github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-03-09 11:42:54 -05:00
Code Issues 250 Packages Projects Releases 53 Wiki Activity

[Feature] Enable rule to Append text to note instead of Set #1300

New Issue
Closed
opened 2026-02-28 19:39:23 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 19:39:23 -06:00
Owner
Copy Link

Originally created by @markhaines on GitHub (Aug 4, 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?

It would be useful to be able to create a 'Post' rule which you could choose to append extra text to the Notes filed rather than Set text which overwrites anything existing.

Example Usecase: I have rules which identify retailers / transactions and label them, categorise, set notes accordingly. My partner has a joint credit card on my account. I want to be able to tag these transactions in the notes column with tag eg: #PartnerSpend. She may shop at the same stores as me so the categories, shop rename rules are still valid. If I set a Post rule currently it will overwrite any notes that might get set as part of these rules.

Describe your ideal solution to this problem

Drop down option in the Rules UI to swap between 'set' (defeault) to 'append' option when creating or editing a rule.

Teaching and learning

Using the 'i' button next to it to explain usage.

Originally created by @markhaines on GitHub (Aug 4, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? It would be useful to be able to create a 'Post' rule which you could choose to append extra text to the Notes filed rather than Set text which overwrites anything existing. Example Usecase: I have rules which identify retailers / transactions and label them, categorise, set notes accordingly. My partner has a joint credit card on my account. I want to be able to tag these transactions in the notes column with tag eg: #PartnerSpend. She may shop at the same stores as me so the categories, shop rename rules are still valid. If I set a Post rule currently it will overwrite any notes that might get set as part of these rules. ### Describe your ideal solution to this problem Drop down option in the Rules UI to swap between 'set' (defeault) to 'append' option when creating or editing a rule. ### Teaching and learning Using the 'i' button next to it to explain usage.
GiteaMirror added the feature label 2026-02-28 19:39:24 -06:00
GiteaMirror commented 2026-02-28 19:39:25 -06:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Aug 4, 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 (Aug 4, 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 19:39:25 -06:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Aug 15, 2024):

🎉 This feature has been implemented in #3215 and will be released in the next version. Thanks for sharing your idea! 🎉

@github-actions[bot] commented on GitHub (Aug 15, 2024): :tada: This feature has been implemented in #3215 and will be released in the next version. Thanks for sharing your idea! :tada: <!-- feature-implemented-comment -->
GiteaMirror commented 2026-02-28 19:39:25 -06:00
Author
Owner
Copy Link

@markhaines commented on GitHub (Sep 3, 2024):

@psybers thanks so much for implementing this - perfect!

@markhaines commented on GitHub (Sep 3, 2024): @psybers thanks so much for implementing this - perfect!
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#1300
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?