[PR #4257] [MERGED] Add percentage adjustments to schedule templates (#4098) #5290

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GiteaMirror · 2026-02-28T21:09:57-06:00

GiteaMirror commented

2026-02-28 21:09:57 -06:00

📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/4257
Author: @MattFaz
Created: 1/30/2025
Status: ✅ Merged
Merged: 2/13/2025
Merged by: @youngcw

Base: master ← Head: template-schedule-percentage-change

📝 Commits (10+)

30dc995 add percentage adjustments to schedule templates
8c01596 update release note
131fc6c remove unecessary parentheses
43d0e0f Update packages/loot-core/src/server/budget/goalsSchedule.ts
7eea5f2 PR comments addressed
105a2ef Merge branch 'master' into template-schedule-percentage-change
99cd5af Linting fixes
04be02a Updated error handling, added tests
0ae0a16 Linting fixes
58a64c1 Merge branch 'master' into template-schedule-percentage-change

📊 Changes

6 files changed (+92 additions, -8 deletions)

View changed files

📝 packages/loot-core/src/server/budget/goal-template.pegjs (+26 -6)
📝 packages/loot-core/src/server/budget/goalsSchedule.ts (+6 -1)
📝 packages/loot-core/src/server/budget/template-notes.test.ts (+32 -0)
📝 packages/loot-core/src/server/budget/template-notes.ts (+21 -1)
📝 packages/loot-core/src/server/budget/types/templates.d.ts (+1 -0)
➕ upcoming-release-notes/4257.md (+6 -0)

📄 Description

Addresses feature request #4098

This adds the ability to increase or decrease schedule amounts by a percentage using square bracket modifiers. The syntax allows adjusting schedule amounts without modifying the original schedule.

Example usage:

#template schedule Car Insurance [increase 10%]
#template schedule Rent [decrease 5%]

Detailed Explanation:

Yearly expenses such as insurance, property rates, etc. increase year on year. You often don't know the new amount until ~1-2 months before it's due. This creates a budget crunch - if your $1,000 insurance jumps 20% ($1,200), you need to make up that extra $200 in just a month or two.

This adds percentage adjustments to templates, letting you gradually save the expected increase throughout the year:
#template schedule Car Insurance [increase 20%].

By proactively budgeting a percentage change for these yearly increases, you avoid last-minute scrambling when renewal notices arrive with higher amounts.

_{🔄 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/4257 **Author:** [@MattFaz](https://github.com/MattFaz) **Created:** 1/30/2025 **Status:** ✅ Merged **Merged:** 2/13/2025 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `template-schedule-percentage-change` --- ### 📝 Commits (10+) - [`30dc995`](https://github.com/actualbudget/actual/commit/30dc995af9ef99fd50fea58ef7783bee3ca8e425) add percentage adjustments to schedule templates - [`8c01596`](https://github.com/actualbudget/actual/commit/8c01596d87bc28980ad760ab10e6a287f96c63f3) update release note - [`131fc6c`](https://github.com/actualbudget/actual/commit/131fc6c022e28cf33c580bbf24861ad38aa2ca2a) remove unecessary parentheses - [`43d0e0f`](https://github.com/actualbudget/actual/commit/43d0e0f15a36cc44f0b58a18bb42ca1cd89f8c6a) Update packages/loot-core/src/server/budget/goalsSchedule.ts - [`7eea5f2`](https://github.com/actualbudget/actual/commit/7eea5f2209eee9e27ea2b7e91500696ed086048b) PR comments addressed - [`105a2ef`](https://github.com/actualbudget/actual/commit/105a2efea7890917b8189699365c70303d85f410) Merge branch 'master' into template-schedule-percentage-change - [`99cd5af`](https://github.com/actualbudget/actual/commit/99cd5af2b64a9dcfe957954e1a29a969c2073497) Linting fixes - [`04be02a`](https://github.com/actualbudget/actual/commit/04be02ad4d124ddb917f7ae7cbda57c602ec594d) Updated error handling, added tests - [`0ae0a16`](https://github.com/actualbudget/actual/commit/0ae0a169a7eeb917da6b764c37d89e32c86bba25) Linting fixes - [`58a64c1`](https://github.com/actualbudget/actual/commit/58a64c1aa88248b121cf3614437bc5431b374864) Merge branch 'master' into template-schedule-percentage-change ### 📊 Changes **6 files changed** (+92 additions, -8 deletions) <details> <summary>View changed files</summary> 📝 `packages/loot-core/src/server/budget/goal-template.pegjs` (+26 -6) 📝 `packages/loot-core/src/server/budget/goalsSchedule.ts` (+6 -1) 📝 `packages/loot-core/src/server/budget/template-notes.test.ts` (+32 -0) 📝 `packages/loot-core/src/server/budget/template-notes.ts` (+21 -1) 📝 `packages/loot-core/src/server/budget/types/templates.d.ts` (+1 -0) ➕ `upcoming-release-notes/4257.md` (+6 -0) </details> ### 📄 Description Addresses feature request #4098 This adds the ability to increase or decrease schedule amounts by a percentage using square bracket modifiers. The syntax allows adjusting schedule amounts without modifying the original schedule. Example usage: - `#template schedule Car Insurance [increase 10%]` - `#template schedule Rent [decrease 5%]` **Detailed Explanation:** Yearly expenses such as insurance, property rates, etc. increase year on year. You often don't know the new amount until ~1-2 months before it's due. This creates a budget crunch - if your $1,000 insurance jumps 20% ($1,200), you need to make up that extra $200 in just a month or two. This adds percentage adjustments to templates, letting you gradually save the expected increase throughout the year: `#template schedule Car Insurance [increase 20%]`. By proactively budgeting a percentage change for these yearly increases, you avoid last-minute scrambling when renewal notices arrive with higher amounts. --- <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 2026-02-28 21:09:57 -06:00

GiteaMirror closed this issue