[Bug]: Percentage templates don't work with 'up to' #2430

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opened 2026-02-28 20:13:37 -06:00 by GiteaMirror · 2 comments
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Originally created by @tobietulloch on GitHub (Aug 29, 2025).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

I'm trying to apply a template of #template 7% of previous all income up to 1500 to my Holiday category (and others). The template validates correctly but I get this error when trying to apply it:

Holiday: Category "all income up to 1500" is not found in available income categories

It looks like the template is trying to include the 'up to' in the name of the category.

How can we reproduce the issue?

Create a template of #template 7% of previous all income up to 1500 and try to apply it.

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

No response

Operating System

Linux

Originally created by @tobietulloch on GitHub (Aug 29, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? I'm trying to apply a template of `#template 7% of previous all income up to 1500` to my Holiday category (and others). The template validates correctly but I get this error when trying to apply it: `Holiday: Category "all income up to 1500" is not found in available income categories ` It looks like the template is trying to include the 'up to' in the name of the category. ### How can we reproduce the issue? Create a template of `#template 7% of previous all income up to 1500` and try to apply it. ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? _No response_ ### Operating System Linux
GiteaMirror added the bug label 2026-02-28 20:13:37 -06:00
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@jfdoming commented on GitHub (Aug 29, 2025):

👋 We only support template variations listed here: https://actualbudget.org/docs/experimental/goal-templates. The list should be mostly exhaustive.

That said, for this specific use-case, since up to is global to the category you can just add a second template #template 0 up to <max>.

@jfdoming commented on GitHub (Aug 29, 2025): 👋 We only support template variations listed here: https://actualbudget.org/docs/experimental/goal-templates. The list should be mostly exhaustive. That said, for this specific use-case, since `up to` is global to the category you can just add a second template `#template 0 up to <max>`.
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@tobietulloch commented on GitHub (Aug 29, 2025):

Thanks so much!

@tobietulloch commented on GitHub (Aug 29, 2025): Thanks so much!
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Reference: github-starred/actual#2430