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Upcoming Release

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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​

  • #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
  • #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
  • #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
  • #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
  • #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
  • #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
  • #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
  • #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​

  • #8800 Fix the CLI failing to push changes to end-to-end encrypted budgets — thanks ivanovart
  • #8818 Fixes a typo on the "Envelope Budgeting" page of the docs. — thanks chris-t-jansen
  • #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
  • #8798 add vite-plugin-peggy workspace to sync-server.Dockerfile — thanks ahawkins318
  • #8861 Fix Monte Carlo withdrawal rules misbehaving when retirement starts after years of zero planned spending — 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

Maintenance​

  • #8834 Add spacing presets for more consistent design — 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
  • #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
  • #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
  • #8884 Stop posting PR welcome checklist on maintainer PRs — thanks matt-fidd