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[Bug]: #1091

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opened 2026-02-28 19:31:42 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 19:31:42 -06:00
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Originally created by @d3relict on GitHub (May 12, 2024).

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

#template up to {value} does not take recent spendings into consideration, also uses the {value} as a max allocatable amount.

example:
i have a leftover of 10 usd in my category, and i have #template up to 100 set up. i already spend 10 usd in this month, before i set up my monthly budget.
in this scenario, "up to" will assign 100 usd to match the template, but in my understanding, it should've only assigned 90, so raise the budget to 100, regardless of my recent spending in the actual month.
if my current spending is 20, so i have a running balance of -10 in that category, the assigned amount will be 100, and not 110, which seems inconsistent to the previously observed logic.

expectation:
if i set "up to" in my template, and i have a leftover of 10 usd in the previous month, only assign 90 to the category, regardless of my current spending.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Chrome

Operating System

Windows 10

Originally created by @d3relict on GitHub (May 12, 2024). ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? `#template up to {value}` does not take recent spendings into consideration, also uses the `{value}` as a max allocatable amount. example: i have a leftover of 10 usd in my category, and i have `#template up to 100` set up. i already spend 10 usd in this month, before i set up my monthly budget. in this scenario, "up to" will assign 100 usd to match the template, but _in my understanding_, it should've only assigned 90, so raise the budget to 100, regardless of my recent spending in the actual month. if my current spending is 20, so i have a running balance of -10 in that category, the assigned amount will be 100, and not 110, which seems inconsistent to the previously observed logic. expectation: if i set "up to" in my template, and i have a leftover of 10 usd in the previous month, only assign 90 to the category, regardless of my current spending. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Chrome ### Operating System Windows 10
GiteaMirror added the buggoal templates labels 2026-02-28 19:31:42 -06:00
GiteaMirror commented 2026-02-28 19:31:43 -06:00
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@youngcw commented on GitHub (May 12, 2024):

Im not able to recreate this. When I try your example, I get the expected 90. Could you upload an example budget file? Or you could try out demo.actualbudget.org and see if your issue is still present there.

@youngcw commented on GitHub (May 12, 2024): Im not able to recreate this. When I try your example, I get the expected 90. Could you upload an example budget file? Or you could try out demo.actualbudget.org and see if your issue is still present there.
GiteaMirror commented 2026-02-28 19:31:44 -06:00
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@d3relict commented on GitHub (May 13, 2024):

after starting a new budget to repro, i also can not reproduce this. i went back to my original budget, and wanted to make screenshots, but now it also provides proper results. i have no idea what changed, apart from loading/unloading the budget, or the browser being closed in the meantime, etc.

@d3relict commented on GitHub (May 13, 2024): after starting a new budget to repro, i also can not reproduce this. i went back to my original budget, and wanted to make screenshots, but now it also provides proper results. i have no idea what changed, apart from loading/unloading the budget, or the browser being closed in the meantime, etc.
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Reference: github-starred/actual#1091
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