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[Feature] Bulk edit payee rules #1722

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opened 2026-02-28 19:53:06 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:53:06 -06:00
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Originally created by @alexandergoya on GitHub (Dec 29, 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?

Creating rules for payees is tedious. To simply add an category rule the user must issue six clicks for each payee and apply the rule. In addition, the checkbox icons are small and difficult to click. The 'Apply Rules' button feels redundant.

Describe your ideal solution to this problem

  1. Allow users to bulk create rules. From the Payee tab, user should be able to select multiple payees and apply categorization upon them. This would create (or apply/create condition) for each payee
  2. Either remove the 'Apply Action' button and have the action apply automatically to checked transactions when saved, or have transactions marked by default.
  3. Allow the user to create a rule directly from the transactions tab when categorizing a transaction
  4. Make the checkbox icon bigger

Teaching and learning

If bulk edit is implemented, mention it in the on-boarding section

Originally created by @alexandergoya on GitHub (Dec 29, 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? Creating rules for payees is tedious. To simply add an category rule the user must issue six clicks for each payee and apply the rule. In addition, the checkbox icons are small and difficult to click. The 'Apply Rules' button feels redundant. ### Describe your ideal solution to this problem 1. Allow users to bulk create rules. From the Payee tab, user should be able to select multiple payees and apply categorization upon them. This would create (or apply/create condition) for each payee 2. Either remove the 'Apply Action' button and have the action apply automatically to checked transactions when saved, or have transactions marked by default. 3. Allow the user to create a rule directly from the transactions tab when categorizing a transaction 4. Make the checkbox icon bigger ### Teaching and learning If bulk edit is implemented, mention it in the on-boarding section
GiteaMirror added the needs votesfeature labels 2026-02-28 19:53:06 -06:00
GiteaMirror commented 2026-02-28 19:53:06 -06:00
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@github-actions[bot] commented on GitHub (Dec 29, 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 (Dec 29, 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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