favorite transactions so that they can be easily used.

[DevelopmentAnything]

Frequently Used Transactions is ...
"Transaction Template "

ex) Aliexpress scheduled transaction

account: xx Card
amount: 0
payee: aliexpress
category: product

Note:

blahblah

Qty: 1 ea
sum: $0
delivery: $0
Coin: -$0
discount: -$0
Total: $0

---

and manually use it...

enter scheduled transaction dialog, click OK

deleted scheduled transaction 😱😱😱 can not use for Transaction Template(Frequently Used Transactions)