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Has piggy bank / Has no piggy bank trigger for rules #8669

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3 tasks done
SHestres opened this issue Mar 14, 2024 · 2 comments
Open
3 tasks done

Has piggy bank / Has no piggy bank trigger for rules #8669

SHestres opened this issue Mar 14, 2024 · 2 comments
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feature Requests for new stuff.

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@SHestres
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Description

I would like to trigger rules based on a transaction having (or not having) a piggy bank attached. This would allow me to set up rules so that certain transactions will change the balance in a piggy bank, but not change it twice if that transaction already had the piggy bank selected.

Solution

Add "Has a (any) piggy bank" and "Has no piggy bank" fields to the trigger list.

What are alternatives?

Currently I just double check that when the rule is triggered I haven't double deducted from a piggy bank (see additional context).

Additional context

I'm using a piggy bank to make sure all my "budgeted" money is accounted for. I would like to set up a rule that automatically deducts a transactions amount from my "budgeted" piggy bank, with or without the piggy bank field.

The rule I'm hoping to set up is "Has a (any) budget" AND "Has no piggy bank" -> "Add / Remove Transaction amount in piggy bank".

@JC5
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JC5 commented Mar 14, 2024

I'll see what I can do. Transactions don't actually "have" a piggy bank, so it will be hard to select for them.

What you see in the piggy banks history is data from another database table.

@JC5 JC5 added the feature Requests for new stuff. label Mar 14, 2024
@JC5 JC5 added this to the firefly-iii-v9.0.0 milestone Mar 14, 2024
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Hi there!

This is an automatic reply. Share and enjoy

This issue has been marked as a feature request. The requested (new) feature will become a part of Firefly III or the data importer in due course.

If you come across this issue, please be aware there is NO need to reply with "+1" or "me too" or "I need this too" or whatever. Such comments are not helpful, and do not influence the roadmap. Your comment may be 💀 deleted. You can subscribe to this issue to get updates.

Thank you for your contributions.

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