Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[Bug]: Automatic rule for categorizing transactions is not working #3760

Closed
2 tasks done
kerhbal opened this issue Oct 31, 2024 · 2 comments
Closed
2 tasks done

[Bug]: Automatic rule for categorizing transactions is not working #3760

kerhbal opened this issue Oct 31, 2024 · 2 comments
Labels
bug Something isn't working

Comments

@kerhbal
Copy link

kerhbal commented Oct 31, 2024

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

So according to doc https://actualbudget.org/docs/budgeting/rules/#automatic-rules

Actual also creates/updates rules for categorizing transactions. When you categorize a transaction, it will determine the best category for a transaction (basically the most common one) and create a rule that sets the category for the payee. If a rule already exists for the payee, it updates the category to set.

But after playing with it for a couple days, I find out that it did not automatically create rule when I categorized transactions.
Steps to reproduce:

  1. import csv from bank
  2. change category manually
  3. check if there is any rule auto-created for this payee
    Thanks

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome, Safari

Operating System

Mac OSX

@kerhbal kerhbal added the bug Something isn't working label Oct 31, 2024
@youngcw
Copy link
Member

youngcw commented Oct 31, 2024

Have you set the same payee to the same category multiple times? It wont make a rule unless you do the same thing a few times

@kerhbal kerhbal changed the title [Bug]: automatic rule for categorizing transactions is not working [Bug]: Automatic rule for categorizing transactions is not working Oct 31, 2024
@kerhbal
Copy link
Author

kerhbal commented Nov 1, 2024

@youngcw thanks for the lightning comment. No I probably didn't do multiple times for the same payee as I was also trying to create my own rules at the same time.
I tried again with some test samples and it worked! It created rule at around 3rd/4th categorizing
Will close the issue. Though it will be even better if there is a frontend msg to tell user a rule has just been created.

@kerhbal kerhbal closed this as completed Nov 1, 2024
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
bug Something isn't working
Projects
None yet
Development

No branches or pull requests

2 participants