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Update goal-templates.md (#325)
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This updates:
1) Dated examples to reference 2024 and 2025 (rather than 2021 and 2022)
2) Adds a warning to reproduce schedule names exactly in templates
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Kidglove57 authored Mar 1, 2024
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32 changes: 16 additions & 16 deletions docs/experimental/goal-templates.md
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Expand Up @@ -22,17 +22,17 @@ You are welcome to have other lines in your note, but the #template line must ma
|#template up to $150|Budget up to $150 each month, and remove extra funds over $150|Variable expenses, such as petrol and groceries|
|#template up to $150 hold|Budget up to $150 each month, but retain any funds over $150 |Variable expenses that may get refunds or reimbursements|
|#template $50 up to $300|Budget $50 each month up to a maximum of $300|Funding rainy day categories, such as replacement shoes and bicycle repairs
|#template $500 by 2022-03|Break down large, less-frequent expenses into manageable monthly expenses|Saving for a replacement car in a few years
|#template $500 by 2021-03 repeat every 6 months|Break down large, less-frequent expenses into manageable monthly expenses|Biannual credit card fees
|#template $500 by 2021-03 repeat every year|Break down large, less-frequent expenses into manageable monthly expenses|Annual insurance premium
|#template $500 by 2021-03 repeat every 2 years|Break down large, less-frequent expenses into manageable monthly expenses|Domain name renewal|
|#template $500 by 2021-12 spend from 2021-03|Budget $500 by December. Any spending between March and December is OK.|Christmas presents, overseas holiday, or any other expenses that I will be partially paying for before the target period ends.|
|#template $500 by 2021-12 spend from 2021-03 repeat every year| |
|#template $500 by 2021-12 spend from 2021-03 repeat every 2 years| |
|#template $10 repeat every week starting 2022-01-03|Budget $10 a week|
|#template $10 repeat every week starting 2022-01-03 up to 80|Budget $10 a week, up to a maximum of $80|
|#template $10 repeat every 2 weeks starting 2022-01-04|Budget $10 fortnightly|
|#template $10 repeat every 9 weeks starting 2022-01-04 up to 30|Budget $10 every 9 weeks, up to a maximum of $30|
|#template $500 by 2025-03|Break down large, less-frequent expenses into manageable monthly expenses|Saving for a replacement car in a few years
|#template $500 by 2025-03 repeat every 6 months|Break down large, less-frequent expenses into manageable monthly expenses|Biannual credit card fees
|#template $500 by 2025-03 repeat every year|Break down large, less-frequent expenses into manageable monthly expenses|Annual insurance premium
|#template $500 by 2025-03 repeat every 2 years|Break down large, less-frequent expenses into manageable monthly expenses|Domain name renewal|
|#template $500 by 2024-12 spend from 2024-03|Budget $500 by December. Any spending between March and December is OK.|Christmas presents, overseas holiday, or any other expenses that I will be partially paying for before the target period ends.|
|#template $500 by 2024-12 spend from 2024-03 repeat every year| |
|#template $500 by 2024-12 spend from 2024-03 repeat every 2 years| |
|#template $10 repeat every week starting 2025-01-03|Budget $10 a week|
|#template $10 repeat every week starting 2025-01-03 up to 80|Budget $10 a week, up to a maximum of $80|
|#template $10 repeat every 2 weeks starting 2025-01-04|Budget $10 fortnightly|
|#template $10 repeat every 9 weeks starting 2025-01-04 up to 30|Budget $10 every 9 weeks, up to a maximum of $30|
|#template 15% of all income|Budget 15% of all income categories| Using a "pay yourself first" strategy|
|#template 10% of Paycheck|Budget 10% of the "Paycheck" income category| Using a "pay yourself first" strategy, but have income categories you want to ignore|
|#template 15% of previous all income|Budget 15% of all income categories using last month's income|Using a "pay yourself first" strategy in conjunction with a "month ahead" strategy |
Expand All @@ -47,7 +47,7 @@ You are welcome to have other lines in your note, but the #template line must ma
- Currency symbol is optional, `#template $50` and `#template 50` are the same.
- Number formats that use comma for the decimal separator are not supported (eg, 123,45). You must use 123.45.
- Thousands separators are not supported (eg, 1,234). You must use 1234.
- {SCHEDULE NAME} is defined in the **Schedules** editor.
- {SCHEDULE NAME} is defined in the **Schedules** editor.**Take great care to copy across these schedule names EXACTLY**
- By default templates do not consider available funds when being applied. Use template priorities to not budget more than is available.
- The `hold` flag can be added to any goal that uses the `up to` key word.
- A single category with two templates that use `up to` is not supported.
Expand All @@ -61,9 +61,9 @@ For examples:

**Budget $200/month for 3 months and $400/month for the next 3 months**

#template $600 by 2021-03 repeat every 6 months
#template $600 by 2024-06 repeat every 6 months

#template $1200 by 2021-06 repeat every 6 months
#template $1200 by 2024-09 repeat every 6 months

**Streaming Services: $42.97**

Expand All @@ -74,9 +74,9 @@ For examples:
Amazon Prime
#template $7.99

**$120 in February 2022, $130 in March 2022**
**$120 in February 2022, $130 in March 2025**

#template $10 repeat every 2 weeks starting 2022-01-04
#template $10 repeat every 2 weeks starting 2025-01-04
#template $100

### Template Priorities
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