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[Feature] Add Name column for Rules #4434

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thatapiguy opened this issue Feb 23, 2025 · 1 comment
Closed
1 of 2 tasks

[Feature] Add Name column for Rules #4434

thatapiguy opened this issue Feb 23, 2025 · 1 comment
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feature This issue is a feature request needs votes Please upvote this feature request if you would like to see it implemented!

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@thatapiguy
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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 nice to have a Name column for the Rules to describe different types of Rules (probably for different categories). This way it's easy to find which rule is for what and then just add more conditions to it if I have another transaction of similar category.
Example: Today, I have a Rule that categorizes all Walmart transactions to Groceries. And after a while, I start goin to Target and want to categorize that as Groceries too, it wil be easy to find the Rule by the name.

If Name is added as a column in the Rules page with a sort option, users could also create Rules starting with numbers to see the rules in a specific order

Describe your ideal solution to this problem

Add a column Name in the Rules table

  • Users should have an option to name the Rule when creating the rule
  • The Name column should show up after the stage column in the Rules page with the option to sort
  • Users should be able to rename a rule

Teaching and learning

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@thatapiguy thatapiguy added the feature This issue is a feature request label Feb 23, 2025
@github-actions github-actions bot added the needs votes Please upvote this feature request if you would like to see it implemented! label Feb 23, 2025
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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 👍!

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Labels
feature This issue is a feature request needs votes Please upvote this feature request if you would like to see it implemented!
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