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[PR #5319] [MERGED] 🐛 improve budgeting of schedules templates #36070

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opened 2026-04-20 22:57:19 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-20 22:57:19 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/5319
Author: @youngcw
Created: 7/12/2025
Status: ✅ Merged
Merged: 7/17/2025
Merged by: @youngcw

Base: master ← Head: youngcw/fix-extra-montly-day-schedules

📝 Commits (6)

  • f5c75e7 fix
  • 9d0e06f Merge branch 'master' into youngcw/fix-extra-montly-day-schedules
  • 74777c0 fix
  • 5d0159c didn't need that
  • 617a262 Merge branch 'master' into youngcw/fix-extra-montly-day-schedules
  • f828814 prevent div by 0

📊 Changes

2 files changed (+50 additions, -14 deletions)

View changed files

📝 packages/loot-core/src/server/budget/schedule-template.ts (+44 -14)
➕ upcoming-release-notes/5319.md (+6 -0)

📄 Description

fixes #4736, fixes #4202

Schedule templates for daily and weekly intervals were treated the same as schedules with a full flag. So they would only budget in the month of the schedule date. This handles intervals longer than 1 month to spread the budgeting over multiple months.

This is a good place to start for testing. Its the file from the issue, but extended to test more cases.
2025-07-15-daily-weekly-testing.zip

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/5319 **Author:** [@youngcw](https://github.com/youngcw) **Created:** 7/12/2025 **Status:** ✅ Merged **Merged:** 7/17/2025 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `youngcw/fix-extra-montly-day-schedules` --- ### 📝 Commits (6) - [`f5c75e7`](https://github.com/actualbudget/actual/commit/f5c75e738020def649684b02ff0fa8a696f1cfa4) fix - [`9d0e06f`](https://github.com/actualbudget/actual/commit/9d0e06f5c8f3705aab5b05da92c28ba60746f7c7) Merge branch 'master' into youngcw/fix-extra-montly-day-schedules - [`74777c0`](https://github.com/actualbudget/actual/commit/74777c0aa6e085b250a1b10aa7aadade2df60e5a) fix - [`5d0159c`](https://github.com/actualbudget/actual/commit/5d0159c86eb4c9c8da641818dfd4df9e778753ea) didn't need that - [`617a262`](https://github.com/actualbudget/actual/commit/617a262c3a0c3e736b23579189a1570dd7796c52) Merge branch 'master' into youngcw/fix-extra-montly-day-schedules - [`f828814`](https://github.com/actualbudget/actual/commit/f828814918f6b09edd66ef4c6b56d7884cd9a4ab) prevent div by 0 ### 📊 Changes **2 files changed** (+50 additions, -14 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/schedule-template.ts` (+44 -14) ➕ `upcoming-release-notes/5319.md` (+6 -0) </details> ### 📄 Description fixes #4736, fixes #4202 Schedule templates for daily and weekly intervals were treated the same as schedules with a full flag. So they would only budget in the month of the schedule date. This handles intervals longer than 1 month to spread the budgeting over multiple months. This is a good place to start for testing. Its the file from the issue, but extended to test more cases. [2025-07-15-daily-weekly-testing.zip](https://github.com/user-attachments/files/21239532/2025-07-15-daily-weekly-testing.zip) --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-20 22:57:19 -05:00
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Reference: github-starred/actual#36070
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