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}.
Docker tag: 24.10.0
Actual
Features
- #3325 Add setting to set preferred dark theme for "System default" mode — thanks tim-smart
- #3326 Add an uncategorized transaction button to the mobile app. — thanks tim-smart
- #3459 SimpleFIN is officially released as a first-party feature of Actual. — thanks MatissJanis
Enhancements
- #3085 Show undo notifications when applying goal templates / budget actions in mobile. — thanks joel-jeremy
- #3119 Auto notes in month notes when reassigning budgets. — thanks joel-jeremy
- #3288 Dashboards: text widget support. — thanks Matissjanis
- #3298 Implement greater visibility and accessibility on popover menus and tooltips. — thanks VoltaicGRiD & psybers
- #3313 Support translations in desktop-client/components/schedules. — thanks psybers
- #3332 Set html theme-color meta tag to match the webmanifest theme_color. — thanks tim-smart
- #3344 Adjust mobile header link style — thanks tim-smart
- #3364 Dashboards: ability to save filters & time-range on net-worth widgets. — thanks MatissJanis & carkom
- #3377 Privacy mode: instead of blurring, use an illegible font (#3376) — thanks olets
- #3380 Fixing spending report header so that any month can be compared to any other month. Also adds budget as an optional comparison. — thanks carkom
- #3400 Update splash background to match theming — thanks jfdoming
- #3411 Undoable auto transfer notes + auto notes for cover — thanks joel-jeremy
- #3417 Dashboards: ability to save filters & time-range on cash-flow widgets. — thanks MatissJanis
- #3432 Dashboards: ability to save filters & time-range on spending widgets. — thanks MatissJanis
- #3451 Fixing display issues in spending report and adding a legend. — thanks carkom
Bugfix
- #3286 Forcibly reload app when API request is redirected. This fixes issue #2793 — thanks TimQuelch
- #3356 Fix incorrect hook usage in #3277 — thanks matt-fidd
- #3374 Mobile - Fix budget cells being triggered when pulling down to refresh on budget table. — thanks joel-jeremy
- #3379 Fix report header validateStart bug. — thanks carkom
- #3389 Prevent keyboard shortcuts modal launching when entering shortcut into editable field. — thanks MikesGlitch
- #3399 Fix regression in case sensitivity for
is/matchesoperator — thanks jfdoming - #3412 Sort suggested payee popup section by favorite status first, then alphabetically. — thanks qedi-r
- #3441 Fix account filters being overridden. — thanks MatisJanis
- #3453 Fix react-aria-components Button hover styles — thanks joel-jeremy
- #3456 Fix csv import deduplication #3416 — thanks UnderKoen
- #3460 SyncedPrefs: fix import prefs not reading correctly. — thanks MatisJanis
- #3462 Fix save report forms submit handler so that it doesn't trigger a reload of an entire page on submit. — thanks joel-jeremy
- #3463 Mobile - Do not allow renaming category or group to an empty name. — thanks joel-jeremy
- #3469 Reports - deleting custom reports should remove the widget from the dashboard. — thanks MatissJanis
- #3472 Fix privacy filters not activating — thanks joel-jeremy
- #3478 CSV import - fix checkboxes not working. — thanks MatissJanis
- #3480 Fix 'matches' operator incorrectly matching empty strings. — thanks qedi-r
- #3484 Custom reports - fix opening table reports crashing the page. — thanks MatissJanis
- #3487 Fix modals not opening on mobile budget view — thanks tim-smart
- #3491 Fix mobile page header button styles. — thanks joel-jeremy
- #3492 Fix mobile balance modal not properly coloring balance. — thanks joel-jeremy
- #3495 Removes whitespace from both ends of the category name — thanks junyuanz1
- #3501 Fix typo in README for Actual Budget Github homepage — thanks Jonathan-Fang
- #3509 Fix desktop popover showing in mobile To Budget options. — thanks qedi-r
- #3510 Fix templates and syntax check running on deleted categories — thanks youngcw
- #3515 Fix GoCardless linking (account selection window not appearing) — thanks EtaoinWu
- #3535 Fix balance carryover arrow on Firefox — thanks MikesGlitch
- #3539 Fix error when creating a rule from an existing transaction — thanks matt-fidd
- #3540 BankSync: fix showing sync status after linking and close all modal stack. — thanks MatissJanis
- #3541 Fix import crashing if the QFX file is malformed. — thanks MatissJanis
Maintenance
- #3163 Use new react-aria-components in common and mobile components. — thanks joel-jeremy
- #3277 Support translations in desktop-client/components/accounts. — thanks matt-fidd
- #3311 TypeScript: migrate Account component. — thanks MatissJanis
- #3352 Support translations in Translation support for desktop-client/src/components/budget/BalanceWithCarryover.tsx — thanks nmathey
- #3355 TypeScript: migrate Reconcile file. — thanks MatissJanis
- #3361 TypeScript: RSchedule types fixed — thanks UnderKoen
- #3363 Support translations in desktop-client/components/budget. — thanks agradina
- #3367 Support translations in Translation support for desktop-client/src/components/budget/BudgetTotals.tsx — thanks nmathey
- #3391 Refine Menu/Select types to allow broader types for the value/name attribute — thanks jfdoming
- #3393 Prevent sidebar from saving to metadata.json unnecessarily — thanks MikesGlitch
- #3394 Remove unneeded Payee typeahead console log — thanks MikesGlitch
- #3395 SyncedPrefs: refactor pref values from explicit types to
string. — thanks MatissJanis - #3396 Convert
RecurringSchedulePicker.jsx->RecurringSchedulePicker.tsx— thanks jfdoming - #3397 SyncedPrefs: refactor usages of number formatter away from redux. — thanks MatissJanis
- #3398 Prevent sync from saving to metadata.json unnecessarily — thanks MikesGlitch
- #3401 Use react-aria-components' Button in filters. — thanks joel-jeremy
- #3406 Adding retries into filesystem calls to mitigate locking issues caused by virus scanners. — thanks MikesGlitch
- #3408 SyncedPrefs: refactor
ImportTransactionsusage of prefs to use a common hook. — thanks MatissJanis - #3410 SyncedPrefs: move
budgetTypeback to metadata prefs. — thanks MatissJanis - #3413 Complete migration of all modals to react-aria-components Modal component. — thanks joel-jeremy
- #3423 SyncedPrefs: move synced-preferences from metadata.json to the database. — thanks MatissJanis
- #3426 Support translations in desktop-client/components/budget. — thanks a-gradina
- #3427 SyncedPrefs: move budget type to synced preferences. — thanks MatissJanis
- #3430 Support translations for component files — thanks a-gradina
- #3431 Restart server silently when adding self signed cert and add some logs — thanks MikesGlitch
- #3443 Reduce size of desktop packages — thanks MikesGlitch
- #3448 Reduce budget table re-renders — thanks joel-jeremy
- #3450 Cleanup react-aria packages and dedupe packages. — thanks joel-jeremy
- #3452 Update synced account balance in db if available — thanks matt-fidd
- #3458 SyncedPrefs: separate out MetadataPrefs and LocalPrefs in different storage locations. — thanks MatissJanis
- #3468 Remove old updater logic — thanks MikesGlitch
- #3475 Replacing the deprecated Electron file handler protocol with the new version — thanks MikesGlitch
- #3483 File/variable renames: rollover budget -> envelope budget; report budget -> tracking budget. — thanks MatissJanis
- #3493 Custom reports: added e2e tests to improve stability. — thanks MatissJanis
- #3497 Fix running
yarn vrt:dockeron windows with git bash — thanks UnderKoen - #3498 e2e: improve rules test stability. — thanks MatissJanis
- #3503 e2e: improve onboarding test stability. — thanks MatissJanis
- #3512 e2e: improve rules test stability. — thanks MatissJanis
- #3513 e2e: improve settings test stability. — thanks MatissJanis
- #3514 Add category goal info to the budget prewarm list for faster loading of indicator colors. — thanks youngcw
- #3521 Cleanup: Set theme-color at App level instead of per page — thanks joel-jeremy
- #3523 e2e stability: wait for data-theme to switch before taking a screenshot — thanks joel-jeremy
- #3525 Expose underlying exception source when a module fails to load. — thanks qedi-r
- #3526 Fix electron build workflow for ubuntu-latest — thanks matt-fidd
- #3530 [e2e] Fix the flaky "navigates back to start page by clicking on “no server” in an empty budget file test" from onboarding.test.js — thanks joel-jeremy
Actual Server
Enhancements
- #384 Sync multiple accounts in a single SimpleFIN API call. — thanks psybers
- #449 Add "Banco ActivoBank" (PT) to list of banks with limited history — thanks mtrocadomoreira
- #452 added REVOLUT_REVOLT21 & VUB_BANKA_SUBASKBX to banks with limited history — thanks molnart
- #454 Add integration of Rheinhessen Sparkasse (
SPK_WORMS_ALZEY_RIED_MALADE51WOR) to the GoCardless app — thanks DirgoSalga - #455 Add support for
ABANCA_CAGLPTPLpayee name — thanks matt-fidd - #459 Add support for Bizum transactions in Revolut — thanks hostyn
Bugfix
- #445 Fix BancSabadell payee name based on the transaction amount — thanks davidmartos96
- #448 Fix pending purchases amount sign and payee name for National Bank of Greece import — thanks mezger6
- #451 Fix wrong payeeName used for CBC_CREGBEBB — thanks MMichotte
Maintenance
- #465 Fix typo in GoCardless Error type — thanks matt-fidd
- #471 Update feature request link in github issues. — thanks MatissJanis