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[Bug]: Not all fields established in a RULE are completed at the same time... #683

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opened 2026-02-28 19:13:58 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:13:58 -06:00
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Originally created by @Rick-Thomas on GitHub (Oct 18, 2023).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

I've bumped into the following situation which I think this is a bug:

  • I set a rule that when a certain payee (eg: Supermarket) is entered I want Notes to have "#JJD" as a tag and Category to be "Groceries"...
  • When I enter the Payee field it brings up the Payee popup, and as I type "Supermarket" it brings up the corresponding ones...
  • If I hit ENTER, to select the Payee, it stays in that field AND brings "#JJD" into the Notes field and "Groceries" into the Category field, as I have set in the rule...
  • If I hit back-TAB, returning to the Date field, the same behavior as hitting ENTER...
  • BUT if I TAB into the Notes field (which is the next field and natural one for TAB), in doesn't put "#JJD" in the Notes but yes "Groceries" in the Category... And it only puts the "#JJD" in the Notes when I TAB out of Notes into Category...

What error did you receive?

I received no error, but think that after leaving the Payee, using ENTER, back-TAB or TAB, all fields established in the corresponding rule should be completed...

PS: I'm hosting Actual on PikaPods...

Where are you hosting Actual?

Other

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @Rick-Thomas on GitHub (Oct 18, 2023). ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? I've bumped into the following situation which I think this is a bug: - I set a rule that when a certain payee (eg: Supermarket) is entered I want Notes to have "#JJD" as a tag and Category to be "Groceries"... - When I enter the Payee field it brings up the Payee popup, and as I type "Supermarket" it brings up the corresponding ones... - If I hit ENTER, to select the Payee, it stays in that field AND brings "#JJD" into the Notes field and "Groceries" into the Category field, as I have set in the rule... - If I hit back-TAB, returning to the Date field, the same behavior as hitting ENTER... - BUT if I TAB into the Notes field (which is the next field and natural one for TAB), in doesn't put "#JJD" in the Notes but yes "Groceries" in the Category... And it only puts the "#JJD" in the Notes when I TAB out of Notes into Category... ### What error did you receive? I received no error, but think that after leaving the Payee, using ENTER, back-TAB or TAB, all fields established in the corresponding rule should be completed... PS: I'm hosting Actual on PikaPods... ### Where are you hosting Actual? Other ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11
GiteaMirror added the bug label 2026-02-28 19:13:58 -06:00
GiteaMirror commented 2026-02-28 19:13:59 -06:00
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@youngcw commented on GitHub (Jun 4, 2025):

I cant recreate this. I made a rule that sets both the category and a note. When the payee is set the rule populates both the note and category at the same time.

@youngcw commented on GitHub (Jun 4, 2025): I cant recreate this. I made a rule that sets both the category and a note. When the payee is set the rule populates both the note and category at the same time.
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Reference: github-starred/actual#683
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