The primary intent of this release is to patch a performance regression in user preferences that can cause faulty views displayed in accounts or for goal templates.

The release has the following notable improvements:

• SimpleFIN officially released as first-party feature
• Color themes: ability to set "system default" color theme
• Mobile: button to view uncategorized transactions
• Privacy mode: instead of blurring use an unintelligible font
• Experimental dashboards: ability to save cash-flow, net-worth and spending report filters and date-ranges.

Important notice about the @actual-app/api package: starting from this release the versioning strategy of the API package will align with the web & server: {year}.{month}.{patch-version}.

The release has the following notable improvements:

• mobile: long-press transactions to reveal more actions
• transactions table: show imported payee on hover of payee column
• filtering: ability to filter by "has tags" conditions
• budgets: highlight current month
• imports: ability to skip heading lines
• experimental: custom report homepage (dashboards)

The release has the following notable improvements:

• ability to favorite payees
• most used and favorite payees appear at the top of the payee autocomplete results
• resizable side navigation
• experimental goal templates: long term goal template support
• experimental spending report: adding last month as an option for the primary graph

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)

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!

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

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

The release has the following notable improvements:

• Stability improvements and various edge-case bug fixes
• (Experimental) custom report improvements - please report your feedback here

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.