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[Feature] Ability to create a rule with "hold for next month" in the "apply these actions" #2086

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opened 2026-02-28 20:03:01 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 20:03:01 -06:00
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Originally created by @hrv231 on GitHub (May 2, 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?

Hello,
I would like to see a way to create a rule that says:
If category "Income" set "hold for next month" total amount.

Image

Thank you!

Describe your ideal solution to this problem

No response

Teaching and learning

Putting in your documentation makes it easy to use.

Originally created by @hrv231 on GitHub (May 2, 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? Hello, I would like to see a way to create a rule that says: If category "Income" set "hold for next month" total amount. ![Image](https://github.com/user-attachments/assets/a167ce0e-bf5f-4cb0-b9f1-00dc9064bd1d) Thank you! ### Describe your ideal solution to this problem _No response_ ### Teaching and learning Putting in your documentation makes it easy to use.
GiteaMirror commented 2026-02-28 20:03:01 -06:00
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@github-actions[bot] commented on GitHub (May 2, 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 (May 2, 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 -->
GiteaMirror commented 2026-02-28 20:03:02 -06:00
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@youngcw commented on GitHub (May 2, 2025):

look at #4778 if you are interested in auto holding funds.

The main issue with this request is that rules only modify transactions, they don't perform actions outside of setting transaction fields.

@youngcw commented on GitHub (May 2, 2025): look at #4778 if you are interested in auto holding funds. The main issue with this request is that rules only modify transactions, they don't perform actions outside of setting transaction fields.
GiteaMirror commented 2026-02-28 20:03:02 -06:00
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@hrv231 commented on GitHub (May 2, 2025):

look at #4778 if you are interested in auto holding funds.

The main issue with this request is that rules only modify transactions, they don't perform actions outside of setting transaction fields.

Thank you

@hrv231 commented on GitHub (May 2, 2025): > look at [#4778](https://github.com/actualbudget/actual/pull/4778) if you are interested in auto holding funds. > > The main issue with this request is that rules only modify transactions, they don't perform actions outside of setting transaction fields. Thank you
GiteaMirror commented 2026-02-28 20:03:02 -06:00
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@youngcw commented on GitHub (May 2, 2025):

closing. mostly duplicate of #1978

@youngcw commented on GitHub (May 2, 2025): closing. mostly duplicate of #1978
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