This release includes automatic bank syncing, reports grouped by tags, and more customisable navigation, as well as numerous other fixes.

• Sync linked bank accounts automatically at a chosen interval while Actual is open
• Group custom reports by tags and choose which tags to include
• Show, hide, and reorder sidebar pages, and choose your start page
• Support for per-budget SimpleFIN credentials
• Optimizations for performance and memory usage on large budget
• Experimental: Add investment phases and a pot balances chart to the Monte Carlo analysis report

This release speeds up transaction editing, makes syncing more resilient to version mismatches, adds an in-app Notifications page, and introduces an experimental redesigned sidebar with account groups, as well as numerous other fixes.

• Speeds up transaction editing, especially in larger budgets
• Adds a Notifications page to catch up on what's new in each release without leaving the app
• Makes Actual more resilient to version mismatches, improving syncing between devices running different versions
• Improves bank file imports, fixing accented letters (like é or ü) showing up garbled and supporting more CSV formats
• Experimental: Adds a redesigned sidebar, based on the winning entry from the sidenav design competition, that lets you organise accounts into groups, reorder them by drag and drop, and search them
• Experimental: Adds income streams, a yearly cashflow chart, custom stocks/bonds/cash mixes and much more to the Monte Carlo analysis report
• Experimental: Adds an option to show transfers in the spent view of the Sankey report

This release makes the transaction table customizable, adds an in-app tour for new users and a new experimental retirement report, as well as numerous other fixes.

• Show, hide, and reorder columns in the transaction table with the new column manager
• New users now experience an in-app tour that guides them through getting started
• Rename a tag from the Tags page
• A new Schedule button lets you schedule future-dated transactions, replacing the "Convert to Schedule" prompt
• Reorder upcoming scheduled transactions by drag and drop
• Experimental: Add a Monte Carlo analysis report that estimates how long your savings will last in retirement
• Experimental: Add four more currencies (Israeli New Shekel, Macedonian Denar, Peruvian Sol, Uruguayan Peso)
• Experimental: Formula reports can use BALANCE_OF, and formula editors now autocomplete loan and investment functions

The votes are counted, and the sidenav design competition has a winner: congratulations to matt-fidd! 🎉

This hotfix resolves some performance issues reported in 26.8.0 as well as some other minor bugs

The submissions are in and the finalists are picked. Now it's your turn: voting for the sidenav design competition submissions is officially open.

🗳️ Vote for your favorite designs here

This release promotes Age of Money and Payee Locations to stable features, improves onboarding and mobile bank sync setup, and adds day-level date ranges to reports, as well as numerous other fixes.

• Age of Money report released as a first-party feature
• Payee Locations released as a first-party feature
• Redesigned onboarding screens and a smoother first-account setup
• Add account reconciliation on mobile
• Set up bank sync providers and link accounts from the mobile Bank Sync page
• Day-level date range selection in reports
• Export Budget Analysis reports as CSV
• The @actual-app/api package can now be used in browser context; allowing to build your own UI for Actual or custom tools - demo - financial analysis

This release adds a new experimental bank sync provider, releases the CLI as stable, improves reports and tag management, as well as numerous other fixes.

• A failed bank sync status now persists across reloads and syncs across your devices
• The Actual CLI (@actual-app/cli) released as stable (no longer experimental)
• Add show/hide tags, better bulk tag actions, and new "has any tag" / "has all tags" filters
• Add configurable average ranges to the Monthly Spending report and trend lines to line reports
• Add the ability to quickly sort categories alphabetically within a budget group
• Experimental: Add Akahu as a New Zealand bank sync provider
• Experimental: Continued improvements to the budget automations UI, including mobile support
• Experimental: Add a mobile calculator for amount inputs

The sidenav is one of the most-used parts of Actual Budget. It's how you jump between your budget, reports, schedules, and accounts; and it's the first thing you see every time you open the app. We think it's time to give it some love, and we want the community to lead the way.

So we're running a design competition. The top 10 designs get free Actual Budget swag, and the winning design gets built into the app.

This release adds new reports, a new bank sync provider, a UI for budget automations (goal templates) and releases custom themes as stable, as well as numerous other fixes.

• Crossover report released as a first-party feature
• Custom themes released as a first-party feature
• Redesigned bank sync configuration and account linking process
• Add Tag autocomplete when editing transaction notes
• Experimental: Add a UI for budget automations (goal templates)
• Experimental: Add Enable Banking integration as a bank sync provider
• Experimental: Add Balance Forecast report