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[GH-ISSUE #6519] [Feature] Rules for Payee missing "contains" option #44416

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opened 2026-04-26 05:32:48 -05:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-04-26 05:32:48 -05:00
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Originally created by @jflee0315 on GitHub (Jan 1, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/6519

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?

When creating rules, I run into issues with getting very similar payees with varying notes. Is there any reason why "contains" isn't supported with payees when creating a rule?

Describe your ideal solution to this problem

When creating rules, just like when "notes" is selected, we can add a "contains" option in addition to the existing "is" and "one of".

Teaching and learning

Since we already have this on "notes", I imagine it feels natural to our users already.

Originally created by @jflee0315 on GitHub (Jan 1, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/6519 ### 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? When creating rules, I run into issues with getting very similar payees with varying notes. Is there any reason why "contains" isn't supported with payees when creating a rule? ### Describe your ideal solution to this problem When creating rules, just like when "notes" is selected, we can add a "contains" option in addition to the existing "is" and "one of". ### Teaching and learning Since we already have this on "notes", I imagine it feels natural to our users already.
GiteaMirror added the feature label 2026-04-26 05:32:48 -05:00
GiteaMirror commented 2026-04-26 05:32:51 -05:00
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@github-actions[bot] commented on GitHub (Jan 1, 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 👍!

<!-- gh-comment-id:3703297844 --> @github-actions[bot] commented on GitHub (Jan 1, 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 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-26 05:32:51 -05:00
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@jfdoming commented on GitHub (Jan 1, 2026):

Hi! You can do this using "imported payee"

<!-- gh-comment-id:3703349021 --> @jfdoming commented on GitHub (Jan 1, 2026): Hi! You can do this using "imported payee"
GiteaMirror commented 2026-04-26 05:32:52 -05:00
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@db-src commented on GitHub (Jan 1, 2026):

Otherwise, likely dupe of https://github.com/actualbudget/actual/issues/679

<!-- gh-comment-id:3703993167 --> @db-src commented on GitHub (Jan 1, 2026): Otherwise, likely dupe of https://github.com/actualbudget/actual/issues/679
GiteaMirror commented 2026-04-26 05:32:53 -05:00
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@jeffrey-lee-backend commented on GitHub (Jan 1, 2026):

Hi! You can do this using "imported payee"

Thank you! Is there a document about imported payee vs payee? I can't find one and thought it was payee imported via file.

<!-- gh-comment-id:3704002061 --> @jeffrey-lee-backend commented on GitHub (Jan 1, 2026): > Hi! You can do this using "imported payee" Thank you! Is there a document about imported payee vs payee? I can't find one and thought it was payee imported via file.
GiteaMirror commented 2026-04-26 05:32:54 -05:00
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@jfdoming commented on GitHub (Jan 1, 2026):

Hi! You can do this using "imported payee"

Thank you! Is there a document about imported payee vs payee? I can't find one and thought it was payee imported via file.

Don't have a link atm but "imported payee" is set when importing via file or by bank sync. The assumption is you would use auto complete for manual entry so you wouldn't end up with many different payees doing manual entry.

<!-- gh-comment-id:3704036259 --> @jfdoming commented on GitHub (Jan 1, 2026): > > Hi! You can do this using "imported payee" > > Thank you! Is there a document about imported payee vs payee? I can't find one and thought it was payee imported via file. Don't have a link atm but "imported payee" is set when importing via file or by bank sync. The assumption is you would use auto complete for manual entry so you wouldn't end up with many different payees doing manual entry.
GiteaMirror commented 2026-04-26 05:32:55 -05:00
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@denes44 commented on GitHub (Feb 14, 2026):

Imported payee is not going to work every time, because some bank imports are extremely messed up...

For example my bank sends accented characters like this:
á -> a'
ú -> u'

So first, I want to clean up the payee from these characters, and then make other processing, like cutting the string "000" for the end, so I will end up with the correct payees, without the need of create a rule for each of them.

<!-- gh-comment-id:3901972486 --> @denes44 commented on GitHub (Feb 14, 2026): Imported payee is not going to work every time, because some bank imports are extremely messed up... For example my bank sends accented characters like this: á -> a' ú -> u' So first, I want to clean up the payee from these characters, and then make other processing, like cutting the string "000" for the end, so I will end up with the correct payees, **without** the need of create a rule for each of them.
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