@matta I will agree that manual savings adjustments aren’t very tolerant of human error at the moment. Rollover savings, or Offset as we are now calling it in the enhanced calculation (budget - savings actuals + all actuals) is policed in the offset error calculations, but savings adjustments, not so much.
I am very careful to make sure my manual savings adjustments are always a balanced set of moves e.x. for every dollar I add as a savings adjustment, I am doing a negative adjustment to another savings category, which I believe is the intention behind having savings adjustments. As you noted, however, there is no error checking in place to keep you honest.
I see two different types of savings adjustments:
- Transfer savings adjustments: Moving savings from one category to another, balanced
- Seeded savings adjustments: Setting savings already in progress prior to the starting period during initial setup, unbalanced
I believe that the ability to make unbalanced savings adjustments is necessary to achieve that starting state during the initial setup. Perhaps the savings budget script could be updated to handle seeded savings adjustments and transfer savings adjustments differently, or creating a new mechanism for seeded savings altogether and then tighten up the error checking on transfer savings.
Those are my Friday morning musings. 