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[GH-ISSUE #7303] [Bug]: Append to notes rule not working if a note already exists #44701

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opened 2026-04-26 06:33:09 -05:00 by GiteaMirror · 9 comments
GiteaMirror commented 2026-04-26 06:33:09 -05:00
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Originally created by @netibex on GitHub (Mar 27, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/7303

What happened?

I was trying to setup a rule with and condition (in my case payee and category) to append a text to notes.

Expected behavior would be that when payee and category match the condition, the text is appended to the notes, e.g.:

  • Text before rule applied: Coffee and cake
  • Text after rule applied: Coffee and cake Appended Text

Actual behavior:

  • The text from the rule is not appended to the notes text.

How can we reproduce the issue?

  • Create rule, e.g.:
    Category is: Restaurants, and
    Payee is Coffee House
    Then
    Append to notes: Appended Text
Image
  • Enter new transaction in Order: Payee, Notes, Category, Payment
Image

Text from the rule is not added to notes

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @netibex on GitHub (Mar 27, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/7303 ### What happened? I was trying to setup a rule with and condition (in my case payee and category) to append a text to notes. Expected behavior would be that when payee and category match the condition, the text is appended to the notes, e.g.: - Text before rule applied: Coffee and cake - Text after rule applied: Coffee and cake Appended Text Actual behavior: - The text from the rule is not appended to the notes text. ### How can we reproduce the issue? - Create rule, e.g.: Category is: Restaurants, and Payee is Coffee House Then Append to notes: Appended Text <img width="1138" height="409" alt="Image" src="https://github.com/user-attachments/assets/efd44e88-9fc7-4887-9df0-ca8923eb9ad8" /> - Enter new transaction in Order: Payee, Notes, Category, Payment <img width="1886" height="185" alt="Image" src="https://github.com/user-attachments/assets/c0fc994c-b12a-47c0-8d1b-19b0f685c0d4" /> Text from the rule is not added to notes ### Where are you hosting Actual? None ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11
GiteaMirror added the transactionshelp wantedbuggood first issue labels 2026-04-26 06:33:09 -05:00
GiteaMirror commented 2026-04-26 06:33:12 -05:00
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@youngcw commented on GitHub (Mar 27, 2026):

Looks like its because of the existing note, not because of the condition. It works fine if there isn't a note already.

Example with no note added during transaction creation

Image Image
<!-- gh-comment-id:4144074869 --> @youngcw commented on GitHub (Mar 27, 2026): Looks like its because of the existing note, not because of the condition. It works fine if there isn't a note already. Example with no note added during transaction creation <img width="641" height="85" alt="Image" src="https://github.com/user-attachments/assets/533ba51c-4e2a-42f6-a93c-d147e42a4006" /> <img width="290" height="224" alt="Image" src="https://github.com/user-attachments/assets/31e92f90-0cbc-4de9-a55f-599d8fb46758" />
GiteaMirror commented 2026-04-26 06:33:13 -05:00
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@netibex commented on GitHub (Mar 27, 2026):

Yes, but what is the purpose of "append" then, when there can't be an existing text in notes?

<!-- gh-comment-id:4144245815 --> @netibex commented on GitHub (Mar 27, 2026): Yes, but what is the purpose of "append" then, when there can't be an existing text in notes?
GiteaMirror commented 2026-04-26 06:33:13 -05:00
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@youngcw commented on GitHub (Mar 27, 2026):

I was just giving more detail. I left the issue open because it is an issue.

<!-- gh-comment-id:4144268125 --> @youngcw commented on GitHub (Mar 27, 2026): I was just giving more detail. I left the issue open because it is an issue.
GiteaMirror commented 2026-04-26 06:33:14 -05:00
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@matt-fidd commented on GitHub (Mar 27, 2026):

@netibex what version of Actual are you using please?

<!-- gh-comment-id:4144495887 --> @matt-fidd commented on GitHub (Mar 27, 2026): @netibex what version of Actual are you using please?
GiteaMirror commented 2026-04-26 06:33:16 -05:00
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@netibex commented on GitHub (Mar 28, 2026):

It is client version v26.3.0

<!-- gh-comment-id:4147776251 --> @netibex commented on GitHub (Mar 28, 2026): It is client version v26.3.0
GiteaMirror commented 2026-04-26 06:33:17 -05:00
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@wtsiamruk commented on GitHub (Mar 29, 2026):

@matt-fidd can i try to pick this one up?

<!-- gh-comment-id:4149111796 --> @wtsiamruk commented on GitHub (Mar 29, 2026): @matt-fidd can i try to pick this one up?
GiteaMirror commented 2026-04-26 06:33:18 -05:00
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@matt-fidd commented on GitHub (Mar 29, 2026):

@matt-fidd can i try to pick this one up?

of course! we don't assign issues here, so feel free to work on whatever you'd like

<!-- gh-comment-id:4150282363 --> @matt-fidd commented on GitHub (Mar 29, 2026): > [@matt-fidd](https://github.com/matt-fidd) can i try to pick this one up? of course! we don't assign issues here, so feel free to work on whatever you'd like
GiteaMirror commented 2026-04-26 06:33:19 -05:00
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@pranayseela commented on GitHub (Mar 29, 2026):

This is addressed in https://github.com/actualbudget/actual/pull/7318 (fix landed on the PR branch; merge pending maintainer review).

<!-- gh-comment-id:4150408248 --> @pranayseela commented on GitHub (Mar 29, 2026): This is addressed in https://github.com/actualbudget/actual/pull/7318 (fix landed on the PR branch; merge pending maintainer review).
GiteaMirror commented 2026-04-26 06:33:20 -05:00
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@pranayseela commented on GitHub (Mar 29, 2026):

Update: fix is now in PR #7320 (replacing the earlier combined PR #7318).

<!-- gh-comment-id:4150742701 --> @pranayseela commented on GitHub (Mar 29, 2026): Update: fix is now in **PR #7320** (replacing the earlier combined PR #7318).
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