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Autocomplete transaction information when selecting the description of a previous transaction #346

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@robb4 robb4 commented Nov 2, 2024

Hi folks! I know this is very out of the blue, but I've been using this app for a while and I would really love to have this feature implemented, as it greatly enhances (at least my) user experience.

Note: this code is something I cobbled together in a couple of hours so it's obviously not something I expect to be merged as is.

Summary

  • Added the option to automatically fill in the transaction information when selecting a transaction description from the autocomplete dropdown.
  • Added a new setting under Transaction Form to control this new behavior

This is basically solution 4 from #119 (I found this issue after I wrote the code 😅)

Expected user flow

  • user clicks the Plus button to open the create new transaction form
  • user fills in the transaction value
  • user writes a few characters in the Description input field
  • when selecting an already existing description from the autocomplete options => the remaining input fields should be filled in with values from the selected transaction

Open questions

  • what should happen when the selected transaction is of a different type? (withdraw / transfer / deposit)
  • what should happen when the selected transaction has multiple splits?
  • what should happen when we're autocompleting inside a split transaction? (I think this MR kinda breaks things in this scenario by overwriting the source account)

Please let me know if this is something you're interested to merge.

Have an awesome day!
Robert.

@victorbalssa victorbalssa self-assigned this Nov 7, 2024
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I will take a look 👀
Thanks @robb4!

@victorbalssa victorbalssa removed their assignment Nov 9, 2024
@ztoundas
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ztoundas commented Jan 28, 2025

I just left a app store review asking for auto-complete based on past transactions! Then came here to see If I could take a crack at it.

I had an idea where long pressing a secondary field would set a preferred default for that description.

i.e. I always go to this XYZ gas station and get gas 90% of the time, so I want 'gas' to be the real default, even if the last time I went I overrode the default category, changing it to 'Snacks.'

My next thought was gps based auto-completes, or widgets\icons that prefill for my 3 most common entries (one for the grocery store, one for the gas station, one for the hardware store.

My ADHD makes it harder to do things like remembering to enter charges (my wife and I have done it like this for 12 years now), so anything to make entering ~90% of my charges as quick and reliable as possible is my goal here...

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3 participants