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[Feature] Monthly/yearly repeat template #1657
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Reference: github-starred/actual#1657
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Originally created by @Mikhail773 on GitHub (Dec 9, 2024).
Verified feature request does not already exist?
💻
Pitch: what problem are you trying to solve?
You can repeat every x week, but not every x months or years. In the documentation and in practice we can use both of these examples with success.
#template 10 repeat every week starting 2025-01-03
#template 10 repeat every week starting 2025-01-03 up to 80
However, when trying to do the same with months the template errors
#template 500 starting 2025-03 repeat every 6 months
#template 500 starting 2025-03 repeat every 6 months up to 600
Alternatives given do not satisfy the need.
When trying with months it requires you state "by" , but that may not always be what you want. Say you want to frontload a budget in January to cover Jan-Mar for $600. You wouldn't want $200 each month which is what by would give you. For some reason weeks let's you frontload, but it's not a viable alternative to months since 12 weeks isn't equal to months.
Essentially,
March - 500
Apr - 0
May - 0
...
Aug - 0
Sep - 500
?
Is the end desired state.
Neither copy template or frontload as described here suffice
`You maybe could get that to work with a by spend template and have the by be the start of the period instead of the end of the period. So instead of by December, go for by October and then repeat every few months.
The copy template could work too. So: #template copy from 3 months ago, and optionally add in a #template 0 up to 500 or whatever you want to limit the category to.`
Swapping start and end of the period forces the exact amount, but does not allow for accumulation of funds over that amount since it will only give enough to satisfy the condition.
The reason is that copy template gets packed by spending that occurs x months ago. So if you spent money x months ago you will copy the amount it placed x months ago.
This feature would allow people to schedule bi-yearly, quarterly, etc full costs budgets for items that may not be scheduleable like groceries, gifts, clothing
Describe your ideal solution to this problem
The ideal solution is the allow months to repeat in the same syntax that weeks work in to allow for consistent behavior and to resolve this undesired state.
Teaching and learning
The documentation could be placed alongside the repeat weeks documentation to show users.
@github-actions[bot] commented on GitHub (Dec 9, 2024):
✨ Thanks for sharing your idea! ✨
This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).
The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+
Don’t forget to upvote the top comment with 👍!
@github-actions[bot] commented on GitHub (Jul 8, 2025):
🎉 This feature has been implemented in #5295 and will be released in the next version. Thanks for sharing your idea! 🎉