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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #7863] [WIP] [Docs] UI Budget automations & month-end cleanup #97347

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opened 2026-05-26 14:20:52 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-26 14:20:52 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7863
Author: @Juulz
Created: 5/16/2026
Status: 🔄 Open

Base: master ← Head: budget-automation

📝 Commits (10+)

  • 4656aef Add files via upload
  • 066e5f3 Create documentation for budget automation feature
  • 75a6c4c Add files via upload
  • 3b4621a Revise budget automation documentation for clarity
  • 971af6b [autofix.ci] apply automated fixes
  • 79daef6 Update Markdown headers for budget automation section
  • fbdc70a Add files via upload
  • 6e5e8dd Improve formatting in budget automation documentation
  • 16430ce [autofix.ci] apply automated fixes
  • fc057d8 Fix HTML line breaks in budget-automation.md

📊 Changes

43 files changed (+519 additions, -0 deletions)

View changed files

📝 .github/actions/docs-spelling/expect.txt (+2 -0)
📝 packages/docs/docs-sidebar.js (+1 -0)
➕ packages/docs/docs/experimental/budget-automation.md (+516 -0)
➕ packages/docs/static/img/goal-template/adjustment-fixed.webp (+0 -0)
➕ packages/docs/static/img/goal-template/adjustment-percentage.webp (+0 -0)
➕ packages/docs/static/img/goal-template/adjustment-type.webp (+0 -0)
📝 packages/docs/static/img/goal-template/apply-template-category.png (+0 -0)
📝 packages/docs/static/img/goal-template/apply-template-group.png (+0 -0)
➕ packages/docs/static/img/goal-template/august-restaurants.webp (+0 -0)
➕ packages/docs/static/img/goal-template/automation-icon.webp (+0 -0)
➕ packages/docs/static/img/goal-template/automation-note.webp (+0 -0)
➕ packages/docs/static/img/goal-template/automation-tooltip-1.webp (+0 -0)
➕ packages/docs/static/img/goal-template/automation-tooltip-2.webp (+0 -0)
➕ packages/docs/static/img/goal-template/balance-cap.webp (+0 -0)
➕ packages/docs/static/img/goal-template/budget-indicators.webp (+0 -0)
➕ packages/docs/static/img/goal-template/cleanup-01.webp (+0 -0)
➕ packages/docs/static/img/goal-template/cleanup-global-weight.webp (+0 -0)
➕ packages/docs/static/img/goal-template/cleanup-global.webp (+0 -0)
➕ packages/docs/static/img/goal-template/create-named-pool.webp (+0 -0)
➕ packages/docs/static/img/goal-template/fixed-amount-automation.webp (+0 -0)

...and 23 more files

📄 Description

DO NOT MERGE UNTIL 26.6.0

Description

UI Budget automation doc
Cleanup was added as it appears on the same form.

Direct link to deploy document (in Experimental section)

Todo:

  • Add alt-text to images
  • Complete Adjustments section
  • Complete notes section
  • Proofread text (first pass done)
  • Proofread text again.
  • Proof images

Testing

Read and tested links.
Automations tested for function.
Examples tested for accuracy.

Checklist

  • Release notes not needed.
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

🔄 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/7863 **Author:** [@Juulz](https://github.com/Juulz) **Created:** 5/16/2026 **Status:** 🔄 Open **Base:** `master` ← **Head:** `budget-automation` --- ### 📝 Commits (10+) - [`4656aef`](https://github.com/actualbudget/actual/commit/4656aef19bcc3645e7a842ce6335ebeb3ed78bad) Add files via upload - [`066e5f3`](https://github.com/actualbudget/actual/commit/066e5f338be03063f83af9a8634a5ccf4f29192d) Create documentation for budget automation feature - [`75a6c4c`](https://github.com/actualbudget/actual/commit/75a6c4c440e21c731649b07a041f46fad4e54b31) Add files via upload - [`3b4621a`](https://github.com/actualbudget/actual/commit/3b4621ad7edb33c1d7b39783f36c1e92a7208985) Revise budget automation documentation for clarity - [`971af6b`](https://github.com/actualbudget/actual/commit/971af6be1fedf57a27b6e5874972df9639ea2aae) [autofix.ci] apply automated fixes - [`79daef6`](https://github.com/actualbudget/actual/commit/79daef6755d9fa63a6f96417cfefe06f5525d215) Update Markdown headers for budget automation section - [`fbdc70a`](https://github.com/actualbudget/actual/commit/fbdc70ad28292c003703252e7c0dc987b99b29eb) Add files via upload - [`6e5e8dd`](https://github.com/actualbudget/actual/commit/6e5e8ddafd8f036c5ca6f069761ce6d2e5fb9f0c) Improve formatting in budget automation documentation - [`16430ce`](https://github.com/actualbudget/actual/commit/16430cef23cb43d6ddcb90bb1d2a6015b2411dfa) [autofix.ci] apply automated fixes - [`fc057d8`](https://github.com/actualbudget/actual/commit/fc057d824ef972cec9feb335705b28e17e004242) Fix HTML line breaks in budget-automation.md ### 📊 Changes **43 files changed** (+519 additions, -0 deletions) <details> <summary>View changed files</summary> 📝 `.github/actions/docs-spelling/expect.txt` (+2 -0) 📝 `packages/docs/docs-sidebar.js` (+1 -0) ➕ `packages/docs/docs/experimental/budget-automation.md` (+516 -0) ➕ `packages/docs/static/img/goal-template/adjustment-fixed.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/adjustment-percentage.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/adjustment-type.webp` (+0 -0) 📝 `packages/docs/static/img/goal-template/apply-template-category.png` (+0 -0) 📝 `packages/docs/static/img/goal-template/apply-template-group.png` (+0 -0) ➕ `packages/docs/static/img/goal-template/august-restaurants.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/automation-icon.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/automation-note.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/automation-tooltip-1.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/automation-tooltip-2.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/balance-cap.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/budget-indicators.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/cleanup-01.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/cleanup-global-weight.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/cleanup-global.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/create-named-pool.webp` (+0 -0) ➕ `packages/docs/static/img/goal-template/fixed-amount-automation.webp` (+0 -0) _...and 23 more files_ </details> ### 📄 Description DO NOT MERGE UNTIL 26.6.0 ## Description UI Budget automation doc Cleanup was added as it appears on the same form. [Direct link to deploy document](https://deploy-preview-7863.www.actualbudget.org/docs/experimental/budget-automation) (in Experimental section) Todo: - [x] Add alt-text to images - [x] Complete **Adjustments** section - [x] Complete notes section - [X] Proofread text (first pass done) - [ ] Proofread text again. - [ ] Proof images ## Testing Read and tested links. Automations tested for function. Examples tested for accuracy. ## Checklist - [x] Release notes not needed. - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed <!--- actual-bot-sections ---> --- <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 2026-05-26 14:20:53 -05:00
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