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Allow assing categories to transfers

Marco Aurélio Da Fonseca   ( User )

Commented 3 years ago

Hello! We would like to categorize transfers, for example: transfer to investment, transfer to transitory account due to incorrect operation and so on, but currently all transfers are associated to a single category.
Is it possible to have this on Akaunting ?

Melda Melda   ( User )

Commented 3 years ago

Hi Marco,

Thank you for your feedback. Could you please explain your case in more detail so that we can make sure we are on the same page?

Regards,

Marco Aurélio Da Fonseca   ( User )

Commented 3 years ago

Hi Melda, I need to classify transactions according to it's nature. Currently, transfers are shown as two records in the Transactions screen, one of type "expense" and other as "income", and both have category "Transfer". I need to change this category to "Transfer to investment" or "Transfer to transit", so this way I can identify what was the purpose of each transfer.

Even in the Transaction screen, there is no way to classify the the purpose of each transfer.

Marco Aurélio Da Fonseca   ( User )

Commented 3 years ago

Or you can see the screenshots in my google drive: https://drive.google.com/drive/folders/1aBpQ1bwUoYL-AsfRnjD6U0NnjYIFurzQ?usp=sharing

Melda Melda   ( User )

Commented 3 years ago

I will be continuing on the ticket that you created we can go on from there Marco.

Marco Aurélio Da Fonseca   ( User )

Commented 3 years ago

I think the subjects are a little bit different. In the ticket, I have a issue with the "custom fields" app, so I'm trying to use the "custom field" app as a workaround to the need I've presented here.

My suggestion here is a change to "core" Akaunting, because it will be helpful to have categories directly in the transactions for transfers.

Melda Melda   ( User )

Commented 3 years ago

Ah ok. Thank you for your feedback. We will be considering your feedback.

On the other hand, your case will be handled at the ticket as well.

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