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[Feature] Clean payee and notes when syncing automatically #1219

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opened 2026-02-28 19:36:28 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:36:28 -06:00
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Originally created by @esseti on GitHub (Jul 11, 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?

My bank has the entry of this type,both for payee and notes:

Pagamento tramite POS DATA/ORA OP.: 01/07/2024 08.58.00

So that, even the same place have a new Payee created beacuse the fist part of the entry has the fixed sentence plus date time.
It would be great if a rule or something can be specified to extract just what suppose to stay in the payee and what goes to notes.

Describe your ideal solution to this problem

A rule that is triggered "after" syncing.
that allows to:

  • regexp on the payee field in order to extract the text that one wants to keep
  • regexp on the note field in order to extract the text that one wants to keep

Teaching and learning

Add this under rules.

Originally created by @esseti on GitHub (Jul 11, 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? My bank has the entry of this type,both for payee and notes: Pagamento tramite POS DATA/ORA OP.: 01/07/2024 08.58.00 <PLACE> So that, even the same place have a new Payee created beacuse the fist part of the entry has the fixed sentence plus date time. It would be great if a rule or something can be specified to extract just what suppose to stay in the payee and what goes to notes. ### Describe your ideal solution to this problem A rule that is triggered "after" syncing. that allows to: - regexp on the payee field in order to extract the text that one wants to keep - regexp on the note field in order to extract the text that one wants to keep ### Teaching and learning Add this under rules.
GiteaMirror added the needs votesfeature labels 2026-02-28 19:36:28 -06:00
GiteaMirror commented 2026-02-28 19:36:29 -06:00
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@github-actions[bot] commented on GitHub (Jul 11, 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 11, 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 -->
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