Release 26.10.0

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

Docker Tag: 26.10.0

Features

• #8832 Experimental: Add the ability to organise accounts into custom groups — thanks matt-fidd
• #8930 Add the Karma theme to the custom theme catalog — thanks sreetamdas
• #8892 Redesign the account list in the experimental new sidebar with collapsible account groups, balances, net worth, and sync status indicators — thanks matt-fidd
• #8974 Support reordering accounts and groups and moving accounts between groups by drag and drop in the experimental new sidebar — thanks matt-fidd
• #8882 Add the experimental new sidebar shell with a redesigned header, navigation, and light theme support — thanks matt-fidd
• #8780 Add option to show transfers in Sankey spent view — thanks emiltb
• #8802 Add a Notifications panel that shows recent release highlights and announcements inside the app, which can be turned off in Settings — thanks MikesGlitch

Enhancements

• #8893 The api can now set synced preferences, (eg. csv colum mappings for specific accounts) — thanks Alex-J-Lopez
• #8969 Add context menus and a balance history hover tooltip to accounts and groups in the experimental new sidebar — thanks matt-fidd
• #8914 Add account search to the experimental new sidebar — thanks matt-fidd
• #9013 Add a border between the redesigned sidebar and the main content in the light theme — thanks x-rous
• #8866 Suggest matching tags as you type # in the notes field when bulk editing transaction notes — thanks Dreptschar
• #8877 Add mergeTransactions to the API so integrations can merge two duplicate transactions — thanks haimgel
• #8925 Warn API and CLI users when synced changes from a newer version of Actual are waiting for an update — thanks MatissJanis
• #8944 Speed up saving transaction edits, especially on large budgets in the browser — thanks MikesGlitch
• #8956 Show a progress bar and the current stage while importing a budget from YNAB4 or nYNAB — thanks StephenBrown2
• #8519 Keep syncing working when other devices run a newer version of Actual — their changes appear once you update the app — thanks MatissJanis
• #8557 Add the new DateRange component in the FormulaCard — thanks RonanPresle
• #8928 Show a clear error in the desktop app, with the folder path and an option to pick another folder, when Actual can't create its data folder instead of loading forever — thanks MikesGlitch
• #8988 Make the Monte Carlo report respond faster when switching between the chart, cashflow and runs views — thanks MikesGlitch
• #8903 Add a cashflow chart to the Monte Carlo report showing yearly money in and out of your pots for a chosen scenario — thanks MikesGlitch
• #8971 Warn when a Monte Carlo contribution is larger than the income stream it is paid from — thanks MikesGlitch
• #8881 Monte Carlo: let pots use a custom stocks/bonds/cash allocation mix, and show each mix's measured historical return and volatility under the historical return models — thanks MikesGlitch
• #8852 Pair each simulated year with its actual historical inflation in the Monte Carlo historical return models — thanks MikesGlitch
• #8955 Add income streams to the Monte Carlo report — thanks MikesGlitch
• #8847 Name Monte Carlo pots after their linked account automatically, and list accounts in the same order as the sidebar — thanks MikesGlitch
• #8863 Explain how each year's withdrawal was calculated in the Monte Carlo run breakdown — thanks MikesGlitch
• #8946 Speed up editing transactions by only calculating the running balance when a rule uses it — thanks MikesGlitch
• #8898 Allow split rule formulas to read the parent transaction's notes, imported payee, payee, and account. — thanks krzysztofwojt
• #8868 Secrets can now be read from a file instead of being passed in an environment variable — thanks ColinHebert

Bugfixes

• #4985 Fix issue where To Budget actions list does not show in Firefox after using one of Hold for next month, Move to a category, or Cover from a category. — thanks terrylockett
• #8800 Fix the CLI failing to push changes to end-to-end encrypted budgets — thanks ivanovart
• #8973 Fix YNAB4 import so non-transfer split children keep the parent transaction's payee. — thanks costajohnt
• #8818 Fixes a typo on the "Envelope Budgeting" page of the docs. — thanks chris-t-jansen
• #8994 Keep account group totals in the experimental new sidebar up to date after syncing transfers from another device — thanks matt-fidd
• #9027 Fix a rare freeze when saving a change in the browser — thanks MikesGlitch
• #8913 Fix special characters (ä, ö, ü) being garbled when importing CAMT bank files — thanks P1tt187
• #8763 Fix the budget category and group menus not opening after a rename until the page is reloaded — thanks MannXo
• #8829 Keep net worth reports stable while linked transfers cross reporting intervals — thanks sambai-dev
• #8957 Accept the "Sept" month abbreviation when parsing dates during CSV import — thanks costajohnt
• #8924 Fix CSV transaction import failing on UTF-16 encoded bank export files, automatically detect their byte order mark, and add a per-account encoding selector for less common encodings — thanks flafleur
• #8911 Keep custom report charts at a stable height when scrolling a long legend. — thanks femedici
• #8798 add vite-plugin-peggy workspace to sync-server.Dockerfile — thanks ahawkins318
• #8811 Rank exact payee matches above longer tied substring matches in autocomplete — thanks J-LCRX
• #9071 Fix the date picker not opening on mobile in recent versions of Chrome — thanks MikesGlitch
• #8861 Fix Monte Carlo withdrawal rules misbehaving when retirement starts after years of zero planned spending — thanks MikesGlitch
• #8964 Fix the Monte Carlo cashflow chart showing spending below the minimum spending floor in the years after a plan runs out — thanks MikesGlitch
• #9003 Fix light custom themes losing their sidebar colours in the experimental new sidebar — thanks matt-fidd
• #9025 Fix the app failing to start when opened offline in the browser — thanks MikesGlitch
• #8874 Fix corrupted accented characters when importing OFX/QFX files. — thanks flafleur
• #8715 Show daily and weekly report dates using your chosen date format — thanks Divergent-Code
• #8854 Fix schedules set to run before the weekend getting stuck on the same date and no longer posting — thanks matt-fidd
• #8922 Fix the browser theme colour staying at its fallback on startup or lagging behind theme changes. — thanks tim-smart
• #8885 For balance forecast report cards/widgets, use the granularity defined in the report (daily / monthly) instead of always monthly — thanks carru
• #8801 Keep automatically posted schedules visible as paid on the day they run instead of jumping straight to the next date — thanks matt-fidd
• #8790 Fix Sankey chart error in Budgeted mode when selecting months without data — thanks emiltb
• #8706 Prevent timestamp counter overflow when downloading a large sync. — thanks StephenBrown2

Maintenance

• #8834 Add spacing presets for more consistent design — thanks matt-fidd
• #8736 Upgrade better-sqlite3 to v13 — thanks matt-fidd
• #8808 Update nanoid to address a security vulnerability. — thanks tim-smart
• #8923 Update vitest to address a security vulnerability. — thanks MatissJanis
• #8833 Fix flaky e2e test caused by dropped keystrokes — thanks matt-fidd
• #8940 Fix the getting started tips and tricks help page to reflect new menu layout. — thanks danielcovill
• #8916 Merge the duplicate Themes and themes directories in the component library so the repository can be checked out on case-insensitive filesystems — thanks youngcw
• #8851 Migrate the create-folders sync-server migration to TypeScript. — thanks barislabs
• #8842 Rework the release cut automation to open PRs into the release branch instead of pushing directly, avoid monthly sync merge conflicts, and stop hotfix changelogs re-listing already-shipped notes — thanks matt-fidd
• #8796 Reorganize the documentation site navigation, adding a Community section, to make it easier for new users to find things — thanks MikesGlitch
• #8979 Retry nightly translation updates when another update is already in progress — thanks jfdoming
• #9008 Add feedback issue link to new sidebar experimental feature — thanks matt-fidd
• #8884 Stop posting PR welcome checklist on maintainer PRs — thanks matt-fidd