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[GH-ISSUE #5023] [Bug]: "Then apply these actions: Doesn't Work in Rule" #9082

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opened 2026-04-10 19:21:52 -05:00 by GiteaMirror · 4 comments
GiteaMirror commented 2026-04-10 19:21:52 -05:00
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Originally created by @auyvz on GitHub (May 18, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5023

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

A bug happened!

I have a rule that

Firstly it applies "IF... of these conditions match:"

Secondly, Then apply these actions "It applies to add the transaction into a category"

But the second part of the rule doesn't work and the transaction isn't assigned to a category.

You can see it in the picture.

Image

How can we reproduce the issue?

How can we reproduce the issue?

You can do the same rule and wait the transaction happens.

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

No response

Operating System

None

Originally created by @auyvz on GitHub (May 18, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5023 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? A bug happened! I have a rule that Firstly it applies "IF... of these conditions match:" Secondly, Then apply these actions "It applies to add the transaction into a category" But the second part of the rule doesn't work and the transaction isn't assigned to a category. You can see it in the picture. ![Image](https://github.com/user-attachments/assets/f1758dcd-69a8-4acb-af41-e5e6e5210663) ### How can we reproduce the issue? How can we reproduce the issue? You can do the same rule and wait the transaction happens. ### Where are you hosting Actual? None ### What browsers are you seeing the problem on? _No response_ ### Operating System None
GiteaMirror added the rulesbugneeds info labels 2026-04-10 19:21:52 -05:00
GiteaMirror commented 2026-04-10 19:21:53 -05:00
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@matt-fidd commented on GitHub (May 18, 2025):

Would you be able to provide a sample budget that we can recreate this bug with please? I've got many similar rules and they work well.

<!-- gh-comment-id:2889151584 --> @matt-fidd commented on GitHub (May 18, 2025): Would you be able to provide a sample budget that we can recreate this bug with please? I've got many similar rules and they work well.
GiteaMirror commented 2026-04-10 19:21:54 -05:00
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@auyvz commented on GitHub (May 24, 2025):

I don't know how to provide a sample budget. Please explain me @matt-fidd

<!-- gh-comment-id:2906889060 --> @auyvz commented on GitHub (May 24, 2025): I don't know how to provide a sample budget. Please explain me @matt-fidd
GiteaMirror commented 2026-04-10 19:21:54 -05:00
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@DavidHeiniluoma commented on GitHub (May 31, 2025):

Just to check what it might be @auyvz ... is it imported transactions you're trying to run this rule on or transactions you entered manually? If its transactions you entered then the condition should be payee contains instead of imported payee contains.

If that isn't the case, you can create a new sample budget that has the issue (so that you aren't sharing your real budget with all your personal data), and then export it following the steps on https://actualbudget.org/docs/backup-restore/backup

<!-- gh-comment-id:2924860633 --> @DavidHeiniluoma commented on GitHub (May 31, 2025): Just to check what it might be @auyvz ... is it imported transactions you're trying to run this rule on or transactions you entered manually? If its transactions you entered then the condition should be `payee contains` instead of `imported payee contains`. If that isn't the case, you can create a new sample budget that has the issue (so that you aren't sharing your real budget with all your personal data), and then export it following the steps on https://actualbudget.org/docs/backup-restore/backup
GiteaMirror commented 2026-04-10 19:21:54 -05:00
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@github-actions[bot] commented on GitHub (Jul 29, 2025):

This issue has been automatically closed because there have been no comments for 7 days after the "needs info" label was added. If you still need help, please feel free to reopen the issue with the requested information.

<!-- gh-comment-id:3130334823 --> @github-actions[bot] commented on GitHub (Jul 29, 2025): This issue has been automatically closed because there have been no comments for 7 days after the "needs info" label was added. If you still need help, please feel free to reopen the issue with the requested information.
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