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[GH-ISSUE #3687] [Feature] Rules should have the ability to match partial dates #43179

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opened 2026-04-26 03:28:14 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-26 03:28:14 -05:00
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Originally created by @djryanj on GitHub (Oct 17, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3687

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 mortgage payments that come out twice a month, on the 15th and 30th. I have my budget set up so that this exists in 2 categories, one for the 15th and one for the 30th. I would like to set up 2 rules so that when these are seen, they are correctly categorized based on the date they happen.

Right now, the date rule only allows you to select a specific date. (I know, I could create scheduled transactions for this as well, but rules that allow for a more general date match would be good).

Describe your ideal solution to this problem

The "date" rule should allow you to say "the 15th of the month" instead of requiring a specific date. Alternatively, a "day of month" or "week of month" or "month of year" rule could be created as options.

Teaching and learning

No response

Originally created by @djryanj on GitHub (Oct 17, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3687 ### 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 mortgage payments that come out twice a month, on the 15th and 30th. I have my budget set up so that this exists in 2 categories, one for the 15th and one for the 30th. I would like to set up 2 rules so that when these are seen, they are correctly categorized based on the date they happen. Right now, the date rule only allows you to select a specific date. (I know, I could create scheduled transactions for this as well, but rules that allow for a more general date match would be good). ### Describe your ideal solution to this problem The "date" rule should allow you to say "the 15th of the month" instead of requiring a specific date. Alternatively, a "day of month" or "week of month" or "month of year" rule could be created as options. ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-26 03:28:14 -05:00
GiteaMirror commented 2026-04-26 03:28:17 -05:00
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@github-actions[bot] commented on GitHub (Oct 17, 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:2419680594 --> @github-actions[bot] commented on GitHub (Oct 17, 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 -->
GiteaMirror commented 2026-04-26 03:28:17 -05:00
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@Hydro8 commented on GitHub (Oct 18, 2024):

I searched for the same thing !

<!-- gh-comment-id:2423039409 --> @Hydro8 commented on GitHub (Oct 18, 2024): I searched for the same thing !
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