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[Feature] Allow “payee/category/account contains” in rules #277

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opened 2026-02-28 18:55:25 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 18:55:25 -06:00
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Originally created by @j-f1 on GitHub (Feb 22, 2023).

These are supported in the filter UI of a transaction table, but they are not available for rules.

Originally created by @j-f1 on GitHub (Feb 22, 2023). These are supported in the filter UI of a transaction table, but they are not available for rules.
GiteaMirror added the rulesneeds votesfeature labels 2026-02-28 18:55:25 -06:00
GiteaMirror commented 2026-02-28 18:55:26 -06:00
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@themadman0980 commented on GitHub (Feb 23, 2023):

Perhaps a simpler way to handle this could be the addition of an "AND" / "OR option box at the top, so that users can pick to use all of the listed conditions or any of them? This may cause issues if you want anything complicated, but should help with basic use cases.

In the image below, this would change the fixed "If ALL these conditions match" to "If ALL/ANY OF these conditions match".

image

@themadman0980 commented on GitHub (Feb 23, 2023): Perhaps a simpler way to handle this could be the addition of an "AND" / "OR option box at the top, so that users can pick to use all of the listed conditions or any of them? This may cause issues if you want anything complicated, but should help with basic use cases. In the image below, this would change the fixed "If ALL these conditions match" to "If ALL/ANY OF these conditions match". ![image](https://user-images.githubusercontent.com/107305060/220827597-d5724ca6-0bfd-4104-88a4-238f5f3d191e.png)
GiteaMirror commented 2026-02-28 18:55:26 -06:00
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@themadman0980 commented on GitHub (Feb 23, 2023):

If you wanted to get really fancy, something like the Plex interface would be incredible. I imagine this would take a fair bit of work to overhaul though?

image

@themadman0980 commented on GitHub (Feb 23, 2023): If you wanted to get *really* fancy, something like the Plex interface would be incredible. I imagine this would take a fair bit of work to overhaul though? ![image](https://user-images.githubusercontent.com/107305060/220828043-395fd7c9-1317-49e6-ab45-0c9ce4e37067.png)
GiteaMirror commented 2026-02-28 18:55:26 -06:00
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@themadman0980 commented on GitHub (Feb 23, 2023):

I have moved the above idea to issue #685

@themadman0980 commented on GitHub (Feb 23, 2023): I have moved the above idea to issue #685
GiteaMirror commented 2026-02-28 18:55:27 -06:00
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@github-actions[bot] commented on GitHub (May 1, 2023):

✨ Thanks for sharing your idea! ✨

This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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=is%3Aissue+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 1, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. 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=is%3Aissue+label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc Don’t forget to upvote the top comment with 👍!
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