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[Feature] Ability to see notes in scheduled transactions #1193

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opened 2026-02-28 19:35:34 -06:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-02-28 19:35:34 -06:00
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Originally created by @bchooxg on GitHub (Jul 3, 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?

When there are a bunch of scheduled transactions in an account the notes column remains empty, even if they have been populated in the rules section.
Which makes it quite hard to identify what exactly this transaction is

image

Rules page showing the added notes
image

image

Describe your ideal solution to this problem

Quickfix: To query the rules for that specific transaction and get the value of the note, if any.
More complete fix: Redesign the schedules pages to be able to accept the column value for "notes"

Teaching and learning

Need to update the documentation for schedules page to include this additional column

Originally created by @bchooxg on GitHub (Jul 3, 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? When there are a bunch of scheduled transactions in an account the notes column remains empty, even if they have been populated in the rules section. Which makes it quite hard to identify what exactly this transaction is <img width="1584" alt="image" src="https://github.com/actualbudget/actual/assets/56596358/daee28cf-0569-449a-a486-cff3014ba862"> Rules page showing the added notes <img width="1235" alt="image" src="https://github.com/actualbudget/actual/assets/56596358/db4ff149-9e0e-4993-adba-18336b7ddeb1"> <img width="1125" alt="image" src="https://github.com/actualbudget/actual/assets/56596358/01687f90-cdc9-46fd-a4a5-87075f6e421c"> ### Describe your ideal solution to this problem Quickfix: To query the rules for that specific transaction and get the value of the note, if any. More complete fix: Redesign the schedules pages to be able to accept the column value for "notes" ### Teaching and learning Need to update the documentation for schedules page to include this additional column
GiteaMirror added the feature label 2026-02-28 19:35:34 -06:00
GiteaMirror commented 2026-02-28 19:35:35 -06:00
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@github-actions[bot] commented on GitHub (Jul 3, 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 (Jul 3, 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 -->
GiteaMirror commented 2026-02-28 19:35:35 -06:00
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@Kidglove57 commented on GitHub (Jul 3, 2024):

I have lots of notes that are entered automatically by my scheduled transactions. After saving the schedule I go back into it and click “edit as a rule”. This then enables me to create a rule for that schedule. I then add a category and a note to the transaction.

@bchooxg Were you thinking of something more than this?

@Kidglove57 commented on GitHub (Jul 3, 2024): I have lots of notes that are entered automatically by my scheduled transactions. After saving the schedule I go back into it and click “edit as a rule”. This then enables me to create a rule for that schedule. I then add a category and a note to the transaction. @bchooxg Were you thinking of something more than this?
GiteaMirror commented 2026-02-28 19:35:36 -06:00
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@jfdoming commented on GitHub (Jul 3, 2024):

I have lots of notes that are entered automatically by my scheduled transactions. After saving the schedule I go back into it and click “edit as a rule”. This then enables me to create a rule for that schedule. I then add a category and a note to the transaction.

@bchooxg Were you thinking of something more than this?

I think the notes themselves don't display right now even if set. But I have an open PR to fix that!

@jfdoming commented on GitHub (Jul 3, 2024): > I have lots of notes that are entered automatically by my scheduled transactions. After saving the schedule I go back into it and click “edit as a rule”. This then enables me to create a rule for that schedule. I then add a category and a note to the transaction. > > @bchooxg Were you thinking of something more than this? I think the notes themselves don't display right now even if set. But I have an open PR to fix that!
GiteaMirror commented 2026-02-28 19:35:36 -06:00
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@Kidglove57 commented on GitHub (Jul 3, 2024):

Agreed! They don’t display in the schedule list until posting has occurred. I felt I might have misunderstood the post but could not be completely sure. My apologies.

@Kidglove57 commented on GitHub (Jul 3, 2024): Agreed! They don’t display in the schedule list until posting has occurred. I felt I might have misunderstood the post but could not be completely sure. My apologies.
GiteaMirror commented 2026-02-28 19:35:36 -06:00
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@bchooxg commented on GitHub (Jul 4, 2024):

Agreed! They don’t display in the schedule list until posting has occurred. I felt I might have misunderstood the post but could not be completely sure. My apologies.

My apologies if the post is unclear, I have added more screenshots to make it clearer hopefully

@bchooxg commented on GitHub (Jul 4, 2024): > Agreed! They don’t display in the schedule list until posting has occurred. I felt I might have misunderstood the post but could not be completely sure. My apologies. My apologies if the post is unclear, I have added more screenshots to make it clearer hopefully
GiteaMirror commented 2026-02-28 19:35:36 -06:00
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@matt-fidd commented on GitHub (Jan 29, 2025):

This now looks to have been implemented

@matt-fidd commented on GitHub (Jan 29, 2025): This now looks to have been implemented
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