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[Feature] Enable rule to Append text to note instead of Set #3197

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markhaines opened this issue Aug 4, 2024 · 3 comments · Fixed by #3215
Closed
2 tasks done

[Feature] Enable rule to Append text to note instead of Set #3197

markhaines opened this issue Aug 4, 2024 · 3 comments · Fixed by #3215
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feature This issue is a feature request

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@markhaines
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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?

It would be useful to be able to create a 'Post' rule which you could choose to append extra text to the Notes filed rather than Set text which overwrites anything existing.

Example Usecase: I have rules which identify retailers / transactions and label them, categorise, set notes accordingly. My partner has a joint credit card on my account. I want to be able to tag these transactions in the notes column with tag eg: #PartnerSpend. She may shop at the same stores as me so the categories, shop rename rules are still valid. If I set a Post rule currently it will overwrite any notes that might get set as part of these rules.

Describe your ideal solution to this problem

Drop down option in the Rules UI to swap between 'set' (defeault) to 'append' option when creating or editing a rule.

Teaching and learning

Using the 'i' button next to it to explain usage.

@markhaines markhaines added the feature This issue is a feature request label Aug 4, 2024
@github-actions github-actions bot added the needs votes Please upvote this feature request if you would like to see it implemented! label Aug 4, 2024

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@github-actions github-actions bot closed this as completed Aug 4, 2024
@github-actions github-actions bot removed the needs votes Please upvote this feature request if you would like to see it implemented! label Aug 15, 2024
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🎉 This feature has been implemented in #3215 and will be released in the next version. Thanks for sharing your idea! 🎉

@markhaines
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@psybers thanks so much for implementing this - perfect!

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