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Pay Distribution Template Docs #417

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34 changes: 34 additions & 0 deletions docs/experimental/goal-templates.md
Original file line number Diff line number Diff line change
Expand Up @@ -43,6 +43,8 @@ You are welcome to have other lines in your note, but the #template line must ma
|#template average 6 months | Budget the average amount spent over the last 6 months. Can set the number to any number > 0. Matches the existing option on the budget page but with flexible month ranges |
|#template remainder | Add all remaining funds to this category| See the [Remainder Template](#remainder-template) Section for info |
| #goal 1000 | Set a long term goal instead of a monthly goal | See the [Goal Directive](#goal-directive) Section for info |
|#template +$50| Sets a Pay Distribution Template. Each time 'Apply Template' is clicked, the given amount is added to the category budgeted amount. | Distributes each paycheck across the marked categories when not paid monthly. See [Pay Distribution Templates](#pay-distribution-templates)|
|#template +10%| Sets a Pay Distribution Template. Each time 'Apply Template' is clicked, the percentage from the remaining available budget is added to the category budgeted amount. | Distributes each paycheck across the marked categories when not paid monthly. See [Pay Distribution Templates](#pay-distribution-templates)|

### Notes

Expand All @@ -55,6 +57,7 @@ You are welcome to have other lines in your note, but the #template line must ma
- A single category with two templates that use `up to` is not supported.
- If in a category there are multiple templates within the same priority level and one template uses the `up to` key word, all templates in that priority level will be limited to the maximum amount specified by `up to`.


### Multiple Template Lines

You can add multiple `#template` lines for a single category note. Each line will be added together.
Expand Down Expand Up @@ -149,6 +152,7 @@ All the examples below use the case of $100 leftover when the remainder pass is
| Vacation Fund | #template remainder | $16.66 |
| Investment Fund | #template remainder 2 | $33.34 |


## Goal Directive

This option is unique enough to warrant its own directive `goal` instead of the standard `template` option.
Expand Down Expand Up @@ -198,6 +202,36 @@ If you have some extra funds after templates are run and can budget that last 50
|:---|:---:|---:|
| `#template 50` `#goal 500` | 100 | 500(green) |

## Pay Distribution Templates
Pay Distribution Templates distribute income across categories without wiping what has already been budgeted or affecting the category's goal.

The available funds will be distributed when the 'Apply Template' is clicked.

### Use Case

Pay Distribution Templates are designed for budgeting funds not in sync with a monthly budget. People who need to budget each paycheck or don't have the funds to budget for a whole month.

### Notes
- Pay Distribution Templates share the same rules for currency and number formats as other templates.
- Other Templates that share a category with a Pay Distribution template will ignore the budgeted column and only set the goals for that category.
- Pay Distribution Templates will follow goal limits set by other templates on the category.
- Pay Distribution Templates can be used in conjunction with the Remainder template. By adding `#template +0` before `#template remainder`, remaining budget will be added to each Remainder template that shares a category with a Pay Distribution Template. See the [Remainder Template](#remainder-template) Section for more info.
- Pay Distribution Templates ignore the *Apply budget template empty cells rule* because they are designed to add to budgeted amounts regularly.
- Pay Distribution Templates will only use available funds; once there are no available funds left in the budget, all other Pay Distributions Templates will not work.

### Examples

Pay Distribution Templates are triggered each time [Apply Budget Templates](#apply-the-templates) is clicked.

|Template|Actions|
|:---:|---:|
| `#template +50`| Will add $50 to the budgeted amount for the category|
| `#template +10%`| Will add 10% of the available funds to the budgeted amount for the category|
| `#template +20` `#template 100`| Will Add $20 to the budgeted amount for the category. And also set the goal for the category to $100.|
| `#template +10%` `#template 100 up to 200`| Will add 10% of the available budget to the budgeted amount for the category. As well as set a goal of 100 and a limit of 200, and remove extra funds.
| `#template +$30` `#template 100 up to 200 hold`| Will add $30 to the budgeted amount for the category. And also set a goal of 100 up to a limit of 200, but retain funds over the $200.|
| `#template +0` `#template remainder`| Will add the remaining budget to the budgeted amount for the category.|


## Apply the templates

Expand Down
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