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[PR #1254] [MERGED] Goals: Add option to percent goal to use available funds #3626

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opened 2026-02-28 20:44:24 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:44:24 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/1254
Author: @youngcw
Created: 7/2/2023
Status: ✅ Merged
Merged: 7/4/2023
Merged by: @j-f1

Base: master ← Head: goal_percent_available

📝 Commits (5)

  • 7b0b433 add option to percent goal to use available funds
  • 819580f release note, lint
  • 22307a7 actually add release note
  • c83943f use starting availalble instead of priority pass available
  • be0285d lint

📊 Changes

2 files changed (+14 additions, -3 deletions)

View changed files

📝 packages/loot-core/src/server/budget/goaltemplates.ts (+8 -3)
➕ upcoming-release-notes/1254.md (+6 -0)

📄 Description

When using the percent goal you can only use current month income. When operating under a month ahead strategy you are saving this months moneys for next month, so the percentage goal loses most of its usefulness. This PR adds the option to use the current available funds as the base for the percent calculation.

This will use the funds that were available at the start of the template run regardless of priority level to match the income based option as much as possible.

🔄 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/1254 **Author:** [@youngcw](https://github.com/youngcw) **Created:** 7/2/2023 **Status:** ✅ Merged **Merged:** 7/4/2023 **Merged by:** [@j-f1](https://github.com/j-f1) **Base:** `master` ← **Head:** `goal_percent_available` --- ### 📝 Commits (5) - [`7b0b433`](https://github.com/actualbudget/actual/commit/7b0b433418cb741fe0a8c1905eb371fc07a7c257) add option to percent goal to use available funds - [`819580f`](https://github.com/actualbudget/actual/commit/819580f00563dfd9ece581505fe00f8814dbc999) release note, lint - [`22307a7`](https://github.com/actualbudget/actual/commit/22307a7be6cd83a257249eac9d8a4376e24c64d7) actually add release note - [`c83943f`](https://github.com/actualbudget/actual/commit/c83943fb0be1a010c1a1ac86056b546c79dffe5b) use starting availalble instead of priority pass available - [`be0285d`](https://github.com/actualbudget/actual/commit/be0285d2dbe1f2e1773c77a6ec334c603840ebe5) lint ### 📊 Changes **2 files changed** (+14 additions, -3 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/goaltemplates.ts` (+8 -3) ➕ `upcoming-release-notes/1254.md` (+6 -0) </details> ### 📄 Description When using the percent goal you can only use current month income. When operating under a month ahead strategy you are saving this months moneys for next month, so the percentage goal loses most of its usefulness. This PR adds the option to use the current available funds as the base for the percent calculation. This will use the funds that were available at the start of the template run regardless of priority level to match the income based option as much as possible. --- <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 2026-02-28 20:44:24 -06:00
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