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[GH-ISSUE #5117] [Feature] Goals considered when applying template or cleanup #9120

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opened 2026-04-10 19:23:49 -05:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-04-10 19:23:49 -05:00
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Originally created by @TheHatter13 on GitHub (Jun 6, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5117

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

I am trying to solve over allocation the the budget amount when using things like remainder and cleanup.

Describe your ideal solution to this problem

When a remainder or cleanup is used only put in enough to hit the goal.

For example, you have a category group of wish list with 3 Items, item 1 is 25, item 2 is 100, and item 3 is 100. If item 1 only needs 1 dollar to meet its goal and you have 30 left over in TBB, then when running the template or cleanup it should add 1 to item 1 and 14.50 to item 2 and 3 not 10 to each.

Teaching and learning

This would be in the back end running of template or cleanup options so no teaching needed.

Originally created by @TheHatter13 on GitHub (Jun 6, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5117 ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I am trying to solve over allocation the the budget amount when using things like remainder and cleanup. ### Describe your ideal solution to this problem When a remainder or cleanup is used only put in enough to hit the goal. For example, you have a category group of wish list with 3 Items, item 1 is 25, item 2 is 100, and item 3 is 100. If item 1 only needs 1 dollar to meet its goal and you have 30 left over in TBB, then when running the template or cleanup it should add 1 to item 1 and 14.50 to item 2 and 3 not 10 to each. ### Teaching and learning This would be in the back end running of template or cleanup options so no teaching needed.
GiteaMirror added the feature label 2026-04-10 19:23:49 -05:00
GiteaMirror commented 2026-04-10 19:23:51 -05:00
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@github-actions[bot] commented on GitHub (Jun 6, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:2950791865 --> @github-actions[bot] commented on GitHub (Jun 6, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-10 19:23:52 -05:00
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@youngcw commented on GitHub (Jun 6, 2025):

Could you use a percent template in combination with an up to? So for example:
#template 10% of available funds
#template 0 up to 1000

This would limit the individual category to 1000 but still split up the available funds based on a percent

<!-- gh-comment-id:2950903767 --> @youngcw commented on GitHub (Jun 6, 2025): Could you use a percent template in combination with an up to? So for example: `#template 10% of available funds` `#template 0 up to 1000` This would limit the individual category to 1000 but still split up the available funds based on a percent
GiteaMirror commented 2026-04-10 19:23:53 -05:00
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@TheHatter13 commented on GitHub (Jun 6, 2025):

Would that work doing it weekly? I am running the cleanup every week after I manually budget the items for the week. Also does available funds only apply to the TBB?

<!-- gh-comment-id:2950917185 --> @TheHatter13 commented on GitHub (Jun 6, 2025): Would that work doing it weekly? I am running the cleanup every week after I manually budget the items for the week. Also does available funds only apply to the TBB?
GiteaMirror commented 2026-04-10 19:23:53 -05:00
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@youngcw commented on GitHub (Jun 6, 2025):

add priorities if you need to run it in stages. There is a blog post about it.

Available funds means "whats in to budget when the priority pass starts"

<!-- gh-comment-id:2950919814 --> @youngcw commented on GitHub (Jun 6, 2025): add priorities if you need to run it in stages. There is a blog post about it. Available funds means "whats in to budget when the priority pass starts"
GiteaMirror commented 2026-04-10 19:23:54 -05:00
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@youngcw commented on GitHub (Jun 6, 2025):

Really if you wanted to do things per week as funds come in, I would split up each bill/category into 4 and use more standard templates than using percentages/remainder/cleanup as thats less specific and may have some month to month variation if your income varies at all.

<!-- gh-comment-id:2950926079 --> @youngcw commented on GitHub (Jun 6, 2025): Really if you wanted to do things per week as funds come in, I would split up each bill/category into 4 and use more standard templates than using percentages/remainder/cleanup as thats less specific and may have some month to month variation if your income varies at all.
GiteaMirror commented 2026-04-10 19:23:55 -05:00
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@TheHatter13 commented on GitHub (Jun 6, 2025):

I tried the percentages on the demo and it does not work as expected as it somehow left money in the To Budget.

The sink works great for me as I am just using it for holidays and wishlist stuff. I manually budget everything for the week and have say 50 left over. Its not really a concern that these holidays and wishlists get 50 one week and 10 the next week. Its just the issue of having to go back after the sink is ran, delete money assigned to a category over its goal, delete the sink, and then run it again.

This also assumes that I am not spending part and want to build it back up after removing the sink as I would need to add it back and might forget.

<!-- gh-comment-id:2951112121 --> @TheHatter13 commented on GitHub (Jun 6, 2025): I tried the percentages on the demo and it does not work as expected as it somehow left money in the To Budget. The sink works great for me as I am just using it for holidays and wishlist stuff. I manually budget everything for the week and have say 50 left over. Its not really a concern that these holidays and wishlists get 50 one week and 10 the next week. Its just the issue of having to go back after the sink is ran, delete money assigned to a category over its goal, delete the sink, and then run it again. This also assumes that I am not spending part and want to build it back up after removing the sink as I would need to add it back and might forget.
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Reference: github-starred/actual#9120
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