Upcoming Release
info
These changes have been merged but are not yet part of a stable release. They
ship in the nightly builds — try them via the nightly Docker image tag, or the
hosted demo at nightly.actualbudget.org.
For changes in stable releases, see the Release Notes.
Features
- #9347 Add a Quarterly interval to custom reports — thanks kareemhalabi
- #9343 Add server support for creating and revoking API keys for individual budgets — thanks jfdoming
- #9345 Create and revoke API keys for individual budgets from Security settings — thanks jfdoming
- #9344 Allow scripts to download and update selected budgets using a separately revocable API key — thanks jfdoming
- #9432 Add one-off withdrawals to the Monte Carlo report so a lump sum such as a house deposit or pension tax-free cash can be taken at an age — thanks MikesGlitch
- #9426 Make Akahu bank sync (New Zealand banks) available to everyone without enabling an experimental feature — thanks MatissJanis
Enhancements
- #9509 Add a mobile Tags page for adding, editing, filtering and deleting tags — thanks matt-fidd
- #9382 Add haptic feedback to the keypad, swipe actions and pull to refresh in the iOS and Android apps — thanks MatissJanis
- #9271 Add a hidden setting to try the new browser storage engine, and move the API's browser build to it so pages using it no longer need cross-origin isolation headers — thanks MikesGlitch
- #9260 Add
applyCategoryTemplateandgetCategoryTemplateAmountto the API to budget a category from its templates — thanks nowak-mariusz - #8981 Add support for managing dashboard pages and widgets through
@actual-app/api. — thanks andycarlberg - #9485 Allow API keys to sync SimpleFIN and Pluggy accounts using credentials configured for the budget — thanks jfdoming
- #9293 Automatically extend budget planning beyond 12 months, up to 5 years ahead, in Envelope and Tracking modes. — thanks x-rous
- #9405 Add an "Average of previous weeks" budget automation — thanks tim-smart
- #9208 Show the largest scheduled inflows and outflows behind a balance forecast, with links to review and edit each schedule. — thanks samaluk
- #9207 Add balance forecasts that start today, keep saved ranges moving forward, and label today or the current month on the chart. — thanks samaluk
- #9297 Show a small ring beside the balance of categories whose goal is not yet funded, which fills as the goal is funded, and stop coloring envelope income categories by goals left from a tracking budget — thanks mattm4444
- #9209 Compare up to four named balance forecast lines with separate account and transaction filters, and save them to your dashboard — thanks samaluk
- #9218 Move the actions on the payees, tags, rules and schedules pages into a toolbar above the list and give those pages and bank sync a consistent layout — thanks matt-fidd
- #9438 Allow mobile users to copy/paste into the transaction amount field. — thanks rjinnette
- #9383 Mobile apps: stop registering the web update mechanism, and hide the "new version available" notice and the self-hosting setup hint, since updates and setup work differently there — thanks MatissJanis
- #9304 Show a category's goal as soon as you save its budget automations, without changing the budgeted amount — thanks mattm4444
- #9406 Allow the Reports page to be hidden from the sidebar — thanks RandomSpaceship
- #9121 Improve how quickly the budget appears when opening it. — thanks aelxxs
- #9320 Monte carlo - Load the reports dashboard faster when it has a Monte Carlo card — thanks MikesGlitch
- #9093 Add a button to remove a tag from a transaction's notes when hovering the tag — thanks rtwfroody
- #9409 Reorder report dashboards by dragging them in the dashboard selector — thanks RandomSpaceship
- #8862 Budget schedules using a smarter forecast that stops adding to a category once it holds what its upcoming bills need — thanks MikeBishop
- #9326 Scroll to and highlight the other side of a transfer when opening it from the transfer arrow — thanks rapastranac
- #9540 Show the setting for trying the new browser storage engine in Experimental settings — thanks MikesGlitch
- #9462 Skip goal template targets whose month has passed instead of failing the whole template run, and stop
byandspendtargets from pulling money back out of a category that is already funded beyond them — thanks e13h - #9329 Make the iOS and Android apps much smaller to download and install. — thanks MatissJanis
- #9384 Sync and re-check the server connection when the iOS and Android apps return to the foreground — thanks MatissJanis
Bugfixes
- #8791 Fix an occasional API crash on shutdown while schedules are being processed — thanks cakeni
- #9466 Fix recurring schedules without an assigned account not advancing after being paid — thanks saiyam-jain-dev
- #9535 GoCardless: use the merchant as the payee for Alior Bank credit card payments too, not only debit card payments — thanks muhimu
- #9523 Prevent the background artwork from flickering during updates. — thanks lfrb
- #9263 Handle Date values when checking the current month or day. — thanks fallintoplace
- #9226 Fix the sync server not starting on systems with IPv6 disabled — thanks grzdev
- #9374 Prevent categories from becoming orphaned when updated with an invalid group ID. — thanks emadleo13
- #9393 Show a clear error with recovery steps when the API finds a budget that is out of sync with the server. — thanks bubbletroubles
- #9470 Fix the Budget Analysis report counting categories in hidden groups and leaving out overspending from the month before the selected period — thanks tabedzki
- #9471 Fix accented characters appearing corrupted when opening exported CSV files in Excel — thanks tabedzki
- #9278 Fix reports added on one device never showing up on your other devices, and bring back any that went missing — thanks youngcw
- #9467 Fix the category donut chart turning black when theme chart colors use hsl values — thanks Edzard9
- #9456 Fix deleted transactions coming back after every sync for some Enable Banking banks — thanks MatissJanis
- #9468 Fix Enable Banking syncs that some banks rejected, or that failed when the bank could not report a balance — thanks MatissJanis
- #9454 Show a clear error when Enable Banking setup fails or its list of banks cannot be loaded — thanks MatissJanis
- #9455 Add dark and tinted iOS app icons and a dark-mode splash screen — thanks bmuna
- #9529 Fix wrong balances and crashes when linking Pluggy.ai or Akahu accounts — thanks samjonath
- #9497 Stop the search box from covering the add button on the tags, rules and schedules pages at narrow widths — thanks matt-fidd
- #9335 Fix long payee names being cut off in the rule editor on mobile — thanks vulinh1704
- #9414 Monte carlo - Stop the minimum spending floor raising a cheaper spending phase above its planned amount — thanks MikesGlitch
- #9309 Prevent invalid calculations from interrupting transaction amount editing. — thanks doksanbes
- #9394 Fix OpenID sign-in in the iOS and Android apps: the sign-in page now opens in the system browser and returns to the app when done — thanks MatissJanis
- #9402 Fix custom reports showing unchecked or hidden categories when “Show empty rows” is enabled. — thanks sraylanka
- #9308 Fix downloading a report snapshot in Firefox — thanks pendevster
- #9212 Show the running balance when transactions are sorted by date with the oldest first — thanks kikoval
- #9501 Fix undo not reverting the last change after opening a settings page — thanks matt-fidd
- #9461 Fix HTTP_PROXY support for SimpleFIN connections — thanks jfdoming
- #9351 Fix SimpleFIN connection failures on recent nightly builds — thanks jfdoming
- #9480 Fix sync failing for budgets with a long history after importing them into a new server — thanks danielkuhnen
- #9367 Fix Tab skipping to the cleared column after picking a transaction date with the mouse — thanks matt-fidd
- #9502 Fix tags not updating after undoing a tag change — thanks matt-fidd
- #9433 Hide the "Warning" link in the top bar of the iOS and Android apps when the phone is rotated to landscape — thanks MatissJanis
- #9401 Use the current selected file for option-driven re-parses in the transaction import modal. — thanks Hrushikesh-ramilla
- #9172 Keep the search on mobile account transaction lists when opening a transaction and going back. — thanks costajohnt
- #9360 Keep the account search applied after showing or hiding reconciled transactions — thanks boutchitos
- #9363 Keep transactions and running balances after sorting by date while reconciled transactions are hidden — thanks boutchitos
- #9387 Fix Linux AppImage dock icon grouping by setting StartupWMClass to match the window class (
actual). — thanks junaidkhan80121 - #9328 Keep the bank sync status pill below the notch in the iOS mobile app — thanks MatissJanis
- #9369 Fix transaction notes with line breaks being rewritten when the notes field is focused — thanks YasinzHyper
- #9527 Read comma decimal amounts in OFX imports instead of multiplying them by 100 — thanks jayhemnani9910
- #9173 Keep skipped schedule dates when editing a schedule — thanks SomSamantray
- #8905 Prevent a device with an incorrect clock from breaking sync for everyone sharing the budget. — thanks jsoberg
- #8904 Restore the sync clock when a batch of received changes fails to apply, so the failure no longer leaves the clock advanced — thanks jsoberg
- #9434 Fix the mobile bottom navigation bar staying hidden after scrolling on a settings page and going back — thanks MatissJanis
- #9386 Fix scheduled transactions failing to catch up after a temporary error without duplicating transactions already posted — thanks tim-smart
- #9316 Fix schedule templates over-budgeting a category when the schedule's rule has a split with no category (e.g. a transfer) — thanks e13h
- #9487 Show the required server version for API key settings instead of a loading error on older servers — thanks jfdoming
- #9299 Show a clear message when SimpleFIN cannot be reached or is down for maintenance, instead of a generic internal error — thanks A-RYAN-1
- #9490 Stop completed schedules from linking to new transactions that match them — thanks tabedzki
- #9313 Fix amounts in currencies without decimals (yen, won, rial) being shown or saved at the wrong scale. Re-enter budget, rule and schedule amounts typed in these currencies before this fix; goal templates are unaffected, and running them again corrects the amounts they set. — thanks rapastranac
- #9339 Fix the server reporting that it started and then quietly exiting when its port is already in use or can't be opened. — thanks tabedzki
- #9232 Fix transaction search treating digits inside words like
35mmas an amount — thanks abakarovy - #9436 Fix the budget file list being squished on mobile — thanks MatissJanis
Maintenance
- #9398 Add podway to the Additional Installation Options list — thanks velsa
- #9269 Add the official SQLite WebAssembly build as a storage engine for the browser, not yet enabled — thanks MikesGlitch
- #9270 Add the browser storage layer for the new SQLite engine (not yet enabled) — thanks MikesGlitch
- #9425 Docs: fix the broken MASH Ansible playbook link under additional installation options. — thanks spatterIight
- #9439 Add a security policy explaining how to report vulnerabilities and that bank sync credentials set up by an admin are shared with all users on the server — thanks MatissJanis
- #9503 Fix a flaky end-to-end test for range selection in the transaction table — thanks matt-fidd
- #9465 Fix the iOS app not launching when built with Xcode 27 — thanks MatissJanis
- #9496 Keep the iOS App Store description and screenshots in the repository and publish them automatically with each release; stop the clock and status icons from covering buttons on large-screen devices in the mobile app — thanks MatissJanis
- #9314 Publish iOS app builds to TestFlight from CI on every master merge, release, or manual run — thanks MatissJanis
- #9327 Add a sandboxed Mac App Store build of the desktop app and publish it to TestFlight from CI — thanks MatissJanis
- #9429 Remove AUR actual-appimage from community install docs — thanks MikesGlitch
- #9324 Document that iOS publishing from CI needs an Admin App Store Connect key — thanks MatissJanis
- #9358 Move the donut chart's colour helpers and hover labels into their own files — thanks RandomSpaceship
- #9330 Submit the iOS and Mac App Store builds for review automatically on each release, and send nightly TestFlight builds to the external beta testers group instead of uploading on every merge — thanks MatissJanis
- #9499 Use theme tokens in the command bar and chart colors instead of raw CSS variable names — thanks matt-fidd
- #9498 Remove unused theme colors and add two that were missing from the dark theme — thanks matt-fidd
- #9508 Define theme colors in a single source file instead of one CSS file per theme — thanks matt-fidd
- #9411 Upgrade the
akahubank sync client to 2.6.0 — thanks MatissJanis - #9450 Upgrade dependencies to resolve security advisories — thanks MatissJanis