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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​

  • #6041 Add New Zealand bank sync via Akahu — thanks ItsThatDude
  • #7919 Add ability to show or hide tags and added better handling of bulk tag actions — thanks alecbakholdin
  • #7920 Add configurable average ranges to Monthly Spending report — thanks MattFaz
  • #8017 Accounts with a failed bank sync now stay flagged as failed after reloading, instead of losing that status on refresh. — thanks jcam & MatissJanis

Enhancements​

  • #7831 You can now sort categories within a budget group alphabetically (A→Z or Z→A) on desktop and mobile. — thanks davidbettis
  • #7848 Introduced selector to "has tag" filter. Introduced new "has any tag" filter and renamed "has tag" to "has all tags" — thanks alecbakholdin
  • #7883 When editing a transaction on mobile a new chip on the payee field now surfaces a lack of geolocation permissions. — thanks mannkind
  • #7906 Automation UI: Add per-automation notes and a tooltip for budget page — thanks matt-fidd
  • #7912 Add keyboard shortcut for overwrite templates — thanks youngcw
  • #7922 Display a warning indicator in titlebar when browser does not support SharedArrayBuffer — thanks awaissaeed530
  • #7945 Add IRR currency — thanks YoungMind1
  • #7948 Add docs on how to use the stacked net worth graph. — thanks mnil
  • #7954 Add trend line to line reports — thanks matt-fidd
  • #7957 Improve Balance Forecast captions with ending balance and lowest point context. — thanks samaluk
  • #7962 Fix visual issues in mobile transaction entry forms, enhancing styling and border consistency. — thanks MatissJanis
  • #7990 Remove regex dependency from Excel formula execution for improved performance and reliability. — thanks lelemm
  • #7993 Add Pakistani PKR currency — thanks awaissaeed530
  • #7998 Add color variables so items added/updated show up bold and colored, if desired. Default behavior unchanged. — thanks Juulz
  • #8026 Show a clear "update required" message instead of a cryptic no such column error when an outdated client or API connects to a budget that uses a newer database schema — thanks MatissJanis
  • #8060 Add Mexican Peso as usable currency — thanks youngcw
  • #8079 Enable case-insensitive searching for payees and categories in autocomplete components. — thanks jdcorona96
  • #8080 Automation UI: Improve scaling on various screen sizes and zoom levels — thanks matt-fidd
  • #8088 Automation UI: Add warning when schedule/save by automation priorities don't match — thanks matt-fidd
  • #8099 Automation UI: add mobile support — thanks matt-fidd
  • #8102 The Actual CLI (@actual-app/cli) is no longer marked as experimental. — thanks MatissJanis

Bugfixes​

  • #7827 Fixed CSV import settings being reset when changing “Skip end lines”. — thanks Hui66cs
  • #7955 Fix Balance Forecast double-counting posted split transactions. — thanks samaluk
  • #7959 Trim schedule names when saving so template lookups are not affected by leading or trailing spaces. — thanks Will-thom
  • #7971 Fix OIDC login on iOS — thanks MikesGlitch
  • #7977 Fixed a sync-server permission issue so only file owners or admins can perform sensitive file-management actions. — thanks MatissJanis
  • #7978 Fix fatal error preventing PWA launch when offline on iOS devices. — thanks MatissJanis
  • #7992 Fix empty scrollbars in the schedule edit modal — thanks youngcw
  • #8001 Fix custom report drilldowns for transfer bars so they only show transfer transactions. — thanks kikiminyes
  • #8006 Fixes a bug where selecting Link Account from the account page required reselecting the same account in the modal even though it’s prepopulated. — thanks mnil
  • #8012 Add SSRF protection to the SimpleFIN bank sync integration. — thanks MatissJanis
  • #8018 Fix Docusaurus documentation build by pinning webpackbar dependency to version ^7.0.0. — thanks MatissJanis
  • #8030 Fix Balance Forecast report Y-axis numbers being cut off for large balances. — thanks samaluk
  • #8031 Fix Balance Forecast chart line colors with custom themes by using report color tokens instead of notice/error text colors. — thanks samaluk
  • #8037 Importing @actual-app/api in a Node.js environment was causing a ReferenceError, due to how the build handles relative paths. — thanks kyleslattery
  • #8052 Fix api/bank-sync to work on accounts with a single SimpleFin account — thanks dzickusrh
  • #8068 Fix SimpleFIN credential reset not resetting accessKey after resetting token. — thanks KevinIsMyName
  • #8082 Automation UI: rework balance cap and fix error when clearing fields — thanks matt-fidd
  • #8085 Fix incorrect schedule value when saving full amount for a yearly schedule. — thanks mnil
  • #8086 Enable Banking: skip transactions that can't be imported (no date, or a non-numeric amount) instead of failing the entire account sync. — thanks mheiland
  • #8113 Fix bank sync hanging indefinitely (most visible on mobile, where the sync spinner never stopped). — thanks MatissJanis
  • #8118 Fix SharedArrayBuffer warning showing in new warning indicator when using desktop app — thanks MikesGlitch
  • #8101 Fixed desktop settings (such as the selected language) being reset to defaults after an interrupted app update. — thanks MatissJanis
  • #8093 Make tag search case-insensitive — thanks alecbakholdin

Maintenance​

  • #7658 Add scoped error boundaries to individual report routes to prevent feature-level crashes from taking down the entire reports area. — thanks tmchow
  • #7949 Prevent release cut workflow from running on forks — thanks MikesGlitch
  • #7951 Fix ineffective dynamic import warning for responsive/wide by removing the static barrel import from FinancesApp. — thanks MatissJanis
  • #7958 Only count PRs based on master towards maintainer points — thanks matt-fidd
  • #7965 Update Playwright tests to use fixed version strings for consistent test behavior. — thanks MatissJanis
  • #7967 Add project-scoped Claude Code skills. — thanks MatissJanis
  • #7975 Address zizmor findings on GitHub Actions workflows. — thanks MatissJanis
  • #7982 Upgrade dependencies to address security advisories and enhance overall package stability. — thanks MatissJanis
  • #8011 Add a 3-day minimum age gate for npm dependencies to harden against supply-chain attacks — thanks MatissJanis
  • #8027 Move i18n usage outside of loot-core. — thanks MatissJanis
  • #8044 Upgraded the desktop Electron runtime from 39.8.5 (EOL) to 41.7.1. — thanks MikesGlitch
  • #8049 Fix react compiler application on Windows Electron app — thanks matt-fidd
  • #8064 Adds internal currency-aware helpers to currencies.ts and util.ts. — thanks StephenBrown2
  • #8065 Add auto-generated documentation page for upcoming release notes in Docusaurus. — thanks MatissJanis
  • #8067 Remove unnecessary playwright container pulls to speed up CI — thanks matt-fidd
  • #8090 Add a CI check that fails when a pull request has the "do not merge" label. — thanks MatissJanis
  • #8110 Disable ESLint in the CodeRabbit configuration since the project uses oxlint. — thanks MatissJanis
  • #8092 Run the "do not merge" label check on merge_group events so it can be a required check in the merge queue. — thanks MatissJanis
  • #8135 Surface the AI usage and self-review expectations to contributors when they open a pull request — thanks MatissJanis
  • #7963 Allow descriptive filenames for release notes (no longer required to be named after the PR number). — thanks MatissJanis
  • #8091 ci: remove no longer necessary "environment" from release-notes ci job. — thanks MatissJanis