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· 5 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • Custom reports are officially released
  • Splits in rules are officially released
  • Tags support for transactions (use #tags in notes)
  • Transactions: allow merging/un-merging multiple transactions
  • Show account notes in sidebar (on hover)

· 10 min read
youngcw

Hello budgeters!

This is the start of the series Actual Versus! Today we will be comparing Actual Budget to YNAB (You Need a Budget).

YNAB is the longstanding heavyweight in the envelope budgeting space. It was one of the originals. Lets see how Actual stacks up!

· 6 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • API: ability to run 3rd party bank-sync (GoCardless, SimpleFin) programmatically
  • API: methods for working with rules
  • Add option to authenticate with HTTP header - X-ACTUAL-PASSWORD
  • Add option to import CAMT.053 based XML files
  • (Experimental) monthly spending report - please report feedback here

· 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