[Feature] Apply Rules for Reconciliation #1066

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opened 2026-02-28 19:30:33 -06:00 by GiteaMirror · 2 comments
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Originally created by @nicedevil007 on GitHub (Apr 30, 2024).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

After reconciliation at the end of the month the rules that should apply do not apply.
F.e. I created a rule that should apply on transaction with the Notes "Reconciliation balance adjustment"

Describe your ideal solution to this problem

Is it possible to let rules run after the reconciliation transaction was added?

Teaching and learning

No response

Originally created by @nicedevil007 on GitHub (Apr 30, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? After reconciliation at the end of the month the rules that should apply do not apply. F.e. I created a rule that should apply on transaction with the Notes "Reconciliation balance adjustment" ### Describe your ideal solution to this problem Is it possible to let rules run after the reconciliation transaction was added? ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:30:33 -06:00
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Owner

@github-actions[bot] commented on GitHub (Apr 30, 2024):

Thanks for sharing your idea!

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Apr 30, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
Author
Owner

@youngcw commented on GitHub (Oct 18, 2024):

#3625

@youngcw commented on GitHub (Oct 18, 2024): #3625
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Reference: github-starred/actual#1066