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[Feature] Tagging / grouping / categorization of schedules and rules #2001

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opened 2026-02-28 20:00:55 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:00:55 -06:00
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Originally created by @SvenPegels on GitHub (Apr 1, 2025).

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?

Currently rules and schedules are put in a single list without any subdivision or grouping possibilities. This list of rules or schedule can grown quite large and become difficult to manage. For example, I have rules for renaming payees, assigning categories, linking schedules for monthly expenses, and linking schedules for savings. These all end up mixed together, without a way to group the related rules. Figuring out which rules might be missing becomes extremely difficult.

Describe your ideal solution to this problem

I would suggest a way to group related rules or schedules. Either through the ability to tag rules and schedule, and then filter and sort on those tags, or group/categorise them and possibly make these groups/categories collapsible.

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Originally created by @SvenPegels on GitHub (Apr 1, 2025). ### 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? Currently rules and schedules are put in a single list without any subdivision or grouping possibilities. This list of rules or schedule can grown quite large and become difficult to manage. For example, I have rules for renaming payees, assigning categories, linking schedules for monthly expenses, and linking schedules for savings. These all end up mixed together, without a way to group the related rules. Figuring out which rules might be missing becomes extremely difficult. ### Describe your ideal solution to this problem I would suggest a way to group related rules or schedules. Either through the ability to tag rules and schedule, and then filter and sort on those tags, or group/categorise them and possibly make these groups/categories collapsible. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:00:55 -06:00
GiteaMirror commented 2026-02-28 20:00:56 -06:00
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@github-actions[bot] commented on GitHub (Apr 1, 2025):

✨ 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 (Apr 1, 2025): :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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