Skip to content
Snippets Groups Projects
Select Git revision
  • master default protected
1 result
Compare
user avatar
End of month cleanup script (#1016)
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)
d6408599
History
user avatar d6408599
History
Name Last commit Last update
.devcontainer
.github
.yarn
bin
data
packages
patches
upcoming-release-notes
.editorconfig
.eslintrc.js
.gitattributes
.gitignore
.nvmrc
.prettierrc.json
.yarnrc.yml
CONTRIBUTING.md
Dockerfile
LICENSE.txt
README.md
demo.png
docker-compose.yml
docker-start.sh
package.json
tsconfig.json
yarn.lock
README.md

Actualbudget

Getting Started

Actual is a local-first personal finance tool. It is 100% free and open-source, written in NodeJS, it has a synchronization element so that all your changes can move between devices without any heavy lifting.

If you are interested in contributing, or want to know how development works, see CONTRIBUTING.md we would love to have you.

Want to say thanks? Click the ⭐ at the top of the page.

Key Links

Installation

If you are only interested in running the latest version and not contributing to the source code, you don't need to clone this repo. You can get the latest version through npm.

The easy way: using a server (recommended)

The easiest way to get Actual running is to use the actual-server project. That is the server for syncing changes across devices, and it comes with the latest version of Actual. The server will provide both the web project and a server for syncing.

You can get up and running quickly and easily by following our Running Actual Locally Guide

Documentation

We have a wide range of documentation on how to use Actual, this is all available in our Community Documentation, this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.

Code structure

The Actual app is split up into a few packages:

  • loot-core - The core application that runs on any platform
  • loot-design - The generic design components that make up the UI
  • desktop-client - The desktop UI
  • desktop-electron - The desktop app

More information on the project structure is available in our community documentation.

Feature Requests

Current feature requests can be seen here. Vote for your favorite requests by reacting 👍 to the top comment of the request.

To add new feature requests, open a new Issue of the "Feature Request" type.

Sponsors

Thanks to our wonderful sponsors who make Actual budget possible!

Deploys by Netlify