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[PR #1004] [MERGED] Goal Templates: add option to prevent removing funds when using "up to" in goal #52765

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opened 2026-04-30 21:09:07 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-30 21:09:07 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/1004
Author: @youngcw
Created: 5/6/2023
Status: ✅ Merged
Merged: 5/7/2023
Merged by: @j-f1

Base: master ← Head: hold_upto

📝 Commits (5)

  • 0f71391 update parser and add logic for hold option on upto goal
  • 8e658f8 tested on both simple and week goals
  • b4769e2 release note
  • ede212e fixed the parser error
  • 3bf22bd lint, change syntax from + to hold

📊 Changes

3 files changed (+18 additions, -5 deletions)

View changed files

📝 packages/loot-core/src/server/budget/goal-template.pegjs (+4 -2)
📝 packages/loot-core/src/server/budget/goaltemplates.ts (+8 -3)
➕ upcoming-release-notes/1004.md (+6 -0)

📄 Description

By default when using the "up to" feature of a template, funds above the limit are removed to bring the category balance down to the limit. This adds the ability to prevent funds removal. The syntax is #template up to 100+ where the + signals to not add negative budgeted amounts. This will add funds up to 100 but not pull back to 100.

My use case:
I get a partial internet reimbursement through work once a year. When the reimbursement comes in I categorize it directly as "internet" so I have extra funds sitting in that category to be used for the next few months. I want to have a template add money only if its needed but not remove funds if there is extra.

🔄 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/1004 **Author:** [@youngcw](https://github.com/youngcw) **Created:** 5/6/2023 **Status:** ✅ Merged **Merged:** 5/7/2023 **Merged by:** [@j-f1](https://github.com/j-f1) **Base:** `master` ← **Head:** `hold_upto` --- ### 📝 Commits (5) - [`0f71391`](https://github.com/actualbudget/actual/commit/0f71391d6f715615a70733e975bd856cd79425c9) update parser and add logic for hold option on upto goal - [`8e658f8`](https://github.com/actualbudget/actual/commit/8e658f8d908903dc744f6ca6aa893310580de7be) tested on both simple and week goals - [`b4769e2`](https://github.com/actualbudget/actual/commit/b4769e2cb0ab71364bd11c210066aa4aa3aa856f) release note - [`ede212e`](https://github.com/actualbudget/actual/commit/ede212e32d806cff61b8e05cd40daff7f2ad6353) fixed the parser error - [`3bf22bd`](https://github.com/actualbudget/actual/commit/3bf22bd7dc97691b0ea73a714e768af43ff57ec4) lint, change syntax from + to hold ### 📊 Changes **3 files changed** (+18 additions, -5 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/goal-template.pegjs` (+4 -2) 📝 `packages/loot-core/src/server/budget/goaltemplates.ts` (+8 -3) ➕ `upcoming-release-notes/1004.md` (+6 -0) </details> ### 📄 Description By default when using the "up to" feature of a template, funds above the limit are removed to bring the category balance down to the limit. This adds the ability to prevent funds removal. The syntax is `#template up to 100+` where the `+` signals to not add negative budgeted amounts. This will add funds up to 100 but not pull back to 100. My use case: I get a partial internet reimbursement through work once a year. When the reimbursement comes in I categorize it directly as "internet" so I have extra funds sitting in that category to be used for the next few months. I want to have a template add money only if its needed but not remove funds if there is extra. --- <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 2026-04-30 21:09:07 -05:00
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Reference: github-starred/actual#52765
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