github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-05-06 15:12:35 -05:00
Code Issues 1.5k Packages Projects Releases 54 Wiki Activity

[GH-ISSUE #6838] [Feature] Template type to add to existing budget when run #9821

New Issue
Closed
opened 2026-04-10 20:09:36 -05:00 by GiteaMirror · 6 comments
GiteaMirror commented 2026-04-10 20:09:36 -05:00
Owner
Copy Link

Originally created by @rotech on GitHub (Feb 2, 2026).
Original GitHub issue: https://github.com/actualbudget/actual/issues/6838

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?

For those paid fortnightly or weekly, the templates can over-allocate income. For example #template 10 repeat every 2 weeks starting 2026-01-01 when run it puts 20 in the budget directly (even if that income hasn't arrived yet in the month).

Describe your ideal solution to this problem

What I would be interested in is to set up a template for each category that will "add" funds every time it's run, so in the previous example the category budget would be set to 10 when run the first time, then 20 when run the second time.

This will let people run a bunch of templates to allocate the first set of income in the month for a few categories, and then the "To Budget" amount will be accurate for manually sorting the rest between discretionary categories. Then come the next income, re-run the templates to add the news funds to the months budget.

I realize the goal is to get a month ahead so this wouldn't be needed, but that's not always achievable all the time.

Or have I missed something and this can already be done?

Teaching and learning

No response

Originally created by @rotech on GitHub (Feb 2, 2026). Original GitHub issue: https://github.com/actualbudget/actual/issues/6838 ### 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? For those paid fortnightly or weekly, the templates can over-allocate income. For example `#template 10 repeat every 2 weeks starting 2026-01-01` when run it puts 20 in the budget directly (even if that income hasn't arrived yet in the month). ### Describe your ideal solution to this problem What I would be interested in is to set up a template for each category that will "add" funds every time it's run, so in the previous example the category budget would be set to 10 when run the first time, then 20 when run the second time. This will let people run a bunch of templates to allocate the first set of income in the month for a few categories, and then the "To Budget" amount will be accurate for manually sorting the rest between discretionary categories. Then come the next income, re-run the templates to add the news funds to the months budget. I realize the goal is to get a month ahead so this wouldn't be needed, but that's not always achievable all the time. Or have I missed something and this can already be done? ### Teaching and learning _No response_
GiteaMirror added the feature label 2026-04-10 20:09:36 -05:00
GiteaMirror commented 2026-04-10 20:09:38 -05:00
Author
Owner
Copy Link

@github-actions[bot] commented on GitHub (Feb 2, 2026):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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:3832513739 --> @github-actions[bot] commented on GitHub (Feb 2, 2026): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward 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 20:09:38 -05:00
Author
Owner
Copy Link

@shall0pass commented on GitHub (Feb 2, 2026):

You might want to look at template priorities. There is a blog post describing a method. https://actualbudget.org/blog/2024-03-25-goal-templates-with-a-twist/

<!-- gh-comment-id:3832537913 --> @shall0pass commented on GitHub (Feb 2, 2026): You might want to look at template priorities. There is a blog post describing a method. https://actualbudget.org/blog/2024-03-25-goal-templates-with-a-twist/
GiteaMirror commented 2026-04-10 20:09:39 -05:00
Author
Owner
Copy Link

@rotech commented on GitHub (Feb 2, 2026):

Actually, after some more thinking, this might be better achieved with #1201?

<!-- gh-comment-id:3832538631 --> @rotech commented on GitHub (Feb 2, 2026): Actually, after some more thinking, this might be better achieved with #1201?
GiteaMirror commented 2026-04-10 20:09:40 -05:00
Author
Owner
Copy Link

@rotech commented on GitHub (Feb 2, 2026):

You might want to look at template priorities. There is a blog post describing a method. https://actualbudget.org/blog/2024-03-25-goal-templates-with-a-twist/

Thanks, I think that might work. I hadn't realized that was possible.

<!-- gh-comment-id:3832550331 --> @rotech commented on GitHub (Feb 2, 2026): > You might want to look at template priorities. There is a blog post describing a method. https://actualbudget.org/blog/2024-03-25-goal-templates-with-a-twist/ Thanks, I think that might work. I hadn't realized that was possible.
GiteaMirror commented 2026-04-10 20:09:40 -05:00
Author
Owner
Copy Link

@youngcw commented on GitHub (Feb 2, 2026):

Duplicate #2351

<!-- gh-comment-id:3832550602 --> @youngcw commented on GitHub (Feb 2, 2026): Duplicate #2351
GiteaMirror commented 2026-04-10 20:09:41 -05:00
Author
Owner
Copy Link

@rotech commented on GitHub (Feb 2, 2026):

Duplicate #2351

Sorry, I didn't understand how the feature requests work, and I was searching for open issues.

<!-- gh-comment-id:3832558241 --> @rotech commented on GitHub (Feb 2, 2026): > Duplicate [#2351](https://github.com/actualbudget/actual/issues/2351) Sorry, I didn't understand how the feature requests work, and I was searching for open issues.
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
Clear labels
AI generated
API
bank sync
budgeting
bug
can’t replicate
dependencies
docker
documentation
electron
experimental feature
feature
feedback
goal templates
good first issue
help wanted
importers
maintenance
needs info
needs testing
needs triage
needs votes
openid
payees
pull-request
Mirrored from GitHub Pull Request
 regression
reports
responsive
rules
schedules
server
✨ merged
split transactions
tech debt
theme
transaction import
transaction reconciliation
transactions
translations
upstream
user interface
✅ approved
wontfix
No Label feature
Milestone
No items
No Milestone
Projects
Clear projects
No project
Assignees
Clear assignees
GiteaMirror ninjasurge
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#9821
Delete Branch "%!s()"

Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?