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[Feature] Imported payee rule running only at Import time #2504

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opened 2026-02-28 20:16:19 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:16:19 -06:00
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Originally created by @esseti on GitHub (Sep 29, 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?

The problem is that the rules for imported payees are always evaluated because the value does not change once the rule is executed. It would be convenient to have the ability to apply these rules only at import time so they can be executed manually later and allow for additional rules.

For example, if I have a rule for imported payee that sets "McDonalds" as a "food" payee and category, sometimes I need to change that entry to "split lunch" (payee), which then triggers a rule to split the transaction between "loaned" and "food" categories.

Currently, I manually change the payee from "food" to "split lunch," but when re-running the rules, the imported payee rules reset it back to "food."

Describe your ideal solution to this problem

It would be great to have the rules for "imported payee" run only during import or at least have the option to set rules that run only at import and not at any other trigger.

Teaching and learning

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Originally created by @esseti on GitHub (Sep 29, 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? The problem is that the rules for imported payees are always evaluated because the value does not change once the rule is executed. It would be convenient to have the ability to apply these rules only at import time so they can be executed manually later and allow for additional rules. For example, if I have a rule for imported payee that sets "McDonalds" as a "food" payee and category, sometimes I need to change that entry to "split lunch" (payee), which then triggers a rule to split the transaction between "loaned" and "food" categories. Currently, I manually change the payee from "food" to "split lunch," but when re-running the rules, the imported payee rules reset it back to "food." ### Describe your ideal solution to this problem It would be great to have the rules for "imported payee" run only during import or at least have the option to set rules that run only at import and not at any other trigger. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:16:19 -06:00
GiteaMirror commented 2026-02-28 20:16:21 -06:00
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@github-actions[bot] commented on GitHub (Sep 29, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 (Sep 29, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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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