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I am heavily using Abacus to track my expenses. There are several transactions that occur regularly and I am thus faced with performing repeated tasks to fill the same fields with the same values (except for e. g. the amount) over and over again.
Describe the solution you'd like
Solution 1: Templates (preferred solution)
Templates containing all of the fields of a transaction can be created by filling selected fields. By selecting "New transaction of template" a new transaction opens with the fields pre-filled according to the template. After making additions or changes (e. g. amount), the transaction is submitted.
Solution 2: Shortcuts integration
Allow for the triggering of pre-filled transactions from the iOS Shortcuts app.
Solution 3: URI schemes
Introduce extensive uri schemes so that pre-filled transactions can be triggered from outside of Abacus, e. g. by Launch.
Solution 4: Pre-filled fields based on the last transaction with the same title
When creating a new transaction in the current ui function the title field offers a selection of auto-completes. Upon selecting a title the form should be optionally pre-filled with the (exact) details of the last transaction with this title.
The text was updated successfully, but these errors were encountered:
That's a big feature!
Could be very helpful for recurring transactions but time consuming to create a new form for template creation/edition and template management.
I will keep it as is for future idea, but not before version 1.0.0 as my todo list is full.
A good workaround is to "longPress" any transaction in the "Transactions" screen, it will open a duplicate of the selected transaction that can be modified and saved like a new transaction.
As my issue is apparently identical to this one: Could we please include all alternate solutions to prevent them from being lost ? I put quite some effort into coming up with 4 options that differ heavily in the required development work.
Hessi
victorbalssa
changed the title
Feature Request: Transaction Template
Feature Request: Transaction Templates x4 solutions
Nov 8, 2023
From @hessijames79
Describe the solution you'd like
Templates containing all of the fields of a transaction can be created by filling selected fields. By selecting "New transaction of template" a new transaction opens with the fields pre-filled according to the template. After making additions or changes (e. g. amount), the transaction is submitted.
Allow for the triggering of pre-filled transactions from the iOS Shortcuts app.
Introduce extensive uri schemes so that pre-filled transactions can be triggered from outside of Abacus, e. g. by Launch.
When creating a new transaction in the current ui function the title field offers a selection of auto-completes. Upon selecting a title the form should be optionally pre-filled with the (exact) details of the last transaction with this title.
The text was updated successfully, but these errors were encountered: