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Can't add transaction rule's actions #61

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opened 2025-12-28 23:25:01 +01:00 by adam · 2 comments
adam commented 2025-12-28 23:25:01 +01:00
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Originally created by @PhillipMaizza on GitHub (Sep 24, 2025).

Hello!
I was messing around with the Transaction Rules, but I only see the "If..." section, without the "Then" section.
I was trying to create a rule that when the description is "Lidl" then the Category should be set to "Groceries", but I cannot find the other section.
Am I missing something? I'm on Brave.

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Originally created by @PhillipMaizza on GitHub (Sep 24, 2025). Hello! I was messing around with the Transaction Rules, but I only see the "If..." section, without the "Then" section. I was trying to create a rule that when the description is "Lidl" then the Category should be set to "Groceries", but I cannot find the other section. Am I missing something? I'm on Brave. <img width="841" height="1231" alt="Image" src="https://github.com/user-attachments/assets/e3a304fc-7f6b-4353-ab9b-35968d1fa774" />
adam closed this issue 2025-12-28 23:25:02 +01:00
adam commented 2025-12-28 23:25:02 +01:00
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@eitchtee commented on GitHub (Sep 24, 2025):

Hey there!

After you create the rule with the If statement you should get a new panel that allows you to add the actions using the Add new button. Actions are what you actually want to do when the rule matches a transaction.

For your use case you want "Edit transaction" > Set Field... Category > "Groceries"

Just make sure "Groceries" already exists as a category, as currently rules don't create categories if they don't exist.

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@eitchtee commented on GitHub (Sep 24, 2025): Hey there! After you create the rule with the If statement you should get a new panel that allows you to add the actions using the Add new button. Actions are what you actually want to do when the rule matches a transaction. For your use case you want "Edit transaction" > Set Field... **Category** > "Groceries" Just make sure "Groceries" already exists as a category, as currently rules don't create categories if they don't exist. <img width="689" height="663" alt="Image" src="https://github.com/user-attachments/assets/64b823ee-d564-4594-aeb7-e2312887c46b" />
adam commented 2025-12-28 23:25:03 +01:00
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@PhillipMaizza commented on GitHub (Sep 24, 2025):

Ohhh I see! Thanks for the heads up.
Would be great to add it in the rule creation, as it's a bit shady in that submenu!

@PhillipMaizza commented on GitHub (Sep 24, 2025): Ohhh I see! Thanks for the heads up. Would be great to add it in the rule creation, as it's a bit shady in that submenu!
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Reference: starred/WYGIWYH#61