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[Feature] Assign rules for a "batch" of payees in one go. #2072

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opened 2026-02-28 20:02:36 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:02:36 -06:00
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Originally created by @NYANLAUNCHER on GitHub (Apr 25, 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?

I have cases where many payees fall under the same category, and it would be a very useful feature to batch assign categories for said payees.

Describe your ideal solution to this problem

In the same way that there is a "create rule" button next to every payee in the "Payees" tab, I'd like to be able to do that same action across multiple payees in one fell swoop. I'm thinking it could be such that, when you select multiple payees using the check-boxes, it would give you and option to create a rule for them in the existing drop-down menu in the top left.

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Originally created by @NYANLAUNCHER on GitHub (Apr 25, 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? I have cases where many payees fall under the same category, and it would be a very useful feature to batch assign categories for said payees. ### Describe your ideal solution to this problem In the same way that there is a "create rule" button next to every payee in the "Payees" tab, I'd like to be able to do that same action across multiple payees in one fell swoop. I'm thinking it could be such that, when you select multiple payees using the check-boxes, it would give you and option to create a rule for them in the existing drop-down menu in the top left. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:02:36 -06:00
GiteaMirror commented 2026-02-28 20:02:37 -06:00
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@github-actions[bot] commented on GitHub (Apr 25, 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 25, 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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Reference: github-starred/actual#2072
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