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[GH-ISSUE #5724] [Bug]: Rule with payee is "nothing" never matching #44132

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opened 2026-04-26 05:05:06 -05:00 by GiteaMirror · 7 comments
GiteaMirror commented 2026-04-26 05:05:06 -05:00
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Originally created by @luanfernandes on GitHub (Sep 14, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5724

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

My rules are not applying automatically when I sync new transactions. I have to manually go through each rule and apply them.
Am I missing something ? They should not apply automatically?

How can we reproduce the issue?

How can we reproduce the issue?
Here's an example. Not sure if rules apply automatically only if using payees. In my case, the payees come as notes (using pluggy).
I tried all 3 stages.
Image

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @luanfernandes on GitHub (Sep 14, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5724 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? My rules are not applying automatically when I sync new transactions. I have to manually go through each rule and apply them. Am I missing something ? They should not apply automatically? ### How can we reproduce the issue? How can we reproduce the issue? Here's an example. Not sure if rules apply automatically only if using payees. In my case, the payees come as notes (using pluggy). I tried all 3 stages. <img width="878" height="440" alt="Image" src="https://github.com/user-attachments/assets/7487a275-a0db-4d28-9204-cbb34b9f9013" /> ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11
GiteaMirror added the ruleshelp wantedbug labels 2026-04-26 05:05:06 -05:00
GiteaMirror commented 2026-04-26 05:05:08 -05:00
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@youngcw commented on GitHub (Sep 14, 2025):

As an FYI, you can trigger rules on selected transactions in the account view.

<!-- gh-comment-id:3289920084 --> @youngcw commented on GitHub (Sep 14, 2025): As an FYI, you can trigger rules on selected transactions in the account view.
GiteaMirror commented 2026-04-26 05:05:08 -05:00
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@youngcw commented on GitHub (Sep 15, 2025):

Are these the only rules you have? Have you tried making other rules to see if they run?

<!-- gh-comment-id:3293434736 --> @youngcw commented on GitHub (Sep 15, 2025): Are these the only rules you have? Have you tried making other rules to see if they run?
GiteaMirror commented 2026-04-26 05:05:09 -05:00
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@luanfernandes commented on GitHub (Sep 15, 2025):

I have like 20 rules using the same logic as this one: If notes X, change payee and category.

<!-- gh-comment-id:3294287502 --> @luanfernandes commented on GitHub (Sep 15, 2025): I have like 20 rules using the same logic as this one: If notes X, change payee and category.
GiteaMirror commented 2026-04-26 05:05:09 -05:00
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@youngcw commented on GitHub (Sep 15, 2025):

If you remove the payee is nothing part, does it still not work?

<!-- gh-comment-id:3294292714 --> @youngcw commented on GitHub (Sep 15, 2025): If you remove the payee is nothing part, does it still not work?
GiteaMirror commented 2026-04-26 05:05:09 -05:00
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@luanfernandes commented on GitHub (Sep 15, 2025):

It works! still a bug, right? or maybe there's a hidden character when importing?

<!-- gh-comment-id:3294327360 --> @luanfernandes commented on GitHub (Sep 15, 2025): It works! still a bug, right? or maybe there's a hidden character when importing?
GiteaMirror commented 2026-04-26 05:05:10 -05:00
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@youngcw commented on GitHub (Sep 15, 2025):

My guess is that the payee is getting filled before rules are run so your rule conditions weren't met.

<!-- gh-comment-id:3294350506 --> @youngcw commented on GitHub (Sep 15, 2025): My guess is that the payee is getting filled before rules are run so your rule conditions weren't met.
GiteaMirror commented 2026-04-26 05:05:10 -05:00
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@luanfernandes commented on GitHub (Sep 15, 2025):

Well.. tbh there was no payee ever. That's why I had to go and do it manually. And btw, it worked when clicking on Rules and applied so why it wouldn't work automatically?

<!-- gh-comment-id:3294358461 --> @luanfernandes commented on GitHub (Sep 15, 2025): Well.. tbh there was no payee ever. That's why I had to go and do it manually. And btw, it worked when clicking on Rules and applied so why it wouldn't work automatically?
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Reference: github-starred/actual#44132
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