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Ability to set category and notes directly from Schedule screen #10

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opened 2026-02-28 18:45:28 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 18:45:28 -06:00
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Originally created by @bdoherty on GitHub (Nov 16, 2021).

Feedback from users:

  • "there seems to be no way to assign them to a budget category until after it has gone into the account register"
  • it's extra steps and it obfuscates which Schedules really do have custom conditions and actions when the only "custom" thing is adding a category.
  • I have gone through and set up a bunch of my scheduled transactions that I had in YNAB, and it was a pain to create the schedule, save it, then go back into the schedule, "Edit as rule" and then add the category (and note), then you have 2 "​save" buttons to hit before you're done.
  • Maybe there's a design or functionality reason I'm just missing, but Category is, it seems to me, a fundamental property of every transaction and it should be settable as a default property.

See https://github.com/actualbudget/releases/discussions/19#discussioncomment-1616612 for full discussion thread

Maybe something like this?
image

Originally created by @bdoherty on GitHub (Nov 16, 2021). Feedback from users: * "there seems to be no way to assign them to a budget category until after it has gone into the account register" * it's extra steps and it obfuscates which Schedules really do have custom conditions and actions when the only "custom" thing is adding a category. * I have gone through and set up a bunch of my scheduled transactions that I had in YNAB, and it was a pain to create the schedule, save it, then go back into the schedule, "Edit as rule" and then add the category (and note), then you have 2 "​save" buttons to hit before you're done. * Maybe there's a design or functionality reason I'm just missing, but Category is, it seems to me, a fundamental property of every transaction and it should be settable as a default property. See https://github.com/actualbudget/releases/discussions/19#discussioncomment-1616612 for full discussion thread Maybe something like this? ![image](https://user-images.githubusercontent.com/335468/142057117-8752e131-209c-4b24-9316-b14f497d9565.png)
GiteaMirror commented 2026-02-28 18:45:28 -06:00
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@Deguello commented on GitHub (Nov 16, 2021):

Along the ability to create a split, as with category assignments in the register, please.

@Deguello commented on GitHub (Nov 16, 2021): Along the ability to create a split, as with category assignments in the register, please.
GiteaMirror commented 2026-02-28 18:45:29 -06:00
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@alexmidd commented on GitHub (Nov 17, 2021):

Yes, ability to set splits please.

@alexmidd commented on GitHub (Nov 17, 2021): Yes, ability to set splits please.
GiteaMirror commented 2026-02-28 18:45:29 -06:00
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@rich-howell commented on GitHub (Oct 18, 2022):

Hello @bdoherty

This is documented here https://actualbudget.github.io/docs/Budgeting/schedules#how-to-use-rules-with-schedules

Cheers
Rich

@rich-howell commented on GitHub (Oct 18, 2022): Hello @bdoherty This is documented here https://actualbudget.github.io/docs/Budgeting/schedules#how-to-use-rules-with-schedules Cheers Rich
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