code rabbit suggestion

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

.github/actions/ai-generated-release-notes/determine-category.js

@@ -28,7 +28,7 @@ try {
   }
 
   const data = JSON.stringify({
-    model: 'gpt-4o-mini',
+    model: 'gpt-4.1-mini',
     messages: [
       {
         role: 'system',
@@ -71,30 +71,26 @@ try {
         const rawContent = response.choices[0].message.content.trim();
         console.log('Raw content from OpenAI:', rawContent);
 
-        let category;
-        try {
-          category = JSON.parse(rawContent);
-          console.log('Parsed category:', category);
-        } catch (parseError) {
-          console.log(
-            'JSON parse error, using raw content:',
-            parseError.message,
-          );
-          category = rawContent;
-        }
+        //CHANGED HOW IT READS THE CATEGORY TO AVOID ERRORS WHEN LLM DOESNT ANSWER A JSON
 
-        // Validate the category response
         const validCategories = [
           'Features',
           'Bugfixes',
           'Enhancements',
           'Maintenance',
         ];
-        if (validCategories.includes(category)) {
+        const lowerContent = rawContent.toLowerCase();
+        const category = validCategories.find(cat =>
+          lowerContent.includes(cat.toLowerCase()),
+        );
+        if (category) {
           console.log('OpenAI categorized as:', category);
           setOutput('result', category);
         } else {
-          console.log('Invalid category from OpenAI:', category);
+          console.log(
+            'No valid category found in OpenAI response:',
+            rawContent,
+          );
           console.log('Valid categories are:', validCategories);
           setOutput('result', 'null');
         }

.github/actions/ai-generated-release-notes/generate-summary.js

@@ -28,7 +28,7 @@ try {
   console.log('CodeRabbit comment body:', commentBody);
 
   const data = JSON.stringify({
-    model: 'gpt-4o-mini',
+    model: 'gpt-4.1-mini',
     messages: [
       {
         role: 'system',

.github/workflows/ai-generated-release-notes.yml

@@ -83,11 +83,22 @@ jobs:
           PR_DETAILS: ${{ steps.pr-details.outputs.result }}
           SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
 
+      # Internal bot doesn't trigger workflows on commit; switching to Actual Bot App
+      - name: Generate GitHub App token
+        if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
+        id: app-token
+        uses: actions/create-github-app-token@v2
+        with:
+          app-id: ${{ vars.ACTUAL_BOT_APP_ID }}
+          private-key: ${{ secrets.ACTUAL_BOT_PRIVATE_KEY }}
+          owner: actualbudget
+          repositories: actual
+
       - name: Create and commit release notes file via GitHub API
         if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
         run: node .github/actions/ai-generated-release-notes/create-release-notes-file.js
         env:
-          GITHUB_TOKEN: ${{ secrets.ACTIONS_UPDATE_TOKEN }}
+          GITHUB_TOKEN: ${{ steps.app-token.outputs.token }}
           GITHUB_REPOSITORY: ${{ github.repository }}
           GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
           SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}
@@ -97,7 +108,7 @@ jobs:
         if: steps.check-first-comment.outputs.result == 'true' && steps.check-release-notes-exists.outputs.result == 'false' && steps.generate-summary.outputs.result != 'null' && steps.determine-category.outputs.result != 'null' && steps.determine-category.outputs.result != ''
         run: node .github/actions/ai-generated-release-notes/comment-on-pr.js
         env:
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          GITHUB_TOKEN: ${{ steps.app-token.outputs.token }}
           GITHUB_REPOSITORY: ${{ github.repository }}
           GITHUB_EVENT_ISSUE_NUMBER: ${{ github.event.issue.number }}
           SUMMARY_DATA: ${{ steps.generate-summary.outputs.result }}

packages/component-library/.storybook/main.ts

@@ -26,6 +26,7 @@ const config: StorybookConfig = {
   core: {
     disableTelemetry: true,
   },
+  staticDirs: ['./public'],
   async viteFinal(config) {
     const { mergeConfig } = await import('vite');
 

packages/component-library/.storybook/public/_headers

@@ -0,0 +1,9 @@
+
+# /assets folder contain processed assets with a file hash
+# They are safe for immutable caching, as filename change when content change
+
+/assets/*
+  Cache-Control: public
+  Cache-Control: max-age=365000000
+  Cache-Control: immutable
+

packages/component-library/src/AlignedText.stories.tsx

@@ -0,0 +1,139 @@
+import type { Meta, StoryObj } from '@storybook/react-vite';
+
+import { AlignedText } from './AlignedText';
+
+const meta = {
+  title: 'AlignedText',
+  component: AlignedText,
+  parameters: {
+    layout: 'centered',
+  },
+  tags: ['autodocs'],
+} satisfies Meta<typeof AlignedText>;
+
+export default meta;
+
+type Story = StoryObj<typeof meta>;
+
+export const Default: Story = {
+  args: {
+    left: 'Label',
+    right: 'Value',
+    style: { width: 300, display: 'flex' },
+  },
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'AlignedText displays two pieces of content aligned on opposite sides.',
+      },
+    },
+  },
+};
+
+export const TruncateLeft: Story = {
+  args: {
+    left: 'This is a very long label that should be truncated on the left side',
+    right: '$100.00',
+    truncate: 'left',
+    style: { width: 250, display: 'flex' },
+  },
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'When `truncate="left"`, the left content is truncated with ellipsis.',
+      },
+    },
+  },
+};
+
+export const TruncateRight: Story = {
+  args: {
+    left: 'Short Label',
+    right:
+      'This is a very long value that should be truncated on the right side',
+    truncate: 'right',
+    style: { width: 250, display: 'flex' },
+  },
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'When `truncate="right"`, the right content is truncated with ellipsis.',
+      },
+    },
+  },
+};
+
+export const FinancialAmount: Story = {
+  args: {
+    left: 'Groceries',
+    right: '$1,234.56',
+    style: { width: 300, display: 'flex' },
+    rightStyle: { fontWeight: 'bold' },
+  },
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'Example showing AlignedText used for displaying financial data.',
+      },
+    },
+  },
+};
+
+export const WithCustomStyles: Story = {
+  args: {
+    left: 'Category',
+    right: 'Amount',
+    style: {
+      width: 300,
+      padding: 10,
+      backgroundColor: '#f5f5f5',
+      borderRadius: 4,
+      display: 'flex',
+    },
+    leftStyle: { color: '#666', fontStyle: 'italic' },
+    rightStyle: { color: '#333', fontWeight: 'bold' },
+  },
+};
+
+export const MultipleRows: Story = {
+  args: {
+    left: 'Income',
+    right: '$5,000.00',
+  },
+  render: () => (
+    <div
+      style={{ width: 300, display: 'flex', flexDirection: 'column', gap: 8 }}
+    >
+      <AlignedText
+        left="Income"
+        right="$5,000.00"
+        rightStyle={{ color: 'green' }}
+        style={{ display: 'flex' }}
+      />
+      <AlignedText
+        left="Expenses"
+        right="-$3,200.00"
+        rightStyle={{ color: 'red' }}
+        style={{ display: 'flex' }}
+      />
+      <AlignedText
+        left="Balance"
+        right="$1,800.00"
+        style={{ borderTop: '1px solid #ccc', paddingTop: 8, display: 'flex' }}
+        rightStyle={{ fontWeight: 'bold' }}
+      />
+    </div>
+  ),
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'Multiple AlignedText components stacked to create a summary view.',
+      },
+    },
+  },
+};

packages/component-library/src/Block.stories.tsx

@@ -0,0 +1,111 @@
+import type { Meta, StoryObj } from '@storybook/react-vite';
+
+import { Block } from './Block';
+import { theme } from './theme';
+
+const meta = {
+  title: 'Block',
+  component: Block,
+  parameters: {
+    layout: 'centered',
+  },
+} satisfies Meta<typeof Block>;
+
+export default meta;
+
+type Story = StoryObj<typeof meta>;
+
+export const Default: Story = {
+  args: {
+    children: 'This is a Block component',
+  },
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'Block is a basic div wrapper that accepts Emotion CSS styles via the `style` prop.',
+      },
+    },
+  },
+  tags: ['autodocs'],
+};
+
+export const WithStyles: Story = {
+  args: {
+    children: 'Styled Block',
+    style: {
+      padding: 20,
+      backgroundColor: theme.cardBackground,
+      borderRadius: 8,
+      border: `1px solid ${theme.cardBorder}`,
+      color: theme.pageText,
+    },
+  },
+};
+
+export const WithFlexLayout: Story = {
+  render: () => (
+    <Block
+      style={{
+        display: 'flex',
+        gap: 10,
+        padding: 15,
+        borderRadius: 4,
+        color: theme.pageText,
+      }}
+    >
+      <Block
+        style={{
+          padding: 10,
+          backgroundColor: theme.cardBackground,
+          borderRadius: 4,
+          border: `1px solid ${theme.cardBorder}`,
+        }}
+      >
+        Item 1
+      </Block>
+      <Block
+        style={{
+          padding: 10,
+          backgroundColor: theme.cardBackground,
+          borderRadius: 4,
+          border: `1px solid ${theme.cardBorder}`,
+        }}
+      >
+        Item 2
+      </Block>
+      <Block
+        style={{
+          padding: 10,
+          backgroundColor: theme.cardBackground,
+          borderRadius: 4,
+          border: `1px solid ${theme.cardBorder}`,
+        }}
+      >
+        Item 3
+      </Block>
+    </Block>
+  ),
+  parameters: {
+    docs: {
+      description: {
+        story: 'Block components can be nested and styled with flexbox.',
+      },
+    },
+  },
+};
+
+export const AsContainer: Story = {
+  args: {
+    children: 'Container Block',
+    style: {
+      width: 300,
+      padding: 25,
+      textAlign: 'center',
+      backgroundColor: theme.cardBackground,
+      border: `2px dashed ${theme.cardBorder}`,
+      borderRadius: 8,
+      color: theme.pageText,
+    },
+  },
+};

packages/component-library/src/Button.stories.ts

@@ -20,7 +20,6 @@ export default meta;
 
 type Story = StoryObj<typeof meta>;
 
-// More on writing stories with args: https://storybook.js.org/docs/writing-stories/args
 export const Primary: Story = {
   args: {
     variant: 'primary',

packages/component-library/src/Card.stories.tsx

@@ -0,0 +1,82 @@
+import { styles } from '@actual-app/components/styles';
+import type { Meta, StoryObj } from '@storybook/react-vite';
+
+import { Card } from './Card';
+import { Paragraph } from './Paragraph';
+import { theme } from './theme';
+
+const meta = {
+  title: 'Card',
+  component: Card,
+  parameters: {
+    layout: 'centered',
+  },
+  tags: ['autodocs'],
+} satisfies Meta<typeof Card>;
+
+export default meta;
+
+type Story = StoryObj<typeof meta>;
+
+export const Default: Story = {
+  args: {
+    children: 'Card content goes here',
+    style: {
+      padding: 20,
+      width: 300,
+      color: theme.pageText,
+    },
+  },
+  parameters: {
+    docs: {
+      description: {
+        story: `
+Default Card component uses the following theme CSS variables:
+  - \`--color-cardBackground\`
+  - \`--color-cardBorder\`
+`,
+      },
+    },
+  },
+};
+
+export const WithCustomContent: Story = {
+  args: {
+    style: {
+      padding: 20,
+      width: 300,
+      color: theme.pageText,
+    },
+  },
+  render: args => (
+    <Card {...args}>
+      <h3 style={{ ...styles.largeText }}>Card Title</h3>
+      <Paragraph style={{ margin: 0 }}>
+        This is a card with more complex content including a title and
+        paragraph.
+      </Paragraph>
+    </Card>
+  ),
+};
+
+export const Narrow: Story = {
+  args: {
+    children: 'Narrow card',
+    style: {
+      padding: 15,
+      width: 150,
+      color: theme.pageText,
+    },
+  },
+};
+
+export const Wide: Story = {
+  args: {
+    children: 'Wide card with more content space',
+    style: {
+      padding: 25,
+      width: 500,
+      color: theme.pageText,
+    },
+  },
+};

packages/component-library/src/ColorPicker.stories.tsx

@@ -0,0 +1,108 @@
+import { useState } from 'react';
+import { ColorSwatch } from 'react-aria-components';
+
+import type { Meta, StoryObj } from '@storybook/react-vite';
+import { fn } from 'storybook/test';
+
+import { Button } from './Button';
+import { ColorPicker } from './ColorPicker';
+
+const meta = {
+  title: 'ColorPicker',
+  component: ColorPicker,
+  parameters: {
+    layout: 'centered',
+  },
+  args: {
+    onChange: fn(),
+    children: <Button>Pick a color</Button>,
+  },
+  tags: ['autodocs'],
+} satisfies Meta<typeof ColorPicker>;
+
+export default meta;
+
+type Story = StoryObj<typeof meta>;
+
+export const Default: Story = {
+  args: {
+    defaultValue: '#690CB0',
+    children: <Button>Pick a color</Button>,
+  },
+};
+
+export const WithColorSwatch: Story = {
+  args: {
+    defaultValue: '#1976D2',
+    children: (
+      <Button style={{ padding: 4 }}>
+        <ColorSwatch
+          style={{
+            width: 24,
+            height: 24,
+            borderRadius: 4,
+            boxShadow: 'inset 0 0 0 1px rgba(0, 0, 0, 0.1)',
+          }}
+        />
+      </Button>
+    ),
+  },
+};
+
+export const CustomColorSet: Story = {
+  args: {
+    defaultValue: '#FF0000',
+    columns: 4,
+    colorset: [
+      '#FF0000',
+      '#00FF00',
+      '#0000FF',
+      '#FFFF00',
+      '#FF00FF',
+      '#00FFFF',
+      '#FFA500',
+      '#800080',
+    ],
+    children: <Button>Custom Colors</Button>,
+  },
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'ColorPicker with a custom color set and different column layout.',
+      },
+    },
+  },
+};
+
+export const Controlled: Story = {
+  args: {
+    children: <Button>Pick a color</Button>,
+  },
+  render: () => {
+    const [color, setColor] = useState('#388E3C');
+    return (
+      <div style={{ display: 'flex', flexDirection: 'column', gap: 10 }}>
+        <ColorPicker value={color} onChange={c => setColor(c.toString('hex'))}>
+          <Button style={{ padding: 4 }}>
+            <ColorSwatch
+              style={{
+                width: 24,
+                height: 24,
+                borderRadius: 4,
+              }}
+            />
+          </Button>
+        </ColorPicker>
+        <span>Selected: {color}</span>
+      </div>
+    );
+  },
+  parameters: {
+    docs: {
+      description: {
+        story: 'Controlled ColorPicker with external state management.',
+      },
+    },
+  },
+};

packages/component-library/src/FormError.stories.tsx

@@ -0,0 +1,90 @@
+import type { Meta, StoryObj } from '@storybook/react-vite';
+
+import { FormError } from './FormError';
+import { Input } from './Input';
+import { View } from './View';
+
+const meta = {
+  title: 'FormError',
+  component: FormError,
+  parameters: {
+    layout: 'centered',
+  },
+  tags: ['autodocs'],
+} satisfies Meta<typeof FormError>;
+
+export default meta;
+
+type Story = StoryObj<typeof meta>;
+
+export const Default: Story = {
+  args: {
+    children: 'This field is required',
+  },
+  parameters: {
+    docs: {
+      description: {
+        story: 'FormError displays validation error messages in red text.',
+      },
+    },
+  },
+};
+
+export const InFormContext: Story = {
+  render: () => (
+    <View
+      style={{ display: 'flex', flexDirection: 'column', gap: 5, width: 250 }}
+    >
+      <Input placeholder="Email address" style={{ borderColor: 'red' }} />
+      <FormError>Please enter a valid email address</FormError>
+    </View>
+  ),
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'FormError displayed below an input field with validation error.',
+      },
+    },
+  },
+};
+
+export const MultipleErrors: Story = {
+  render: () => (
+    <View style={{ display: 'flex', flexDirection: 'column', gap: 3 }}>
+      <FormError>Password must be at least 8 characters</FormError>
+      <FormError>Password must contain a number</FormError>
+      <FormError>Password must contain a special character</FormError>
+    </View>
+  ),
+  parameters: {
+    docs: {
+      description: {
+        story:
+          'Multiple FormError components for displaying several validation errors.',
+      },
+    },
+  },
+};
+
+export const CustomStyle: Story = {
+  args: {
+    children: 'Custom styled error message',
+    style: {
+      fontSize: 14,
+      fontWeight: 'bold',
+      padding: 10,
+      backgroundColor: '#ffebee',
+      borderRadius: 4,
+      border: '1px solid red',
+    },
+  },
+};
+
+export const LongErrorMessage: Story = {
+  args: {
+    children:
+      'This is a longer error message that explains the validation issue in more detail. Please correct the input and try again.',
+    style: { maxWidth: 300 },
+  },
+};

packages/desktop-client/src/accounts/accountsSlice.ts

@@ -245,17 +245,30 @@ export const unlinkAccount = createAppAsyncThunk(
   },
 );
 
-type LinkAccountPayload = {
+// Shared base type for link account payloads
+type LinkAccountBasePayload = {
+  upgradingId?: AccountEntity['id'];
+  offBudget?: boolean;
+  startingDate?: string;
+  startingBalance?: number;
+};
+
+type LinkAccountPayload = LinkAccountBasePayload & {
   requisitionId: string;
   account: SyncServerGoCardlessAccount;
-  upgradingId?: AccountEntity['id'] | undefined;
-  offBudget?: boolean | undefined;
 };
 
 export const linkAccount = createAppAsyncThunk(
   `${sliceName}/linkAccount`,
   async (
-    { requisitionId, account, upgradingId, offBudget }: LinkAccountPayload,
+    {
+      requisitionId,
+      account,
+      upgradingId,
+      offBudget,
+      startingDate,
+      startingBalance,
+    }: LinkAccountPayload,
     { dispatch },
   ) => {
     await send('gocardless-accounts-link', {
@@ -263,50 +276,64 @@ export const linkAccount = createAppAsyncThunk(
       account,
       upgradingId,
       offBudget,
+      startingDate,
+      startingBalance,
     });
     dispatch(markPayeesDirty());
     dispatch(markAccountsDirty());
   },
 );
 
-type LinkAccountSimpleFinPayload = {
+type LinkAccountSimpleFinPayload = LinkAccountBasePayload & {
   externalAccount: SyncServerSimpleFinAccount;
-  upgradingId?: AccountEntity['id'] | undefined;
-  offBudget?: boolean | undefined;
 };
 
 export const linkAccountSimpleFin = createAppAsyncThunk(
   `${sliceName}/linkAccountSimpleFin`,
   async (
-    { externalAccount, upgradingId, offBudget }: LinkAccountSimpleFinPayload,
+    {
+      externalAccount,
+      upgradingId,
+      offBudget,
+      startingDate,
+      startingBalance,
+    }: LinkAccountSimpleFinPayload,
     { dispatch },
   ) => {
     await send('simplefin-accounts-link', {
       externalAccount,
       upgradingId,
       offBudget,
+      startingDate,
+      startingBalance,
     });
     dispatch(markPayeesDirty());
     dispatch(markAccountsDirty());
   },
 );
 
-type LinkAccountPluggyAiPayload = {
+type LinkAccountPluggyAiPayload = LinkAccountBasePayload & {
   externalAccount: SyncServerPluggyAiAccount;
-  upgradingId?: AccountEntity['id'];
-  offBudget?: boolean;
 };
 
 export const linkAccountPluggyAi = createAppAsyncThunk(
   `${sliceName}/linkAccountPluggyAi`,
   async (
-    { externalAccount, upgradingId, offBudget }: LinkAccountPluggyAiPayload,
+    {
+      externalAccount,
+      upgradingId,
+      offBudget,
+      startingDate,
+      startingBalance,
+    }: LinkAccountPluggyAiPayload,
     { dispatch },
   ) => {
     await send('pluggyai-accounts-link', {
       externalAccount,
       upgradingId,
       offBudget,
+      startingDate,
+      startingBalance,
     });
     dispatch(markPayeesDirty());
     dispatch(markAccountsDirty());

packages/desktop-client/src/components/banksync/BankSyncCheckboxOptions.tsx

@@ -152,6 +152,8 @@ type BankSyncCheckboxOptionsProps = {
   setReimportDeleted: (value: boolean) => void;
   importTransactions: boolean;
   setImportTransactions: (value: boolean) => void;
+  updateDates: boolean;
+  setUpdateDates: (value: boolean) => void;
   helpMode?: 'desktop' | 'mobile';
 };
 
@@ -164,6 +166,8 @@ export function BankSyncCheckboxOptions({
   setReimportDeleted,
   importTransactions,
   setImportTransactions,
+  updateDates,
+  setUpdateDates,
   helpMode = 'desktop',
 }: BankSyncCheckboxOptionsProps) {
   const { t } = useTranslation();
@@ -214,6 +218,18 @@ export function BankSyncCheckboxOptions({
       >
         <Trans>Investment Account</Trans>
       </CheckboxOptionWithHelp>
+
+      <CheckboxOptionWithHelp
+        id="form_update_dates"
+        checked={updateDates}
+        onChange={() => setUpdateDates(!updateDates)}
+        helpText={t(
+          'By enabling this, the transaction date will be overwritten by the one provided by the bank.',
+        )}
+        helpMode={helpMode}
+      >
+        <Trans>Update Dates</Trans>
+      </CheckboxOptionWithHelp>
     </>
   );
 }

packages/desktop-client/src/components/banksync/EditSyncAccount.tsx

@@ -148,6 +148,8 @@ export function EditSyncAccount({ account }: EditSyncAccountProps) {
     setReimportDeleted,
     importTransactions,
     setImportTransactions,
+    updateDates,
+    setUpdateDates,
     mappings,
     setMapping,
     fields,
@@ -222,6 +224,8 @@ export function EditSyncAccount({ account }: EditSyncAccountProps) {
             setReimportDeleted={setReimportDeleted}
             importTransactions={importTransactions}
             setImportTransactions={setImportTransactions}
+            updateDates={updateDates}
+            setUpdateDates={setUpdateDates}
             helpMode="desktop"
           />
 

packages/desktop-client/src/components/banksync/useBankSyncAccountSettings.ts

@@ -32,6 +32,10 @@ export function useBankSyncAccountSettings(accountId: string) {
   const [savedImportTransactions = true, setSavedImportTransactions] =
     useSyncedPref(`sync-import-transactions-${accountId}`);
 
+  const [savedUpdateDates = false, setSavedUpdateDates] = useSyncedPref(
+    `sync-update-dates-${accountId}`,
+  );
+
   const [transactionDirection, setTransactionDirection] =
     useState<TransactionDirection>('payment');
   const [importPending, setImportPending] = useState(
@@ -49,6 +53,9 @@ export function useBankSyncAccountSettings(accountId: string) {
   const [importTransactions, setImportTransactions] = useState(
     String(savedImportTransactions) === 'true',
   );
+  const [updateDates, setUpdateDates] = useState(
+    String(savedUpdateDates) === 'true',
+  );
 
   const transactionQuery = q('transactions')
     .filter({
@@ -84,6 +91,7 @@ export function useBankSyncAccountSettings(accountId: string) {
     setSavedImportNotes(String(importNotes));
     setSavedReimportDeleted(String(reimportDeleted));
     setSavedImportTransactions(String(importTransactions));
+    setSavedUpdateDates(String(updateDates));
   };
 
   const setMapping = (field: string, value: string) => {
@@ -110,6 +118,8 @@ export function useBankSyncAccountSettings(accountId: string) {
     setReimportDeleted,
     importTransactions,
     setImportTransactions,
+    updateDates,
+    setUpdateDates,
     mappings,
     setMapping,
     exampleTransaction,

packages/desktop-client/src/components/mobile/banksync/MobileBankSyncAccountEditPage.tsx

@@ -37,6 +37,8 @@ export function MobileBankSyncAccountEditPage() {
     setReimportDeleted,
     importTransactions,
     setImportTransactions,
+    updateDates,
+    setUpdateDates,
     mappings,
     setMapping,
     fields,
@@ -146,6 +148,8 @@ export function MobileBankSyncAccountEditPage() {
               setReimportDeleted={setReimportDeleted}
               importTransactions={importTransactions}
               setImportTransactions={setImportTransactions}
+              updateDates={updateDates}
+              setUpdateDates={setUpdateDates}
               helpMode="mobile"
             />
           </View>

packages/desktop-client/src/components/modals/SelectLinkedAccountsModal.tsx

@@ -1,15 +1,18 @@
-import React, { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 import { Trans, useTranslation } from 'react-i18next';
 
 import { Button } from '@actual-app/components/button';
 import { useResponsive } from '@actual-app/components/hooks/useResponsive';
+import { Input } from '@actual-app/components/input';
 import { SpaceBetween } from '@actual-app/components/space-between';
 import { styles } from '@actual-app/components/styles';
 import { Text } from '@actual-app/components/text';
 import { theme } from '@actual-app/components/theme';
 import { Tooltip } from '@actual-app/components/tooltip';
 import { View } from '@actual-app/components/view';
+import { format as formatDate, parseISO } from 'date-fns';
 
+import { currentDay, subDays } from 'loot-core/shared/months';
 import {
   type AccountEntity,
   type SyncServerGoCardlessAccount,
@@ -41,9 +44,13 @@ import {
   Table,
   TableHeader,
 } from '@desktop-client/components/table';
+import { AmountInput } from '@desktop-client/components/util/AmountInput';
 import { useAccounts } from '@desktop-client/hooks/useAccounts';
+import { useDateFormat } from '@desktop-client/hooks/useDateFormat';
 import { useFormat } from '@desktop-client/hooks/useFormat';
 import { closeModal } from '@desktop-client/modals/modalsSlice';
+import { transactions } from '@desktop-client/queries';
+import { liveQuery } from '@desktop-client/queries/liveQuery';
 import { useDispatch } from '@desktop-client/redux';
 
 function useAddBudgetAccountOptions() {
@@ -61,6 +68,20 @@ function useAddBudgetAccountOptions() {
   return { addOnBudgetAccountOption, addOffBudgetAccountOption };
 }
 
+/**
+ * Helper to determine if the chosen account option represents creating a new account.
+ */
+function isNewAccountOption(
+  chosenAccountId: string | undefined,
+  addOnBudgetOptionId: string,
+  addOffBudgetOptionId: string,
+): boolean {
+  return (
+    chosenAccountId === addOnBudgetOptionId ||
+    chosenAccountId === addOffBudgetOptionId
+  );
+}
+
 export type SelectLinkedAccountsModalProps =
   | {
       requisitionId: string;
@@ -129,6 +150,9 @@ export function SelectLinkedAccountsModal({
       );
     },
   );
+  const [customStartingDates, setCustomStartingDates] = useState<
+    Record<string, StartingBalanceInfo>
+  >({});
   const { addOnBudgetAccountOption, addOffBudgetAccountOption } =
     useAddBudgetAccountOptions();
 
@@ -158,6 +182,14 @@ export function SelectLinkedAccountsModal({
         }
 
         // Finally link the matched account
+        const customSettings = customStartingDates[chosenExternalAccountId];
+        const startingDate =
+          customSettings?.date && customSettings.date.trim() !== ''
+            ? customSettings.date
+            : undefined;
+        const startingBalance =
+          customSettings?.amount != null ? customSettings.amount : undefined;
+
         if (propsWithSortedExternalAccounts.syncSource === 'simpleFin') {
           dispatch(
             linkAccountSimpleFin({
@@ -171,6 +203,8 @@ export function SelectLinkedAccountsModal({
                   ? chosenLocalAccountId
                   : undefined,
               offBudget,
+              startingDate,
+              startingBalance,
             }),
           );
         } else if (propsWithSortedExternalAccounts.syncSource === 'pluggyai') {
@@ -186,6 +220,8 @@ export function SelectLinkedAccountsModal({
                   ? chosenLocalAccountId
                   : undefined,
               offBudget,
+              startingDate,
+              startingBalance,
             }),
           );
         } else {
@@ -202,6 +238,8 @@ export function SelectLinkedAccountsModal({
                   ? chosenLocalAccountId
                   : undefined,
               offBudget,
+              startingDate,
+              startingBalance,
             }),
           );
         }
@@ -255,6 +293,33 @@ export function SelectLinkedAccountsModal({
     return localAccounts.find(acc => acc.id === chosenId);
   };
 
+  // Memoize default starting settings to avoid repeated calculations
+  const defaultStartingSettings = useMemo<StartingBalanceInfo>(
+    () => ({
+      date: subDays(currentDay(), 90),
+      amount: 0,
+    }),
+    [],
+  );
+
+  const getCustomStartingDate = (accountId: string) => {
+    if (customStartingDates[accountId]) {
+      return customStartingDates[accountId];
+    }
+    // Default to 90 days ago (matches server default)
+    return defaultStartingSettings;
+  };
+
+  const setCustomStartingDate = (
+    accountId: string,
+    settings: StartingBalanceInfo,
+  ) => {
+    setCustomStartingDates(prev => ({
+      ...prev,
+      [accountId]: settings,
+    }));
+  };
+
   const label = useMemo(() => {
     const s = new Set(draftLinkAccounts.values());
     if (s.has('linking') && s.has('unlinking')) {
@@ -325,6 +390,8 @@ export function SelectLinkedAccountsModal({
                   chosenAccount={getChosenAccount(account.account_id)}
                   unlinkedAccounts={unlinkedAccounts}
                   onSetLinkedAccount={onSetLinkedAccount}
+                  customStartingDate={getCustomStartingDate(account.account_id)}
+                  onSetCustomStartingDate={setCustomStartingDate}
                 />
               ))}
             </View>
@@ -333,35 +400,44 @@ export function SelectLinkedAccountsModal({
               style={{ ...styles.tableContainer, height: 300, flex: 'unset' }}
             >
               <TableHeader>
-                <Cell value={t('Institution to Sync')} width={175} />
-                <Cell value={t('Bank Account To Sync')} width={175} />
-                <Cell value={t('Balance')} width={80} />
+                <Cell value={t('Institution to Sync')} width={150} />
+                <Cell value={t('Bank Account To Sync')} width={150} />
+                <Cell value={t('Balance')} width={120} />
                 <Cell value={t('Account in Actual')} width="flex" />
-                <Cell value={t('Actions')} width={150} />
+                <Cell value={t('Starting Date')} width={120} />
+                <Cell value={t('Starting Balance')} width={120} />
+                <Cell value={t('Actions')} width={150} textAlign="center" />
               </TableHeader>
 
-              <Table<
-                SelectLinkedAccountsModalProps['externalAccounts'][number] & {
-                  id: string;
-                }
-              >
+              <Table<ExternalAccount & { id: string }>
                 items={propsWithSortedExternalAccounts.externalAccounts.map(
-                  account => ({
-                    ...account,
-                    id: account.account_id,
-                  }),
+                  acc => ({ ...acc, id: acc.account_id }),
                 )}
                 style={{ backgroundColor: theme.tableHeaderBackground }}
-                renderItem={({ item }) => (
-                  <View key={item.id}>
+                renderItem={({ item }) => {
+                  const chosenAccount = getChosenAccount(item.account_id);
+                  // Only show starting options for new accounts being created
+                  const shouldShowStartingOptions = isNewAccountOption(
+                    chosenAccount?.id,
+                    addOnBudgetAccountOption.id,
+                    addOffBudgetAccountOption.id,
+                  );
+
+                  return (
                     <TableRow
+                      key={item.id}
                       externalAccount={item}
-                      chosenAccount={getChosenAccount(item.account_id)}
+                      chosenAccount={chosenAccount}
                       unlinkedAccounts={unlinkedAccounts}
                       onSetLinkedAccount={onSetLinkedAccount}
+                      customStartingDate={getCustomStartingDate(
+                        item.account_id,
+                      )}
+                      onSetCustomStartingDate={setCustomStartingDate}
+                      showStartingOptions={shouldShowStartingOptions}
                     />
-                  </View>
-                )}
+                  );
+                }}
               />
             </View>
           )}
@@ -407,6 +483,11 @@ type ExternalAccount =
   | SyncServerSimpleFinAccount
   | SyncServerPluggyAiAccount;
 
+type StartingBalanceInfo = {
+  date: string;
+  amount: number;
+};
+
 type SharedAccountRowProps = {
   externalAccount: ExternalAccount;
   chosenAccount: { id: string; name: string } | undefined;
@@ -435,19 +516,64 @@ function getAvailableAccountOptions(
   return options;
 }
 
-type TableRowProps = SharedAccountRowProps;
+type TableRowProps = SharedAccountRowProps & {
+  customStartingDate: StartingBalanceInfo;
+  onSetCustomStartingDate: (
+    accountId: string,
+    settings: StartingBalanceInfo,
+  ) => void;
+  showStartingOptions: boolean;
+};
+
+function useStartingBalanceInfo(accountId: string | undefined) {
+  const [info, setInfo] = useState<StartingBalanceInfo | null>(null);
+
+  useEffect(() => {
+    if (!accountId) {
+      setInfo(null);
+      return;
+    }
+
+    const query = transactions(accountId)
+      .filter({ starting_balance_flag: true })
+      .select(['date', 'amount'])
+      .limit(1);
+
+    const live = liveQuery<StartingBalanceInfo>(query, {
+      onData: data => {
+        setInfo(data?.[0] ?? null);
+      },
+      onError: () => {
+        setInfo(null);
+      },
+    });
+
+    return () => {
+      live?.unsubscribe();
+    };
+  }, [accountId]);
+
+  return info;
+}
 
 function TableRow({
   externalAccount,
   chosenAccount,
   unlinkedAccounts,
   onSetLinkedAccount,
+  customStartingDate,
+  onSetCustomStartingDate,
+  showStartingOptions,
 }: TableRowProps) {
   const [focusedField, setFocusedField] = useState<string | null>(null);
   const { addOnBudgetAccountOption, addOffBudgetAccountOption } =
     useAddBudgetAccountOptions();
   const format = useFormat();
+  const dateFormat = useDateFormat() || 'MM/dd/yyyy';
   const { t } = useTranslation();
+  const startingBalanceInfo = useStartingBalanceInfo(
+    showStartingOptions ? undefined : chosenAccount?.id,
+  );
 
   const availableAccountOptions = getAvailableAccountOptions(
     unlinkedAccounts,
@@ -458,7 +584,8 @@ function TableRow({
 
   return (
     <Row style={{ backgroundColor: theme.tableBackground }}>
-      <Field width={175}>
+      {/* Institution to Sync */}
+      <Field width={150}>
         <Tooltip content={getInstitutionName(externalAccount)}>
           <View
             style={{
@@ -471,7 +598,8 @@ function TableRow({
           </View>
         </Tooltip>
       </Field>
-      <Field width={175}>
+      {/* Bank Account To Sync */}
+      <Field width={150}>
         <Tooltip content={externalAccount.name}>
           <View
             style={{
@@ -484,7 +612,8 @@ function TableRow({
           </View>
         </Tooltip>
       </Field>
-      <Field width={80}>
+      {/* Balance */}
+      <Field width={120} style={{ textAlign: 'right' }}>
         <PrivacyFilter>
           {externalAccount.balance != null ? (
             <FinancialText>
@@ -495,6 +624,7 @@ function TableRow({
           )}
         </PrivacyFilter>
       </Field>
+      {/* Account in Actual */}
       <Field
         width="flex"
         truncate={focusedField !== 'account'}
@@ -518,6 +648,47 @@ function TableRow({
           chosenAccount?.name
         )}
       </Field>
+      {showStartingOptions ? (
+        <StartingOptionsFields
+          accountId={externalAccount.account_id}
+          externalBalance={externalAccount.balance}
+          customStartingDate={customStartingDate}
+          onSetCustomStartingDate={onSetCustomStartingDate}
+          layout="inline"
+        />
+      ) : (
+        <>
+          {/* Starting Date */}
+          <Field width={120} truncate={false} style={{ textAlign: 'right' }}>
+            {startingBalanceInfo ? (
+              <Text
+                style={{
+                  color: theme.pageTextSubdued,
+                  fontStyle: 'italic',
+                }}
+              >
+                {formatDate(parseISO(startingBalanceInfo.date), dateFormat)}
+              </Text>
+            ) : null}
+          </Field>
+          {/* Starting Balance */}
+          <Field width={120} truncate={false} style={{ textAlign: 'right' }}>
+            {startingBalanceInfo ? (
+              <PrivacyFilter>
+                <FinancialText
+                  style={{
+                    color: theme.pageTextSubdued,
+                    fontStyle: 'italic',
+                  }}
+                >
+                  {format(startingBalanceInfo.amount, 'financial')}
+                </FinancialText>
+              </PrivacyFilter>
+            ) : null}
+          </Field>
+        </>
+      )}
+      {/* Actions */}
       <Field width={150}>
         {chosenAccount ? (
           <Button
@@ -558,18 +729,141 @@ function getInstitutionName(
   return '';
 }
 
-type AccountCardProps = SharedAccountRowProps;
+type StartingOptionsFieldsProps = {
+  accountId: string;
+  externalBalance: number | null | undefined;
+  customStartingDate: StartingBalanceInfo;
+  onSetCustomStartingDate: (
+    accountId: string,
+    settings: StartingBalanceInfo,
+  ) => void;
+  layout: 'inline' | 'stacked';
+};
+
+function StartingOptionsFields({
+  accountId,
+  externalBalance,
+  customStartingDate,
+  onSetCustomStartingDate,
+  layout,
+}: StartingOptionsFieldsProps) {
+  const zeroSign = externalBalance != null && externalBalance < 0 ? '-' : '+';
+
+  if (layout === 'inline') {
+    return (
+      <>
+        {/* Starting Date */}
+        <Field width={120} truncate={false}>
+          <Input
+            type="date"
+            value={customStartingDate.date}
+            onChange={e =>
+              onSetCustomStartingDate(accountId, {
+                ...customStartingDate,
+                date: e.target.value,
+              })
+            }
+            style={{ width: '100%' }}
+          />
+        </Field>
+        {/* Starting Balance */}
+        <Field width={120} truncate={false} style={{ textAlign: 'right' }}>
+          <AmountInput
+            value={customStartingDate.amount}
+            zeroSign={zeroSign}
+            onUpdate={amount =>
+              onSetCustomStartingDate(accountId, {
+                ...customStartingDate,
+                amount,
+              })
+            }
+            style={{ width: '100%' }}
+          />
+        </Field>
+      </>
+    );
+  }
+
+  return (
+    <View
+      style={{
+        marginTop: 8,
+        padding: '12px',
+        backgroundColor: theme.tableHeaderBackground,
+        borderRadius: 4,
+      }}
+    >
+      <View style={{ display: 'flex', flexDirection: 'column', gap: 10 }}>
+        <View>
+          <Text
+            style={{
+              marginBottom: 4,
+              fontSize: 13,
+              color: theme.pageTextSubdued,
+            }}
+          >
+            <Trans>Starting date:</Trans>
+          </Text>
+          <Input
+            type="date"
+            value={customStartingDate.date}
+            onChange={e =>
+              onSetCustomStartingDate(accountId, {
+                ...customStartingDate,
+                date: e.target.value,
+              })
+            }
+            style={{ width: '100%' }}
+          />
+        </View>
+        <View>
+          <Text
+            style={{
+              marginBottom: 4,
+              fontSize: 13,
+              color: theme.pageTextSubdued,
+            }}
+          >
+            <Trans>Balance on that date:</Trans>
+          </Text>
+          <AmountInput
+            value={customStartingDate.amount}
+            zeroSign={zeroSign}
+            onUpdate={amount =>
+              onSetCustomStartingDate(accountId, {
+                ...customStartingDate,
+                amount,
+              })
+            }
+            style={{ width: '100%' }}
+          />
+        </View>
+      </View>
+    </View>
+  );
+}
+
+type AccountCardProps = SharedAccountRowProps & {
+  customStartingDate: StartingBalanceInfo;
+  onSetCustomStartingDate: (
+    accountId: string,
+    settings: StartingBalanceInfo,
+  ) => void;
+};
 
 function AccountCard({
   externalAccount,
   chosenAccount,
   unlinkedAccounts,
   onSetLinkedAccount,
+  customStartingDate,
+  onSetCustomStartingDate,
 }: AccountCardProps) {
   const [focusedField, setFocusedField] = useState<string | null>(null);
   const { addOnBudgetAccountOption, addOffBudgetAccountOption } =
     useAddBudgetAccountOptions();
   const format = useFormat();
+  const dateFormat = useDateFormat() || 'MM/dd/yyyy';
   const { t } = useTranslation();
 
   const availableAccountOptions = getAvailableAccountOptions(
@@ -579,6 +873,16 @@ function AccountCard({
     addOffBudgetAccountOption,
   );
 
+  // Only show starting date options for new accounts being created
+  const shouldShowStartingOptions = isNewAccountOption(
+    chosenAccount?.id,
+    addOnBudgetAccountOption.id,
+    addOffBudgetAccountOption.id,
+  );
+  const startingBalanceInfo = useStartingBalanceInfo(
+    shouldShowStartingOptions ? undefined : chosenAccount?.id,
+  );
+
   return (
     <SpaceBetween
       direction="vertical"
@@ -655,6 +959,47 @@ function AccountCard({
         )}
       </SpaceBetween>
 
+      {!shouldShowStartingOptions && startingBalanceInfo && (
+        <View
+          style={{
+            fontSize: '0.9em',
+            color: theme.pageTextSubdued,
+            display: 'flex',
+            flexDirection: 'column',
+            gap: 4,
+          }}
+        >
+          <View style={{ display: 'flex', flexDirection: 'row', gap: 4 }}>
+            <Text style={{ color: theme.pageTextSubdued }}>
+              <Trans>Starting date:</Trans>
+            </Text>
+            <Text
+              style={{
+                color: theme.pageTextSubdued,
+                fontStyle: 'italic',
+              }}
+            >
+              {formatDate(parseISO(startingBalanceInfo.date), dateFormat)}
+            </Text>
+          </View>
+          <View style={{ display: 'flex', flexDirection: 'row', gap: 4 }}>
+            <Text style={{ color: theme.pageTextSubdued }}>
+              <Trans>Starting balance:</Trans>
+            </Text>
+            <PrivacyFilter>
+              <FinancialText
+                style={{
+                  color: theme.pageTextSubdued,
+                  fontStyle: 'italic',
+                }}
+              >
+                {format(startingBalanceInfo.amount, 'financial')}
+              </FinancialText>
+            </PrivacyFilter>
+          </View>
+        </View>
+      )}
+
       {focusedField === 'account' && (
         <View style={{ marginBottom: 12 }}>
           <Autocomplete
@@ -675,6 +1020,16 @@ function AccountCard({
         </View>
       )}
 
+      {shouldShowStartingOptions && (
+        <StartingOptionsFields
+          accountId={externalAccount.account_id}
+          externalBalance={externalAccount.balance}
+          customStartingDate={customStartingDate}
+          onSetCustomStartingDate={onSetCustomStartingDate}
+          layout="stacked"
+        />
+      )}
+
       {chosenAccount ? (
         <Button
           onPress={() => {

packages/desktop-client/src/components/reports/reports/BudgetAnalysisCard.tsx

@@ -16,6 +16,7 @@ import { BudgetAnalysisGraph } from '@desktop-client/components/reports/graphs/B
 import { LoadingIndicator } from '@desktop-client/components/reports/LoadingIndicator';
 import { ReportCard } from '@desktop-client/components/reports/ReportCard';
 import { ReportCardName } from '@desktop-client/components/reports/ReportCardName';
+import { calculateTimeRange } from '@desktop-client/components/reports/reportRanges';
 import { createBudgetAnalysisSpreadsheet } from '@desktop-client/components/reports/spreadsheets/budget-analysis-spreadsheet';
 import { useReport } from '@desktop-client/components/reports/useReport';
 import { useWidgetCopyMenu } from '@desktop-client/components/reports/useWidgetCopyMenu';
@@ -53,15 +54,11 @@ export function BudgetAnalysisCard({
     mode: 'sliding-window' as const,
   };
 
-  // Calculate date range
-  let startDate = timeFrame.start + '-01';
-  let endDate = monthUtils.getMonthEnd(timeFrame.end + '-01');
-
-  if (timeFrame.mode === 'sliding-window') {
-    const currentMonth = monthUtils.currentMonth();
-    startDate = monthUtils.subMonths(currentMonth, 5) + '-01';
-    endDate = monthUtils.getMonthEnd(currentMonth + '-01');
-  }
+  const [startMonth, endMonth] = calculateTimeRange(timeFrame);
+  const startDate = monthUtils.monthFromDate(startMonth) + '-01';
+  const endDate = monthUtils.getMonthEnd(
+    monthUtils.monthFromDate(endMonth) + '-01',
+  );
 
   const getGraphData = useMemo(() => {
     return createBudgetAnalysisSpreadsheet({

packages/desktop-client/src/components/select/DateSelect.tsx

@@ -2,6 +2,7 @@
 import React, {
   forwardRef,
   useEffect,
+  useEffectEvent,
   useImperativeHandle,
   useLayoutEffect,
   useMemo,
@@ -142,6 +143,8 @@ const DatePicker = forwardRef<DatePickerForwardedRef, DatePickerProps>(
     const picker = useRef(null);
     const mountPoint = useRef(null);
 
+    const onUpdateEffect = useEffectEvent(onUpdate);
+
     useImperativeHandle(
       ref,
       () => ({
@@ -169,18 +172,16 @@ const DatePicker = forwardRef<DatePickerForwardedRef, DatePickerProps>(
 
           if (newDate) {
             picker.current.setDate(newDate, true);
-            onUpdate?.(newDate);
+            onUpdateEffect?.(newDate);
           }
         },
       }),
-      // oxlint-disable-next-line react-hooks/exhaustive-deps
       [],
     );
 
-    useLayoutEffect(() => {
+    const initPikaday = useEffectEvent(() => {
       const pikadayLocale = createPikadayLocale(locale);
-
-      picker.current = new Pikaday({
+      return new Pikaday({
         theme: 'actual-date-picker',
         keyboardInput: false,
         firstDay: parseInt(firstDayOfWeekIdx),
@@ -197,13 +198,15 @@ const DatePicker = forwardRef<DatePickerForwardedRef, DatePickerProps>(
         onSelect,
         i18n: pikadayLocale,
       });
+    });
 
+    useLayoutEffect(() => {
+      picker.current = initPikaday();
       mountPoint.current.appendChild(picker.current.el);
 
       return () => {
         picker.current.destroy();
       };
-      // oxlint-disable-next-line react-hooks/exhaustive-deps
     }, []);
 
     useEffect(() => {
@@ -274,51 +277,43 @@ function DateSelectDesktop({
   const innerRef = useRef<HTMLInputElement | null>(null);
   const mergedRef = useMergedRefs<HTMLInputElement>(innerRef, ref);
 
-  // This is confusing, so let me explain: `selectedValue` should be
-  // renamed to `currentValue`. It represents the current highlighted
-  // value in the date select and always changes as the user moves
-  // around. `userSelectedValue` represents the last value that the
-  // user actually selected (with enter or click). Having both allows
-  // us to make various UX decisions
   const [selectedValue, setSelectedValue] = useState(value);
-  const userSelectedValue = useRef(selectedValue);
 
   const [_firstDayOfWeekIdx] = useSyncedPref('firstDayOfWeekIdx');
   const firstDayOfWeekIdx = _firstDayOfWeekIdx || '0';
 
-  useEffect(() => {
-    userSelectedValue.current = value;
-  }, [value]);
-
   useEffect(() => setValue(parsedDefaultValue), [parsedDefaultValue]);
 
-  useEffect(() => {
-    if (getDayMonthRegex(dateFormat).test(value)) {
+  const onUpdateEffect = useEffectEvent((newValue: string) => {
+    if (getDayMonthRegex(dateFormat).test(newValue)) {
       // Support only entering the month and day (4/5). This is complex
       // because of the various date formats - we need to derive
       // the right day/month format from it
-      const test = parse(value, getDayMonthFormat(dateFormat), new Date());
+      const test = parse(newValue, getDayMonthFormat(dateFormat), new Date());
       if (isValid(test)) {
         onUpdate?.(format(test, 'yyyy-MM-dd'));
         setSelectedValue(format(test, dateFormat));
       }
-    } else if (getShortYearRegex(dateFormat).test(value)) {
+    } else if (getShortYearRegex(dateFormat).test(newValue)) {
       // Support entering the year as only two digits (4/5/19)
-      const test = parse(value, getShortYearFormat(dateFormat), new Date());
+      const test = parse(newValue, getShortYearFormat(dateFormat), new Date());
       if (isValid(test)) {
         onUpdate?.(format(test, 'yyyy-MM-dd'));
         setSelectedValue(format(test, dateFormat));
       }
     } else {
-      const test = parse(value, dateFormat, new Date());
+      const test = parse(newValue, dateFormat, new Date());
       if (isValid(test)) {
         const date = format(test, 'yyyy-MM-dd');
         onUpdate?.(date);
-        setSelectedValue(value);
+        setSelectedValue(newValue);
       }
     }
-    // oxlint-disable-next-line react-hooks/exhaustive-deps
-  }, [value, dateFormat]);
+  });
+
+  useEffect(() => {
+    onUpdateEffect(value);
+  }, [value]);
 
   function onKeyDown(e: KeyboardEvent<HTMLInputElement>) {
     if (

packages/desktop-client/src/components/transactions/TransactionsTable.test.tsx

@@ -978,6 +978,69 @@ describe('Transactions', () => {
     );
   });
 
+  test('ctrl/cmd+enter saves amount value when pressed immediately after typing', async () => {
+    // Regression test for issue #6901: Ctrl+Enter should wait for the amount
+    // field value to be committed before adding the transaction
+    const { container, getTransactions, updateProps } = renderTransactions({
+      onCloseAddTransaction: () => {
+        updateProps({ isAdding: false });
+      },
+    });
+
+    expect(getTransactions().length).toBe(5);
+    updateProps({ isAdding: true });
+
+    // Type in notes field
+    let input = await editNewField(container, 'notes');
+    await userEvent.clear(input);
+    await userEvent.type(input, 'quick entry test');
+
+    // Type amount and immediately press Ctrl+Enter without tabbing away
+    input = await editNewField(container, 'debit');
+    await userEvent.clear(input);
+    await userEvent.type(input, '150.75');
+
+    // Press Ctrl+Enter immediately while still in the debit field
+    await userEvent.keyboard('{Control>}{Enter}{/Control}');
+
+    // The transaction should be added with the correct amount, not zero
+    expect(getTransactions().length).toBe(6);
+    expect(getTransactions()[0].amount).toBe(-15075); // 150.75 in cents
+    expect(getTransactions()[0].notes).toBe('quick entry test');
+
+    // Form should be closed
+    expect(container.querySelector('[data-testid="new-transaction"]')).toBe(
+      null,
+    );
+  });
+
+  test('ctrl/cmd+enter saves credit amount when pressed immediately after typing', async () => {
+    // Test the same fix for credit field (issue #6901)
+    const { container, getTransactions, updateProps } = renderTransactions({
+      onCloseAddTransaction: () => {
+        updateProps({ isAdding: false });
+      },
+    });
+
+    expect(getTransactions().length).toBe(5);
+    updateProps({ isAdding: true });
+
+    // Type amount in credit field and immediately press Ctrl+Enter
+    const input = await editNewField(container, 'credit');
+    await userEvent.clear(input);
+    await userEvent.type(input, '99.99');
+
+    await userEvent.keyboard('{Control>}{Enter}{/Control}');
+
+    // The transaction should be added with the correct positive amount
+    expect(getTransactions().length).toBe(6);
+    expect(getTransactions()[0].amount).toBe(9999); // 99.99 in cents
+
+    expect(container.querySelector('[data-testid="new-transaction"]')).toBe(
+      null,
+    );
+  });
+
   test('ctrl/cmd+click on add button adds transaction and closes form', async () => {
     const { container, getTransactions, updateProps } = renderTransactions({
       onCloseAddTransaction: () => {

packages/desktop-client/src/components/transactions/TransactionsTable.tsx

@@ -2638,8 +2638,10 @@ export const TransactionTable = forwardRef(
         if (e.metaKey || e.ctrlKey) {
           e.preventDefault();
           e.stopPropagation();
-          shouldAddAndClose.current = true;
-          forceRerender({});
+          afterSave(() => {
+            shouldAddAndClose.current = true;
+            forceRerender({});
+          });
         } else if (!e.shiftKey) {
           function getLastTransaction(state: RefObject<TableState>) {
             const { newTransactions } = state.current;
@@ -2710,8 +2712,10 @@ export const TransactionTable = forwardRef(
     }, []);
 
     const onAddAndCloseTemporary = useCallback(() => {
-      shouldAddAndClose.current = true;
-      forceRerender({});
+      afterSave(() => {
+        shouldAddAndClose.current = true;
+        forceRerender({});
+      });
     }, []);
 
     const {

packages/desktop-client/src/data/customThemeCatalog.json

@@ -50,5 +50,30 @@
       "#99ffff",
       "hsl(0, 0%, 35%)"
     ]
+  },
+  {
+    "name": "Catppuccin Latte",
+    "repo": "noahjalex/catppuccin-latte-actual",
+    "colors": ["#eff1f5", "#dce0e8", "#ccd0da", "#8839ef", "#1e66f5", "#4c4f69"]
+  },
+  {
+    "name": "Catppuccin Frappé",
+    "repo": "noahjalex/catppuccin-frappe-actual",
+    "colors": ["#303446", "#232634", "#414559", "#ca9ee6", "#8caaee", "#c6d0f5"]
+  },
+  {
+    "name": "Catppuccin Macchiato",
+    "repo": "noahjalex/catppuccin-macchiato-actual",
+    "colors": ["#24273a", "#181926", "#363a4f", "#c6a0f6", "#8aadf4", "#cad3f5"]
+  },
+  {
+    "name": "Catppuccin Mocha",
+    "repo": "noahjalex/catppuccin-mocha-actual",
+    "colors": ["#1e1e2e", "#11111b", "#313244", "#cba6f7", "#89b4fa", "#cdd6f4"]
+  },
+  {
+    "name": "You Need A Dark Mode",
+    "repo": "distantvapor/you-need-a-dark-mode",
+    "colors": ["#121212", "#1E1E1E", "#00B3C4", "#006A84", "#D4D4D4", "#333333"]
   }
 ]

packages/loot-core/src/server/accounts/app.ts

@@ -38,6 +38,14 @@ import * as link from './link';
 import { getStartingBalancePayee } from './payees';
 import * as bankSync from './sync';
 
+// Shared base type for link account parameters
+type LinkAccountBaseParams = {
+  upgradingId?: AccountEntity['id'];
+  offBudget?: boolean;
+  startingDate?: string;
+  startingBalance?: number;
+};
+
 export type AccountHandlers = {
   'account-update': typeof updateAccount;
   'accounts-get': typeof getAccounts;
@@ -120,11 +128,11 @@ async function linkGoCardlessAccount({
   account,
   upgradingId,
   offBudget = false,
-}: {
+  startingDate,
+  startingBalance,
+}: LinkAccountBaseParams & {
   requisitionId: string;
   account: SyncServerGoCardlessAccount;
-  upgradingId?: AccountEntity['id'] | undefined;
-  offBudget?: boolean | undefined;
 }) {
   let id;
   const bank = await link.findOrCreateBank(account.institution, requisitionId);
@@ -170,6 +178,8 @@ async function linkGoCardlessAccount({
     id,
     account.account_id,
     bank.bank_id,
+    startingDate,
+    startingBalance,
   );
 
   connection.send('sync-event', {
@@ -184,10 +194,10 @@ async function linkSimpleFinAccount({
   externalAccount,
   upgradingId,
   offBudget = false,
-}: {
+  startingDate,
+  startingBalance,
+}: LinkAccountBaseParams & {
   externalAccount: SyncServerSimpleFinAccount;
-  upgradingId?: AccountEntity['id'] | undefined;
-  offBudget?: boolean | undefined;
 }) {
   let id;
 
@@ -240,6 +250,8 @@ async function linkSimpleFinAccount({
     id,
     externalAccount.account_id,
     bank.bank_id,
+    startingDate,
+    startingBalance,
   );
 
   await connection.send('sync-event', {
@@ -254,10 +266,10 @@ async function linkPluggyAiAccount({
   externalAccount,
   upgradingId,
   offBudget = false,
-}: {
+  startingDate,
+  startingBalance,
+}: LinkAccountBaseParams & {
   externalAccount: SyncServerPluggyAiAccount;
-  upgradingId?: AccountEntity['id'] | undefined;
-  offBudget?: boolean | undefined;
 }) {
   let id;
 
@@ -310,6 +322,8 @@ async function linkPluggyAiAccount({
     id,
     externalAccount.account_id,
     bank.bank_id,
+    startingDate,
+    startingBalance,
   );
 
   await connection.send('sync-event', {
@@ -845,24 +859,37 @@ type SyncError =
       internal?: string;
     };
 
+/**
+ * Type guard to check if an error is a BankSyncError.
+ * Handles both class instances and plain objects with the BankSyncError shape.
+ */
+function isBankSyncError(err: unknown): err is BankSyncError {
+  return (
+    err instanceof BankSyncError ||
+    (typeof err === 'object' &&
+      err !== null &&
+      'type' in err &&
+      err.type === 'BankSyncError')
+  );
+}
+
+/**
+ * Converts a sync error into a standardized SyncError response object.
+ */
 function handleSyncError(
   err: Error | PostError | BankSyncError,
   acct: db.DbAccount,
 ): SyncError {
-  // TODO: refactor bank sync logic to use BankSyncError properly
-  // oxlint-disable-next-line typescript/no-explicit-any
-  if (err instanceof BankSyncError || (err as any)?.type === 'BankSyncError') {
-    const error = err as BankSyncError;
-
+  if (isBankSyncError(err)) {
     const syncError = {
       type: 'SyncError',
       accountId: acct.id,
       message: 'Failed syncing account "' + acct.name + '."',
-      category: error.category,
-      code: error.code,
+      category: err.category,
+      code: err.code,
     };
 
-    if (error.category === 'RATE_LIMIT_EXCEEDED') {
+    if (err.category === 'RATE_LIMIT_EXCEEDED') {
       return {
         ...syncError,
         message: `Failed syncing account ${acct.name}. Rate limit exceeded. Please try again later.`,

packages/loot-core/src/server/accounts/sync.ts

@@ -488,6 +488,7 @@ export async function reconcileTransactions(
   strictIdChecking = true,
   isPreview = false,
   defaultCleared = true,
+  updateDates = false,
 ): Promise<ReconcileTransactionsResult> {
   logger.log('Performing transaction reconciliation');
 
@@ -536,6 +537,10 @@ export async function reconcileTransactions(
           existing.raw_synced_data ?? trans.raw_synced_data ?? null,
       };
 
+      if (updateDates && trans.date) {
+        updates['date'] = trans.date;
+      }
+
       const fieldsToMarkUpdated = Object.keys(updates).filter(k => {
         // do not mark raw_synced_data if it's gone from falsy to falsy
         if (!existing.raw_synced_data && !trans.raw_synced_data) {
@@ -558,13 +563,27 @@ export async function reconcileTransactions(
         updatedPreview.push({ transaction: trans, ignored: true });
       }
 
-      if (existing.is_parent && existing.cleared !== updates.cleared) {
+      const clearedUpdated = existing.cleared !== updates.cleared;
+      const dateUpdated =
+        updateDates && trans.date && existing.date !== trans.date;
+
+      if (existing.is_parent && (clearedUpdated || dateUpdated)) {
         const children = await db.all<Pick<db.DbViewTransaction, 'id'>>(
           'SELECT id FROM v_transactions WHERE parent_id = ?',
           [existing.id],
         );
+        const childUpdates = {};
+
+        if (clearedUpdated) {
+          childUpdates['cleared'] = updates.cleared;
+        }
+
+        if (dateUpdated) {
+          childUpdates['date'] = trans.date;
+        }
+
         for (const child of children) {
-          updated.push({ id: child.id, cleared: updates.cleared });
+          updated.push({ id: child.id, ...childUpdates });
         }
       }
     } else if (trans.tombstone) {
@@ -883,6 +902,8 @@ async function processBankSyncDownload(
   id,
   acctRow,
   initialSync = false,
+  customStartingBalance?: number,
+  customStartingDate?: string,
 ) {
   // If syncing an account from sync source it must not use strictIdChecking. This allows
   // the fuzzy search to match transactions where the import IDs are different. It is a known quirk
@@ -895,6 +916,12 @@ async function processBankSyncDownload(
       .select('value'),
   ).then(data => String(data?.data?.[0]?.value ?? 'true') === 'true');
 
+  const updateDates = await aqlQuery(
+    q('preferences')
+      .filter({ id: `sync-update-dates-${id}` })
+      .select('value'),
+  ).then(data => String(data?.data?.[0]?.value ?? 'false') === 'true');
+
   /** Starting balance is actually the current balance of the account. */
   const {
     transactions: originalTransactions,
@@ -905,16 +932,17 @@ async function processBankSyncDownload(
     const { transactions } = download;
     let balanceToUse = currentBalance;
 
-    if (acctRow.account_sync_source === 'simpleFin') {
+    // Use custom starting balance if provided, otherwise calculate it
+    if (customStartingBalance !== undefined) {
+      balanceToUse = customStartingBalance;
+    } else if (acctRow.account_sync_source === 'simpleFin') {
       const previousBalance = transactions.reduce((total, trans) => {
         return (
           total - parseInt(trans.transactionAmount.amount.replace('.', ''))
         );
       }, currentBalance);
       balanceToUse = previousBalance;
-    }
-
-    if (acctRow.account_sync_source === 'pluggyai') {
+    } else if (acctRow.account_sync_source === 'pluggyai') {
       const currentBalance = download.startingBalance;
       const previousBalance = transactions.reduce(
         (total, trans) => total - trans.transactionAmount.amount * 100,
@@ -925,10 +953,15 @@ async function processBankSyncDownload(
 
     const oldestTransaction = transactions[transactions.length - 1];
 
-    const oldestDate =
-      transactions.length > 0
-        ? oldestTransaction.date
-        : monthUtils.currentDay();
+    // Use custom starting date if provided, otherwise use oldest transaction date or current day
+    let startingBalanceDate: string;
+    if (customStartingDate) {
+      startingBalanceDate = customStartingDate;
+    } else if (transactions.length > 0) {
+      startingBalanceDate = oldestTransaction.date;
+    } else {
+      startingBalanceDate = monthUtils.currentDay();
+    }
 
     const payee = await getStartingBalancePayee();
 
@@ -938,7 +971,7 @@ async function processBankSyncDownload(
         amount: balanceToUse,
         category: acctRow.offbudget === 0 ? payee.category : null,
         payee: payee.id,
-        date: oldestDate,
+        date: startingBalanceDate,
         cleared: true,
         starting_balance_flag: true,
       });
@@ -948,6 +981,9 @@ async function processBankSyncDownload(
         transactions,
         true,
         useStrictIdChecking,
+        false,
+        true,
+        updateDates,
       );
       return {
         ...result,
@@ -967,6 +1003,9 @@ async function processBankSyncDownload(
       importTransactions ? transactions : [],
       true,
       useStrictIdChecking,
+      false,
+      true,
+      updateDates,
     );
 
     if (currentBalance != null) {
@@ -983,10 +1022,13 @@ export async function syncAccount(
   id: string,
   acctId: string,
   bankId: string,
+  customStartingDate?: string,
+  customStartingBalance?: number,
 ) {
   const acctRow = await db.select('accounts', id);
 
-  const syncStartDate = await getAccountSyncStartDate(id);
+  const syncStartDate =
+    customStartingDate ?? (await getAccountSyncStartDate(id));
   const oldestTransaction = await getAccountOldestTransaction(id);
   const newAccount = oldestTransaction == null;
 
@@ -1010,7 +1052,14 @@ export async function syncAccount(
     );
   }
 
-  return processBankSyncDownload(download, id, acctRow, newAccount);
+  return processBankSyncDownload(
+    download,
+    id,
+    acctRow,
+    newAccount,
+    customStartingBalance,
+    customStartingDate,
+  );
 }
 
 export async function simpleFinBatchSync(

packages/loot-core/src/server/importers/ynab5.ts

@@ -27,6 +27,18 @@ import {
   type Transaction,
 } from './ynab5-types';
 
+const MAX_RETRY = 20;
+
+function normalizeError(e: unknown): string {
+  if (e instanceof Error) {
+    return e.message;
+  }
+  if (typeof e === 'string') {
+    return e;
+  }
+  return String(e);
+}
+
 type FlaggedTransaction = Pick<
   Transaction | ScheduledTransaction,
   'flag_name' | 'flag_color' | 'deleted'
@@ -318,9 +330,55 @@ async function importCategories(
   // Can't be done in parallel to have
   // correct sort order.
 
+  async function createCategoryGroupWithUniqueName(params: {
+    name: string;
+    is_income: boolean;
+    hidden: boolean;
+  }) {
+    const baseName = params.hidden ? `${params.name} (hidden)` : params.name;
+    let count = 0;
+
+    while (true) {
+      const name = count === 0 ? baseName : `${baseName} (${count})`;
+      try {
+        const id = await actual.createCategoryGroup({ ...params, name });
+        return { id, name };
+      } catch (e) {
+        if (count >= MAX_RETRY) {
+          const errorMsg = normalizeError(e);
+          throw Error('Unable to create category group: ' + errorMsg);
+        }
+        count += 1;
+      }
+    }
+  }
+
+  async function createCategoryWithUniqueName(params: {
+    name: string;
+    group_id: string;
+    hidden: boolean;
+  }) {
+    const baseName = params.hidden ? `${params.name} (hidden)` : params.name;
+    let count = 0;
+
+    while (true) {
+      const name = count === 0 ? baseName : `${baseName} (${count})`;
+      try {
+        const id = await actual.createCategory({ ...params, name });
+        return { id, name };
+      } catch (e) {
+        if (count >= MAX_RETRY) {
+          const errorMsg = normalizeError(e);
+          throw Error('Unable to create category: ' + errorMsg);
+        }
+        count += 1;
+      }
+    }
+  }
+
   for (const group of data.category_groups) {
     if (!group.deleted) {
-      let groupId;
+      let groupId: string;
       // Ignores internal category and credit cards
       if (
         !equalsIgnoreCase(group.name, 'Internal Master Category') &&
@@ -328,30 +386,15 @@ async function importCategories(
         !equalsIgnoreCase(group.name, 'Hidden Categories') &&
         !equalsIgnoreCase(group.name, 'Income')
       ) {
-        let run = true;
-        const MAX_RETRY = 10;
-        let count = 1;
-        const origName = group.name;
-        while (run) {
-          try {
-            groupId = await actual.createCategoryGroup({
-              name: group.name,
-              is_income: false,
-              hidden: group.hidden,
-            });
-            entityIdMap.set(group.id, groupId);
-            if (group.note) {
-              send('notes-save', { id: groupId, note: group.note });
-            }
-            run = false;
-          } catch (e) {
-            group.name = origName + '-' + count.toString();
-            count += 1;
-            if (count >= MAX_RETRY) {
-              run = false;
-              throw Error(e.message);
-            }
-          }
+        const createdGroup = await createCategoryGroupWithUniqueName({
+          name: group.name,
+          is_income: false,
+          hidden: group.hidden,
+        });
+        groupId = createdGroup.id;
+        entityIdMap.set(group.id, groupId);
+        if (group.note) {
+          send('notes-save', { id: groupId, note: group.note });
         }
       }
 
@@ -379,30 +422,20 @@ async function importCategories(
             case 'internal': // uncategorized is ignored too, handled by actual
               break;
             default: {
-              let run = true;
-              const MAX_RETRY = 10;
-              let count = 1;
-              const origName = cat.name;
-              while (run) {
-                try {
-                  const id = await actual.createCategory({
-                    name: cat.name,
-                    group_id: groupId,
-                    hidden: cat.hidden,
-                  });
-                  entityIdMap.set(cat.id, id);
-                  if (cat.note) {
-                    send('notes-save', { id, note: cat.note });
-                  }
-                  run = false;
-                } catch (e) {
-                  cat.name = origName + '-' + count.toString();
-                  count += 1;
-                  if (count >= MAX_RETRY) {
-                    run = false;
-                    throw Error(e.message);
-                  }
-                }
+              if (!groupId) {
+                break;
+              }
+              const createdCategory = await createCategoryWithUniqueName({
+                name: cat.name,
+                group_id: groupId,
+                hidden: cat.hidden,
+              });
+              entityIdMap.set(cat.id, createdCategory.id);
+              if (cat.note) {
+                send('notes-save', {
+                  id: createdCategory.id,
+                  note: cat.note,
+                });
               }
             }
           }
@@ -785,7 +818,6 @@ async function importScheduledTransactions(
     date: RecurConfig | string;
   }) {
     const baseName = params.name;
-    const MAX_RETRY = 50;
     let count = 1;
 
     while (true) {
@@ -793,7 +825,8 @@ async function importScheduledTransactions(
         return await actual.createSchedule({ ...params, name: params.name });
       } catch (e) {
         if (count >= MAX_RETRY) {
-          throw Error(e.message);
+          const errorMsg = normalizeError(e);
+          throw Error(errorMsg);
         }
         params.name = `${baseName} (${count})`;
         count += 1;

packages/loot-core/src/types/prefs.ts

@@ -43,6 +43,7 @@ export type SyncedPrefs = Partial<
     | `sync-reimport-deleted-${string}`
     | `sync-import-notes-${string}`
     | `sync-import-transactions-${string}`
+    | `sync-update-dates-${string}`
     | `ofx-fallback-missing-payee-${string}`
     | `flip-amount-${string}-${'csv' | 'qif'}`
     | `flags.${FeatureFlag}`

tsconfig.json

@@ -50,6 +50,7 @@
     "node_modules",
     "**/node_modules/*",
     "**/build/*",
+    "**/build-electron/*",
     "**/client-build/*",
     "**/dist/*",
     "**/lib-dist/*",

upcoming-release-notes/6629.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [StephenBrown2]
+---
+
+Add ability to specify custom starting date and balance when linking new bank sync accounts

upcoming-release-notes/6850.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [kleinweby]
+---
+
+Add bank sync option to allow overwriting dates with the bank's value.

upcoming-release-notes/6857.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [noahjalex]
+---
+
+Add Catppuccin Themes to custom theme catalog

upcoming-release-notes/6864.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Fix react-hooks/exhaustive-deps in DateSelect

upcoming-release-notes/6874.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [MikesGlitch]
+---
+
+Adding more components to the Storybook docs & improving storybook caching

upcoming-release-notes/6875.md

@@ -0,0 +1,6 @@
+---
+category: Bugfixes
+authors: [tabedzki]
+---
+
+Budget Analysis Fix: correct date range calculation for card view

upcoming-release-notes/6878.md

@@ -0,0 +1,6 @@
+---
+category: Bugfixes
+authors: [StephenBrown2]
+---
+
+Avoid duplicate category import errors in YNAB5 importer

upcoming-release-notes/6883.md

@@ -0,0 +1,6 @@
+---
+category: Maintenance
+authors: [joel-jeremy]
+---
+
+Add Electron build artifacts to TypeScript configuration excludes to improve compilation efficiency.

upcoming-release-notes/6891.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [distantvapor]
+---
+
+Add "You Need A Dark Mode" custom theme to the theme catalog

upcoming-release-notes/6911.md

@@ -0,0 +1,6 @@
+---
+category: Bugfixes
+authors: [xaviuzz]
+---
+
+Fix Ctrl+Enter losing amount value when adding transaction

upcoming-release-notes/6917.md

@@ -0,0 +1,6 @@
+---
+category: Enhancements
+authors: [lelemm]
+---
+
+Enhance auto-generated release notes with improved model, category extraction, and GitHub App token integration.