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[Feature/Feedback] Automatic Rule Creation Option Should Also Be in the Settings #2056

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opened 2026-02-28 20:02:13 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:02:13 -06:00
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Originally created by @RSXEnthusiast on GitHub (Apr 18, 2025).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?
    I likely won't have time, but if I do I will look into it.

Pitch: what problem are you trying to solve?

Tl;dr: Confusion due to Automatic Rule Creation settings not existing in settings tab.

I've been confused for a bit now as to why sometimes (but not always) transactions would be automatically categorized incorrectly. Did I forget that I created a rule? Did the program do it based off of my habits? Is it accessing a database of common categorizations of common transactions? Is it something else?

I looked in the master settings and found nothing to do with Automatic Rule Creation, so I searched for a solution. My first search for the issue didn't result in anything, so I left it alone. I noticed it happening again, and my second search brought up the relevant doc, where I learned that it was a setting in the Payees tab, not in the settings tab. Considering I didn't know that the automatic rule creation bases the rules off payees, I didn't know to look in the payees tab.

I'm not alone, here's a recent Reddit post of someone having the same issue, and here's another one. The second of those posts specifically mentions checking the settings tab, and I'd guess the other user also checked the settings tab before posting. If the setting was available in the settings tab, those reddit posts likely wouldn't need to exist.

Describe your ideal solution to this problem

Add the Category learning settings button to access the Category Learning modal to the master settings tab. It could remain in the Payees tab, or be removed from that tab, but I do think that this setting should be accessible in settings.

Teaching and learning

The goal of this small change is to make users need to access the documentation less. The documentation should not be changed.

Originally created by @RSXEnthusiast on GitHub (Apr 18, 2025). ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? I likely won't have time, but if I do I will look into it. ### Pitch: what problem are you trying to solve? Tl;dr: Confusion due to Automatic Rule Creation settings not existing in settings tab. I've been confused for a bit now as to why sometimes (but not always) transactions would be automatically categorized incorrectly. Did I forget that I created a rule? Did the program do it based off of my habits? Is it accessing a database of common categorizations of common transactions? Is it something else? I looked in the master settings and found nothing to do with Automatic Rule Creation, so I searched for a solution. My first search for the issue didn't result in anything, so I left it alone. I noticed it happening again, and my second search brought up the relevant doc, where I learned that it was a setting in the Payees tab, not in the settings tab. Considering I didn't know that the automatic rule creation bases the rules off payees, I didn't know to look in the payees tab. I'm not alone, [here's a recent Reddit post of someone having the same issue](https://www.reddit.com/r/actualbudgeting/comments/1iywdrg/how_to_disable_automatic_creation_of_rules/), and [here's another one](https://www.reddit.com/r/actualbudgeting/comments/1iimpqn/new_update_ability_to_disable_category_learning/). The second of those posts specifically mentions checking the settings tab, and I'd guess the other user also checked the settings tab before posting. If the setting was available in the settings tab, those reddit posts likely wouldn't need to exist. ### Describe your ideal solution to this problem Add the `Category learning settings` button to access the Category Learning modal to the master settings tab. It could remain in the Payees tab, or be removed from that tab, but I do think that this setting should be accessible in settings. ### Teaching and learning The goal of this small change is to make users need to access the documentation less. The documentation should not be changed.
GiteaMirror added the needs votesfeature labels 2026-02-28 20:02:13 -06:00
GiteaMirror commented 2026-02-28 20:02:14 -06:00
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@github-actions[bot] commented on GitHub (Apr 18, 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 18, 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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