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[Feature] Add a possibility for rules to append to the current notes #2912

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Thiago-Morais opened this issue Jun 21, 2024 · 3 comments
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feature This issue is a feature request

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@Thiago-Morais
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Verified feature request does not already exist?

  • I have searched and found no existing issue

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  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

I have 2 rules that add tags to the transaction notes.
If the transaction meets both conditions I want to apply both rules.

Example:
The imported payee is "A new Bank 1 transfer to Person 1".
I have a rule "if 'Bank 1' then add '#bank1'"
And another "if 'Person 1' then add '#person1'"

Currently, there is only a set option so it overrides the first rule.

I can't keep the payee unchanged because I would have a billion payees.
I can't use a single rule to add "#bank1 #person1" because I would need a billion rules for every possibility.

Describe your ideal solution to this problem

Instead of only set, we can have concat, insert into, and other string manipulation functions

A regex match and replace would also work

Teaching and learning

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@Thiago-Morais Thiago-Morais added the feature This issue is a feature request label Jun 21, 2024
@github-actions github-actions bot added the needs votes Please upvote this feature request if you would like to see it implemented! label Jun 21, 2024
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✨ 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 👍!

@meonkeys
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see #3197

@youngcw
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youngcw commented Oct 18, 2024

Added by #3197

@youngcw youngcw removed the needs votes Please upvote this feature request if you would like to see it implemented! label Oct 18, 2024
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