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🔖 (24.4.0) custom reports improvements, stability enhancements (#342)
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.github/actions/spelling/allow/keywords.txt
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@@ -52,6 +52,7 @@ netlify
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nordigen
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nynab
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offbudget
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ofx
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OFX
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payeerule
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pikaday
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@@ -65,7 +66,9 @@ QIF
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returnsandreimbursements
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Rezip
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RUpdate
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sankey
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screenshots
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SEB
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subfolders
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subreaper
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subtransaction
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88
blog/2024-04-01-release-24.4.0.md
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88
blog/2024-04-01-release-24.4.0.md
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@@ -0,0 +1,88 @@
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---
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title: Release 24.4.0
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description: New release of Actual.
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date: 2024-04-02T10:00
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slug: release-24.4.0
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tags: [announcement, release]
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hide_table_of_contents: false
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authors: MatissJanis
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---
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The release has the following notable improvements:
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- Stability improvements and various edge-case bug fixes
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- (Experimental) custom report improvements - please report your feedback [here](https://github.com/actualbudget/actual/issues/1918)
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<!--truncate-->
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**Docker tag: 24.4.0**
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## Actual
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Version: v24.4.0
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#### Features
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- [#2398](https://github.com/actualbudget/actual/pull/2398) Add option to make a transfer from two selected transactions. — thanks @twk3
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#### Enhancements
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- [#2408](https://github.com/actualbudget/actual/pull/2408) Updating the way the "budget" page links to the "accounts" page when clicking on the "spent" column items to use the filters functionality — thanks @carkom
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- [#2410](https://github.com/actualbudget/actual/pull/2410) Create a list where disabled items can be easily managed for custom reports. — thanks @carkom
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- [#2416](https://github.com/actualbudget/actual/pull/2416) Bank sync quality of life improvements: show "pending" status on accounts, progressively import new transactions instead of waiting for all account sync to finish before adding them to the ledger. — thanks @MatissJanis
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- [#2429](https://github.com/actualbudget/actual/pull/2429) Hide hidden categories on the Category AutoComplete. Allow a prop for showing (with indication). — thanks @Shazib & @carkom
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- [#2441](https://github.com/actualbudget/actual/pull/2441) Show a modal to confirm unlinking accounts. — thanks @psybers
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- [#2446](https://github.com/actualbudget/actual/pull/2446) Provide "api/category-groups-get" API endpoint — thanks @psybers
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- [#2476](https://github.com/actualbudget/actual/pull/2476) Show account sync indicators when viewing accounts on mobile. — thanks @psybers
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- [#2505](https://github.com/actualbudget/actual/pull/2505) Change custom reports overview cards to use live data. Also, stops saving data query in saved report db table. — thanks @carkom
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- [#2526](https://github.com/actualbudget/actual/pull/2526) Adding new icon to better match the area graph type — thanks @carkom
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#### Bugfix
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- [#2404](https://github.com/actualbudget/actual/pull/2404) [Goals] If no sinking funds are used, apply existing category balance to simple schedules to 'top off' the category. — thanks @shall0pass
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- [#2409](https://github.com/actualbudget/actual/pull/2409) End of month cleanup - revert logic introduced in 2295. Ignore rollover categories. — thanks @shall0pass
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- [#2419](https://github.com/actualbudget/actual/pull/2419) Implemented a "pill gesture" icon on navigation bar for better mobile UX — thanks @CampaniaGuy
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- [#2421](https://github.com/actualbudget/actual/pull/2421) Fix OFX import amount when more than 2 decimal places are provided — thanks @keriati
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- [#2422](https://github.com/actualbudget/actual/pull/2422) Fix colors for the budget name and category name in the accounts view on mobile. — thanks @shall0pass
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- [#2434](https://github.com/actualbudget/actual/pull/2434) Fix flaky transfer e2e test. — thanks @twk3
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- [#2447](https://github.com/actualbudget/actual/pull/2447) Show scheduled transactions when viewing "All accounts" — thanks @psybers
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- [#2452](https://github.com/actualbudget/actual/pull/2452) Fix budget key tab navigation. — thanks @twk3
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- [#2455](https://github.com/actualbudget/actual/pull/2455) Import reconciled transactions from ynab4 — thanks @youngcw
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- [#2460](https://github.com/actualbudget/actual/pull/2460) Fix background color on bulk edit dialogs in Midnight theme. — thanks @shall0pass
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- [#2461](https://github.com/actualbudget/actual/pull/2461) Fix midnight theme autocomplete hover color. — thanks @joel-jeremy
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- [#2462](https://github.com/actualbudget/actual/pull/2462) Fix header column overlap when cleared is selected. — thanks @dangrous
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- [#2464](https://github.com/actualbudget/actual/pull/2464) Fix csv/ofx import sometimes importing duplicate transactions — thanks @MatissJanis
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- [#2474](https://github.com/actualbudget/actual/pull/2474) Import reconciled transactions from nYNAB — thanks @Wizmaster
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- [#2475](https://github.com/actualbudget/actual/pull/2475) Fix error when viewing uncategorized transactions when there are upcoming scheduled transactions. — thanks @psybers
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- [#2485](https://github.com/actualbudget/actual/pull/2485) Do not include off-budget transfers in the expenses calculation for cash-flow card (align it with the cash-flow reports page). — thanks @MatissJanis
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- [#2487](https://github.com/actualbudget/actual/pull/2487) Fix mobile accounts page pull to refresh functionality — thanks @joel-jeremy
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- [#2489](https://github.com/actualbudget/actual/pull/2489) Fix hotkeys sometimes stopping to work. — thanks @MatissJanis
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- [#2492](https://github.com/actualbudget/actual/pull/2492) Error catch for reports overview page. — thanks @carkom
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- [#2494](https://github.com/actualbudget/actual/pull/2494) Fix: disallow importing with invalid transaction amounts (that would result in the app crashing without a way to recover). — thanks @MatissJanis
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- [#2504](https://github.com/actualbudget/actual/pull/2504) Fix mobile account transactions page not loading more transactions when reaching end of page. — thanks @joel-jeremy
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- [#2528](https://github.com/actualbudget/actual/pull/2528) Fix custom report page cold-reload crash. — thanks @qedi-r
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- [#2530](https://github.com/actualbudget/actual/pull/2530) Fix mobile autocomplete colors. — thanks @joel-jeremy
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#### Maintenance
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- [#2381](https://github.com/actualbudget/actual/pull/2381) Update Input onChangeValue and onUpdate prop naming for consistency. — thanks @joel-jeremy
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- [#2388](https://github.com/actualbudget/actual/pull/2388) Update shared transaction module to strict typescript. — thanks @twk3
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- [#2403](https://github.com/actualbudget/actual/pull/2403) Move some TypeScript files to strict mode — thanks @MatissJanis
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- [#2417](https://github.com/actualbudget/actual/pull/2417) Delete experimental sankey feature - development abandoned. — thanks @MatissJanis
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- [#2425](https://github.com/actualbudget/actual/pull/2425) Reorganize mobile components. — thanks @joel-jeremy
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- [#2443](https://github.com/actualbudget/actual/pull/2443) Add WIP to new pull request titles — thanks @carkom & @twk3
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- [#2453](https://github.com/actualbudget/actual/pull/2453) Enabled strict TypeScript in rollover budget components. — thanks @MatissJanis
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- [#2459](https://github.com/actualbudget/actual/pull/2459) Convert BudgetTable component to a functional component. — thanks @joel-jeremy
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- [#2479](https://github.com/actualbudget/actual/pull/2479) Changing custom reports variable naming from "months" to "interval" so it's less confusing when adding new intervals — thanks @carkom
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- [#2481](https://github.com/actualbudget/actual/pull/2481) Convert most common components to strict TypeScript — thanks @MatissJanis
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- [#2500](https://github.com/actualbudget/actual/pull/2500) Autocomplete changes related to mobile modals. — thanks @joel-jeremy
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- [#2529](https://github.com/actualbudget/actual/pull/2529) Adding extra `console.log` lines to the bank-sync operation to improve troubleshooting — thanks @MatissJanis
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## Actual Server
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Version: v24.4.0
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#### Features
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- [#316](https://github.com/actualbudget/actual-server/pull/316) Add SEB Private Bank integration to gocardless. Handle that SEB is sending the creditor name in additionalInfo. — thanks @myhrmans
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- [#325](https://github.com/actualbudget/actual-server/pull/325) Add custom bank adapter for 'SEB Kort Bank AB' to properly sync credit card transactions. — thanks @walleb
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@@ -1,5 +1,82 @@
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# Release Notes
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## 24.4.0
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The release has the following notable improvements:
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- Stability improvements and various edge-case bug fixes
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- (Experimental) custom report improvements - please report your feedback [here](https://github.com/actualbudget/actual/issues/1918)
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### Actual
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Version: v24.4.0
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#### Features
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- [#2398](https://github.com/actualbudget/actual/pull/2398) Add option to make a transfer from two selected transactions. — thanks @twk3
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#### Enhancements
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- [#2408](https://github.com/actualbudget/actual/pull/2408) Updating the way the "budget" page links to the "accounts" page when clicking on the "spent" column items to use the filters functionality — thanks @carkom
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- [#2410](https://github.com/actualbudget/actual/pull/2410) Create a list where disabled items can be easily managed for custom reports. — thanks @carkom
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- [#2416](https://github.com/actualbudget/actual/pull/2416) Bank sync quality of life improvements: show "pending" status on accounts, progressively import new transactions instead of waiting for all account sync to finish before adding them to the ledger. — thanks @MatissJanis
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- [#2429](https://github.com/actualbudget/actual/pull/2429) Hide hidden categories on the Category AutoComplete. Allow a prop for showing (with indication). — thanks @Shazib & @carkom
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- [#2441](https://github.com/actualbudget/actual/pull/2441) Show a modal to confirm unlinking accounts. — thanks @psybers
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- [#2446](https://github.com/actualbudget/actual/pull/2446) Provide "api/category-groups-get" API endpoint — thanks @psybers
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- [#2476](https://github.com/actualbudget/actual/pull/2476) Show account sync indicators when viewing accounts on mobile. — thanks @psybers
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- [#2505](https://github.com/actualbudget/actual/pull/2505) Change custom reports overview cards to use live data. Also, stops saving data query in saved report db table. — thanks @carkom
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- [#2526](https://github.com/actualbudget/actual/pull/2526) Adding new icon to better match the area graph type — thanks @carkom
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#### Bugfix
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- [#2404](https://github.com/actualbudget/actual/pull/2404) [Goals] If no sinking funds are used, apply existing category balance to simple schedules to 'top off' the category. — thanks @shall0pass
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- [#2409](https://github.com/actualbudget/actual/pull/2409) End of month cleanup - revert logic introduced in 2295. Ignore rollover categories. — thanks @shall0pass
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- [#2419](https://github.com/actualbudget/actual/pull/2419) Implemented a "pill gesture" icon on navigation bar for better mobile UX — thanks @CampaniaGuy
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- [#2421](https://github.com/actualbudget/actual/pull/2421) Fix OFX import amount when more than 2 decimal places are provided — thanks @keriati
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- [#2422](https://github.com/actualbudget/actual/pull/2422) Fix colors for the budget name and category name in the accounts view on mobile. — thanks @shall0pass
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- [#2434](https://github.com/actualbudget/actual/pull/2434) Fix flaky transfer e2e test. — thanks @twk3
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- [#2447](https://github.com/actualbudget/actual/pull/2447) Show scheduled transactions when viewing "All accounts" — thanks @psybers
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- [#2452](https://github.com/actualbudget/actual/pull/2452) Fix budget key tab navigation. — thanks @twk3
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- [#2455](https://github.com/actualbudget/actual/pull/2455) Import reconciled transactions from ynab4 — thanks @youngcw
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- [#2460](https://github.com/actualbudget/actual/pull/2460) Fix background color on bulk edit dialogs in Midnight theme. — thanks @shall0pass
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- [#2461](https://github.com/actualbudget/actual/pull/2461) Fix midnight theme autocomplete hover color. — thanks @joel-jeremy
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- [#2462](https://github.com/actualbudget/actual/pull/2462) Fix header column overlap when cleared is selected. — thanks @dangrous
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- [#2464](https://github.com/actualbudget/actual/pull/2464) Fix csv/ofx import sometimes importing duplicate transactions — thanks @MatissJanis
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- [#2474](https://github.com/actualbudget/actual/pull/2474) Import reconciled transactions from nYNAB — thanks @Wizmaster
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- [#2475](https://github.com/actualbudget/actual/pull/2475) Fix error when viewing uncategorized transactions when there are upcoming scheduled transactions. — thanks @psybers
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- [#2485](https://github.com/actualbudget/actual/pull/2485) Do not include off-budget transfers in the expenses calculation for cash-flow card (align it with the cash-flow reports page). — thanks @MatissJanis
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- [#2487](https://github.com/actualbudget/actual/pull/2487) Fix mobile accounts page pull to refresh functionality — thanks @joel-jeremy
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- [#2489](https://github.com/actualbudget/actual/pull/2489) Fix hotkeys sometimes stopping to work. — thanks @MatissJanis
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- [#2492](https://github.com/actualbudget/actual/pull/2492) Error catch for reports overview page. — thanks @carkom
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- [#2494](https://github.com/actualbudget/actual/pull/2494) Fix: disallow importing with invalid transaction amounts (that would result in the app crashing without a way to recover). — thanks @MatissJanis
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- [#2504](https://github.com/actualbudget/actual/pull/2504) Fix mobile account transactions page not loading more transactions when reaching end of page. — thanks @joel-jeremy
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- [#2528](https://github.com/actualbudget/actual/pull/2528) Fix custom report page cold-reload crash. — thanks @qedi-r
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- [#2530](https://github.com/actualbudget/actual/pull/2530) Fix mobile autocomplete colors. — thanks @joel-jeremy
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#### Maintenance
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- [#2381](https://github.com/actualbudget/actual/pull/2381) Update Input onChangeValue and onUpdate prop naming for consistency. — thanks @joel-jeremy
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- [#2388](https://github.com/actualbudget/actual/pull/2388) Update shared transaction module to strict typescript. — thanks @twk3
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- [#2403](https://github.com/actualbudget/actual/pull/2403) Move some TypeScript files to strict mode — thanks @MatissJanis
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- [#2417](https://github.com/actualbudget/actual/pull/2417) Delete experimental sankey feature - development abandoned. — thanks @MatissJanis
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- [#2425](https://github.com/actualbudget/actual/pull/2425) Reorganize mobile components. — thanks @joel-jeremy
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- [#2443](https://github.com/actualbudget/actual/pull/2443) Add WIP to new pull request titles — thanks @carkom & @twk3
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- [#2453](https://github.com/actualbudget/actual/pull/2453) Enabled strict TypeScript in rollover budget components. — thanks @MatissJanis
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- [#2459](https://github.com/actualbudget/actual/pull/2459) Convert BudgetTable component to a functional component. — thanks @joel-jeremy
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- [#2479](https://github.com/actualbudget/actual/pull/2479) Changing custom reports variable naming from "months" to "interval" so it's less confusing when adding new intervals — thanks @carkom
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- [#2481](https://github.com/actualbudget/actual/pull/2481) Convert most common components to strict TypeScript — thanks @MatissJanis
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- [#2500](https://github.com/actualbudget/actual/pull/2500) Autocomplete changes related to mobile modals. — thanks @joel-jeremy
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- [#2529](https://github.com/actualbudget/actual/pull/2529) Adding extra `console.log` lines to the bank-sync operation to improve troubleshooting — thanks @MatissJanis
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### Actual Server
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Version: v24.4.0
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#### Features
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- [#316](https://github.com/actualbudget/actual-server/pull/316) Add SEB Private Bank integration to gocardless. Handle that SEB is sending the creditor name in additionalInfo. — thanks @myhrmans
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- [#325](https://github.com/actualbudget/actual-server/pull/325) Add custom bank adapter for 'SEB Kort Bank AB' to properly sync credit card transactions. — thanks @walleb
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## 24.3.0
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The release has the following notable improvements:
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@@ -9,7 +86,7 @@ The release has the following notable improvements:
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- Creating schedules from existing transactions
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- (Experimental) custom report saving - please report your feedback [here](https://github.com/actualbudget/actual/issues/1918)
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## Actual
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### Actual
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Version: v24.3.0
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@@ -83,7 +160,7 @@ Version: v24.3.0
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- [#2385](https://github.com/actualbudget/actual/pull/2385) Midnight theme updates — thanks @shall0pass
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- [#2394](https://github.com/actualbudget/actual/pull/2394) Midnight theme updates, round 2 — thanks @shall0pass
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## Actual Server
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### Actual Server
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Version: v24.3.0
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@@ -112,7 +189,7 @@ The release has the following notable improvements:
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- Split transactions now have a "distribute" button that fills the remaining amount among the sub-transactions with no amount
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- (Experimental) SimpleFIN bank-sync support for US banks - please report your feedback [here](https://github.com/actualbudget/actual/issues/2272)
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## Actual
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### Actual
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Version: v24.2.0
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@@ -213,7 +290,7 @@ Version: v24.2.0
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- [#2268](https://github.com/actualbudget/actual/pull/2268) Update vite / swc / ts versions. — thanks @joel-jeremy
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- [#2287](https://github.com/actualbudget/actual/pull/2287) Update VRT instructions — thanks @youngcw
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## Actual Server
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### Actual Server
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Version: v24.2.0
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