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[Feedback] Mobile rules page #2386

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opened 2026-02-28 20:12:31 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 20:12:31 -06:00
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Originally created by @MatissJanis on GitHub (Aug 12, 2025).

Originally assigned to: @MatissJanis on GitHub.

Please let me know if you have any feedback and/or bug reports regarding the new mobile rules page. Using this issue to track the work yet to be done.

Originally created by @MatissJanis on GitHub (Aug 12, 2025). Originally assigned to: @MatissJanis on GitHub. Please let me know if you have any feedback and/or bug reports regarding the new mobile rules page. Using this issue to track the work yet to be done. - [x] rules edit page - #5516 - [x] ability to delete rules - #5556 - [x] the date condition should be moved from popover to a modal - #5733 - [x] the datepicker should be moved from popover to a modal - #5607 - [ ] potentially: increase input sizes (maybe? something to try out and see how things look) - [x] input for allocate fixed input is small - [here](https://github.com/actualbudget/actual/pull/5516/#pullrequestreview-3117258209) - #5601 - [x] potentially: wrap-around for longer text - [here](https://github.com/actualbudget/actual/pull/5516/#issuecomment-3185151264) - #5766 - [x] bug: rule creation - default condition is "pre", but should be "default" - #5587
GiteaMirror added the rulesfeedbackresponsive labels 2026-02-28 20:12:31 -06:00
GiteaMirror commented 2026-02-28 20:12:32 -06:00
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@joel-jeremy commented on GitHub (Aug 13, 2025):

Suggestions -

  1. Hide the matched transactions table at initial load of the page and 2 options:
    a. Add a button on the upper right on the page to toggle the display of the matched transactions (via modal or another page?)
    b. Add a collapsible drawer that can be dragged up (similar to the show transactions feature in the calendar report)
  2. Display undo notification on save
@joel-jeremy commented on GitHub (Aug 13, 2025): Suggestions - 1. Hide the matched transactions table at initial load of the page and 2 options: a. Add a button on the upper right on the page to toggle the display of the matched transactions (via modal or another page?) b. Add a collapsible drawer that can be dragged up (similar to the show transactions feature in the calendar report) 2. Display undo notification on save
GiteaMirror commented 2026-02-28 20:12:32 -06:00
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@limdingwen commented on GitHub (Sep 8, 2025):

It works great for me! I managed to create a rule to help me auto-clear transactions in cash accounts. Thank you!

@limdingwen commented on GitHub (Sep 8, 2025): It works great for me! I managed to create a rule to help me auto-clear transactions in cash accounts. Thank you!
GiteaMirror commented 2026-02-28 20:12:32 -06:00
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@MatissJanis commented on GitHub (Oct 14, 2025):

Undo notifications have been added.

I'm finished with the mobile rules page for now. For further feedback/improvements - please open individual tickets.

@MatissJanis commented on GitHub (Oct 14, 2025): Undo notifications have been added. I'm finished with the mobile rules page for now. For further feedback/improvements - please open individual tickets.
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Reference: github-starred/actual#2386
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