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[GH-ISSUE #4736] [Bug]: Daily schedule template not budgeting for upcoming payments #51129

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opened 2026-04-30 17:01:28 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-30 17:01:28 -05:00
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Originally created by @andrewboyley on GitHub (Apr 3, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/4736

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

Schedule templates that involve a daily repetition are not budgeting for upcoming months. I have to resort to using monthly repeating schedules instead.

Example

I have 2 schedules: Daily & Monthly. Both begin on April 1st 2025. I set a payment of 100 for both. Monthly repeats every 2 months. Daily repeats every 70 days. Their upcoming payments look like this:

Monthly

06/01/2025 Sunday
08/01/2025 Friday
10/01/2025 Wednesday

Daily

06/10/2025 Tuesday
08/19/2025 Tuesday
10/28/2025 Tuesday

If I make my first payment of 100 on April 1st, I expect both to budget 50 in May for the payment of 100 in June. The monthly schedule does, but the daily schedule does not.

The actual budgets generated from the templates end up looking like this:

April May June
Monthly 100 50 50
Daily 100 0 100

It looks like this could be something similar to #3038

Example export

How can we reproduce the issue?

  1. Create a schedule that repeats every 70 days (~2 months)
  2. Reference that schedule in a template
  3. Pay for the initial month that the schedule was created in
  4. Attempt to apply that schedule template in the next month when there shouldn't be any payments

Where are you hosting Actual?

Pikapods

What browsers are you seeing the problem on?

Chrome

Operating System

Windows 11

Originally created by @andrewboyley on GitHub (Apr 3, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/4736 ### Verified issue does not already exist? - [x] I have searched and found no existing issue ### What happened? Schedule templates that involve a daily repetition are not budgeting for upcoming months. I have to resort to using monthly repeating schedules instead. ## Example I have 2 schedules: Daily & Monthly. Both begin on April 1st 2025. I set a payment of 100 for both. Monthly repeats every 2 months. Daily repeats every 70 days. Their upcoming payments look like this: **Monthly** 06/01/2025 Sunday 08/01/2025 Friday 10/01/2025 Wednesday **Daily** 06/10/2025 Tuesday 08/19/2025 Tuesday 10/28/2025 Tuesday If I make my first payment of 100 on April 1st, I expect both to budget 50 in May for the payment of 100 in June. The monthly schedule does, but the daily schedule does not. The actual budgets generated from the templates end up looking like this: | | April | May | June | | ------- | ----- | --- | ---- | | Monthly | 100 | 50 | 50 | | Daily | 100 | 0 | 100 | It looks like this could be something similar to #3038 [Example export](https://github.com/user-attachments/files/19589914/2025-04-03-Testing.1.zip) ### How can we reproduce the issue? 1. Create a schedule that repeats every 70 days (~2 months) 2. Reference that schedule in a template 3. Pay for the initial month that the schedule was created in 4. Attempt to apply that schedule template in the next month when there shouldn't be any payments ### Where are you hosting Actual? Pikapods ### What browsers are you seeing the problem on? Chrome ### Operating System Windows 11
GiteaMirror added the goal templatesbug labels 2026-04-30 17:01:28 -05:00
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Reference: github-starred/actual#51129
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