Release 26.8.0

This release promotes Age of Money and Payee Locations to stable features, improves onboarding and mobile bank sync setup, and adds day-level date ranges to reports, as well as numerous other fixes.

• Age of Money report released as a first-party feature
• Payee Locations released as a first-party feature
• Redesigned onboarding screens and a smoother first-account setup
• Add account reconciliation on mobile
• Set up bank sync providers and link accounts from the mobile Bank Sync page
• Day-level date range selection in reports
• Export Budget Analysis reports as CSV
• The @actual-app/api package can now be used in browser context; allowing to build your own UI for Actual or custom tools - demo - financial analysis

Docker Tag: 26.8.0

Features

• #8540 Promote the Age of Money report to a stable feature — thanks youngcw
• #8511 Promote Payee Locations to a stable feature. — thanks MatissJanis

Enhancements

• #7952 Restore budget table scroll position when navigating back from the spent transactions view. — thanks clintharris
• #8245 Improve formula editors with visual badges and context-aware completions for queries, variables, budget fields, categories, and timeframes — thanks lelemm
• #8316 Allow bank sync credentials to be stored globally or for a specific budget file (currently only supported for Pluggy.ai). — thanks lelemm
• #8380 Add corrected installment dates for Pluggy credit card transactions, available as a mappable date field in bank sync settings. — thanks lelemm
• #8436 Added "4Rules Blurple - Dark" to the custom theme catalog; renamed "You Need A Dark Mode" to "4Rules Cyan - Dark". — thanks distantvapor
• #8447 Add Dracula and Alucard to the custom theme catalog. — thanks lelemm
• #8414 Add importBudget and exportBudget functions to the API for importing and exporting budget files directly — thanks MatissJanis
• #8470 Add a tooltip to the cleared column header explaining the transaction status icons — thanks rtwfroody
• #8384 Add ability to reconcile accounts on mobile — thanks matt-fidd
• #8344 Added button to mobile transaction edit to allow easier access to # in mobile, and added tags to demo budget — thanks alecbakholdin
• #8295 Add Thyrium to the custom theme catalog. — thanks Carlisle96
• #8396 Add Zero Dark to the custom theme catalog. — thanks Deathblade666
• #8440 Add tooltips to the theme, privacy, and server status icons in the top bar — thanks tabedzki
• #8163 Budget Analysis reports can now be exported as CSV — thanks tabedzki
• #8164 Budget analysis report: add "show hidden categories" option, group options into dropdown — thanks tabedzki
• #8410 The API can now read a budget's formatting preferences, such as its number and currency format. — thanks MatissJanis
• #8515 Use a month picker instead of a full date picker when choosing months in budget automations — thanks matt-fidd
• #8496 Improve the process to add a first account — thanks matt-fidd
• #8356 Shows label name of hovered stacked bar chart group even if the label would have been hidden in compact mode — thanks dsmaugy
• #8495 Redesign onboarding screens — thanks matt-fidd
• #8106 Improved context menu ergonomics under the hood — thanks alecbakholdin
• #8552 Update the iOS and Android app icons and launch screens to match the PWA — thanks jfdoming
• #8497 Allow setting up bank sync providers and linking accounts from the mobile Bank Sync page — thanks matt-fidd
• #8427 Add day-level date range selection to reports: the new date range picker lets you switch between picking whole months or exact days, and works the same in every browser — thanks tabedzki, rznn7, & MatissJanis
• #8318 Add Pluggy.ai settings support for configuring credentials on a specific budget file. — thanks lelemm
• #8317 Use per-budget-file credentials for Pluggy.ai bank sync. — thanks lelemm
• #8391 Support clicking on category groups in reports to see the filtered transactions — thanks matt-fidd
• #8415 Simplify the getCategories API to always return a flat list of categories. — thanks MatissJanis
• #8437 Common API failures now include a stable code so apps built on the API can show their own clear message for each kind of failure. — thanks MatissJanis
• #8335 Add performance indices for transactions table — thanks alecbakholdin

Bugfixes

• #8032 Skip Enable Banking PSU headers when the detected client IP is local or private. — thanks Nustinua
• #8244 Fix Formula card query sliding-window timeframes to use the same live range calculation as reports. — thanks lelemm
• #8351 avoid the full-page reset and scroll jump when editing crossover report filters — thanks lucasboebel
• #8505 Fix OIDC login on iPad and harden the OIDC callback on all browsers — thanks MikesGlitch
• #8526 Fix login issue that happens after signing out of a server with OIDC on Electron. — thanks MikesGlitch
• #8397 Fix using a custom data directory in the browser version of the API, and show the real error message when something goes wrong in the background — thanks MatissJanis
• #8289 api: the browser version of the API now works out of the box in any web app, with no extra setup. — thanks MatissJanis
• #8457 Fix app becoming unresponsive on Android when reopening after being in the background for a while. — thanks martin-lukas
• #8503 Fix Age of Money account filters so transfers between included and filtered-out on-budget accounts count as money entering or leaving the filtered accounts. — thanks saahiljaffer
• #8467 Fixed a crash when converting a regular transaction into a split via the API. — thanks aturzone
• #8365 Allow previously linked bank-sync accounts to be selected again when reconnecting the same provider. — thanks mooons
• #8448 Fetch the latest custom theme CSS when installing themes from the catalog. — thanks lelemm
• #8510 Fix GoCardless account linking in the desktop app — thanks matt-fidd
• #8301 Fix deleting categories and category groups with transactions on mobile — thanks edwei06
• #8421 Fix mobile swipe-to-delete gesture not working on payees, rules, and schedules — thanks youngcw
• #8525 Fix relinking a bank account that had been unlinked. — thanks youngcw
• #8339 Fix some SimpleFIN setup tokens failing to claim and link accounts — thanks matt-fidd
• #8479 Fix the split transaction popover sometimes not rendering at full height — thanks matt-fidd
• #8549 Fix budget templates/automations with a priority not allocating funds properly in tracking budgets — thanks youngcw
• #8402 Fix Query Manager hints for QUERY and QUERY_COUNT to show double-quoted query names, matching the syntax formulas actually require. — thanks lelemm
• #8383 Recognise GoCardless responses advising that the EUA has expired as relink requests — thanks matt-fidd
• #8392 Prevent Pluggy bank sync from repeatedly rewriting uncategorized and transfer transactions — thanks lelemm
• #8490 Refresh running balances after editing a transaction — thanks tianrking
• #8360 When a rule action sets payee_name, resolve it to the actual payee ID immediately during rule execution instead of waiting until finalization. — thanks julienvincent
• #8424 Stop the nYNAB importer from creating an unused duplicate payee for each linked transfer account. — thanks claude
• #8478 Translate budget template action notifications. — thanks DarthAmk97
• #8516 Respect reduced motion settings in the new onboarding screen — thanks matt-fidd

Maintenance

• #7829 Switch from bcrypt to argon2id hashing algorithm — thanks matt-fidd
• #8100 Add scoped error boundaries around the mobile budget, account, and transaction edit pages so a rendering error in one of them no longer crashes the entire app. — thanks BIGSUS24
• #8369 Refactor formula autocomplete metadata to share a single catalog for report and rule formula suggestions. — thanks lelemm
• #8545 Migrate api/app/query to TypeScript — thanks shahidsarker
• #8398 Add a Claude skill for writing release notes — thanks MatissJanis
• #8477 Add an agent skill documenting how to run and update visual regression tests — thanks MatissJanis
• #8493 Allow null in database query parameter types via a shared SqlParam type — thanks MatissJanis
• #8528 Tweak testing framework for templates/automations — thanks matt-fidd
• #8462 Make Codex-based agent harnesses (ChatGPT desktop app, Codex CLI/IDE) run the repo agent hooks and discover the shared skills — thanks MatissJanis
• #8456 E2E test fixes for easier local runs — thanks StephenBrown2
• #8535 Fix maintainer points counting script PR categorisation — thanks matt-fidd
• #8533 Bump various dependencies — thanks matt-fidd
• #8534 Bump playwright — thanks matt-fidd
• #8337 Speed up desktop app builds in CI — thanks matt-fidd
• #8446 Enforce in CI that shipped database migration files are never edited or deleted, and warn on migrations that look destructive — thanks MatissJanis
• #8381 Prevent duplicate draft releases being created by the Electron release job — thanks matt-fidd
• #8331 Prefix agent-authored GitHub comments, reviews and issues with the robot emoji 🤖. — thanks MatissJanis
• #8388 Update build configuration to support mobile app — thanks jfdoming
• #8387 Check in basic structure for mobile app PWA wrapper — thanks jfdoming
• #8547 Wrap the mobile schedules, payees, and bank sync pages in scoped error boundaries, so a rendering error in one of these sections shows a recoverable fallback instead of crashing the whole app. — thanks BasilTh
• #8536 Dont add duplicate labels to bug and feature issues when there is already a type set — thanks youngcw
• #8330 Clarify nYNAB export options when the third-party web exporter is unavailable. — thanks archit-goyal
• #8463 Enable React Compiler for all monorepo packages with React code instead of only desktop-client — thanks MatissJanis
• #8368 Fix release note generation script to resolve links in cherry-picked changes — thanks matt-fidd
• #8393 Replace adm-zip with fflate and safe wrappers for zip handling. — thanks StephenBrown2
• #8362 Reorganise the SimpleFIN key saving logic — thanks matt-fidd
• #8461 Migrate node version validation to TypeScript — thanks Ehtasham-Yasin