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Ability to set category and notes directly from Schedule screen #287

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bdoherty opened this issue Nov 16, 2021 · 3 comments
Closed

Ability to set category and notes directly from Schedule screen #287

bdoherty opened this issue Nov 16, 2021 · 3 comments

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@bdoherty
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Feedback from users:

  • "there seems to be no way to assign them to a budget category until after it has gone into the account register"
  • it's extra steps and it obfuscates which Schedules really do have custom conditions and actions when the only "custom" thing is adding a category.
  • I have gone through and set up a bunch of my scheduled transactions that I had in YNAB, and it was a pain to create the schedule, save it, then go back into the schedule, "Edit as rule" and then add the category (and note), then you have 2 "​save" buttons to hit before you're done.
  • Maybe there's a design or functionality reason I'm just missing, but Category is, it seems to me, a fundamental property of every transaction and it should be settable as a default property.

See actualbudget/releases#19 (comment) for full discussion thread

Maybe something like this?
image

@Deguello
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Along the ability to create a split, as with category assignments in the register, please.

@alexmidd
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Yes, ability to set splits please.

@rich-howell rich-howell transferred this issue from actualbudget/releases Oct 16, 2022
@rich-howell
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4 participants