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[Bug]: Templates on tracking budget not getting proper available funds #2211

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opened 2026-02-28 20:06:36 -06:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-02-28 20:06:36 -06:00
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Originally created by @marian-code on GitHub (Jun 16, 2025).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

It seems that I found a bug in tracking budget where templates are not applied to categories properly.

I have a very simple budget with one income and few spending categories. Then I have templates organized like his:

Group 1

Category A: #template-0 schedule SOME_SCHEDULE_1
Category B: #template-0 schedule SOME_SCHEDULE_2

Group 2

Category C: #template-10 10% of available funds
Category D: #template-20 7% of available funds

Group 3

Category E: #template remainder

Income Group

Income: #template schedule XXXX

When I apply the budget templates all the schedule categories are filled as I would expect but the percent and remainder are left at zero. What's more interesting is that is I remove priority from the percent categories they start to work.
Is this a bug or am I missing something?

How can we reproduce the issue?

  1. Just use 2025-06-16-bug_reproduce_budget.zip file and Overwrite with budget template for June. You'll see that categories C and D won't get assigned any funds.
  2. Now edit the template for category C and D to not include any priority and again Overwrite with budget template you'll see that this time the funds get assigned.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Desktop App (Electron), Chrome

Operating System

Windows 11

Originally created by @marian-code on GitHub (Jun 16, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? It seems that I found a bug in tracking budget where templates are not applied to categories properly. I have a very simple budget with one income and few spending categories. Then I have templates organized like his: ### Group 1 **Category A**: #template-0 schedule SOME_SCHEDULE_1 **Category B**: #template-0 schedule SOME_SCHEDULE_2 ### Group 2 **Category C**: #template-10 10% of available funds **Category D**: #template-20 7% of available funds ### Group 3 **Category E**: #template remainder ### Income Group **Income**: #template schedule XXXX When I apply the budget templates all the schedule categories are filled as I would expect but the percent and remainder are left at zero. What's more interesting is that is I remove priority from the percent categories they start to work. Is this a bug or am I missing something? ### How can we reproduce the issue? 1. Just use [2025-06-16-bug_reproduce_budget.zip](https://github.com/user-attachments/files/20760399/2025-06-16-bug_reproduce_budget.zip) file and **Overwrite with budget template** for June. You'll see that categories **C** and **D** won't get assigned any funds. 2. Now edit the template for category **C** and **D** to not include any priority and again **Overwrite with budget template** you'll see that this time the funds get assigned. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Desktop App (Electron), Chrome ### Operating System Windows 11
GiteaMirror added the buggoal templates labels 2026-02-28 20:06:37 -06:00
GiteaMirror commented 2026-02-28 20:06:37 -06:00
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@youngcw commented on GitHub (Jun 16, 2025):

My guess is that there are two things happening here:

  1. The funds that you are trying to fill with the percent templates don't exist until after the template code has started so it thinks you have 0 available.
  2. It seems that the template code isn't getting the available value right even when it is there to start.
@youngcw commented on GitHub (Jun 16, 2025): My guess is that there are two things happening here: 1. The funds that you are trying to fill with the percent templates don't exist until after the template code has started so it thinks you have 0 available. 2. It seems that the template code isn't getting the available value right even when it is there to start.
GiteaMirror commented 2026-02-28 20:06:37 -06:00
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@youngcw commented on GitHub (Jun 16, 2025):

For now, its best to stick with the simple templates if you are using the tracking budget. Most of the templates are dependent on funds rolling forward, which is not how the tracking budget operates.

@youngcw commented on GitHub (Jun 16, 2025): For now, its best to stick with the simple templates if you are using the tracking budget. Most of the templates are dependent on funds rolling forward, which is not how the tracking budget operates.
GiteaMirror commented 2026-02-28 20:06:38 -06:00
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@marian-code commented on GitHub (Jun 17, 2025):

Thanks for the clarification! Are there any plans to address this in the near future? Is there anything I can do to debug the issue further?
I'd like to help :) but sadly I have no experience in Javascript only python.

@marian-code commented on GitHub (Jun 17, 2025): Thanks for the clarification! Are there any plans to address this in the near future? Is there anything I can do to debug the issue further? I'd like to help :) but sadly I have no experience in Javascript only python.
GiteaMirror commented 2026-02-28 20:06:38 -06:00
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@youngcw commented on GitHub (Jul 11, 2025):

@marian-code Look at https://deploy-preview-5316.demo.actualbudget.org/

@youngcw commented on GitHub (Jul 11, 2025): @marian-code Look at https://deploy-preview-5316.demo.actualbudget.org/
GiteaMirror commented 2026-02-28 20:06:39 -06:00
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@marian-code commented on GitHub (Jul 12, 2025):

Tested and it seems to be working well! Thank you :)

@marian-code commented on GitHub (Jul 12, 2025): Tested and it seems to be working well! Thank you :)
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Reference: github-starred/actual#2211
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