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[Feature] Add category to schedules #586

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opened 2026-02-28 19:10:32 -06:00 by GiteaMirror · 7 comments
GiteaMirror commented 2026-02-28 19:10:32 -06:00
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Originally created by @gravelfreeman on GitHub (Aug 23, 2023).

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?

At the moment to add a category to my Schedules I need to;

  1. Navigate to the rules
  2. Find the one I created from in Schedules
  3. Add "category" under "Then apply these actions"
  4. Save

Describe your ideal solution to this problem

Ability to add a category directly on the add schedule window.

image

Teaching and learning

No response

Originally created by @gravelfreeman on GitHub (Aug 23, 2023). ### 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? At the moment to add a category to my Schedules I need to; 1. Navigate to the rules 2. Find the one I created from in Schedules 3. Add "category" under "Then apply these actions" 4. Save ### Describe your ideal solution to this problem Ability to add a category directly on the add schedule window. ![image](https://github.com/actualbudget/actual/assets/44218371/728b714f-5a6a-49bc-a444-cf889ecbf80c) ### Teaching and learning _No response_
GiteaMirror added the featureneeds votes labels 2026-02-28 19:10:32 -06:00
GiteaMirror commented 2026-02-28 19:10:33 -06:00
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@github-actions[bot] commented on GitHub (Aug 23, 2023):

✨ 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 👍!

@github-actions[bot] commented on GitHub (Aug 23, 2023): :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 2026-02-28 19:10:34 -06:00
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@Cldfire commented on GitHub (Aug 23, 2023):

I fully agree! I actually posted this idea on Discord as well a couple days ago, so thanks for filing this.

I already prototyped this locally:

https://github.com/actualbudget/actual/assets/13814214/c95ea19d-0581-4ccc-96ce-f8a76f85083a

When I have time I'll open a PR.

@Cldfire commented on GitHub (Aug 23, 2023): I fully agree! I actually posted this idea on Discord as well a couple days ago, so thanks for filing this. I already prototyped this locally: https://github.com/actualbudget/actual/assets/13814214/c95ea19d-0581-4ccc-96ce-f8a76f85083a When I have time I'll open a PR.
GiteaMirror commented 2026-02-28 19:10:34 -06:00
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@gravelfreeman commented on GitHub (Aug 23, 2023):

Wow! So happy to hear this! Hope you could add this once you got some time :)

@gravelfreeman commented on GitHub (Aug 23, 2023): Wow! So happy to hear this! Hope you could add this once you got some time :)
GiteaMirror commented 2026-02-28 19:10:34 -06:00
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@Rick-Thomas commented on GitHub (Dec 7, 2023):

Fantastic solution to having Category in Schedules!!! Hope you find the time to be able to materialize it!!! Thanks...

@Rick-Thomas commented on GitHub (Dec 7, 2023): Fantastic solution to having Category in Schedules!!! Hope you find the time to be able to materialize it!!! Thanks...
GiteaMirror commented 2026-02-28 19:10:35 -06:00
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@atgrey24 commented on GitHub (Jul 16, 2024):

Just want to revive this old request. Selecting the category directly on schedule creation makes sense to me. I don't quite understand why that currently requires a separate edit of the linked rule.

Is the thought that currently there is already a separate global rule for categorizing based off the payee so that it isn't necessary for the schedule?

@atgrey24 commented on GitHub (Jul 16, 2024): Just want to revive this old request. Selecting the category directly on schedule creation makes sense to me. I don't quite understand why that currently requires a separate edit of the linked rule. Is the thought that currently there is already a separate global rule for categorizing based off the payee so that it isn't necessary for the schedule?
GiteaMirror commented 2026-02-28 19:10:35 -06:00
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@jesstokes commented on GitHub (Jul 21, 2024):

Yes, this would save me a step for every schedule I create!

@jesstokes commented on GitHub (Jul 21, 2024): Yes, this would save me a step for every schedule I create!
GiteaMirror commented 2026-02-28 19:10:35 -06:00
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@gottifire commented on GitHub (Feb 22, 2026):

YES

@gottifire commented on GitHub (Feb 22, 2026): YES
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