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If you create a rule which uses a "Set budget to..." action, renaming the budget afterwards will not update the budget used in the rule.
Considering the nature of budgets, I expect the rule to 'follow' the budget even when it is renamed: it's still the same budget.
However, in case not changing the budget is the intended behaviour, I would at least expect it to continue setting the budget to the old value (so technically that's a new budget?) for new matching transactions, but instead it sets no budget at all.
Example
Expected when following the budget:
Create budget 'A'
Create rule which includes a "Set budget to..." action, value 'A' (clicked on autosuggest)
Rename budget 'A' to 'B'
Create a new transaction which matches the rule, budget set to 'B'
Expected when not changing the budget is intended:
Create budget 'A' (ID: 1)
Create rule which includes a "Set budget to..." action, value 'A' (clicked on autosuggest)
Rename budget 'A' to 'B'
Create a new transaction which matches the rule, budget set to 'A' which is newly created (ID: 2)
Actual behaviour:
Create budget 'A'
Create rule which includes a "Set budget to..." action, value 'A' (clicked on autosuggest)
Rename budget 'A' to 'B'
Create a new transaction which matches the rule, no budget set at all (transaction still shows up when clicking the flask icon to test the rule)
Clicking 'update rule' after the budget name is updated does show an error message:
(the budget name was originally "Transport/OV 🚄", changed to "🚄 Transport/OV")
The stack trace on /debug doesn't appear to change when adding a new transaction where the rule matches an old category name.
The text was updated successfully, but these errors were encountered:
Using Firefly 4.7.5.
If you create a rule which uses a "Set budget to..." action, renaming the budget afterwards will not update the budget used in the rule.
Considering the nature of budgets, I expect the rule to 'follow' the budget even when it is renamed: it's still the same budget.
However, in case not changing the budget is the intended behaviour, I would at least expect it to continue setting the budget to the old value (so technically that's a new budget?) for new matching transactions, but instead it sets no budget at all.
Example
Expected when following the budget:
Expected when not changing the budget is intended:
Actual behaviour:
Clicking 'update rule' after the budget name is updated does show an error message:
(the budget name was originally "Transport/OV 🚄", changed to "🚄 Transport/OV")
The stack trace on
/debug
doesn't appear to change when adding a new transaction where the rule matches an old category name.The text was updated successfully, but these errors were encountered: