actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
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[Feature] Schedule templates rollover #3858

Closed soloam closed 2 hours ago

soloam commented 2 hours ago

Verified feature request does not already exist?

đź’»

Pitch: what problem are you trying to solve?

When I make a budget to a schedule, It's implied that it should be respected, it's bill... If not payed this month, I will need to pay it next month! So in the next month the budget should be the month template, plus the unmet bill from the previews month.

Describe your ideal solution to this problem

Exemple:

Bills Category: `

template schedule Gas Bill

template schedule Light Bill

`

Schedules: Gas Bill: 50 Light Bill: 100

October:

Bills Category Budget: 150 Payed 100

November

Bills Category Budget: 150 + 50 (From October)

To avoid breaking changes, we could add a "important" tag for exemple to the template to say that the template MUST be met, or it will be added to the budget in the next month

Teaching and learning

No response

github-actions[bot] commented 2 hours ago

: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 👍!

matt-fidd commented 2 hours ago

The rollover should take care of this for you already - there will be 50 remaining in the bills category that will be rolled over to the next month.

Template used: #template schedule {schedule name} (scheduled as -100)

Month 1 (50 paid): image

Month 2 - shows 150 budgeted: image

soloam commented 2 hours ago

I see my problem... I think this is not a Feature But a Bug... Look at my exemple:

I have a bill that only applies to December, so I have this template:

template schedule Bill Month

template schedule full Bill December

this is my November: image

Both Bills are 12 Euros.

In December the template should generate 24.

When I start December I see this: image

The 12 Euros ate there from November... But when I generate the template: image

It only generates the amount to fill 24...

image

I would expect the budget to be 24 (both bills) and the total be 36 (Both bills plus the October one)

matt-fidd commented 2 hours ago

@youngcw - could you have a look at this please? I'm not sure on the inner workings of schedule based templates

My first instinct is that the 12 that was rolled over was marked against the "full" template, which is now fully funded. Another 12 is then added for the normal regular one, "using up" the rolled over amount from the previous month.

soloam commented 41 minutes ago

If that's the case it could be a bug! if needed I can fill a bug issue, since this is marked as "Feature" and its closed