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[PR #2409] [MERGED] [End of Month Cleanup] Remove automatic funding of rollover categories #38720

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opened 2026-04-23 11:44:41 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-23 11:44:41 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/2409
Author: @shall0pass
Created: 3/1/2024
Status: ✅ Merged
Merged: 3/4/2024
Merged by: @shall0pass

Base: master ← Head: cleanup_rollovercategories

📝 Commits (2)

  • f8a33e5 remove automatic funding of rollover categories
  • a3d4f37 note

📊 Changes

2 files changed (+6 additions, -42 deletions)

View changed files

📝 packages/loot-core/src/server/budget/cleanup-template.ts (+0 -42)
➕ upcoming-release-notes/2409.md (+6 -0)

📄 Description

#2295 introduced the logic to automatically fund rollover categories after non-rollover categories and before utilizing the sink categories. This PR reverts that logic. The documentation will be amended to recommend using the 'sink' term on rollover balance categories if the desire is to fund those categories. This approach allows both workflows.

🔄 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/2409 **Author:** [@shall0pass](https://github.com/shall0pass) **Created:** 3/1/2024 **Status:** ✅ Merged **Merged:** 3/4/2024 **Merged by:** [@shall0pass](https://github.com/shall0pass) **Base:** `master` ← **Head:** `cleanup_rollovercategories` --- ### 📝 Commits (2) - [`f8a33e5`](https://github.com/actualbudget/actual/commit/f8a33e5f061844b1bb139b762345787c1bc4c874) remove automatic funding of rollover categories - [`a3d4f37`](https://github.com/actualbudget/actual/commit/a3d4f37af99597522ef286f3a2c666a7cf0f6cd7) note ### 📊 Changes **2 files changed** (+6 additions, -42 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/cleanup-template.ts` (+0 -42) ➕ `upcoming-release-notes/2409.md` (+6 -0) </details> ### 📄 Description #2295 introduced the logic to automatically fund rollover categories after non-rollover categories and before utilizing the sink categories. This PR reverts that logic. The documentation will be amended to recommend using the 'sink' term on rollover balance categories if the desire is to fund those categories. This approach allows both workflows. --- <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 2026-04-23 11:44:41 -05:00
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Reference: github-starred/actual#38720
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