Feature Request: Transaction Templates x4 solutions

[michelebossa]

• auto filling a new transaction with templates data.

From @hessijames79

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.

[victorbalssa]

@michelebossa

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.

[michelebossa]

@victorbalssa thanks to keept in future idea

[hessijames79]

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]

Added the 4 options to keep infos 👍🏻