-
Income is distributed from highest priority (10) to lowest (1), followed by
cap
ascending (nil
s last). -
If
prerequisite_account
is set, and that account'samount < cap
, then skip this account. -
If
add_per_month
is a percentage, this indicates a % amount remaining at the start of that priority level, not a % of the total income value. This amount will be distributed into the account. -
add_per_month
distribution shall not exceed themonthly_cap
on that account for the month. (only applies to the % version ofadd_per_month
). -
add_per_month
distribution shall not exceed theannual_cap
on that account for the calendar year (Jan 1 to Dec 31). -
add_per_month
distribution shall not exceed thecap
on that account. -
Overflow beyond an account's
cap
orannual_cap
that would have otherwise satisfied the account'smonthly_cap
can be distributed into that account'soverflow_into
. If there is nomonthly_cap
on the account, then any amount beyond thecap
that remains inadd_per_month
can be distributed into theoverflow_into
. These overflowed amounts do count towards monthly_cap and annual_cap values for the overflowed_into account. -
The rules for an overflow_into's
cap
,monthly_cap
, andannual_cap
values apply. Any additional overflow for thesecap
s should then continue overflowing to the nextoverflow_into
until either the total originaladd_per_month
amount has been exhausted, or acap
is reached with nooverflow_into
specified. -
If an account fulfills the
cap
in all overflows and still has some amount fromadd_per_month
remaining, it will distribute the remaining amount into any accounts that had this one as aprerequisite_account
with a priority >= this one's, in the same order as step (1), using the same distribution rules with the exception of rule 9b.
9b. The new distribution will look at "percentage" add_per_month
accounts and distribute into them a % amount based on what that account would have received at it's priority level if it had not been originally skipped, during this distribution.
-
Any funds remaining after complete distribution has been completed will be placed in
User#undistributed_funds
-
It skips all disabled accounts for distribution
NOTE: An alternate date can be selected for the 'Income'. annual_cap
and monthly_cap
rules use the specified date (or "Today" if not specified) when determining distribution.