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[Bug]: Budget Template Simple Type "up to" variance not working as documented #2758

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opened 2026-02-28 20:26:56 -06:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-02-28 20:26:56 -06:00
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Originally created by @april-zhm on GitHub (Jan 1, 2026).

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Issue: Budget Template - Simple Type - up to variance
Documentation indicates that if the budget starts as a negative number, the "up to" variance will fill it the "up to" amount. Eg:
Syntax:
#template up to 150
Previous Budget:
$ -20
Budgeted Amount:
$ 170
New Balance:
$ 150

Actual Behavior:
Syntax:
#template up to 150
Previous Budget (from overspending rollover):
$ -20
Budgeted Amount:
$ 150
New Balance:
$ 130

How can we reproduce the issue?

  1. Enable Budget Template feature
  2. Have a negative balance from Previous Month
  3. Use "Overspending Overall" for that budget to move the negative balance to current month
  4. Use "#template up to x" syntax
  5. Use "Overwrite with budget template" to current month budget

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Microsoft Edge

Operating System

Windows 11

Originally created by @april-zhm on GitHub (Jan 1, 2026). ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? Issue: Budget Template - Simple Type - up to variance Documentation indicates that if the budget starts as a negative number, the "up to" variance will fill it the "up to" amount. Eg: Syntax: #template up to 150 Previous Budget: $ -20 Budgeted Amount: $ 170 New Balance: $ 150 Actual Behavior: Syntax: #template up to 150 Previous Budget (from overspending rollover): $ -20 Budgeted Amount: $ 150 New Balance: $ 130 ### How can we reproduce the issue? 1. Enable Budget Template feature 2. Have a negative balance from Previous Month 3. Use "Overspending Overall" for that budget to move the negative balance to current month 4. Use "#template up to x" syntax 5. Use "Overwrite with budget template" to current month budget ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Microsoft Edge ### Operating System Windows 11
GiteaMirror added the buggoal templates labels 2026-02-28 20:26:56 -06:00
GiteaMirror commented 2026-02-28 20:26:57 -06:00
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@Juulz commented on GitHub (Jan 2, 2026):

I was able to reproduce this. OTOH, if I change it to something like #template 500 up to 150, it works correctly.

@Juulz commented on GitHub (Jan 2, 2026): I was able to reproduce this. OTOH, if I change it to something like #template 500 up to 150, it works correctly.
GiteaMirror commented 2026-02-28 20:26:58 -06:00
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@april-zhm commented on GitHub (Jan 4, 2026):

I was able to reproduce this. OTOH, if I change it to something like #template 500 up to 150, it works correctly.

Tried it, it works! Thank you

@april-zhm commented on GitHub (Jan 4, 2026): > I was able to reproduce this. OTOH, if I change it to something like #template 500 up to 150, it works correctly. Tried it, it works! Thank you
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Reference: github-starred/actual#2758
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