[PR #2535] Goals: Up To Template calculation with negative category balance #4353

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opened 2026-02-28 20:54:46 -06:00 by GiteaMirror · 0 comments
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Original Pull Request: https://github.com/actualbudget/actual/pull/2535

State: closed
Merged: Yes


If using a template such as #template up to 1000, the budgeted amount would not reach 1000 if a negative balance was rolled over from the previous month. This change allows for rolling over a negative balance from a previous month.

I've tested 3 scenarios:
Category balance of -500. Budgeted amount is 1500.
Category balance of 0. Budgeted amount is 1000.
Category balance of 500. Budgeted amount is 500.

All scenarios result in a final category balance of 1000, which I believe is the expected behavior of 'up to'.

Discord report: https://discord.com/channels/937901803608096828/1223925566583865354/1223925566583865354

**Original Pull Request:** https://github.com/actualbudget/actual/pull/2535 **State:** closed **Merged:** Yes --- If using a template such as #template up to 1000, the budgeted amount would not reach 1000 if a negative balance was rolled over from the previous month. This change allows for rolling over a negative balance from a previous month. I've tested 3 scenarios: Category balance of -500. Budgeted amount is 1500. Category balance of 0. Budgeted amount is 1000. Category balance of 500. Budgeted amount is 500. All scenarios result in a final category balance of 1000, which I believe is the expected behavior of 'up to'. Discord report: https://discord.com/channels/937901803608096828/1223925566583865354/1223925566583865354
GiteaMirror added the pull-request label 2026-02-28 20:54:46 -06:00
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Reference: github-starred/actual#4353