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[Bug]: Cleanup source resets template goal #2404
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Reference: github-starred/actual#2404
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Originally created by @tctree333 on GitHub (Aug 20, 2025).
Verified issue does not already exist?
What happened?
When using a
#templateand#cleanup sourcetag on a category, running the "End of month cleanup" resets the balance goal to the negative balance of the previous month instead of using the template goal. The docs suggest that you can use#templategoals with the cleanup, so I believe this behavior is an issue.How can we reproduce the issue?
2025-08-19-My Finances.zip
This simplified budget file demonstrates the issue with Actual Client v25.8.0.
Where are you hosting Actual?
None
What browsers are you seeing the problem on?
Firefox, Chrome
Operating System
Linux
@youngcw commented on GitHub (Aug 20, 2025):
Nothing in that process is a bug. I think the confusion comes from what you are expecting the cleanup to do, vs what it actually does.
A cleanup source will remove ALL funds over a balance of 0 and redistribute it. You have a cleanup source in the savings, so all funds will get removed from there. It seems what you are looking for is to cover overspending in the Food category with funds from the Savings category. In that case you would add both the cleanup source and cleanup sink lines to the savings category. So all source funds get pulled into the to budget pot, then any overspending is handled with available to budget funds, then any to budget leftover gets distributed to the sink categories.
@tctree333 commented on GitHub (Aug 20, 2025):
Sorry, my description may not have been clear. The issue is with the balance goal, not with the cleanup behavior.
With both source and sink on the Savings category:
Using end of month cleanup:
Manually adjusting overspending:
The budgets and balances are the same in both cases, but the budget goal is different. I would expect the budget goal to be like the second picture when using the End of month cleanup, since it should just be reallocating the funds without affecting the templates.
@youngcw commented on GitHub (Aug 20, 2025):
The cleanup source will remove any funds that are considered unused from the category and adjust the goal to not show an unmet goal after the cleanup is run.