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Add option to mark past "recurring expenses" as completed

Budget Flow✨ Small Improvements

At the moment when you add a new expense or income as “pending” it flags all corresponding entries with the “pending” status as well.

However, I think it should be possible to choose whether past “recurring” transactions should be marked as completed or not.

Posted by Fabio ·
2 comments

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Comments2

  • Fabian

    Team•

    Nov 2, 2023

    I understand the purpose of the feature request. However, there is already a workaround. For example, if you go to the first recurring transaction and edit it to remove the "Is Pending" flag, and then save "This and Future Transactions", all transactions will be unmarked. Once you edit a later recurring transaction (e.g. the last one) and set the "Is Pending" flag to "True" again for this and future transactions, you will have the same behavior (although not quite as convenient) :)

    • Fabio

      •

      Nov 2, 2023

      I mean, the workaround you proposed works… but I think you agree that this is not the behavior and user experience someone would expect, don’t you? 😊

      Another possible way is to manually set each past recurring entry as completed, but I think the best way should still be to add a toggle when creating recurring transactions to chose whether or not to “mark (it) as temporarily pending until the specified date expires”.