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Add tag assignment to new transaction modal + bulk assignments #1882

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zachgoll opened this issue Feb 21, 2025 · 2 comments · May be fixed by #2008
Open

Add tag assignment to new transaction modal + bulk assignments #1882

zachgoll opened this issue Feb 21, 2025 · 2 comments · May be fixed by #2008
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Community This is a great issue for community members to work on 3️⃣ Low priority Contributions accepted, but Maybe team will not be working on this in the near term

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@zachgoll
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Requirements

  • User can assign 1+ tags in new transaction modal
  • User can bulk assign tags

Discussed in #1310

Originally posted by thorgin October 15, 2024

Describe the feature

Add all option in the edit transaction window to the new transaction window.

Why is this feature important?

Right now I have the ability to add notes and tags to each transaction but not while inputting it into the database. It would be better just to make the two window have the same options. This just adds more work in adding transactions and adding tags and notes to the new transactions window will avoid creating any unnecessary added steps.

Additional context, screenshots, and relevant links

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@zachgoll zachgoll added 3️⃣ Low priority Contributions accepted, but Maybe team will not be working on this in the near term Community This is a great issue for community members to work on labels Feb 21, 2025
@zachgoll
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@justinfar could you drop a few design mocks for this? Changes would be:

  • Add tags to bulk assignment drawer (same design as we have in txn drawer)
  • Add tags + notes to new txn modal (maybe in a disclosure section??)

@tonyvince
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I'd like to work on this

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