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[Feature] More match options in rules #813

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opened 2026-02-28 19:20:51 -06:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-02-28 19:20:51 -06:00
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Originally created by @alekslyse on GitHub (Dec 13, 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?

I found some older posts that said rules had the "contains" tab, so for example I could match "Amazon" and "Amazon 02.01.23" into one, so I dont have to manually make a rule for something that adds the date as a postfix.

In my payee I only have a few options, but no option for contains, or any wildcards. Maybe I am blind, but im not sure how to make this a bit more dynamic
Screenshot 2023-12-13 at 21 53 46

Describe your ideal solution to this problem

No response

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Originally created by @alekslyse on GitHub (Dec 13, 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? I found some older posts that said rules had the "contains" tab, so for example I could match "Amazon" and "Amazon 02.01.23" into one, so I dont have to manually make a rule for something that adds the date as a postfix. In my payee I only have a few options, but no option for contains, or any wildcards. Maybe I am blind, but im not sure how to make this a bit more dynamic <img width="898" alt="Screenshot 2023-12-13 at 21 53 46" src="https://github.com/actualbudget/actual/assets/3678663/de06d5fd-8011-4ed8-af3f-3ba14d014952"> ### Describe your ideal solution to this problem _No response_ ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-02-28 19:20:51 -06:00
GiteaMirror commented 2026-02-28 19:20:52 -06:00
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@github-actions[bot] commented on GitHub (Dec 13, 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 (Dec 13, 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 19:20:52 -06:00
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@youngcw commented on GitHub (Dec 13, 2023):

look at the options under imported_payee

@youngcw commented on GitHub (Dec 13, 2023): look at the options under imported_payee
GiteaMirror commented 2026-02-28 19:20:53 -06:00
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@alekslyse commented on GitHub (Dec 13, 2023):

look at the options under imported_payee

Thank you. Yes I was blind.

You dont happen to know how to set a rule to identify a account to account transfer when importing a transaction? I cant set category to transfer. Is it any way I should rename or setup the rule to get the system to understand its a local transfer? (both accounts are in budget accounts)

@alekslyse commented on GitHub (Dec 13, 2023): > look at the options under imported_payee Thank you. Yes I was blind. You dont happen to know how to set a rule to identify a account to account transfer when importing a transaction? I cant set category to transfer. Is it any way I should rename or setup the rule to get the system to understand its a local transfer? (both accounts are in budget accounts)
GiteaMirror commented 2026-02-28 19:20:53 -06:00
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@youngcw commented on GitHub (Dec 13, 2023):

https://actualbudget.org/docs/budgeting/rules/custom
The short answer since you are on budget, is to set the payee to the account you are transferring too.

@youngcw commented on GitHub (Dec 13, 2023): https://actualbudget.org/docs/budgeting/rules/custom The short answer since you are on budget, is to set the payee to the account you are transferring too.
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