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  1. Apr 22, 2023
    • shall0pass's avatar
      Change method of calculating 'by' matches to use averaging (#879) · 0bcf6ea6
      shall0pass authored
      I've changed the method of calculating the budgeted amount. There may be
      a more efficient way of writing the loop, so I'm looking forward to the
      review.
      
      This change implements the mathematics of
      (Target1+Target2+TargetN-Last_months_category_balance) / (MonthsRemaing1
      + MonthsRemaining2 + MonthsRemaingN) * N. This is an averaged approach
      for multiple templates in the same category. It will appear to
      overbudget or underbudget some months compared to multiple single
      targets in different categories, yet there should always be enough saved
      in the category to satisfy the target due.
      
      Setting a target, it's assumed that money will be spent in the
      appropriate month, When a target reaches maturity, the money in the
      category associated with that target should be spent or moved so the
      remaining targets continue to be funded. I don't see an easy way of
      fixing that, but I hope this change will be of some help.
      
      Current method:
      Notice how the Bills (flexible) category reduces each month, resulting
      in larger budgeted amounts later in the goal cycle.
      
      
      ![Templates-now](https://user-images.githubusercontent.com/20625555/230964939-d20ca72b-1055-471a-9044-7cd640f19875.gif)
      
      Proposed method:
      **Note: The fact that the initial fill in this example equals the
      expected fill is a coincidence based on the template values I chose. The
      initial fills can be different from expected fill.
      
      
      ![Templates-proposed](https://user-images.githubusercontent.com/20625555/230965265-669f996c-3112-437b-ab83-9715ea5dfc7f.gif)
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      0bcf6ea6
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