diff --git a/docs/experimental/goal-templates.md b/docs/experimental/goal-templates.md index aea1e6806..88b52c0db 100644 --- a/docs/experimental/goal-templates.md +++ b/docs/experimental/goal-templates.md @@ -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 | @@ -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. @@ -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** @@ -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