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[Feature] template: up to N months #2571

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opened 2026-02-28 20:19:34 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 20:19:34 -06:00
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Originally created by @woylie on GitHub (Oct 27, 2025).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

A common recommendation in personal finance is to build up an emergency fund that can sustain you for 3-6 months without any income. We can currently accomplish that by summing up our average expenses across all categories and setting a simple template on a dedicated emergency fund category. However, I'd prefer a more dynamic and adaptive way of achieving this using templates.

Describe your ideal solution to this problem

I suggest the addition of limits of the form:

up to N months

Examples:

Syntax Description Example Application
#template 50 up to 3 months Budget 50 per month up to a maximum equal to the total expenditure over the previous 3 months. Saving gradually for small recurring costs like gifts, household supplies, or hobby spending.
#template average 12 months up to 6 months Budget the monthly average over the last 12 months up to a maximum equal to the total expenditure over 6 months. Maintaining an adaptive emergency fund or a reserve for irregular expenses such as travel, car maintenance, or medical costs.

When this type of limit is combined with the average template (as in the second example), there are two possible ways to determine the "up to" amount:

  1. Total expenditure over the last 6 months (calculated in the same way as for the simple template).
  2. Six times the monthly average used in the average template (for example, if the average template looks at the last 12 months, this option would use six times that 12-month average).

Teaching and learning

No response

Originally created by @woylie on GitHub (Oct 27, 2025). ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [x] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? A common recommendation in personal finance is to build up an emergency fund that can sustain you for 3-6 months without any income. We can currently accomplish that by summing up our average expenses across all categories and setting a simple template on a dedicated emergency fund category. However, I'd prefer a more dynamic and adaptive way of achieving this using templates. ### Describe your ideal solution to this problem I suggest the addition of limits of the form: ``` up to N months ``` Examples: | Syntax | Description | Example Application | | -------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- | | `#template 50 up to 3 months` | Budget 50 per month up to a maximum equal to the total expenditure over the previous 3 months. | Saving gradually for small recurring costs like gifts, household supplies, or hobby spending. | | `#template average 12 months up to 6 months` | Budget the monthly average over the last 12 months up to a maximum equal to the total expenditure over 6 months. | Maintaining an adaptive emergency fund or a reserve for irregular expenses such as travel, car maintenance, or medical costs. | When this type of limit is combined with the `average` template (as in the second example), there are two possible ways to determine the "up to" amount: 1. Total expenditure over the last 6 months (calculated in the same way as for the `simple` template). 2. Six times the monthly average used in the `average` template (for example, if the average template looks at the last 12 months, this option would use six times that 12-month average). ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 20:19:34 -06:00
GiteaMirror commented 2026-02-28 20:19:35 -06:00
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@github-actions[bot] commented on GitHub (Oct 27, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Oct 27, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
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