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
Docker tag: 24.5.0
Actual
Version: v24.5.0
Features
- #2468 Add options to prepend or append text to a transaction note using the bulk edit dialog. — thanks shall0pass
- #2531 Drill down category transactions by clicking on spent amount in mobile budget page. — thanks joel-jeremy
- #2542 Adding menu item to show/hide reconciled transactions in the account view. — thanks davidkus
- #2551 Display category balances in category autocomplete. — thanks joel-jeremy & MatissJanis
- #2560 Show sync indicator in account header. — thanks psybers
- #2564 Add options to disable reconciliation when importing OFX files. — thanks keriati
- #2585 Add checkbox to disable reconciliation when importing CSV files. — thanks keriati
- #2610 Add month notes and budget/template action menus for mobile. — thanks joel-jeremy
- #2611 Collapsible budget groups in mobile. — thanks joel-jeremy
Enhancements
- #2466 Enable "yearly" interval to custom reports. Also sets-up groundwork for adding weekly/daily in the near future — thanks carkom
- #2472 Add more modals in mobile for account, scheduled transactions, budget summary, and balance actions. — thanks joel-jeremy
- #2480 Add category groups to end of month cleanup templates. — thanks shall0pass
- #2483 Add daily and weekly to custom reports interval list. — thanks carkom
- #2491 Add + button to add a group on mobile budget page and a budget related menu. — thanks joel-jeremy
- #2501 Mobile budget menu modal to set budget amounts. — thanks joel-jeremy
- #2506 Add line chart option for displaying budget amounts over time — thanks qedi-r
- #2518 Bump GoCardless access validity from 30 to 90 days. — thanks kyrias
- #2521 A simple delete confirmation for custom reports. — thanks carkom
- #2522 Custom reports so transactions activity on accounts page for graphs when clicked. — thanks carkom
- #2523 Using any math operator on an input will begin a calculation starting with the existing value. — thanks JazzyJosh
- #2536 When adding a mobile view transaction, format the edit field according to the currency and add an automatic/fixed position decimal when applicable. — thanks ilar
- #2544 Change default theme from light to the system's default theme — thanks adam-rozen
- #2569 Support creating rules from split transactions on the accounts page — thanks jfdoming
- #2582 Dim categories in the budget view if hidden by their category group. — thanks psybers
- #2583 Enables the ability to show transactions when donut graph is clicked. — thanks carkom
- #2598 Update balance menu modal title and add balance amount in the modal. — thanks joel-jeremy
- #2601 Improved fatal-error handling in case backend failed loading: show error message. — thanks MatissJanis
- #2606 Enables the ability to show transactions when StackedBarGraph is clicked. — thanks carkom
- #2607 Use decimal input mode for transfer and hold buffer modal inputs. — thanks joel-jeremy
- #2608 Allow posting/skipping scheduled transactions in mobile view. — thanks joel-jeremy
- #2612 Fixing some of the sessionStorage issues plus adding filters to sessionStorage. — thanks carkom
- #2613 Honor the budget.startMonth pref to open the last month the user was working on before closing the app. — thanks joel-jeremy
- #2617 Include flatpak in the electron build list — thanks youngcw
- #2624 Add mobile reports page. — thanks carkom
- #2627 Mobile - make labels sentence case and update budget and balance modals with Budget and Balance labels respectively. — thanks joel-jeremy
- #2628 Add negative/positive colors to mobile transaction amount input — thanks joel-jeremy
- #2632 Add desktop apps to the release assets — thanks youngcw
- #2636 Enables the ability to show transactions when LineGraph is clicked. Also adds missing formatting to lineGraph. — thanks carkom
- #2637 Fixing typescript issues with firstDayOfWeek. Also fixes bug with TableGraph report card. — thanks carkom
- #2639 Added app-loading stage description texts; also added exponential backoff in case a lazy-loaded module fails loading — thanks MatissJanis
- #2651 Make the 'Apply to all' section (formerly known as 'Before split') of rule splits more intuitive — thanks jfdoming
- #2653 Ignore transactions with empty date & amount — thanks kyangk
- #2657 Add custom error message if lazy-loading a module fails. — thanks MatissJanis
- #2665 Add amount colors to mobile accounts and transaction list. — thanks joel-jeremy
- #2667 Check schedule name when using the check templates function — thanks youngcw
- #2671 Hide theme selector from the top of the page - it is now only available in the settings page. — thanks MatissJanis
- #2688 Goals: Add template to budget X months average spending. Matches the function of the existing budget page button. — thanks youngcw
- #2689 Goals: Enable decimals for percentage templates. — thanks shall0pass
Bugfix
- #2502 Fix reconciling split translations from nYNAB import creates orphan transfers — thanks Wizmaster
- #2535 Goal templates: Allow budgeting to a full category balance when using 'up to' and a negative category rollover balance. — thanks shall0pass
- #2538 Improve contrast in Payee autocomplete's "Create payee" and Category autocomplete's "Split transaction" buttons — thanks Jenna59
- #2543 When importing reconciled split transaction, the resulting sub-transactions is also marked as reconciled. — thanks davidkus
- #2553 This fixes a regression that broke toggle menu items. — thanks carkom
- #2556 Custom Reports: Fix bug where month endDate is saving as a non-date variable. — thanks carkom
- #2557 Fixes live dateRange not updating with new month (interval). — thanks carkom
- #2570 Mobile: Remove menu item for income category group, which resulted in crash. — thanks shall0pass
- #2572 Close modal after transferring / covering balance in mobile budget page — thanks joel-jeremy
- #2573 Fix mobile report budget bug where you can't click on an income category's budgeted input. — thanks joel-jeremy
- #2577 Use desktop colors for mobile autocomplete modals. — thanks joel-jeremy
- #2580 Fix "Load backup" functionality in Electron - no longer throwing fatal error — thanks mikesglitch
- #2581 Do not allow hiding the income category group. — thanks psybers
- #2588 Allow 5 decimal places in csv files without matching on 3 or 4 — thanks youngcw
- #2589 Force transaction cleared checkboxes to show on reconcile view — thanks matt-fidd
- #2594 Hide Y axis values of net worth graph when privacy mode is enabled. — thanks ttlgeek
- #2597 Stop cash flow card labels from getting cutting off if bar height is too low — thanks ttlgeek
- #2599 Fix account notes not retrieving correctly in mobile. — thanks joel-jeremy
- #2614 Fix notes tooltip content going out of bounds. — thanks MatissJanis
- #2633 Fix encryption modals for mobile. — thanks joel-jeremy
- #2635 Add To Be Budgeted category to cover and transfer modal — thanks joel-jeremy
- #2638 Fix low contrast accent colors in dark and midnight themes — thanks matt-fidd
- #2641 Make /login show descriptive error when an incorrect password is submitted — thanks mattfidd
- #2649 Do not show "delete remote file" option for local budget files. — thanks MatissJanis
- #2650 Fix scroll bars always showing on tooltips — thanks youngcw
- #2663 Fix app loading screen not showing when opening a budget file. — thanks joel-jeremy
- #2690 Fix mobile notes modal not retrieving correct notes — thanks joel-jeremy
- #2692 Fix budget list / management app flashing on page init. — thanks joel-jeremy
Maintenance
- #2493 Refactor
Tooltipcomponent for notes button - use react-aria component. — thanks MatissJanis - #2509 Uninstall react-merge-refs package and replace mergeRefs with useMergedRefs hook. — thanks joel-jeremy
- #2511 Split menu components to separate files for reusability. — thanks joel-jeremy
- #2534 Removing code duplication in bank-sync logic — thanks MatissJanis
- #2548 Update the github issues template — thanks MatissJanis
- #2555 Update TransactionEdit component onEdit function to use serialized transactions. — thanks joel-jeremy
- #2558 Consolidates AnchorLink, ButtonLink and LinkButton to use existing props (Link and Button - with type). — thanks carkom
- #2567 Improve API output types. — thanks twk3
- #2571 Use consistent padding in modals — thanks joel-jeremy
- #2586 Remove left behind editableTitle prop. — thanks joel-jeremy
- #2593 Migrating native
Tooltipcomponent to react-aria Tooltip/Popover (vol.2) — thanks MatissJanis - #2604 Adds integration test for experimental split rules functionality — thanks marethyu1
- #2609 Add key prop to all modals. — thanks joel-jeremy
- #2616 Delete old Plaid integration that is no longer working. — thanks MatissJanis
- #2619 Add midnight theme VRT screenshots. — thanks joel-jeremy
- #2620 Rename electron master workflow to be different than the electron pr workflow — thanks youngcw
- #2623 Organize .gitignore and remove duplicated lines — thanks adam-rozen
- #2634 Fix slow VRT test - reduced number of iterations to speed up test — thanks joel-jeremy
- #2658 Fix electron builds on OSX — thanks twk3
- #2659 Some slight adjustments to tidy up the code and make it work better. Some TS updates as well. — thanks carkom
Actual Server
Version: v24.5.0
Enhancements
- #333 Add ACTUAL_PORT environment variable to docker-compose.yml — thanks psybers
- #334 Add support for setting the access validity time per GoCardless bank integration and get the max historical days from the API — thanks kyrias
Bugfix
- #341 Make running app.js cwd agnostic and extend config options to allow changing dataDir — thanks matt-fidd
- #342 Make /admin/login return a descriptive error when no password is provided — thanks matt-fidd
- #345 Add backup date field for GoCardless transactions with bank BNP_BE_GEBABEBB — thanks matt-fidd