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polarmutex / fava-envelope

A beancount fava extension to add a envelope budgeting capability
MIT License
109 stars 17 forks source link

Repeating Allocations #6

Open polarmutex opened 4 years ago

polarmutex commented 4 years ago

Would be easier if money could be allocated to an envelope once and then have fava-envelope assume that the allocations are the same each month, until the allocations are updated.

Ramblurr commented 4 years ago

What about the case where you are allocating money for a one off expense?

I might want to set aside 500$ for an urgent repair I know needs doing this month.

chandler150 commented 1 year ago

I would also like to see this, perhaps adding similar to fava's budgeting syntax via help > budgets """ Budgets on a per-account basis can be added via custom directives in the Beancount file:

2012-01-01 custom "budget" Expenses:Coffee "daily" 4.00 EUR 2013-01-01 custom "budget" Expenses:Books "weekly" 20.00 EUR 2014-02-10 custom "budget" Expenses:Groceries "monthly" 40.00 EUR 2015-05-01 custom "budget" Expenses:Electricity "quarterly" 85.00 EUR 2016-06-01 custom "budget" Expenses:Holiday "yearly" 2500.00 EUR If budgets are specified, Fava's reports and charts will display remaining budgets and related information.

The budget directives can be specified daily, weekly, monthly, quarterly and yearly. The specified budget is valid until another budget directive for the account is specified. The budget is broken down to a daily budget, and summed up for a range of dates as needed. """

kaiwei commented 5 months ago

This will be a lifesaver!