Skip to main content

· 9 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • Ability to show/hide reconciled transactions
  • Ability to prepend/append notes when bulk editing transactions
  • Show remaining balance in the category autocomplete
  • OFX, CSV import: ability to disable transaction de-duplication logic
  • Mobile: account management functionality
  • Mobile: clicking on category allows to see transactions list for the clicked category
  • Desktop app release
  • (Experimental) custom report improvements - please report your feedback here

· 6 min read

Hello budgeters!

I hope you all enjoyed the last blog post focused on how to use goal templates. If you haven't read it yet, you might want to start here. While we always recommend embracing the envelope system and getting a month ahead on your budget, there are some situations where that just isn't possible right away. I'm going to introduce a method here that uses the goal template system that uses your income as you receive it throughout the month using priorities.

· 5 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • Transaction list sortable by cleared status
  • Offline PWA support
  • Creating schedules from existing transactions
  • (Experimental) custom report saving - please report your feedback here

· One min read
Matiss Janis Aboltins

We are introducing a new policy for managing experimental features. This is to ensure the codebase does not become cluttered with unfinished features.

The short version is:

  • abandoned experimental features will be removed from the codebase
  • experimental features cannot be used as a toggle for small visual and/or functional quirks (i.e should category selector show hidden categories or not?)

Read more in the feature flags page.

· 8 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • Reconciled transaction improvements:
    • ability to filter by the status
    • ask for confirmation if editing date
    • allow un-reconciling by clicking on the lock icon
  • Split transactions now have a "distribute" button that fills the remaining amount among the sub-transactions with no amount
  • (Experimental) SimpleFIN bank-sync support for US banks - please report your feedback here

· 15 min read
youngcw

Hello budgeters! I hope you are all enjoying Actual as much as I do! As a new year is approaching so is the goal-setting and reflection season. I'm hoping to help some of you with potential new years resolutions by making budgeting as easy as possible while still reaching for your goals. I believe that Actual is a great tool for this whether you have a simple budget or a complex one.

One hurdle that many have with budgeting is that it takes constant effort to stay up to date. Entering transactions, assigning categories, reconciling with your bank and others can hold us back. I hope to give you some pointers and strategies today to reduce some of the stress of budgeting by streamlining the budgeting processes with goal templates.

· 6 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • Dark theme is complete and no longer an experimental feature
  • Transactions are now locked after reconciling
  • Mobile: account creation
  • Mobile: pull-down-to-sync available in the budget page
  • Mobile: swipe up in the footer menu to reveal more pages

We are also proud to announce two new experimental features:

  • Custom reports (please report bugs/feedback here)
  • Sankey report (please report bugs/feedback here)