Use “Every budget at once” in Recued. All your budgets for a period, each counting everything under its tag — in four queries, however many budgets you have.
Every budget at once
Use “Every budget at once” in Recued. All your budgets for a period, each counting everything under its tag — in four queries, however many budgets you have.
Complete workflow
Ledger book
16 pinned recipes
Use Ledger book in Recued for accounting, double entry, budget, and records. It includes 44 built-in actions and 15 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “The accounts” in Recued. Every account with its id — what you post to, and what anything else in this workflow needs before it can name one.
Use “The tags” in Recued. Every tag with its id and how deep it sits — the trees you can spend against, and the ids the rest of the pack takes.
Use “What it all comes to” in Recued. Each currency's balance read exactly, then converted at rates you give and added up.
Use “How a budget is doing” in Recued. What a budget has left, counting everything under its tag at any depth.
Show all 16 recipes
Use “What went under a tag” in Recued. Everything spent under one tag, including every tag beneath it, at any depth.
Use “The lines under a tag” in Recued. Every transaction line under a tag and everything beneath it — the lines themselves, not a total. With a CSV to copy.
Use “Open an account” in Recued. Adds an account to your chart. Its currency is fixed here and every line posted to it inherits it.
Use “Post an entry” in Recued. One entry, any number of legs, written in a single all-or-nothing transaction. It will not post unless the legs sum to zero.
Use “Add a tag” in Recued. Adds a tag anywhere in your tree, at any depth. The tag and its place in the tree are written together or not at all.
Use “Tag a month of lines” in Recued. One tree at a time: every line in a period on one page, with a picker in the tag cell.
Use “Tag a transaction line” in Recued. Sets which tags a line belongs to, one per tree. Each tag and every tag above it counts the full amount.
Use “Set a budget” in Recued. A cap on a tag for one period. It counts everything under that tag, at any depth.
Use “Move a tag” in Recued. Puts a tag inside a different one. Everything recorded under it follows automatically — no transaction is rewritten.
Use “Delete a tag” in Recued. Removes a tag and everything beneath it. Refuses while anything is still tagged with it.
Four queries, however many budgets
Budgets, then the tag tree beneath all of them at once, then the spend per tag, then one grouped fold. It does not grow with the number of budgets, and there is no per-budget loop anywhere.
⛔ Each budget still counts its whole subtree. The fold groups the ancestry rows by the budget's own tag, so a budget on home picks up home/kitchen and everything under it, exactly as budget-status does for one.
⛔ The spend is summed in whole units, not decimals. Every figure is multiplied out before the fold and divided back at the end — otherwise adding a column of 0.10s across a subtree drifts, and a budget lands the wrong side of its cap by a fraction of a penny.
What is on the page is what is counted
⛔ One currency at a time. Budgets are filtered to it and so is the spend. Adding pounds to dollars on a page of caps would give a row that looks exactly like every other row.
⛔ A budget scoped to a single account is LEFT OUT, and the count of them is shown. The grouped read is not split by account, so including them would put a whole-tag figure against an account-scoped cap — a number that is wrong in the direction of looking fine. Run budget-status on those individually; it honours the account.
⚠ Lines is tag lines, not transactions. A transaction tagged under two tags beneath one budget contributes two lines and one amount — the money is split between them so the total is right, but the count is of lines. budget-status reports distinct transactions for a single budget.
Limits
⛔ At most 100 budgets and 100 tags beneath them in total. Past either it refuses rather than showing a page that silently omits rows — a dashboard that is quietly short is worse than one that says it cannot answer.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (48 steps)
period
trim
Trim whitespace from setting period
currency_raw
trim
Trim whitespace from setting currency
currency
uppercase
Convert currency raw to uppercase
inputs_ok
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs ok equals
budget_search
?
all_budgets
default
Apply default
budget_total
count
Count items in all budgets
budgets_fit
compare
Check if budget total is at most 100
budget_cap_guard
guard
Stop if budgets fit equals
any_budgets
compare
Check if budget total is greater than 0
none_guard
guard
Stop if any budgets equals
scoped_out
filter
Filter by condition
excluded_count
count
Count items in scoped out
budgets
filter
Filter by condition
budget_count
count
Count items in budgets
any_left
compare
Check if budget count is greater than 0
all_scoped_guard
guard
Stop if any left equals
budget_tags
pluck
Extract tag_ref from each item
edge_search
?
edges
default
Apply default
edge_page_complete
compare
Check if edge search next cursor is empty
edge_page_guard
guard
Stop if edge page complete equals
descendant_refs
pluck
Extract descendant from each item
descendants
unique
Remove duplicates from
descendant_count
count
Count items in descendants
tags_fit
compare
Check if descendant count is at most 100
tag_cap_guard
guard
Stop if tags fit equals
any_tags
compare
Check if descendant count is greater than 0
tags_guard
guard
Stop if any tags equals
spend
?
groups
default
Apply default
per_tag
map
Extract from each item
per_tag_pennies
map
Extract from each item
edges_with_spend
enrich_by
Apply enrich_by
per_budget_tag
group_by
Group by ancestor
joined
enrich_by
Apply enrich_by
with_spent
map
Extract from each item
with_left
map
Extract from each item
with_used
map
Extract from each item
sorted
sort
Sort by used_pct
over
filter
Filter by condition
over_count
count
Count items in over
total_pennies
sum
Sum values in
total_spent
math
Calculate: {{step.total_pennies}} / 100
table
to_table
Format results as a data table
excluded_note
ternary
Apply ternary
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
period
setting
=
[object Object]
currency
setting
=
GBP