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[Feature] Create rule for multiple Payees #946

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opened 2026-02-28 19:26:06 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:26:06 -06:00
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Originally created by @odama626 on GitHub (Feb 24, 2024).

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 just setup actualbudget and was trying to quickly categorize my imported transactions. I started by selecting many and merging them then creating a rule and applying the rule to all existing transations but I realized that won't work for future transactions that have yet to be renamed.

Describe your ideal solution to this problem

Add a create rule button into this multi select action menu
image

when clicking the create rule button it should autofill the form with
if [any] [list of payee is ]
image

Teaching and learning

No response

Originally created by @odama626 on GitHub (Feb 24, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I just setup actualbudget and was trying to quickly categorize my imported transactions. I started by selecting many and merging them then creating a rule and applying the rule to all existing transations but I realized that won't work for future transactions that have yet to be renamed. ### Describe your ideal solution to this problem Add a create rule button into this multi select action menu ![image](https://github.com/actualbudget/actual/assets/11347689/289a751e-9e1b-4996-a8d9-2acee9f75ecb) when clicking the create rule button it should autofill the form with if [any] [list of payee is <x>] ![image](https://github.com/actualbudget/actual/assets/11347689/beffe339-a2e7-4146-9ef9-9deaef27d195) ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 19:26:06 -06:00
GiteaMirror commented 2026-02-28 19:26:07 -06:00
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@github-actions[bot] commented on GitHub (Feb 24, 2024):

✨ 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 (Feb 24, 2024): :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 -->
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