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[Feature] Option to set monthly schedules to occur on the last weekday
#361
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Originally created by @FeralFlora on GitHub (Apr 21, 2023).
Verified feature request does not already exist?
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Pitch: what problem are you trying to solve?
Most of my automated transactions in my bank occur on the last weekday of the month (last day of the month, except if that day a weekend day).
As is, I cannot reflect this in my Actual Budget schedules, because I can only pick a specific day of the month. For example, this current April, the last weekday of the month is the 28th, as the month ends with a weekend, but next month in May, the last weekday is the 31st. If I set up the schedule today, it will run again on the 28th next month, which doesn't match when the transaction actually occurs.
I moved from Money Manager Ex, which has a feature to schedule transactions either on the last day of the month, or the last weekday of the month. Therefore, I am surprised that this hasn't been implemented or requested here yet, as far as I can tell.
Describe your ideal solution to this problem
My solution would be to have an option to schedule transactions / transfers on the last weekday. Perhaps this could be set by making the
add specific daysbutton into a dropdown where you could chooseon the last weekday. The result would look like so: "Repeat every1monthon the last weekday". Or elseon the last weekdaycould be an option underadd specific days.Teaching and learning
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@FeralFlora commented on GitHub (Apr 21, 2023):
A similar option would also be useful for the first weekday of the month. In my experience, many expenses are withdrawn on the first weekday of the month.
@Kidglove57 commented on GitHub (Apr 21, 2023):
I agree this would be useful. Moneywiz (for example) gives the option for a schedule falling on the weekend to be posted either on the day before or the day after that weekend.
@mkalamarz commented on GitHub (Apr 22, 2023):
Adding on top of that, in my opinion there should be a separate field/option with three choices:
@github-actions[bot] commented on GitHub (May 1, 2023):
✨ Thanks for sharing your idea! ✨
This repository is now using lodash style issue management for enhancements. This means enhancement issues will now be closed instead of leaving them open. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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 👍!
@FeralFlora commented on GitHub (May 1, 2023):
@mkalamarz @Kidglove57 Please indicate your support for this feature request by upvoting the first comment, as per the github action notice below.
@Shazib commented on GitHub (Jun 17, 2023):
@MSBack, is this not covered by setting to repeat on the last friday of every month?
@FeralFlora commented on GitHub (Jun 18, 2023):
No. Consider the case of a 30 day month. If Friday occurs on the 24th, for example, then the last Friday six days before the last weekday, which would be the 30th.
@youngcw commented on GitHub (Dec 6, 2023):
I believe this request is currently doable with the following settings in the schedule
Is there something Im missing? If not this should be closed as completed.
@FeralFlora commented on GitHub (Dec 6, 2023):
You are right. That combination of settings wasn't available when this issue was made, and I hadn't noticed that it had become possible. It wasn't mentioned here either. But I agree, this can be closed as completed.