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[Feature] If a schedule has a name, add that name to the notes field when adding the transaction #1238

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opened 2026-02-28 19:37:04 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:37:04 -06:00
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Originally created by @amwelles on GitHub (Jul 16, 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?

I like to have notes for all my transactions. I'd like it if the scheduled transactions would pull in the name of that schedule if one is provided.

Current implementation:
CleanShot 2024-07-16 at 08 45 26@2x
CleanShot 2024-07-16 at 08 45 38@2x

Desired outcome:
CleanShot 2024-07-16 at 08 45 58@2x

Describe your ideal solution to this problem

No response

Teaching and learning

No response

Originally created by @amwelles on GitHub (Jul 16, 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? I like to have notes for all my transactions. I'd like it if the scheduled transactions would pull in the name of that schedule if one is provided. Current implementation: ![CleanShot 2024-07-16 at 08 45 26@2x](https://github.com/user-attachments/assets/ca7f2c51-2c4b-4616-9165-38caa8d93872) ![CleanShot 2024-07-16 at 08 45 38@2x](https://github.com/user-attachments/assets/10cfef2a-0f45-42f8-a44d-1a2e83a151e2) Desired outcome: ![CleanShot 2024-07-16 at 08 45 58@2x](https://github.com/user-attachments/assets/7d9d3ef8-777e-4f2c-a39c-f5534e244423) ### Describe your ideal solution to this problem _No response_ ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 19:37:04 -06:00
GiteaMirror commented 2026-02-28 19:37:05 -06:00
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@github-actions[bot] commented on GitHub (Jul 16, 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 16, 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 19:37:05 -06:00
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@atgrey24 commented on GitHub (Jul 16, 2024):

You can edit the Rule associated to the Schedule so that it fills out the Note field however you like. From the schedule, click "Edit as rule" to get there.
image

edit: here's a link to the documentation, for more info https://actualbudget.org/docs/budgeting/schedules#how-to-use-rules-with-schedules

@atgrey24 commented on GitHub (Jul 16, 2024): You can edit the Rule associated to the Schedule so that it fills out the Note field however you like. From the schedule, click "Edit as rule" to get there. ![image](https://github.com/user-attachments/assets/10e477c5-aa39-4222-8a09-23f626186141) edit: here's a link to the documentation, for more info https://actualbudget.org/docs/budgeting/schedules#how-to-use-rules-with-schedules
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Reference: github-starred/actual#1238
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