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[Docs]: Inconsistent language in the UI #2437

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opened 2026-02-28 20:13:48 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:13:48 -06:00
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Originally created by @Nebucatnetzer on GitHub (Sep 1, 2025).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

I currently reading through the docs for Budget Templates and noticed an inconsistency in the language used to describe actions.

https://actualbudget.org/docs/experimental/goal-templates#how-to-apply-the-templates

The user first learns that "applying a template" against all categories, only changes categories which aren't budgeted yet.
A bit further down then the users learns that when they "apply" a template to a group or single category, it apparently overwrites all the values.
This is quite counter-intuitive and something that I tripped over when I just played around with the app.

Apply budget template will run all templates in categories that currently have 0 budgeted. This will leave any existing budget amounts intact.

vs.

Single Category: Use the "Apply budget template" option shown below from the budget field drop down to apply templates to just that category. This will overwrite any existing budgeted amount.

vs.

Apply templates to a single category group: Use the "Apply budget templates" option shown below from the category group drop down to apply all templates to categories in a specific group. It will apply to the month furthest to the left in your budget view if viewing multiple months. This will overwrite any existing budgets in the categories in the group.

How can we reproduce the issue?

https://actualbudget.org/docs/experimental/goal-templates#how-to-apply-the-templates

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Linux

Originally created by @Nebucatnetzer on GitHub (Sep 1, 2025). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? I currently reading through the docs for Budget Templates and noticed an inconsistency in the language used to describe actions. https://actualbudget.org/docs/experimental/goal-templates#how-to-apply-the-templates The user first learns that "applying a template" against all categories, only changes categories which aren't budgeted yet. A bit further down then the users learns that when they "apply" a template to a group or single category, it apparently overwrites all the values. This is quite counter-intuitive and something that I tripped over when I just played around with the app. > Apply budget template will run all templates in categories that currently have 0 budgeted. This will leave any existing budget amounts intact. vs. > Single Category: Use the "Apply budget template" option shown below from the budget field drop down to apply templates to just that category. This will overwrite any existing budgeted amount. vs. > Apply templates to a single category group: Use the "Apply budget templates" option shown below from the category group drop down to apply all templates to categories in a specific group. It will apply to the month furthest to the left in your budget view if viewing multiple months. This will overwrite any existing budgets in the categories in the group. ### How can we reproduce the issue? https://actualbudget.org/docs/experimental/goal-templates#how-to-apply-the-templates ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Linux
GiteaMirror added the documentation label 2026-02-28 20:13:48 -06:00
GiteaMirror commented 2026-02-28 20:13:48 -06:00
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@Juulz commented on GitHub (Nov 23, 2025):

I was gonna work on this as it appeared to be an easy doc update, but

A full reading of the docs shows that the docs are consistent with the intended behavior. The docs note that 'Apply budget template' does do an overwrite when used from the Single category or Group menus.

OTOH, the menus attached to the month header has both 'Apply budget template' and "Overwrite with budget templates'.
Category and group menus use the phrase 'Apply budget template' when they use the Overwrite type of functionality.

IMO, to make the UI more consistent with the actual behavior, the category and group menus should use the phrase 'Overwrite budget template'.

I believe I can work on this (at least I'll try).

@Juulz commented on GitHub (Nov 23, 2025): I was gonna work on this as it appeared to be an easy doc update, but A full reading of the docs shows that the docs are consistent with the intended behavior. The docs note that 'Apply budget template' does do an overwrite when used from the Single category or Group menus. OTOH, the menus attached to the month header has both 'Apply budget template' and "Overwrite with budget templates'. Category and group menus use the phrase 'Apply budget template' when they use the Overwrite type of functionality. IMO, to make the UI more consistent with the actual behavior, the category and group menus should use the phrase 'Overwrite budget template'. I believe I can work on this (at least I'll try).
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Reference: github-starred/actual#2437
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