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[GH-ISSUE #259] [Documentation]: Schedules & Rules #25927

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opened 2026-04-18 01:44:07 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-18 01:44:07 -05:00
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Originally created by @rich-howell on GitHub (Oct 2, 2022).
Original GitHub issue: https://github.com/actualbudget/actual/issues/259

Originally assigned to: @rich-howell on GitHub.

Create documentation on how Schedules work and how you can make use of Rules to set the category when a schedule is posted.

Instructions provided by kidlove57

1) Create your recurring transaction (schedule) and save it.

2) Go back into Schedules and reopen the schedule that you just made.

3) In the middle on the right is a button marked “edit as a rule”. Click on this.

4) Scroll down and you will find that you can add further rules by hitting “+”. You may have to scroll to fully reveal this.

5) You can now add a Category for that schedule. And a note too if you wish.
Originally created by @rich-howell on GitHub (Oct 2, 2022). Original GitHub issue: https://github.com/actualbudget/actual/issues/259 Originally assigned to: @rich-howell on GitHub. Create documentation on how Schedules work and how you can make use of Rules to set the category when a schedule is posted. Instructions provided by kidlove57 ``` 1) Create your recurring transaction (schedule) and save it. 2) Go back into Schedules and reopen the schedule that you just made. 3) In the middle on the right is a button marked “edit as a rule”. Click on this. 4) Scroll down and you will find that you can add further rules by hitting “+”. You may have to scroll to fully reveal this. 5) You can now add a Category for that schedule. And a note too if you wish. ```
GiteaMirror commented 2026-04-18 01:44:11 -05:00
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@rich-howell commented on GitHub (Oct 2, 2022):

My second question is: is there a guide for "Rules" somewhere on this discord that is pinned? I read through the rules documentation, but I am a bit confused about how the different rule stages work. When you create a rule, do they automatically apply to the transactions you already have, or are they only for new transactions? Do I have to make the rule a "Post" rule for them to apply to old transactions?

<!-- gh-comment-id:1264707232 --> @rich-howell commented on GitHub (Oct 2, 2022): My second question is: is there a guide for "Rules" somewhere on this discord that is pinned? I read through the rules documentation, but I am a bit confused about how the different rule stages work. When you create a rule, do they automatically apply to the transactions you already have, or are they only for new transactions? Do I have to make the rule a "Post" rule for them to apply to old transactions?
GiteaMirror commented 2026-04-18 01:44:11 -05:00
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@rich-howell commented on GitHub (Oct 7, 2022):

Closed, moved this to https://github.com/rich-howell/actual-community-docs/issues/3

<!-- gh-comment-id:1271753900 --> @rich-howell commented on GitHub (Oct 7, 2022): Closed, moved this to https://github.com/rich-howell/actual-community-docs/issues/3
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