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@Azzbo77 Azzbo77 commented Jan 25, 2026

Enhancements to PR #20

  1. Separated Transferred Items from Spending Items
  2. Made optional in settings page
  3. Added a "how to" in settings for Transferred Items

@cachebag cachebag added frontend Frontend changes. feature A new feature to the application (backend or frontend). labels Jan 25, 2026
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I actually really like this feature, thanks!

I should note, as I mentioned here, while I am happy to include new features, I think it's wise to start thinking about whether we should force it as the default for the app.

As such, with features like these, and any other future ones, we should consider making them optional entirely. Similar to how you did here, but not simply disabling/enabling for edits, but rather completely hiding the feature from users if they prefer not to use them.

setEditingId(item.id);
setDescription(item.description);
setAmount(item.amount.toString());
setCategoryId(item.category_id.toString());
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Not sure why we need the category form for transfers? 🤔 It doesn't make sense to set a transfer to go towards savings or retirement, and then be able to pick from our budget options? I don't think it should be here

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Removed

Comment on lines 159 to 198
<div className="bg-sand-100 dark:bg-charcoal-900 p-4 sm:p-6 border border-sand-200 dark:border-charcoal-800">
<h2 className="text-base sm:text-lg font-medium mb-4 text-charcoal-800 dark:text-sand-100">
Transferred Items
</h2>
<div className="space-y-4">
<div className="flex items-center justify-between">
<div className="flex-1">
<div className="flex items-center gap-2 mb-1">
<label className="text-sm font-medium text-charcoal-700 dark:text-sand-300">
Enable Transferred Items
</label>
<button
onClick={() => setShowTransfersModal(true)}
className="p-0.5 hover:bg-sand-200 dark:hover:bg-charcoal-700 rounded transition-colors touch-manipulation"
title="How to use transfers"
>
<Info size={14} className="text-charcoal-400 hover:text-charcoal-600 dark:hover:text-charcoal-300" />
</button>
</div>
<p className="text-xs text-charcoal-500 dark:text-charcoal-400">
Allow adding, editing, and deleting transferred items
</p>
</div>
<button
onClick={() => setTransfersEnabled(!transfersEnabled)}
className={`relative inline-flex h-6 w-11 items-center rounded-full transition-colors ${
transfersEnabled
? "bg-sage-600 dark:bg-sage-500"
: "bg-charcoal-300 dark:bg-charcoal-600"
}`}
>
<span
className={`inline-block h-4 w-4 transform rounded-full bg-white transition-transform ${
transfersEnabled ? "translate-x-6" : "translate-x-1"
}`}
/>
</button>
</div>
</div> </div>

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So this disables or enables editing the transfers but I think what makes more sense for the sake of this project is to actually just hide it entirely. If people don't want to manage their transfers, they shouldn't need to see that section at all in the dashboard.

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I have changed it so if you disable the feature it removes the card if there are no transfers, if there are transfers it remains until the transfers are deleted.
Can change if preferred?

@cachebag cachebag force-pushed the feature/transfer-card-optional-with-info branch from 21a6fbc to b587655 Compare January 25, 2026 22:50
@Azzbo77
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Azzbo77 commented Jan 26, 2026

I saw the conversation and agree, was looking at it as you also mentioned seperating them in the previous PR and thought it would be better.

I will look into disabling completely in the options.

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