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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #7863] [MERGED] [Docs] UI Budget automations & month-end cleanup #131556

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opened 2026-06-16 00:13:36 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-06-16 00:13:36 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7863
Author: @Juulz
Created: 5/16/2026
Status: ✅ Merged
Merged: 5/28/2026
Merged by: @matt-fidd

Base: master ← Head: budget-automation

📝 Commits (10+)

  • 4656aef Add files via upload
  • 066e5f3 Create documentation for budget automation feature
  • 75a6c4c Add files via upload
  • 3b4621a Revise budget automation documentation for clarity
  • 971af6b [autofix.ci] apply automated fixes
  • 79daef6 Update Markdown headers for budget automation section
  • fbdc70a Add files via upload
  • 6e5e8dd Improve formatting in budget automation documentation
  • 16430ce [autofix.ci] apply automated fixes
  • fc057d8 Fix HTML line breaks in budget-automation.md

📊 Changes

43 files changed (+519 additions, -0 deletions)

View changed files

📝 .github/actions/docs-spelling/expect.txt (+2 -0)
📝 packages/docs/docs-sidebar.js (+1 -0)
➕ packages/docs/docs/experimental/budget-automation.md (+516 -0)
➕ packages/docs/static/img/goal-template/adjustment-fixed.webp (+0 -0)
➕ packages/docs/static/img/goal-template/adjustment-percentage.webp (+0 -0)
➕ packages/docs/static/img/goal-template/adjustment-type.webp (+0 -0)
📝 packages/docs/static/img/goal-template/apply-template-category.png (+0 -0)
📝 packages/docs/static/img/goal-template/apply-template-group.png (+0 -0)
➕ packages/docs/static/img/goal-template/august-restaurants.webp (+0 -0)
➕ packages/docs/static/img/goal-template/automation-icon.webp (+0 -0)
➕ packages/docs/static/img/goal-template/automation-note.webp (+0 -0)
➕ packages/docs/static/img/goal-template/automation-tooltip-1.webp (+0 -0)
➕ packages/docs/static/img/goal-template/automation-tooltip-2.webp (+0 -0)
➕ packages/docs/static/img/goal-template/balance-cap.webp (+0 -0)
➕ packages/docs/static/img/goal-template/budget-indicators.webp (+0 -0)
➕ packages/docs/static/img/goal-template/cleanup-01.webp (+0 -0)
➕ packages/docs/static/img/goal-template/cleanup-global-weight.webp (+0 -0)
➕ packages/docs/static/img/goal-template/cleanup-global.webp (+0 -0)
➕ packages/docs/static/img/goal-template/create-named-pool.webp (+0 -0)
➕ packages/docs/static/img/goal-template/fixed-amount-automation.webp (+0 -0)

...and 23 more files

📄 Description

Description

UI Budget automation doc
Cleanup was added as it appears on the same form.

Before automations are a live feature I'll go back and retake the screenshots and edit the text to reflect any changes made during the experimental phase.

Direct link to deploy document (in Experimental section)

Todo:

  • Add alt-text to images
  • Complete Adjustments section
  • Complete notes section
  • Proofread text (first pass done)
  • Proofread text again.
  • Proof images

Testing

Read and tested links.
Automations tested for function.
Examples tested for accuracy.

Checklist

  • Release notes not needed.
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/7863 **Author:** [@Juulz](https://github.com/Juulz) **Created:** 5/16/2026 **Status:** ✅ Merged **Merged:** 5/28/2026 **Merged by:** [@matt-fidd](https://github.com/matt-fidd) **Base:** `master` ← **Head:** `budget-automation` --- ### 📝 Commits (10+) - [`4656aef`](https://github.com/actualbudget/actual/commit/4656aef19bcc3645e7a842ce6335ebeb3ed78bad) Add files via upload - [`066e5f3`](https://github.com/actualbudget/actual/commit/066e5f338be03063f83af9a8634a5ccf4f29192d) Create documentation for budget automation feature - [`75a6c4c`](https://github.com/actualbudget/actual/commit/75a6c4c440e21c731649b07a041f46fad4e54b31) Add files via upload - [`3b4621a`](https://github.com/actualbudget/actual/commit/3b4621ad7edb33c1d7b39783f36c1e92a7208985) Revise budget automation documentation for clarity - [`971af6b`](https://github.com/actualbudget/actual/commit/971af6be1fedf57a27b6e5874972df9639ea2aae) [autofix.ci] apply automated fixes - [`79daef6`](https://github.com/actualbudget/actual/commit/79daef6755d9fa63a6f96417cfefe06f5525d215) Update Markdown headers for budget automation section - [`fbdc70a`](https://github.com/actualbudget/actual/commit/fbdc70ad28292c003703252e7c0dc987b99b29eb) Add files via upload - [`6e5e8dd`](https://github.com/actualbudget/actual/commit/6e5e8ddafd8f036c5ca6f069761ce6d2e5fb9f0c) Improve formatting in budget automation documentation - [`16430ce`](https://github.com/actualbudget/actual/commit/16430cef23cb43d6ddcb90bb1d2a6015b2411dfa) [autofix.ci] apply automated fixes - [`fc057d8`](https://github.com/actualbudget/actual/commit/fc057d824ef972cec9feb335705b28e17e004242) Fix HTML line breaks in budget-automation.md ### 📊 Changes **43 files changed** (+519 additions, -0 deletions) <details> <summary>View changed files</summary> 📝 `.github/actions/docs-spelling/expect.txt` (+2 -0) 📝 `packages/docs/docs-sidebar.js` (+1 -0) ➕ `packages/docs/docs/experimental/budget-automation.md` (+516 -0) ➕ `packages/docs/static/img/goal-template/adjustment-fixed.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/adjustment-percentage.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/adjustment-type.webp` (+0 -0) 📝 `packages/docs/static/img/goal-template/apply-template-category.png` (+0 -0) 📝 `packages/docs/static/img/goal-template/apply-template-group.png` (+0 -0) ➕ `packages/docs/static/img/goal-template/august-restaurants.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/automation-icon.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/automation-note.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/automation-tooltip-1.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/automation-tooltip-2.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/balance-cap.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/budget-indicators.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/cleanup-01.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/cleanup-global-weight.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/cleanup-global.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/create-named-pool.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/fixed-amount-automation.webp` (+0 -0) _...and 23 more files_ </details> ### 📄 Description ## Description UI Budget automation doc Cleanup was added as it appears on the same form. Before automations are a live feature I'll go back and retake the screenshots and edit the text to reflect any changes made during the experimental phase. [Direct link to deploy document](https://deploy-preview-7863.www.actualbudget.org/docs/experimental/budget-automation) (in Experimental section) Todo: - [x] Add alt-text to images - [x] Complete **Adjustments** section - [x] Complete notes section - [X] Proofread text (first pass done) - [x] Proofread text again. - [x] Proof images ## Testing Read and tested links. Automations tested for function. Examples tested for accuracy. ## Checklist - [x] Release notes not needed. - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-06-16 00:13:36 -05:00
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