[GH-ISSUE #2912] [Feature] Add a possibility for rules to append to the current notes #42819

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opened 2026-04-26 02:55:48 -05:00 by GiteaMirror · 3 comments
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Originally created by @Thiago-Morais on GitHub (Jun 21, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/2912

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 have 2 rules that add tags to the transaction notes.
If the transaction meets both conditions I want to apply both rules.

Example:
The imported payee is "A new Bank 1 transfer to Person 1".
I have a rule "if 'Bank 1' then add '#bank1'"
And another "if 'Person 1' then add '#person1'"

Currently, there is only a set option so it overrides the first rule.

I can't keep the payee unchanged because I would have a billion payees.
I can't use a single rule to add "#bank1 #person1" because I would need a billion rules for every possibility.

Describe your ideal solution to this problem

Instead of only set, we can have concat, insert into, and other string manipulation functions

A regex match and replace would also work

Teaching and learning

No response

Originally created by @Thiago-Morais on GitHub (Jun 21, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/2912 ### 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 have 2 rules that add tags to the transaction notes. If the transaction meets both conditions I want to apply both rules. Example: The _imported payee_ is "A new Bank 1 transfer to Person 1". I have a rule "if 'Bank 1' then add '#bank1'" And another "if 'Person 1' then add '#person1'" Currently, there is only a _set_ option so it overrides the first rule. I can't keep the payee unchanged because I would have a billion payees. I can't use a single rule to add "#bank1 #person1" because I would need a billion rules for every possibility. ### Describe your ideal solution to this problem Instead of only _set_, we can have _concat_, _insert into_, and other string manipulation functions A regex match and replace would also work ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-04-26 02:55:48 -05:00
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@github-actions[bot] commented on GitHub (Jun 21, 2024):

Thanks for sharing your idea!

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. 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=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:2182648856 --> @github-actions[bot] commented on GitHub (Jun 21, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. 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=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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@meonkeys commented on GitHub (Sep 21, 2024):

see #3197

<!-- gh-comment-id:2365270834 --> @meonkeys commented on GitHub (Sep 21, 2024): see #3197
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@youngcw commented on GitHub (Oct 18, 2024):

Added by #3197

<!-- gh-comment-id:2422985253 --> @youngcw commented on GitHub (Oct 18, 2024): Added by #3197
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Reference: github-starred/actual#42819