[Goals]: Add a long term goal template #3012
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…or a balance and not month amount
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youngcw
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The "Apply Budget Template" option for an individual category doesn't seem to be working on individual categories. Behavior works as expected for both Apply and Overwrite on the whole budget month. Overall I really like this new capability, and think it should be included in the eventual goals UI #496 |
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@atgrey24 I think its all working now. Can you test it again? |
Had to reset the budget cache, but now it seems to be working as expected. Thanks! |
youngcw
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youngcw
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This adds the description about how a `goal` template line works with some examples. Also some minor tweaks to the page matches actualbudget/actual#3012
This adds in the ability to set a goal in a strict sense. Instead of a monthly auto budget template like what we have had up till now, this adds in the option to set a purely visual goal. This type wont apply anything to the budget but will flag the goal as a "long goal" in the db that is then used to color the balance for personal reference.
For a basic test use a note like
#goal 500. Then try out different budget amounts to adjust the balance. If the total balance is <500 it should be marked as unmet. If >=500, met.The goal directive will not unset the budgeted amount, so the category acts like a normal category, just with a colored balance.
This should work in conjunction with other templates too. For example
The goals get run after templates so the value to get green coloring is 500 not 100, but 100 will automatically get budgeted. In this case the budgeted amount will get overwritten since there is a template in the category.
Based on #3011
docs: actualbudget/docs#401