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[Bug]: Overwrite/Apply Budget Template Not Working #1692

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opened 2026-02-28 19:51:18 -06:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-02-28 19:51:18 -06:00
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Originally created by @parkel42 on GitHub (Dec 18, 2024).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Clicking on either "Apply budget template" or "Overwrite with budget template" does nothing, only the "Everything is up to date" message appears on the bottom right corner:
image
image

No issues with templates when checking, not too sure what is going on.

The same issue presents itself across all browsers, including the mobile PWA.

How can we reproduce the issue?

  1. Click on either the "Apply budget template" or "Overwrite with budget template" option in the month settings dropdown
  2. Nothing happens when the budget templates should have been applied

Where are you hosting Actual?

Locally via Yarn

What browsers are you seeing the problem on?

Firefox, Chrome, Desktop App (Electron), Other

Operating System

Windows 11

Originally created by @parkel42 on GitHub (Dec 18, 2024). ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? Clicking on either "Apply budget template" or "Overwrite with budget template" does nothing, only the "Everything is up to date" message appears on the bottom right corner: ![image](https://github.com/user-attachments/assets/9feacbdb-a07b-48c0-8db6-edeafa316c8d) ![image](https://github.com/user-attachments/assets/f661e111-fc89-494b-9148-595193baee56) No issues with templates when checking, not too sure what is going on. The same issue presents itself across all browsers, including the mobile PWA. ### How can we reproduce the issue? 1. Click on either the "Apply budget template" or "Overwrite with budget template" option in the month settings dropdown 2. Nothing happens when the budget templates should have been applied ### Where are you hosting Actual? Locally via Yarn ### What browsers are you seeing the problem on? Firefox, Chrome, Desktop App (Electron), Other ### Operating System Windows 11
GiteaMirror added the regressionbuggoal templates labels 2026-02-28 19:51:18 -06:00
GiteaMirror commented 2026-02-28 19:51:18 -06:00
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@youngcw commented on GitHub (Dec 18, 2024):

First off most templates don't work right in the tracking budget since the tracking budget doesn't rollover funds.

Can you upload an example budget that shows the issue or list what templates you have in your categories that you are trying to run?

@youngcw commented on GitHub (Dec 18, 2024): First off most templates don't work right in the tracking budget since the tracking budget doesn't rollover funds. Can you upload an example budget that shows the issue or list what templates you have in your categories that you are trying to run?
GiteaMirror commented 2026-02-28 19:51:19 -06:00
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@parkel42 commented on GitHub (Dec 18, 2024):

Hmm.. the weird thing is that templates applied properly in the previous version (24.11.0 iirc), with the budgeted amounts filling in correctly.

I'm using templates very simply, only to help me fill in my monthly budget, examples are:

  • #template schedule full
  • #template 400

I have made a sample budget attached here:
2024-12-18-Example.zip

@parkel42 commented on GitHub (Dec 18, 2024): Hmm.. the weird thing is that templates applied properly in the previous version (24.11.0 iirc), with the budgeted amounts filling in correctly. I'm using templates very simply, only to help me fill in my monthly budget, examples are: - #template schedule full <schedule name> - #template 400 I have made a sample budget attached here: [2024-12-18-Example.zip](https://github.com/user-attachments/files/18184434/2024-12-18-Example.zip)
GiteaMirror commented 2026-02-28 19:51:19 -06:00
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@youngcw commented on GitHub (Dec 18, 2024):

You're right its not working. It does work if you apply then to individual categories though which is strange.

@youngcw commented on GitHub (Dec 18, 2024): You're right its not working. It does work if you apply then to individual categories though which is strange.
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Reference: github-starred/actual#1692
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