Transaction Rules #35

New Issue

andrew · 2025-10-03T17:36:28Z

andrew commented

2025-10-03 17:36:28 +00:00

Overview

Add a system where a user can specify rules that are triggered by one or more conditions that are checked when a transaction is saved or updated, and can automatically apply certain actions.

Conditions

Conditions are defined by the user for a given rule, and can be, for example, one of the following:

Category was set.
Vendor was set.
Amount was set above .
Tags <x, y, z> were set.
Attachment(s) were changed.

Conditions can be combined with AND, OR, and NOT to form complex boolean expressions.

Actions

When a rule's conditions are met, then one or more actions are executed, in order. Actions could be something like:

Add a tag.
Set a specific category or vendor.
Update the description.

# Overview Add a system where a user can specify rules that are triggered by one or more conditions that are checked when a transaction is saved or updated, and can automatically apply certain actions. ## Conditions Conditions are defined by the user for a given rule, and can be, for example, one of the following: - Category <x> was set. - Vendor <x> was set. - Amount was set above <x>. - Tags <x, y, z> were set. - Attachment(s) were changed. Conditions can be combined with AND, OR, and NOT to form complex boolean expressions. ## Actions When a rule's conditions are met, then one or more actions are executed, in order. Actions could be something like: - Add a tag. - Set a specific category or vendor. - Update the description.

andrew added this to the Application Enhancements milestone 2025-10-03 17:36:28 +00:00

andrew added the

enhancement

label 2025-10-03 17:36:28 +00:00

andrew commented

2025-10-24 00:48:02 +00:00

Not really needed for now.

andrew closed this issue

2025-10-24 00:48:02 +00:00

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