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[Feature] Payee name "contains" in scheduling #1264

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opened 2026-02-28 19:37:59 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 19:37:59 -06:00
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Originally created by @Neosaurus on GitHub (Jul 23, 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 donate to Signal every month. The transaction payee includes the date of the transaction. Thus, it is hard to set up a schedule for this. I propose an option under rules for the payee to "contain" a certain word, e.g "Signal Foundation". This could cause unwanted donations I make to Signal outside of my regular be set under the rule, but with other rules (e.g date of transaction, value of transaction) this could be mitigated

Describe your ideal solution to this problem

Include an option in the rules dropdown to include "contains"
CleanShot 2024-07-23 at 13 03 58@2x

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Originally created by @Neosaurus on GitHub (Jul 23, 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 donate to Signal every month. The transaction payee includes the date of the transaction. Thus, it is hard to set up a schedule for this. I propose an option under rules for the payee to "contain" a certain word, e.g "Signal Foundation". This could cause unwanted donations I make to Signal outside of my regular be set under the rule, but with other rules (e.g date of transaction, value of transaction) this could be mitigated ### Describe your ideal solution to this problem Include an option in the rules dropdown to include "contains" ![CleanShot 2024-07-23 at 13 03 58@2x](https://github.com/user-attachments/assets/cf565758-4289-4727-9ee3-e98f6637af0e) ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:37:59 -06:00
GiteaMirror commented 2026-02-28 19:38:00 -06:00
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@github-actions[bot] commented on GitHub (Jul 23, 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 23, 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 19:38:01 -06:00
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@jfdoming commented on GitHub (Jul 23, 2024):

Hey! This exists if you switch from "Payee" to "Imported payee"

@jfdoming commented on GitHub (Jul 23, 2024): Hey! This exists if you switch from "Payee" to "Imported payee"
GiteaMirror commented 2026-02-28 19:38:01 -06:00
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@Neosaurus commented on GitHub (Jul 23, 2024):

Hey! This exists if you switch from "Payee" to "Imported payee"

That's great, thank you! I suppose this could be made more clearer - I wouldn't have guessed to check Imported payee ;)

@Neosaurus commented on GitHub (Jul 23, 2024): > Hey! This exists if you switch from "Payee" to "Imported payee" That's great, thank you! I suppose this could be made more clearer - I wouldn't have guessed to check Imported payee ;)
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