Is there a way to manually "actualize" a planned transaction?

[bayindirh]

Hello again,

I’m keeping a Cashculator file in a high-level sense. I only keep my income and “cumulative” payments for multi-transactions like cards. I also have some recurring payments.

Every month, I sit in front of Cashculator to enter my expenses and see where I am, however, I don’t use “automatically fill-in actuals” because the due dates are generally further into future, and I pay these things a couple of days earlier. This requires me to re-enter all of them one by one to see where I stand.

Is it possible to convert a planned transaction to an actual one with a command or keyboard shortcut? It can show a little dialog to adjust for the amount and maybe the description. In short it’ll work like “Copy transaction to actual” or “Actualize transaction now”.

I believe it’ll save some time to folks like me.

Thanks in advance,

Cheers,

Hakan

[Jacob]

There’s no way to do that now but it sounds like a helpful feature. I’ll add it to the plan for the next release.

[bayindirh]

Thanks! It’s greatly appreciated.

[Jacob]

@bayindirh Hi. We’ve now released this feature in version 2.9. It’s called “Record Actual Transaction”. It will then open a dialog that allows you to adjust the actual amount/date/description before saving it. It will then smartly skip the next auto-filled actual for that plan (if enabled) if there are enough actuals for that plan already.

Oh, and there’s a keyboard shortcut for it: Command + Shift + A. When you’re over the transaction, like in the screenshot.

[bayindirh]

Hi Jacob,

Thanks a ton for the feature and the elegant implementation. That’ll be very useful, and I’ll be using it a ton very soon.