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[GH-ISSUE #3504] [Bug]: Budget Goal Templates - Cannot combine "repeat every X months/years" and "up to" #8384

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opened 2026-04-10 18:35:21 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-10 18:35:21 -05:00
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Originally created by @ChiaraBells on GitHub (Sep 25, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3504

Verified issue does not already exist?

  • I have searched and found no existing issue
  • I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file)

What happened?

I am having trouble with a specific kind of budget template. The documentation provides a number of examples, including the following:

#template $10 repeat every 9 weeks starting 2025-01-04 up to 30

This works perfectly. The following two examples (with months/years instead of weeks), however, do not work:

#template $10 repeat every 9 months starting 2025-01-04 up to 30

#template $10 repeat every 9 years starting 2025-01-04 up to 30

When clicking on "check templates" I see the error "There were errors interpreting some templates: [...]".

I do not see any reason why this type of template would not work.

In the documentation, all templates including months or years don't include "starting ..." but rather "by ...". Therefore I also tried combining the following, which all end in errors:

#template $500 by 2025-03 repeat every 6 months up to 600
#template $500 up to 600 by 2025-03 repeat every 6 months
#template $500 by 2025-03 up to 600 repeat every 6 months

It would be great if this bug could be fixed / this functionality could be added to months and years as well as weeks. If there is a way to do it already, it would be awesome if that could be included in the documentation.

Where are you hosting Actual?

None

What browsers are you seeing the problem on?

Firefox

Operating System

Windows 10

Originally created by @ChiaraBells on GitHub (Sep 25, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3504 ### Verified issue does not already exist? - [X] I have searched and found no existing issue - [X] I will be providing steps how to reproduce the bug (in most cases this will also mean uploading a demo budget file) ### What happened? I am having trouble with a specific kind of budget template. The [documentation](https://actualbudget.org/docs/experimental/goal-templates/) provides a number of examples, including the following: `#template $10 repeat every 9 weeks starting 2025-01-04 up to 30` This works perfectly. The following two examples (with months/years instead of weeks), however, do not work: `#template $10 repeat every 9 months starting 2025-01-04 up to 30` `#template $10 repeat every 9 years starting 2025-01-04 up to 30` When clicking on "check templates" I see the error "There were errors interpreting some templates: [...]". I do not see any reason why this type of template would not work. In the documentation, all templates including months or years don't include "starting ..." but rather "by ...". Therefore I also tried combining the following, which all end in errors: `#template $500 by 2025-03 repeat every 6 months up to 600` `#template $500 up to 600 by 2025-03 repeat every 6 months` `#template $500 by 2025-03 up to 600 repeat every 6 months` It would be great if this bug could be fixed / this functionality could be added to months and years as well as weeks. If there is a way to do it already, it would be awesome if that could be included in the documentation. ### Where are you hosting Actual? None ### What browsers are you seeing the problem on? Firefox ### Operating System Windows 10
GiteaMirror added the buggoal templates labels 2026-04-10 18:35:22 -05:00
GiteaMirror commented 2026-04-10 18:35:28 -05:00
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@youngcw commented on GitHub (Oct 18, 2024):

does it work if you add an up to as a separate template? for example add the repeat template on its own line then add a #template up to 30 on its own line?

<!-- gh-comment-id:2422748442 --> @youngcw commented on GitHub (Oct 18, 2024): does it work if you add an up to as a separate template? for example add the repeat template on its own line then add a `#template up to 30` on its own line?
GiteaMirror commented 2026-04-10 18:35:29 -05:00
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@youngcw commented on GitHub (Oct 18, 2024):

Im going to close this as the docs don't show that you can use both repeat and up to together. Try using separate lines like mentioned above.

<!-- gh-comment-id:2422762017 --> @youngcw commented on GitHub (Oct 18, 2024): Im going to close this as the docs don't show that you can use both repeat and up to together. Try using separate lines like mentioned above.
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Reference: github-starred/actual#8384