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[GH-ISSUE #4391] [Feature] Rule to further categorize transactions #99282

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opened 2026-05-29 14:35:23 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-05-29 14:35:23 -05:00
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Originally created by @Kennedy242 on GitHub (Feb 16, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4391

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?

When there are a lot of transactions by the same payee, I'd like to have more granular idea of where the money went.

When Actual sees a transaction without a category, there is red text at the top saying "n categorized transactions". It would be cool to have a similar feature for custom rules, more than just empty categories.

Specific Example: I make (many) amazon purchases and when I do my budget I want to make sure I know what each transaction was for. They are all from amazon but what did I buy? I'd like a way to have Actual help keep me accountable and require me to fill out notes for all Amazon.com payee based on a custom rule

Describe your ideal solution to this problem

Initial guess: I would assume it would be similar logic to the uncategorized functionality.

If the uncategorized logic could be reused, maybe it could be refactored to be more flexible so that more than a category would be checked for empty.

Specific Example: User will create a custom rule to ensure all payees of "Amazon" have notes. Then the feature would look at all payees, filter Amazon and then if there are transactions with no notes, flag them. Maybe a similar banner to uncategorized? Or a literal flag by the transaction to indicate it needs more info

Teaching and learning

  • In the documentation for the uncategorized section, there could be a sub section describing this new feature
  • Could be included in a "customs" section. If there is a place to define other custom behavior
Originally created by @Kennedy242 on GitHub (Feb 16, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4391 ### 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? When there are a lot of transactions by the same payee, I'd like to have more granular idea of where the money went. When Actual sees a transaction without a category, there is red text at the top saying "n categorized transactions". It would be cool to have a similar feature for custom rules, more than just empty categories. Specific Example: I make (many) amazon purchases and when I do my budget I want to make sure I know what each transaction was for. They are all from amazon but what did I buy? I'd like a way to have Actual help keep me accountable and require me to fill out notes for all Amazon.com payee based on a custom rule ### Describe your ideal solution to this problem Initial guess: I would assume it would be similar logic to the uncategorized functionality. If the uncategorized logic could be reused, maybe it could be refactored to be more flexible so that more than a category would be checked for empty. Specific Example: User will create a custom rule to ensure all payees of "Amazon" have notes. Then the feature would look at all payees, filter Amazon and then if there are transactions with no notes, flag them. Maybe a similar banner to uncategorized? Or a literal flag by the transaction to indicate it needs more info ### Teaching and learning - In the documentation for the uncategorized section, there could be a sub section describing this new feature - Could be included in a "customs" section. If there is a place to define other custom behavior
GiteaMirror added the featureneeds votes labels 2026-05-29 14:35:23 -05:00
GiteaMirror commented 2026-05-29 14:35:30 -05:00
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@github-actions[bot] commented on GitHub (Feb 16, 2025):

✨ 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 👍!

<!-- gh-comment-id:2661630623 --> @github-actions[bot] commented on GitHub (Feb 16, 2025): :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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Reference: github-starred/actual#99282