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Comments (4)

thennekx avatar thennekx commented on May 28, 2024

Could it be that the fix is as simple as moving the line

const available_start = await getSheetValue(sheetName, `to-budget`);

inside the loop
for (let ii = 0; ii < priority_list.length; ii++) {

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youngcw avatar youngcw commented on May 28, 2024

It had been decided when that template was implemented to not recalculate the available funds value at each priority level. That way it was more obvious what value would be used since it was a value that the user could actually see, unlike the to budget between priority levels.

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thennekx avatar thennekx commented on May 28, 2024

Thanks for the insight, I guess it cannot be considered a bug then, but rather an inconvenience.
This approach is very logical when using specific income categories, like previous all income, they do not change during runtime.
For the "available funds" keyword, it does not make so much sense to me in combination with priorities, as you know this changes when the budget is being applied using priorities.

If this approach is kept (which i can understand), I wonder if a specific keyword could be added that can achieve this behavior.
Please let me know your thoughts.

Some background on my issue i am having with the current approach:
I have my budget split-up in multiple groups, with descending importance, this is where the priorities come in.
When running the monthly apply budget this will yield a higher budget for less important categories than if i manually apply it per priority (see workaround below).
My lowest priorities are set to only 1 percent, so i cannot go lower to reduce the budget they receive. This results in my budget being eaten from my saving category that uses the remainder without manual intervention. This essentially breaks the monthly apply budget for me.
At the moment there is no way to achieve said behavior, which is what i believe could/should be handled with the priorities.

For anyone facing the same issue, my workaround below:
Run the monthly template apply, then reset the budget of the lower priorities and run it again, and repeat again until all priority levels are filled.

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