Fix Math Behind Funding Schedule | Voters

Fix Math Behind Funding Schedule

Joshua Karp

Fix the math behind the funding schedule to account for current balance of the expense or goal. Example - a vacation fund goal of $2500. Contributing every paycheck at 150.00/wk. current balance of 1800.00. Got a bonus and contributed 500.00 extra. New balance of 2300. Weekly contribution should recalculate to account for current balance and reduce the weekly contribution. Or if the goal is then upped to say 3000.00 it should recalculate based on starting halve of 2300 and time from change made to goal date.

December 31, 2023

Charity Hall

If I’m correctly understanding the feature ask, the goals are already capable of doing this auto-calculation. If you click on the goal then expand the Options menu, you’ll see a Contributions section. The “Reach target balance” will perform what you’ve described above, adjusting the weekly contribution based on the current amount set aside and the target date.

Mark

Change the contribution type to Reach Target Balance and it will update the calculation. Set Aside Targeted Amount will always set aside roughly the same amount, no matter the total in the expense.

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