Enable Transaction Type Conversion in Edit Mode

[ram3shyadav]

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Feature Description

Currently, there is no option to switch a transaction type between Expense, Income, and Transfer after creation. Users must delete and recreate entries, which is inefficient and error-prone. Introduce a feature within the edit screen that allows seamless conversion between all transaction types. When switching, the system should dynamically adjust required fields (e.g., accounts for transfers) while preserving existing data like amount, date, notes, and attachments. Proper validation must ensure data integrity and prevent inconsistent states. This enhancement will streamline corrections, reduce redundancy, and improve overall usability, making transaction management more flexible and user-friendly.

Additional information

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[mayswind]

I think changing the transaction type is a rare scenario, so this feature has not been supported in ezBookkeeping yet.

If you encounter this case, please share why it occurs and how frequently it happens.

[ram3shyadav]

@mayswind I am converting my CC statement to CSV and syncing it using API. But csv can only have Income/Expense. So i need the option to covert cc repayment income transaction to transfer from my other account.

[mayswind]

@mayswind I am converting my CC statement to CSV and syncing it using API. But csv can only have Income/Expense. So i need the option to covert cc repayment income transaction to transfer from my other account.

If you imported transactions from a CSV file using the import tool, the import dialog already provides a feature to convert transaction types

[ram3shyadav]

@mayswind for import also cant change the type

[mayswind]

@ram3shyadav select the transactions to update, click the three dots in the top right, and choose the convert transaction type option from the dropdown menu