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[Feature] Reapply selected/all rules to existing transactions #1341

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opened 2026-02-28 19:40:53 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:40:53 -06:00
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Originally created by @TDurrr1 on GitHub (Aug 15, 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 recently created a few dozen rules via the API. However, now that the rules have been created, there doesn't seem to be an easy way to apply those rules to existing transactions. Through the UI, it looks like I would need to click to edit each rule, select all transactions, and click "Apply actions". I can't see a way to do it via the API.

Describe your ideal solution to this problem

Two thoughts:

  • In the API, add a boolean parameter to createRule and/or updateRule (maybe this should be an array for feature parity with the UI?)
  • In the UI, after selecting one or more rules from the list of rules, provide a button to apply the rule(s) to existing transactions.

Teaching and learning

There is a dropdown on the Payees page:
image

I imagine this should go in the analogous place on the Rules page (and the button to delete rules should go in there as well).

Originally created by @TDurrr1 on GitHub (Aug 15, 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 recently created a few dozen rules via the API. However, now that the rules have been created, there doesn't seem to be an easy way to apply those rules to existing transactions. Through the UI, it looks like I would need to click to edit each rule, select all transactions, and click "Apply actions". I can't see a way to do it via the API. ### Describe your ideal solution to this problem Two thoughts: - In the API, add a boolean parameter to `createRule` and/or `updateRule` (maybe this should be an array for feature parity with the UI?) - In the UI, after selecting one or more rules from the list of rules, provide a button to apply the rule(s) to existing transactions. ### Teaching and learning There is a dropdown on the Payees page: ![image](https://github.com/user-attachments/assets/78e16c69-aa65-4165-8ac4-43a67c57b6d3) I imagine this should go in the analogous place on the Rules page (and the button to delete rules should go in there as well).
GiteaMirror added the featureneeds votes labels 2026-02-28 19:40:53 -06:00
GiteaMirror commented 2026-02-28 19:40:54 -06:00
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@github-actions[bot] commented on GitHub (Aug 15, 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 15, 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 19:40:54 -06:00
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@olets commented on GitHub (Mar 1, 2025):

This might be met by 25.3.0's

which as I understand it lets you select transactions (not rules, as the OP described) and —then from the "n transaction(s)" menu— run all rules which it matches. Doesn't make it easy to selectively run newly created rules, but does provide a three-clicks path to rerunning all rules ("all accounts" -> select-all checkbox -> "n transaction(s)" -> "run rules").

@olets commented on GitHub (Mar 1, 2025): This might be met by 25.3.0's - #3244 - PR #3805 which as I understand it lets you select transactions (not rules, as the OP described) and —then from the "n transaction(s)" menu— run all rules which it matches. Doesn't make it easy to selectively run newly created rules, but does provide a three-clicks path to rerunning all rules ("all accounts" -> select-all checkbox -> "n transaction(s)" -> "run rules").
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