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Release 26.2.0

· 13 min read
Matt Fiddaman
Actual Budget Maintainer

This release contains the following notable improvements, along with numerous fixes:

  • Allow multiple dashboard pages
  • Experimental feature: Custom themes docs
  • Experimental feature: Budget analysis report docs

Docker Tag: v26.2.0

Version: v26.2.0

Features

  • #6137 Add "Budget Analysis" : a report that tracks the balance of your budget categories over time. Displays budgeted amounts, actual spending, overspending adjustments, and cumulative balance, considering category rollover settings. — thanks tabedzki
  • #6411 Add multiple tabs/pages to "Reports" allowing for different widget layouts per page — thanks Durbatuluk1701
  • #6540 Add session token authentication option to API initialization, enhancing authentication flexibility. — thanks BCNelson
  • #6603 Creates an option for a stacked line graph in the net worth card. — thanks mnil
  • #6612 Ability to install custom color themes — thanks MatissJanis
  • #6639 Add the ability to specify expected contributions to the crossover point report. — thanks jonner

Enhancements

  • #6234 Add server preferences for improved user settings consistency across devices. — thanks lelemm
  • #6282 Add find and replace (with RegEx support) mode when editing transaction notes — thanks matt8100
  • #6373 Allow user to adjust target income in crossover report — thanks jonner
  • #6438 Fixes redacted content to work with currency symbols — thanks StephenBrown2
  • #6448 Tags: add light colors to tag color picker, update tag hover depending on tag background brightness — thanks Juulz
  • #6493 Proper formatting of the Formula Card — thanks MatthiasBenaets
  • #6500 Added Czech Koruna (CZK) and Hungarian Forint (HUF) to the list of available currencies. — thanks Andrii256
  • #6543 Sort import preview transactions by (parsed) date, descending — thanks kivikakk
  • #6551 Improves the notification UX for mobile devices by stacking notifications on the z-axis in a card-like fashion, placing the action button on the same row to make more compact and added rounded corners to align with other components such as cards and alerts. — thanks danielkerwin
  • #6559 Update category schedule indicator to honor the upcoming days length setting — thanks joel-jeremy
  • #6589 Add new projection types to crossover point report — thanks jonner
  • #6622 Update job trigger for auto-generated release notes to improve automation and efficiency. — thanks Copilot
  • #6645 Add FIXED to EXCEL functions — thanks matt-fidd
  • #6661 Apply tabular number styles more consistently — thanks matt-fidd
  • #6672 Use consistent colours on the reports page — thanks matt-fidd
  • #6681 Themes: async fetch the theme catalog — thanks MatissJanis
  • #6688 Add Black Gold custom theme to theme catalog — thanks MikesGlitch
  • #6689 Themes: improved error handling and more themes in the catalog. — thanks MatissJanis
  • #6696 Add Simple Dark and Okabe Ito custom themes to theme catalog — thanks Juulz
  • #6697 Adds consistent styling (border, border radius, background colors) to tables — thanks aelxxs
  • #6711 Enhance Average Goal Template to allow adjusting the budgeted amount from the average by a percent or fixed amount — thanks totallynotjon
  • #6722 Themes: use color palette for preview instead of screenshots — thanks MatissJanis
  • #6730 Theme from 1970. Custom light theme based on the colors of 1970. — thanks Juulz
  • #6739 Light custom theme in shades of gray (and a few colors). — thanks Juulz
  • #6747 Use consistent colours on the budget page — thanks matt-fidd
  • #6754 Add toBudgetPositive, toBudgetZero and toBudgetNegative color variables. — thanks Juulz
  • #6755 Mobile: improve transaction list performance — thanks MatissJanis
  • #6789 Add user-friendly error message for clock-drift issues — thanks MatissJanis

Bugfixes

  • #6459 Avoid truncating numbers in budgeted column by collapsing the dropdown arrow. — thanks diepala
  • #6497 Fix month filter edit popup showing date in wrong format for non-default date formats. — thanks Faizanq
  • #6499 Prevent renaming category groups to existing names. — thanks skliaruk
  • #6501 Unsplit transaction without losing parent's transaction information (amount, notes, etc.) — thanks skliaruk
  • #6533 Fix LHV bank adapter not being loaded, causing card payment payee names to show full remittance string instead of extracted merchant name. — thanks lnagel
  • #6538 Fix fatal error on budget page load when using tracking budget type — thanks copilot
  • #6552 Move saved filters to end of dropdown with separator — thanks FictionFics
  • #6554 Remove responsive prop from StackedBarGraph to prevent infinite loop — thanks FictionFics
  • #6561 Fix transactions table payee schedule icon not showing if linked schedule has a different account configured — thanks joel-jeremy
  • #6566 Fix refill templates not handling negative carryover properly — thanks youngcw
  • #6567 Fix crash when changing Notes filter to "one of" or "not one of" operation — thanks majiayu000
  • #6569 Skip schedule prompt when editing transaction already linked to a schedule — thanks majiayu000
  • #6570 Closes the popover on second Escape press once autocomplete options are closed. — thanks skliaruk
  • #6572 Fix autoDecimal behaviour based on hideFraction preference — thanks skliaruk
  • #6573 Update KeybordShortcutModal.tsx so "E" is set date for selected transactions. Regroup and rearrange list to match docs. — thanks Juulz
  • #6577 Enable include current month option for last month — thanks csenel
  • #6583 Fix iOS keyboard suddenly hiding while editing budget amounts — thanks joelson-c
  • #6594 Fix payee filter functionality to improve transaction filtering in the application. — thanks RMcGhee
  • #6610 Fix schedule template regressions where categories are being underbudgeted and to improve functionality and user experience. — thanks youngcw
  • #6625 Remove url check that throws error in development — thanks RMcGhee
  • #6669 Fix reports link highlighting issue in the sidebar for improved user navigation. — thanks Copilot
  • #6675 Fix inaccuracies in net payment/deposit calculations — thanks matt-fidd
  • #6695 Limit custom css textarea to resize vertically — thanks MatthiasBenaets
  • #6698 Fix mobile Calendar crash by adding DisplayPayeeProvider context to TransactionListMobile component. — thanks Copilot
  • #6716 Fix show completed schedules toggle being persisted — thanks matt-fidd
  • #6723 Auth settings: handle server offline & no-server state — thanks MatissJanis
  • #6729 Fix notification container width for improved positioning on desktop screens. — thanks MatissJanis
  • #6733 Reports: correctly render categories with identical names — thanks MatissJanis
  • #6756 Fix monthly spending number colouring — thanks matt-fidd
  • #6758 Fix rendering issue in mobile uncategorised transactions banner — thanks matt-fidd
  • #6763 Fix report drag and drop reordering — thanks matt-fidd
  • #6764 Make colors on budget page more legible and increase number coloring consistency — thanks matt-fidd
  • #6767 Update package versions with release action when explicit version passed — thanks matt-fidd
  • #6791 Fix Budget Analysis graph to enhance Balance (line and points) for legibility. — thanks Juulz
  • #6792 Mobile: fix schedule amount color — thanks MatissJanis
  • #6795 Fix arithmetic parser to accept keyboard apostrophe in apostrophe-dot format. — thanks Copilot
  • #6803 Mobile: show bottom nav bar in the reports page — thanks MatissJanis
  • #6808 Fix keyboard navigation not working on desktop datepicker — thanks MatissJanis
  • #6821 Fix crossover report resizing bug — thanks matt-fidd
  • #6823 Fix spacing and borders on bank sync page — thanks matt-fidd
  • #6824 Fix reconciliation when experimental currency support is enabled — thanks matt-fidd
  • #6825 Fix bank sync table borders. — thanks aelxxs

Maintenance

  • #6436 Migrate Inter font from inter-ui to fontsource-variable/inter — thanks StephenBrown2
  • #6468 lint: create new custom rules for eslint rules that are not in oxlint — thanks MatissJanis
  • #6506 test: add mobile payees page unit test — thanks MatissJanis
  • #6530 Add token-based authentication to GitHub Actions for PR creation and release notes generation. — thanks MatissJanis
  • #6531 Disable some CI workflows in forks — thanks jfdoming
  • #6536 Disable CodeRabbit generated PR summaries — thanks MatissJanis
  • #6544 Fix electron workflow job ordering for calculating hashes for Flathub release. — thanks MikesGlitch
  • #6545 Fix electron master publish to Flathub caused by hashes calculation — thanks MikesGlitch
  • #6560 Upgrade oxlint and oxfmt dependencies, improve accessibility, and fix JSON formatting issues. — thanks MatissJanis
  • #6581 Add merge_group trigger to e2e tests workflow for executing during merge queue events. — thanks MatissJanis
  • #6582 Update CodeRabbit configuration to include review workflow and labeling instructions. — thanks MatissJanis
  • #6584 Remove ESLint, migrate to oxlint, and enforce new import sorting rules across files. — thanks MatissJanis
  • #6592 Add custom checks to CodeRabbit configuration for settings evaluation, linting, and typecheck enforcement. — thanks MatissJanis
  • #6593 Switch Flathub validation to flatpak-builder-lint for metainfo validations — thanks MikesGlitch
  • #6608 Bump react-router version from 7.9.6 to 7.12.0 for improved functionality and performance. — thanks dependabot
  • #6611 Update Flathub screenshots to better comply with quality guidelines — thanks MikesGlitch
  • #6626 Remove the force reload feature from the application settings. — thanks MatissJanis
  • #6627 Copy hex color definitions from colors.ts (oldColors) into palette.ts — thanks Juulz
  • #6636 lint: patch some low-hanging fruit lint violations — thanks MatissJanis
  • #6638 Remove obsolete help text after removing linear trend from crossover report — thanks jonner
  • #6641 Fix lint warnings in generated release notes for improved clarity and consistency. — thanks Copilot
  • #6642 lint: patch some no-empty-function violations — thanks MatissJanis
  • #6647 Update baseline browser mapping — thanks matt-fidd
  • #6656 Bump various dependencies — thanks matt-fidd
  • #6657 Add GitHub workflow to automatically welcome contributors of forked pull requests. — thanks MatissJanis
  • #6658 Bump undici dependency version from 7.16.0 to 7.18.2 for improved performance and security. — thanks dependabot
  • #6659 Give contributor points for marking issues as duplicates — thanks matt-fidd
  • #6665 Add missing theme color variable sidebarBudgetName. — thanks Juulz
  • #6667 lint: patch some react oxlint violations — thanks MatissJanis
  • #6670 LLM: add code review guidelines — thanks MatissJanis
  • #6677 Post bundle size comparison comment in the PR body instead — thanks matt-fidd
  • #6679 lint: fix various a11y issues — thanks MatissJanis
  • #6680 lint: sort named imports — thanks MatissJanis
  • #6691 Correct capitalization of "Flathub" in documentation and spelling expectations, removing duplicates. — thanks jfdoming
  • #6694 Run yarn dedupe on the repository — thanks jfdoming
  • #6699 Reduce payees E2E test flakiness. — thanks MatissJanis
  • #6703 Bump electron versions — thanks matt-fidd
  • #6707 Update release notes category from 'Bugfix' to 'Bugfixes' for consistency. — thanks jfdoming
  • #6715 Add separator between PR body and bundle statistics — thanks matt-fidd
  • #6717 Upgrade various React dependencies — thanks matt-fidd
  • #6719 lint: upgrade oxlint & oxfmt — thanks MatissJanis
  • #6720 lint: enable oxfmt on the docs package — thanks MatissJanis
  • #6728 Mobile: unify file-switching experience — thanks MatissJanis
  • #6731 Remove broken bank identifier link from GoCardless README and clarify its non-existence. — thanks Copilot
  • #6751 Reinstate nightly edge deploys — thanks MikesGlitch
  • #6753 Fix edge nightly workflow — thanks MikesGlitch
  • #6770 Add Storybook Documentation into the component library — thanks MikesGlitch
  • #6810 Remove 'suspect ai generated' label when 'AI Generated' is added — thanks StephenBrown2
  • #6822 Remove GitHub pages deploys in favor of Netlify — thanks MikesGlitch