u/hereforpancakes

Schedules with variable amounts

I have some schedules, like my gas bill, where the amount can vary. My gas bill range is $28-40. I might get a bill like $36.48. It seems transactions, even for schedules only match on exact values. In this case is the schedule just a placeholder or is there some way I can match these on bank import?

reddit.com
u/hereforpancakes — 6 days ago

Handling next month's budget advice

Hello! I have been using nYNAB for a couple years now. A friend nerd sniped me and now I am on self-hosted Actual Budget haha. I love this tool, thank you!

So one thing I have been trying to solve is funding for next month. In YNAB, it would show I had $5000 underfunded for example. Then I fill up from there. Not only does Actual not make this info available(?), but I am trying to think of the best way to use the new automation UI to handle next month funding. In YNAB, if a refill category needs $100, I could put in $100 next month. At the beginning of the month, it would be overfunded and I could pull the money out and move it. It gave me a "true" sense of filling next month's categories. It is better to be overfunded and correct it than start the month underfunded.

I know I could possibly make this model work by setting a fixed amount for a category then an end of month cleanup to send leftovers to some pool. But I am wondering what others do. Is there a "better" way?

reddit.com
u/hereforpancakes — 16 days ago

Renaming tags?

Hi all,

Just switched from nYNAB to self hosted AB. Loving it so far and having a good time exploring. I imported my YNAB budget and it went pretty well overall. One issue I encountered however is the labels imported as tags named after their color. Is there a way to rename tags that I am missing? Maybe there's something I can do to select all budgets with a tag, remove that tag and add a new one?

reddit.com
u/hereforpancakes — 1 month ago