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  • danieljk danieljk danieljk
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  1. Nov 28, 2023
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  53. Jun 25, 2023
  55. Jun 11, 2023
    • youngcw's avatar
      Goals: Check template action (#1108) · ded6ee8a
      youngcw authored 
      This adds an option to the month drop down to check all the template
lines. If there are errors the offending line is shown with its
category.

I also modified the wording on the regular template return to be more
accurate. Fixes #1100
      Unverified
      ded6ee8a
  57. Jun 06, 2023
    • youngcw's avatar
      Goals: Remainder option (#1101) · ed285e9a
      youngcw authored 
      Added the option to add a remainder goal template. This will use the
remaining available funds and dump them into the respective category.
There is optional weighting. The remainder templates will be forced to
the lowest priority as to run after all other templates.

Usage: `#template remainder <weight>` Add the template line to any
categories you want to catch any remaining funds such as savings. The
amount added to the category will equal
`remaining_budget/total_of_weights*weight`. The default weight is 1.
      Unverified
      ed285e9a
  59. Jun 03, 2023
  61. Jun 01, 2023
  63. May 30, 2023
    • shall0pass's avatar
      Goals: Schedule include spent value in calculation (#1049) · bb1a4747
      shall0pass authored 
      
This adds back the functionality, which was inadvertantly removed, that
includes the already spent column in the calculation when the template
is run.

Some transactions may be posted to the account prior to running the
templates and would result incorrect budgeted amounts.

---------

Co-authored-by: default avatarJed Fox <git@jedfox.com>
      Unverified
      bb1a4747
    • shall0pass's avatar
      End of month cleanup script (#1016) · d6408599
      shall0pass authored 
      ~This is really just a proof of concept. I have no delusions that this
might get included. I'm sure others might have a much cleaner
implementation.~
I'm now delusional.

Resolves https://github.com/actualbudget/actual/issues/508

Taking @youngcw 's advice, I changed the keyword to #cleanup for the end
of month script to keep it separated.

This screen video shows two categories that are sources of funds. At the
end of the month, any excess in these funds can be redistributed to your
highest priorities. Three categories are set as sinks, or recipients, of
excess funds.

#cleanup source   -> Move 'extra' funds to To Budget
#cleanup sink -> Fund category with To Budget funds, default weight = 1
#cleanup sink 2       -> Fund category with To Budget funds, weight = 2

Steps of the script:
1. Return funds from any category marked 'source'
2. Fund overspent categories fully if negative carryover is not allowed.
3. Fund each 'sink' category by the desired weight.

I run through the script twice. Once to show that if there is a debt
category that has a rolling negative balance, it will skip funding that
category first and once to show how if a rolling negative balance isn't
allowed, it will fund it before applying the weighted remainder. The
example shown uses weights of 60, 20, and 20; therefore, the Debt
category will receive 60% of the To Budget funds while General and Bills
receive 20% each. The weights could have been changed to 6, 2, and 2 or
3 for the Debt category with no additional value for General and Bills
to achieve the same result.


![cleanup_button](https://github.com/actualbudget/actual/assets/20625555/56ae2b29-9be6-4e85-b532-1b05cff7c4c7)
      Unverified
      d6408599
  65. May 25, 2023
  67. May 24, 2023