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[GH-ISSUE #970] [Bug]: Multiple Schedule Templates not calculating budget correctly #7316

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opened 2026-04-10 17:05:02 -05:00 by GiteaMirror · 3 comments
GiteaMirror commented 2026-04-10 17:05:02 -05:00
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Originally created by @lexieheinle on GitHub (Apr 29, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/970

Verified issue does not already exist?

  • I have searched and found no existing issue

What happened?

For a specific category, I have both bimonthly (every 2 months) transactions and an annual transaction. Therefore, the category's total scheduled transactions for June is $151.22, and the June's category balance is $134.90. However, clicking Apply budget template doesn't budget $16.32 ($151.22-$134.90) as I would expect but $0.

Current behavior:

  1. Created every 2 months Schedule1 for 6/10 $65.42 and annual Schedule2 for 6/10 $85.80.
  2. Set category's note to:
#template schedule Schedule1
#template schedule Schedule2
  1. Click Apply budget template for June.
  2. Nothing is budgeted.

Expected behavior:
Category's Budgeted would be $16.32.

Client version: v23.4.2
Server version v23.4.2

What error did you receive?

No response

Where are you hosting Actual?

Fly.io

What browsers are you seeing the problem on?

Chrome

Operating System

Mac OSX

Originally created by @lexieheinle on GitHub (Apr 29, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/970 ### Verified issue does not already exist? - [X] I have searched and found no existing issue ### What happened? For a specific category, I have both bimonthly (every 2 months) transactions and an annual transaction. Therefore, the category's total scheduled transactions for June is $151.22, and the June's category balance is $134.90. However, clicking Apply budget template doesn't budget $16.32 ($151.22-$134.90) as I would expect but $0. **Current behavior:** 1. Created every 2 months Schedule1 for 6/10 $65.42 and annual Schedule2 for 6/10 $85.80. 2. Set category's note to: ``` #template schedule Schedule1 #template schedule Schedule2 ``` 3. Click Apply budget template for June. 4. Nothing is budgeted. **Expected behavior:** Category's Budgeted would be $16.32. Client version: v23.4.2 Server version v23.4.2 ### What error did you receive? _No response_ ### Where are you hosting Actual? Fly.io ### What browsers are you seeing the problem on? Chrome ### Operating System Mac OSX
GiteaMirror added the buggoal templates labels 2026-04-10 17:05:02 -05:00
GiteaMirror commented 2026-04-10 17:05:04 -05:00
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@youngcw commented on GitHub (Apr 29, 2023):

I tried to recreate this and it looks like that since the available budgeted amount is already greater than either of the schedules individually neither get applied.

I am seeing that if the starting balance in the category isn't zero, then multiple schedule templates is broken. It works fine if it starts off with 0 in the category.

<!-- gh-comment-id:1528840998 --> @youngcw commented on GitHub (Apr 29, 2023): I tried to recreate this and it looks like that since the available budgeted amount is already greater than either of the schedules individually neither get applied. I am seeing that if the starting balance in the category isn't zero, then multiple schedule templates is broken. It works fine if it starts off with 0 in the category.
GiteaMirror commented 2026-04-10 17:05:04 -05:00
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@shall0pass commented on GitHub (Apr 30, 2023):

The same problem used to happen with 'by' matches. The problem with multiple templates in the 'by' format or the 'schedule' format is that there are always more variables than there are equations, so it's extremely difficult to do the calculations in the middle of the cycles when there is already money budgeted. The 'by' matches were moved to an average of the total required over those periods. Since the format #template 100 by 2023-06 is essentially the same as having a schedule for 100 in June, I think the averaging approach will need to be implemented for schedules too. Unfortunately, because it's averaged the amounts budgeted won't be what you expect if you budget them separately in different categories so you may not be totally content with this proposal.

<!-- gh-comment-id:1529171833 --> @shall0pass commented on GitHub (Apr 30, 2023): The same problem used to happen with 'by' matches. The problem with multiple templates in the 'by' format or the 'schedule' format is that there are always more variables than there are equations, so it's extremely difficult to do the calculations in the middle of the cycles when there is already money budgeted. The 'by' matches were moved to an average of the total required over those periods. Since the format `#template 100 by 2023-06` is essentially the same as having a schedule for 100 in June, I think the averaging approach will need to be implemented for schedules too. Unfortunately, because it's averaged the amounts budgeted won't be what you expect if you budget them separately in different categories so you may not be totally content with this proposal.
GiteaMirror commented 2026-04-10 17:05:06 -05:00
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@shall0pass commented on GitHub (May 13, 2023):

If you get a chance, could you try out the PR to see if this would fix the issue?

<!-- gh-comment-id:1546621792 --> @shall0pass commented on GitHub (May 13, 2023): If you get a chance, could you try out the PR to see if this would fix the issue?
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Reference: github-starred/actual#7316
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