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[GH-ISSUE #4299] [Bug]: Income schedule templates issue w/ tracking budgets #27617

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opened 2026-04-18 04:12:56 -05:00 by GiteaMirror · 7 comments
GiteaMirror commented 2026-04-18 04:12:56 -05:00
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Originally created by @YusefOuda on GitHub (Feb 5, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4299

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

There seems to be an issue with income schedules + tracking budgets.

With the attached example budget, I have an income schedule setup to be +$500 biweekly. That means that in March, there should be a total of $1000 coming in. The Income category has a rule setup of #template schedule full Income so that when the template is applied, there should be $1000 available to be budgeted.

It seems like the app is looking at past or current month when the template is applied, causing an unexpected value for the budgeted amount.

How can we reproduce the issue?

2025-02-05-Income Schedule Bug.zip

  1. Load example budget above
  2. Enable goal templates
  3. Click "Apply budget templates" for March 2025

Expected value for budgeted Income: $1000
Actual result: $750

Where are you hosting Actual?

Docker

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 11

Originally created by @YusefOuda on GitHub (Feb 5, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4299 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? There seems to be an issue with income schedules + tracking budgets. With the attached example budget, I have an income schedule setup to be +$500 biweekly. That means that in March, there should be a total of $1000 coming in. The Income category has a rule setup of `#template schedule full Income` so that when the template is applied, there should be $1000 available to be budgeted. It seems like the app is looking at past or current month when the template is applied, causing an unexpected value for the budgeted amount. ### How can we reproduce the issue? [2025-02-05-Income Schedule Bug.zip](https://github.com/user-attachments/files/18679858/2025-02-05-Income.Schedule.Bug.zip) 1. Load example budget above 2. Enable goal templates 3. Click "Apply budget templates" for March 2025 Expected value for budgeted Income: **$1000** Actual result: **$750** ### Where are you hosting Actual? Docker ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 11
GiteaMirror added the goal templatesbug labels 2026-04-18 04:12:56 -05:00
GiteaMirror commented 2026-04-18 04:12:58 -05:00
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@youngcw commented on GitHub (Feb 5, 2025):

This seems to be working for me. Are you up to date? the new release came out earlier today

<!-- gh-comment-id:2638174985 --> @youngcw commented on GitHub (Feb 5, 2025): This seems to be working for me. Are you up to date? the new release came out earlier today
GiteaMirror commented 2026-04-18 04:12:58 -05:00
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@YusefOuda commented on GitHub (Feb 5, 2025):

@youngcw yeah I'm on App: v25.2.0 | Server: v25.2.0

<!-- gh-comment-id:2638178731 --> @YusefOuda commented on GitHub (Feb 5, 2025): @youngcw yeah I'm on `App: v25.2.0 | Server: v25.2.0`
GiteaMirror commented 2026-04-18 04:12:59 -05:00
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@youngcw commented on GitHub (Feb 5, 2025):

I get 1k when applying in both March and February in your example file.

<!-- gh-comment-id:2638184614 --> @youngcw commented on GitHub (Feb 5, 2025): I get 1k when applying in both March and February in your example file.
GiteaMirror commented 2026-04-18 04:12:59 -05:00
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@YusefOuda commented on GitHub (Feb 5, 2025):

@youngcw just tried on edge, seeing $750. Not sure what the deal is.

https://github.com/user-attachments/assets/5d3ad43b-a734-424e-a532-08633f2f0dfe

<!-- gh-comment-id:2638189657 --> @YusefOuda commented on GitHub (Feb 5, 2025): @youngcw just tried on edge, seeing $750. Not sure what the deal is. https://github.com/user-attachments/assets/5d3ad43b-a734-424e-a532-08633f2f0dfe
GiteaMirror commented 2026-04-18 04:13:00 -05:00
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@youngcw commented on GitHub (Feb 5, 2025):

Ok, I guess I had changed february first which has affecting things. I see it know

<!-- gh-comment-id:2638193177 --> @youngcw commented on GitHub (Feb 5, 2025): Ok, I guess I had changed february first which has affecting things. I see it know
GiteaMirror commented 2026-04-18 04:13:01 -05:00
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@youngcw commented on GitHub (Feb 5, 2025):

@YusefOuda Does #4300 seem to work for you?

<!-- gh-comment-id:2638214400 --> @youngcw commented on GitHub (Feb 5, 2025): @YusefOuda Does #4300 seem to work for you?
GiteaMirror commented 2026-04-18 04:13:01 -05:00
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@YusefOuda commented on GitHub (Feb 5, 2025):

@youngcw tested with my budget, works as expected 👍

<!-- gh-comment-id:2638227627 --> @YusefOuda commented on GitHub (Feb 5, 2025): @youngcw tested with my budget, works as expected 👍
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Reference: github-starred/actual#27617
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