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[PR #2404] [Goals] Schedule top off amount #4287

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opened 2026-02-28 20:54:04 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:54:04 -06:00
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Original Pull Request: https://github.com/actualbudget/actual/pull/2404

State: closed
Merged: Yes

A simple schedule, one that is recurring monthly and is budgeted fully every month, would not consider an existing balance. This PR adds 2 things.

  1. If a simple schedule, not combined with schedule it is greater than 1 month (sinking fund), has a category balance and that balance is less than needed to complete the schedule... the budgeted amount will only add the difference needed to complete the schedule.
    Example: 75 is needed for this month, 50 is in the category from last month. The budgeted amount will be 25. (Previously, it would be 75.)

  2. The filter for finding schedules is simplified and less error prone. The only filter specified is one for monthly recurring or 'full' schedules. This PR implements a negate filter for all other schedules so it's more guaranteed not to inadvertently drop one from the list.

**Original Pull Request:** https://github.com/actualbudget/actual/pull/2404 **State:** closed **Merged:** Yes --- A simple schedule, one that is recurring monthly and is budgeted fully every month, would not consider an existing balance. This PR adds 2 things. 1. If a simple schedule, not combined with schedule it is greater than 1 month (sinking fund), has a category balance and that balance is less than needed to complete the schedule... the budgeted amount will only add the difference needed to complete the schedule. Example: 75 is needed for this month, 50 is in the category from last month. The budgeted amount will be 25. (Previously, it would be 75.) 2. The filter for finding schedules is simplified and less error prone. The only filter specified is one for monthly recurring or 'full' schedules. This PR implements a negate filter for all other schedules so it's more guaranteed not to inadvertently drop one from the list.
GiteaMirror added the pull-request label 2026-02-28 20:54:04 -06:00
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Reference: github-starred/actual#4287
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