[Feature] Planning amount use rules #2788

New Issue

GiteaMirror · 2026-02-28T20:27:59-06:00

GiteaMirror commented

2026-02-28 20:27:59 -06:00

Originally created by @AntoninoBonanno on GitHub (Jan 7, 2026).

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?

I set up two accounts, "MyBank" and "MyBank - Credit Card." "MyBank - Credit Card" is always in the negative.

Every 10th of the month, "MyBank" takes the previous month's amount from "MyBank - Credit Card" and settles it.

So I created a "Schedule":

Name: "Account Statement - Credit Card"
Beneficiary: "MyBank"
Account: "MyBank - Credit Card"
Amount: it is approximately a value
Date: every 10th of the month (after the weekend)

The current problem is that every month I have to edit the transaction, adjusting the amount.

Describe your ideal solution to this problem

The solution I would like to propose is to set a rule for selecting the amount.

Amount -> is exactly rules -> Account "MyBank - Credit Card" and date is last month (or other rules)

Teaching and learning

I think it's an improvement in planning, so that each user can calculate the amount using rules of their own choosing.

Another example might be wanting to estimate the amount based on previous transactions (on average) based on rules

Originally created by @AntoninoBonanno on GitHub (Jan 7, 2026). ### 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? I set up two accounts, "MyBank" and "MyBank - Credit Card." "MyBank - Credit Card" is always in the negative. Every 10th of the month, "MyBank" takes the previous month's amount from "MyBank - Credit Card" and settles it. So I created a "Schedule": - Name: "Account Statement - Credit Card" - Beneficiary: "MyBank" - Account: "MyBank - Credit Card" - Amount: it is approximately a value - Date: every 10th of the month (after the weekend) The current problem is that every month I have to edit the transaction, adjusting the amount. ### Describe your ideal solution to this problem The solution I would like to propose is to set a rule for selecting the amount. Amount -> is exactly rules -> Account "MyBank - Credit Card" and date is last month (or other rules) ### Teaching and learning I think it's an improvement in planning, so that each user can calculate the amount using rules of their own choosing. Another example might be wanting to estimate the amount based on previous transactions (on average) based on rules

GiteaMirror added the needs votes feature labels 2026-02-28 20:27:59 -06:00

GiteaMirror closed this issue

2026-02-28 20:27:59 -06:00

GiteaMirror commented

2026-02-28 20:28:00 -06:00

@github-actions[bot] commented on GitHub (Jan 7, 2026):

✨ 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 (Jan 7, 2026): :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 👍!

GiteaMirror commented

2026-02-28 20:28:01 -06:00

@youngcw commented on GitHub (Jan 8, 2026):

If you use the balance variable in rule formulas you can make the schedule match the account balance.

@youngcw commented on GitHub (Jan 8, 2026): If you use the balance variable in rule formulas you can make the schedule match the account balance.

GiteaMirror commented

2026-02-28 20:28:01 -06:00

@AntoninoBonanno commented on GitHub (Jan 8, 2026):

sorry, I don't quite understand how to do it

@AntoninoBonanno commented on GitHub (Jan 8, 2026): sorry, I don't quite understand how to do it

GiteaMirror commented

2026-02-28 20:28:02 -06:00

@AntoninoBonanno commented on GitHub (Jan 8, 2026):

I found this in the documentation: https://actualbudget.org/docs/experimental/rule-templating#variables

Is this what you're referring to? I didn't have the experimental features enabled, so I couldn't figure out how to do it.

I'll try it to see if it solves my problem.
Thanks

@AntoninoBonanno commented on GitHub (Jan 8, 2026): I found this in the documentation: [https://actualbudget.org/docs/experimental/rule-templating#variables](https://actualbudget.org/docs/experimental/rule-templating#variables) Is this what you're referring to? I didn't have the experimental features enabled, so I couldn't figure out how to do it. I'll try it to see if it solves my problem. Thanks

GiteaMirror commented

2026-02-28 20:28:02 -06:00

@AntoninoBonanno commented on GitHub (Jan 8, 2026):

I've done some testing, setting the rule {{ mul balance -1}}, and indeed I get the correct transaction between "MyBank" and "MyBank - Credit Card," but I need to set some filters for the balance.

My bank balances the previous month's balance every 10th of the month. The balance variable has the account balance as of the transaction date. I might have transactions between the end of last month and the 10th of this month that shouldn't be counted.

How do I filter by date? Or rather, how can I set some filtering rules?

@AntoninoBonanno commented on GitHub (Jan 8, 2026): I've done some testing, setting the rule `{{ mul balance -1}}`, and indeed I get the correct transaction between "MyBank" and "MyBank - Credit Card," but I need to set some filters for the `balance`. My bank balances the previous month's balance every 10th of the month. The `balance` variable has the account balance as of the transaction date. I might have transactions between the end of last month and the 10th of this month that shouldn't be counted. How do I filter by date? Or rather, how can I set some filtering rules?