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16 Commits
matiss/uni
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prerelease
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2
.github/actions/docs-spelling/expect.txt
vendored
@@ -108,6 +108,7 @@ prefs
|
||||
Primoco
|
||||
Priotecs
|
||||
proactively
|
||||
pwa
|
||||
Qatari
|
||||
QNTOFRP
|
||||
QONTO
|
||||
@@ -133,6 +134,7 @@ SWEDNOKK
|
||||
Synology
|
||||
systemctl
|
||||
tada
|
||||
taskbar
|
||||
templating
|
||||
THB
|
||||
touchscreen
|
||||
|
||||
63
.github/workflows/electron-pr.yml
vendored
@@ -46,16 +46,63 @@ jobs:
|
||||
uses: ./.github/actions/setup
|
||||
- name: Build Electron
|
||||
run: ./bin/package-electron
|
||||
- name: Upload Build
|
||||
|
||||
- name: Upload Linux x64 AppImage
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: actual-electron-${{ matrix.os }}
|
||||
path: |
|
||||
packages/desktop-electron/dist/*.dmg
|
||||
packages/desktop-electron/dist/*.exe
|
||||
!packages/desktop-electron/dist/Actual-windows.exe
|
||||
packages/desktop-electron/dist/*.AppImage
|
||||
packages/desktop-electron/dist/*.flatpak
|
||||
name: Actual-linux-x86_64.AppImage
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-linux-x86_64.AppImage
|
||||
|
||||
- name: Upload Linux arm64 AppImage
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-linux-arm64.AppImage
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-linux-arm64.AppImage
|
||||
|
||||
- name: Upload Linux x64 flatpak
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-linux-x86_64.flatpak
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-linux-x86_64.flatpak
|
||||
|
||||
- name: Upload Windows x32 exe
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-windows-ia32.exe
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-windows-ia32.exe
|
||||
|
||||
- name: Upload Windows x64 exe
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-windows-x64.exe
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-windows-x64.exe
|
||||
|
||||
- name: Upload Windows arm64 exe
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-windows-arm64.exe
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-windows-arm64.exe
|
||||
|
||||
- name: Upload Mac x64 dmg
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-mac-x64.dmg
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-mac-x64.dmg
|
||||
|
||||
- name: Upload Mac arm64 dmg
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-mac-arm64.dmg
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-mac-arm64.dmg
|
||||
|
||||
- name: Upload Windows Store Build
|
||||
if: ${{ startsWith(matrix.os, 'windows') }}
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
|
||||
131
.github/workflows/publish-nightly-electron.yml
vendored
Normal file
@@ -0,0 +1,131 @@
|
||||
name: Publish nightly desktop app
|
||||
|
||||
# Publish nightly version of desktop app - Runs every day at midnight
|
||||
on:
|
||||
schedule:
|
||||
- cron: '0 0 * * *'
|
||||
workflow_dispatch:
|
||||
|
||||
defaults:
|
||||
run:
|
||||
shell: bash
|
||||
|
||||
env:
|
||||
CI: true
|
||||
|
||||
concurrency:
|
||||
group: ${{ github.workflow }}-${{ github.ref }}
|
||||
cancel-in-progress: false
|
||||
|
||||
jobs:
|
||||
build:
|
||||
strategy:
|
||||
matrix:
|
||||
os:
|
||||
- ubuntu-22.04
|
||||
- windows-latest
|
||||
- macos-latest
|
||||
runs-on: ${{ matrix.os }}
|
||||
steps:
|
||||
- uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
|
||||
- if: ${{ startsWith(matrix.os, 'windows') }}
|
||||
run: pip.exe install setuptools
|
||||
|
||||
- if: ${{ ! startsWith(matrix.os, 'windows') }}
|
||||
run: |
|
||||
mkdir .venv
|
||||
python3 -m venv .venv
|
||||
source .venv/bin/activate
|
||||
python3 -m pip install setuptools
|
||||
|
||||
- if: ${{ startsWith(matrix.os, 'ubuntu') }}
|
||||
run: |
|
||||
sudo apt-get update
|
||||
sudo apt-get install flatpak -y
|
||||
sudo apt-get install flatpak-builder -y
|
||||
sudo flatpak remote-add --if-not-exists flathub https://flathub.org/repo/flathub.flatpakrepo
|
||||
sudo flatpak install org.freedesktop.Sdk//24.08 -y
|
||||
sudo flatpak install org.freedesktop.Platform//24.08 -y
|
||||
sudo flatpak install org.electronjs.Electron2.BaseApp//24.08 -y
|
||||
|
||||
- name: Set up environment
|
||||
uses: ./.github/actions/setup
|
||||
|
||||
- name: Update package versions
|
||||
run: |
|
||||
# Get new nightly version
|
||||
NEW_DESKTOP_APP_VERSION=$(node ./packages/ci-actions/bin/get-next-package-version.js --package-json ./packages/desktop-electron/package.json --type nightly)
|
||||
|
||||
# Set package version
|
||||
npm version $NEW_DESKTOP_APP_VERSION --no-git-tag-version --workspace=desktop-electron --no-workspaces-update
|
||||
|
||||
- name: Build Electron for Mac
|
||||
if: ${{ startsWith(matrix.os, 'macos') }}
|
||||
run: ./bin/package-electron
|
||||
env:
|
||||
CSC_KEY_PASSWORD: ${{ secrets.CSC_KEY_PASSWORD }}
|
||||
CSC_LINK: ${{ secrets.CSC_LINK }}
|
||||
APPLE_ID: ${{ secrets.APPLE_ID }}
|
||||
APPLE_APP_SPECIFIC_PASSWORD: ${{ secrets.APPLE_APP_SPECIFIC_PASSWORD }}
|
||||
APPLE_TEAM_ID: ${{ secrets.APPLE_TEAM_ID }}
|
||||
|
||||
- name: Build Electron
|
||||
if: ${{ ! startsWith(matrix.os, 'macos') }}
|
||||
run: ./bin/package-electron
|
||||
|
||||
- name: Upload Linux x64 AppImage
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-linux-x86_64.AppImage
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-linux-x86_64.AppImage
|
||||
|
||||
- name: Upload Linux arm64 AppImage
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-linux-arm64.AppImage
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-linux-arm64.AppImage
|
||||
|
||||
- name: Upload Windows x32 exe
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-windows-ia32.exe
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-windows-ia32.exe
|
||||
|
||||
- name: Upload Windows x64 exe
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-windows-x64.exe
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-windows-x64.exe
|
||||
|
||||
- name: Upload Windows arm64 exe
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-windows-arm64.exe
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-windows-arm64.exe
|
||||
|
||||
- name: Upload Mac x64 dmg
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-mac-x64.dmg
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-mac-x64.dmg
|
||||
|
||||
- name: Upload Mac arm64 dmg
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: Actual-mac-arm64.dmg
|
||||
if-no-files-found: ignore
|
||||
path: packages/desktop-electron/dist/Actual-mac-arm64.dmg
|
||||
|
||||
- name: Upload Windows Store Build
|
||||
if: ${{ startsWith(matrix.os, 'windows') }}
|
||||
uses: actions/upload-artifact@330a01c490aca151604b8cf639adc76d48f6c5d4 # v5.0.0
|
||||
with:
|
||||
name: actual-electron-${{ matrix.os }}-appx
|
||||
path: |
|
||||
packages/desktop-electron/dist/*.appx
|
||||
4
.github/workflows/release-notes.yml
vendored
@@ -28,9 +28,5 @@ jobs:
|
||||
else
|
||||
echo "only_docs=false" >> $GITHUB_OUTPUT
|
||||
fi
|
||||
- name: Check release notes
|
||||
if: startsWith(github.head_ref, 'release/') == false && steps.changed-files.outputs.only_docs != 'true'
|
||||
uses: actualbudget/actions/release-notes/check@main
|
||||
- name: Generate release notes
|
||||
if: startsWith(github.head_ref, 'release/') == true
|
||||
uses: actualbudget/actions/release-notes/generate@main
|
||||
|
||||
@@ -664,7 +664,7 @@ export default defineConfig(
|
||||
'warn',
|
||||
{
|
||||
types: {
|
||||
// forbid FC as superflous
|
||||
// forbid FC as superfluous
|
||||
FunctionComponent: {
|
||||
message:
|
||||
'Type the props argument and let TS infer or use ComponentType for a component prop',
|
||||
|
||||
@@ -18,8 +18,12 @@ import { SchedulesProvider } from '@desktop-client/hooks/useCachedSchedules';
|
||||
import { useDateFormat } from '@desktop-client/hooks/useDateFormat';
|
||||
import { useNavigate } from '@desktop-client/hooks/useNavigate';
|
||||
import { getSchedulesQuery } from '@desktop-client/hooks/useSchedules';
|
||||
import { useSheetValue } from '@desktop-client/hooks/useSheetValue';
|
||||
import { useSyncedPref } from '@desktop-client/hooks/useSyncedPref';
|
||||
import { useTransactions } from '@desktop-client/hooks/useTransactions';
|
||||
import {
|
||||
useTransactions,
|
||||
calculateRunningBalancesTopDown,
|
||||
} from '@desktop-client/hooks/useTransactions';
|
||||
import { useTransactionsSearch } from '@desktop-client/hooks/useTransactionsSearch';
|
||||
import { collapseModals, pushModal } from '@desktop-client/modals/modalsSlice';
|
||||
import * as queries from '@desktop-client/queries';
|
||||
@@ -73,6 +77,15 @@ function TransactionListWithPreviews({
|
||||
const shouldCalculateRunningBalances =
|
||||
showRunningBalances === 'true' && !!account?.id && !isSearching;
|
||||
|
||||
const accountBalanceValue = useSheetValue<
|
||||
'account',
|
||||
'balance' | 'accounts-balance'
|
||||
>(
|
||||
account?.id
|
||||
? bindings.accountBalance(account?.id)
|
||||
: bindings.allAccountBalance(),
|
||||
);
|
||||
|
||||
const {
|
||||
transactions,
|
||||
runningBalances,
|
||||
@@ -83,7 +96,10 @@ function TransactionListWithPreviews({
|
||||
} = useTransactions({
|
||||
query: transactionsQuery,
|
||||
options: {
|
||||
calculateRunningBalances: shouldCalculateRunningBalances,
|
||||
calculateRunningBalances: shouldCalculateRunningBalances
|
||||
? calculateRunningBalancesTopDown
|
||||
: shouldCalculateRunningBalances,
|
||||
startingBalance: accountBalanceValue || 0,
|
||||
},
|
||||
});
|
||||
|
||||
|
||||
@@ -363,6 +363,7 @@ function SpendingInternal({ widget }: SpendingInternalProps) {
|
||||
height: 28,
|
||||
backgroundColor: theme.pillBorderDark,
|
||||
marginRight: 10,
|
||||
marginLeft: 10,
|
||||
}}
|
||||
/>
|
||||
|
||||
|
||||
@@ -25,6 +25,7 @@ export function CurrencySettings() {
|
||||
['ARS', t('Argentinian Peso')],
|
||||
['AUD', t('Australian Dollar')],
|
||||
['BRL', t('Brazilian Real')],
|
||||
['BYN', t('Belarusian Ruble')],
|
||||
['CAD', t('Canadian Dollar')],
|
||||
['CHF', t('Swiss Franc')],
|
||||
['CNY', t('Yuan Renminbi')],
|
||||
|
||||
@@ -1,52 +1,77 @@
|
||||
# Reconciliation
|
||||
|
||||
Keeping your Actual account ledgers consistent with your bank ledgers is important to maintain a healthy budget and know exactly how much currency is available to spend. Some choose to reconcile monthly, weekly, or even daily. Actual provides the Reconciliation tool to help manage this process.
|
||||
Keeping your Actual account ledgers consistent with your bank ledgers is important to maintain a healthy budget and know exactly how much currency is available to spend. Some choose to reconcile monthly, weekly, or even daily. Actual provides a Reconciliation tool to help manage this process.
|
||||
|
||||
## Work Flow
|
||||
|
||||
When you reconcile, you will be comparing your bank statement, print or online, against Actual's ledger for that account. If you have made transactions against the budget that have not been verified against your account the **cleared** flag will be shown in gray. If the transaction has been moved out of the pending section of your (online) bank statement, click the gray circle to turn it green. This is a visual indication that the transaction is in both your budget and in your account statement, and they match.
|
||||
When you reconcile, you compare your bank statement, print or online, against Actual's ledger for that account. If you have transactions in Actual that have not been verified against your bank account the **cleared** flag will be shown in gray (pending). If the transaction is finalized (cleared) on your bank statement, click the gray circle to turn it green. This is a visual indication that the transaction is in both your budget and in your account statement, and they match.
|
||||
|
||||
By clicking on the green balance in the header of the account view, two more category balances will come into view. The **cleared total** only includes transactions that have been cleared while the **uncleared total** will represent the transactions you have entered but may not have entered the bank statement yet.
|
||||
Click on the green balance in the header of the account view to bring two more category balances into view. The **cleared total** only includes transactions that have been matched to the bank while the **Uncleared total** shows the sum of the transactions that aren't yet matched to the bank statement.
|
||||
|
||||

|
||||

|
||||
|
||||
## Starting the Reconciliation Tool
|
||||
|
||||
Click the 🔒 lock icon in the top right-hand corner of the account ledger.
|
||||
Click the 🔒 lock icon in the top right-hand corner of the account ledger. Notice that the last date the account was reconciled is shown on hover.
|
||||
|
||||

|
||||

|
||||
|
||||
Let's imagine that we have just checked our account balance for our Ally Savings account and the current balance is 3012.13. We enter the balance we want to match into the Reconciliation tool and press **Reconcile**.
|
||||
Let's imagine that you checked your account balance for Chase Amazon and the current balance is -310.80. The tool will default to the **Cleared total**. Enter the balance you want to match into the Reconciliation tool and click **Reconcile**.
|
||||
|
||||

|
||||
:::tip
|
||||
|
||||
The tool will tell us exactly how much is different than the budget ledger. Now we can check the Actual ledger against the bank ledger and watch the difference come closer to 0 as you change the cleared status of transactions. In this case, we're looking for transactions that add up to 324.82. This is much easier by looking at the Actual ledger and bank statement side by side to match the transactions.
|
||||
Remember to use a negative number for the balance on credit or loan accounts
|
||||
|
||||

|
||||
:::
|
||||
|
||||
When the cleared amount of the Actual account ledger and the value you entered into the Reconciliation tool are the same, the tool will let you know that you are reconciled and you can press done.
|
||||

|
||||
|
||||

|
||||
Or, if you use certain bank sync providers, the last synced balance will be shown. You can use that balance by clicking the **Use last synced total** button.
|
||||
|
||||
Upon pressing done, all cleared transactions will receive a lock icon. This represents the fact that they were included in a reconciliation and makes it harder to accidentally change.
|
||||

|
||||
|
||||

|
||||
The tool will tell you exactly what the difference is between the bank statement and your Actual ledger. Click the gray circles as you match each Actual transaction to the bank ledger and watch the difference come closer to 0 as you change the status of each transaction to green (cleared). In the example, the cleared transactions need to add up to -82.60 This is much easier if you look at the Actual ledger and bank statement side by side to match the transactions.
|
||||
|
||||
Of course, there's always the possibility you need to change a locked transaction. You can click on the lock of any transaction to open a dialog to unlock it.
|
||||

|
||||
|
||||

|
||||
When the cleared amount of the Actual account ledger and the value entered into the Reconciliation tool are the same, the tool will let you know that you are _All reconciled!_ Click on the **Lock transactions** button to complete the reconciliation and lock the cleared transactions. If you want to leave reconciling for a later time, click **Exit reconciliation** to cancel.
|
||||
|
||||
:::warning
|
||||
|
||||
If you fail to click the **Lock transactions** button after the _All reconciled!_ message appears, you will not change the status of the cleared transactions to locked.
|
||||
|
||||
:::
|
||||
|
||||

|
||||
|
||||
|
||||

|
||||
|
||||
If you ever need to unlock a transaction. Click on the lock of any transaction to open a dialog to unlock it. After you unlock a transaction this way, the status will revert to "Cleared". A reconcile will need to be performed to re-lock the transaction.
|
||||
|
||||

|
||||
|
||||
If you try to edit a locked transaction, the following warning will appear. Click **Confirm** to proceed. Once confirmed, the edit will be made and the transaction will remain locked.
|
||||
|
||||

|
||||
|
||||
## Using the Reconciliation Tool for Off Budget Asset Tracking
|
||||
|
||||
Some people use off budget accounts to track values of assets such as vehicles, real estate, retirement accounts, or other investment accounts or property. The reconciliation tool is useful to update these values as well. Let's say we have a house that was valued at 367,800 but with current changes in the market it is now valued at 385,000. We go to the ledger for the house, choose the reconciliation tool, and enter 385,000 as the new value into the tool.
|
||||
Off budget accounts can easily be used to track values of assets such as vehicles, real estate, retirement accounts, or other investment accounts or property. The reconciliation tool is useful to update these values using the **Create reconciliation transaction** button.
|
||||
|
||||

|
||||
For example, on 10-Nov-2025, my house was valued at 231,100 then some houses sold in my neighborhood and a few days later it was valued at 234,600. Go to the House Asset account, choose the reconciliation tool, and enter 234600 as the new value into the tool.
|
||||
|
||||
The tool tells us that we have a gain of 17,200.
|
||||

|
||||
|
||||

|
||||
The tool tells us that we have a gain of 3,500.
|
||||
|
||||

|
||||
|
||||
Click on the **Create reconciliation transaction** button to easily create a new transaction that automatically brings the value of the asset in line with the new valuation. Now the reconciliation tool reports that it is _All reconciled!_ Click the **Lock transactions** button to complete the task.
|
||||
|
||||

|
||||
|
||||

|
||||
|
||||
We can use the "Create reconciliation transaction" button to easily create a new transaction that brings the value of the account in line with the new valuation. You should now have a reconciliation tool that is reporting that it is finished and you can enjoy a new higher net worth.
|
||||
|
||||

|
||||
|
||||
|
||||
@@ -3,19 +3,22 @@ title: 'PikaPods'
|
||||
---
|
||||
|
||||
|
||||
[PikaPods](https://www.pikapods.com/) offers one click "instant open source app hosting", allowing
|
||||
you to run Actual for less than $ 1.50 per month (as of July 2024).
|
||||
[PikaPods](https://www.pikapods.com/) offers one click "instant open source app hosting", allowing you to run Actual for about $ 1.50 per month (as of November 2025).
|
||||
|
||||
Using PikaPods is also a simple way to support the development of Actual Budget, as PikaPods will
|
||||
share some of its revenues with Actual for customers using their Actual Budget pods.
|
||||
Using PikaPods is also a simple way to support the development of Actual Budget, as PikaPods will share some of its revenues with Actual for customers using their Actual Budget Pods.
|
||||
|
||||
You get a $ 5.00 credit when you sign up, which means that you should be able to run Actual for
|
||||
over 3 months before your credit runs out.
|
||||
You get a $ 5.00 credit when you sign up, which means that you should be able to run Actual for 3 months before your credit runs out.
|
||||
|
||||
For web clients, PikaPods will automatically update anywhere from a couple of days to a week after the latest monthly release is deployed. This is because PikaPods tests each new release before deploying it.
|
||||
For web clients, PikaPods will automatically update about a week or so after the latest monthly release is deployed. PikaPods tests each new release before deploying it. If you have the Notification setting in PikaPods checked, you will get an email notifying you that the server has been updated.
|
||||
|
||||
For desktop clients, you will need to reinstall the desktop client to update to the latest version.
|
||||
We suggest first checking on the web client if PikaPods has updated, then reinstalling the desktop client.
|
||||
First check on the web client to see if PikaPods has updated, then reinstall the desktop client.
|
||||
|
||||
:::note[Using Actual on Pikapods]
|
||||
|
||||
We suggest [using a PWA](#using-a-PWA) desktop client with PikaPods so you don't run into version issues.
|
||||
|
||||
:::
|
||||
|
||||
## Deploying Actual on PikaPods
|
||||
|
||||
@@ -23,12 +26,11 @@ If you are technically inclined, just [Click here to create an account and run A
|
||||
|
||||
You can leave the resources at their lowest setting (although you will need a non-zero amount of storage for your budget files).
|
||||
|
||||
_Actual does almost all of its computation in your browser, so purchasing more resources for the server won’t necessarily result in a better experience_
|
||||
_Your browser does most of Actual's computation,_ so purchasing more resources for the server won’t necessarily result in a better experience.
|
||||
|
||||
After you have set up your Pod, head over to our [Starting Fresh](/docs/getting-started/starting-fresh) guide to get started with
|
||||
After setting up your Pod, head over to our [Starting Fresh](/docs/getting-started/starting-fresh) guide to get started with
|
||||
Actual Budget.
|
||||
|
||||
|
||||
## A step by step guide to setting up Actual Budget with PikaPods
|
||||
|
||||
[Click here to go to PikaPods setup for Actual](https://www.pikapods.com/pods?run=actual).
|
||||
@@ -36,95 +38,111 @@ Actual Budget.
|
||||
|
||||
You will be greeted with the following screen.
|
||||
|
||||

|
||||

|
||||
|
||||
Click on the **register** link inside the blue banner, which will take you to the user registration screen.
|
||||
|
||||
|
||||
## The user registration screen
|
||||
|
||||
This screen is self-explanatory, but a kind reminder is to use a password only you know.
|
||||
You will need to use a working email address, as you will receive an email with a link you need
|
||||
to click on to complete the signup process.
|
||||
A working email address is required, as PikaPods will send an email with a link you need to click on to complete the signup process.
|
||||
|
||||

|
||||

|
||||
|
||||
|
||||
## Verification email
|
||||
|
||||
By clicking the green button saying **Activate and Login**, you are now registered as
|
||||
a PikaPods customer. You will be returned to the login screen.
|
||||
Click the green button **Activate and Login**. You are now registered as a PikaPods customer. You will be returned to the login screen.
|
||||
|
||||

|
||||

|
||||
|
||||
|
||||
## Login screen
|
||||
|
||||
Enter the email address and password you registered yourself with.
|
||||
Enter _your_ registration email address and password.
|
||||
|
||||

|
||||

|
||||
|
||||
|
||||
## Naming your Pod
|
||||
|
||||
A simplistic explanation of a Pod in layperson's terms is that *a Pod is a very tiny computer running in the cloud*.
|
||||
Typically, a Pod only runs one application - like Actual Budget.
|
||||
|
||||
In 1), you enter a name for your Pod. This name really does not matter unless you plan to run several different Pods.
|
||||
In 2), you decide which region your Pod should run - choose the most suitable region.
|
||||
Simply put, *a Pod is a very tiny computer running in the cloud*. Typically, a Pod only runs one application - like Actual Budget Server.
|
||||
|
||||
:::info
|
||||
|
||||
One Pod running Actual can have multiple budgets available at the same time. You do not need to set up a new Pod
|
||||
for each budget you want to set up. The number of budgets is only limited by the storage capacity you assign to your
|
||||
Pod.
|
||||
Multiple budgets can reside in one Pod running Actual. You do not need to set up a new Pod for each budget you create. The number of budgets is limited only by the storage capacity you assign to your Pod.
|
||||
|
||||
If you [connect to your bank](/docs/advanced/bank-sync.md), note that all budgets in the same Pod share a single bank sync key.
|
||||
|
||||
:::
|
||||
|
||||
In 1), you enter a name for your Pod. This name really does not matter unless you plan to run several different Pods.
|
||||
|
||||

|
||||
In 2), you decide which region your Pod should run - choose the most suitable region.
|
||||
|
||||

|
||||
|
||||
|
||||
## Assigning storage to your Pod
|
||||
|
||||
|
||||
The minimum storage you can assign to your Pod is 10 GB (gigabytes). We promise you
|
||||
that this is more than enough for your budget purposes.
|
||||
The minimum storage you can assign to your Pod is 10 GB (gigabytes). We promise you that this is more than enough for your budget purposes.
|
||||
|
||||
Example: With around 1,200 transactions, 18 months of budgeting, and approximately 200 rules and payees,
|
||||
it takes around 33 megabytes of storage. 10 gigabytes equals 10,000 megabytes, equivalent to 303 18-month budgets.
|
||||
Example: It takes about 33 megabytes of storage for about 1,200 transactions, 18 months of budgeting, and approximately 200 rules and payees. 10 gigabytes equals 10,000 megabytes, equivalent to 303 18-month budgets.
|
||||
|
||||
Your Pod will be created when you click on the green **ADD POD* button. This step takes less than one minute.
|
||||
Your Pod will be created when you click on the green **ADD POD** button. This step takes less than one minute.
|
||||
|
||||

|
||||

|
||||
|
||||
|
||||
|
||||
## Your pod is now ready to be used
|
||||
## Your Pod is now ready to be used
|
||||
|
||||
When you click on the green **OPEN POD** button you will be taken to your Pod.
|
||||
Click on the green **OPEN POD** button to be taken to your Pod.
|
||||
|
||||
The address for your Actual Budget is found in the Domain field. In the screenshot example, this is
|
||||
`https://berserk-bullmastiff.pikapod.net/budget/`. Yours will be something completely different.
|
||||
The address for your Actual Budget is found in the Domain field. In the screenshot example, this is `https://berserk-bullmastiff.pikapod.net/budget/`. Yours will be something completely different.
|
||||
|
||||
|
||||

|
||||

|
||||
|
||||
|
||||
## Setting a password for your Actual Budget
|
||||
|
||||
Before you can start using Actual, you need to set a password for your server. This password is used
|
||||
next time you log into your server - and should never be the same as your PikaPods account password.
|
||||
Before you can start using Actual, you need to set a password for your server. This password is used the next time you log into your server - and should never be the same as your PikaPods account password.
|
||||
|
||||
Keep this password safe, as it cannot be retrieved. If you forget your server password, you will not
|
||||
be able to retrieve your budget.
|
||||
:::warning
|
||||
|
||||
Keep your Actual Budget password safe, as it cannot be retrieved. If you forget your server password, you will not be able to retrieve your budget.
|
||||
|
||||
:::
|
||||
|
||||
|
||||

|
||||

|
||||
<br />
|
||||
<br />
|
||||
|
||||
## Using a PWA (Progressive Web App) {#using-a-PWA}
|
||||
|
||||
When using Actual Server over the internet, we suggest using a PWA web client. After you login and open Actual Budget, it's easy to set up a PWA from your browser of choice.
|
||||
|
||||
Here's some help with a few common desktop browsers.
|
||||
|
||||
:::note
|
||||
|
||||
Browser version and OS/browser combination may affect how to install a PWA. Please refer to your browsers documentation for definitive guidance.
|
||||
|
||||
:::
|
||||
|
||||
- Chrome: There may be an "app available" icon on the right side of the URL or use the browser menu. See [Chrome's documentation](https://support.google.com/chrome/answer/9658361?hl=en&co=GENIE.Platform%3DDesktop).
|
||||
|
||||
- Firefox: In supported OS, there should be an "add tab to taskbar" icon on the right side of the URL. You may need to add a PWA extension as described in [Mozilla's documentation](https://developer.mozilla.org/en-US/docs/Web/Progressive_web_apps/Guides/Installing).
|
||||
|
||||
- Safari: There should be a share icon in the Safari toolbar or use the browser menu. See [Safari's documentation](https://support.apple.com/en-mide/104996).
|
||||
|
||||
For other browsers or browser/OS combinations, most search engines or the browser's documentation will describe how to install a PWA. PC Magazine had an [article in March 2025](https://www.pcmag.com/explainers/how-to-use-progessive-web-apps) with some good information.
|
||||
|
||||
|
||||
## Getting started with using Actual Budget
|
||||
## Getting started with Actual Budget
|
||||
|
||||
Go to our [Starting Fresh](/docs/getting-started/starting-fresh) guide to get started with
|
||||
Actual Budget.
|
||||
Go to our [Starting Fresh](/docs/getting-started/starting-fresh) guide to get started with Actual Budget.
|
||||
|
||||
|
||||
@@ -1,5 +1,107 @@
|
||||
# Release Notes
|
||||
|
||||
## Prerelease 25.12.0
|
||||
|
||||
**Docker tag: edge**
|
||||
|
||||
#### Features
|
||||
|
||||
- [#5554](https://github.com/actualbudget/actual/pull/5554) Add a Crossover Report for tracking progress towards financial independence. — thanks @sjones512
|
||||
- [#5955](https://github.com/actualbudget/actual/pull/5955) Adds currency support to templates and goals — thanks @misu-dev
|
||||
- [#6050](https://github.com/actualbudget/actual/pull/6050) Allow prefilling input fields on mobile new transaction page via HTTP GET parameters — thanks @diktomat
|
||||
- [#6065](https://github.com/actualbudget/actual/pull/6065) Add prompt to convert future transactions to single time schedules — thanks @matt-fidd
|
||||
- [#6195](https://github.com/actualbudget/actual/pull/6195) Adds Malaysian Ringgit (MYR) currency — thanks @voidranjer
|
||||
|
||||
#### Enhancements
|
||||
|
||||
- [#5513](https://github.com/actualbudget/actual/pull/5513) Add back mobile running balance functionality — thanks @youngcw & @joel-jeremy
|
||||
- [#5874](https://github.com/actualbudget/actual/pull/5874) Mobile payees: add edit payee functionality — thanks @MatissJanis
|
||||
- [#5879](https://github.com/actualbudget/actual/pull/5879) Add support for trimming footer lines in CSV imports — thanks @StephenBrown2
|
||||
- [#5984](https://github.com/actualbudget/actual/pull/5984) Make bank sync account linking modal mobile responsive — thanks @matt-fidd
|
||||
- [#5988](https://github.com/actualbudget/actual/pull/5988) Allow entering amount when covering overspent/overbudgeted — thanks @joel-jeremy
|
||||
- [#6037](https://github.com/actualbudget/actual/pull/6037) Add CTRL/CMD + Enter as keyboard shortcut to only add single transaction — thanks @matt-fidd
|
||||
- [#6045](https://github.com/actualbudget/actual/pull/6045) Add tilde(~) separator to CSV parser — thanks @ishanjain28
|
||||
- [#6054](https://github.com/actualbudget/actual/pull/6054) Auto-select country in GoCardless bank sync based on browser timezone and locale — thanks @henricook
|
||||
- [#6084](https://github.com/actualbudget/actual/pull/6084) Add support for GTQ and DKK currencies — thanks @Charlisim
|
||||
- [#6090](https://github.com/actualbudget/actual/pull/6090) Add "Force reload app" button to Advanced settings section to clear cached app version and load a fresh one — thanks @MatissJanis
|
||||
- [#6092](https://github.com/actualbudget/actual/pull/6092) Custom reports now include hidden categories and uncategorized transactions by default — thanks @MatissJanis
|
||||
- [#6110](https://github.com/actualbudget/actual/pull/6110) Allow categories to be added via a plus button in the group header — thanks @NikxDa
|
||||
- [#6115](https://github.com/actualbudget/actual/pull/6115) Add COP (Colombian Peso) to Currencies — thanks @brasilikum
|
||||
- [#6173](https://github.com/actualbudget/actual/pull/6173) Adds IDR currency — thanks @misu-dev
|
||||
- [#6178](https://github.com/actualbudget/actual/pull/6178) Improve schedule edit form responsitivity for mobile support (soon) — thanks @MatissJanis
|
||||
- [#6204](https://github.com/actualbudget/actual/pull/6204) Enhance the PWA icon to be in line with desktop — thanks @MikesGlitch
|
||||
- [#6220](https://github.com/actualbudget/actual/pull/6220) Changes and clarifies wording of "Done reconciling" button to "Lock transactions" when _All reconciled!_ or "Exit reconciliation if leaving unbalanced. — thanks @Juulz & @matt-fidd
|
||||
- [#6252](https://github.com/actualbudget/actual/pull/6252) Add Belarusian Ruble currency — thanks @gopstr
|
||||
|
||||
#### Bugfix
|
||||
|
||||
- [#5811](https://github.com/actualbudget/actual/pull/5811) Fix automations not saving on modal close — thanks @jfdoming
|
||||
- [#5946](https://github.com/actualbudget/actual/pull/5946) Removes dollar symbol from template string examples. — thanks @stefanedwards
|
||||
- [#6000](https://github.com/actualbudget/actual/pull/6000) Prevent duplicate filters from being applied — thanks @parapsychic
|
||||
- [#6025](https://github.com/actualbudget/actual/pull/6025) Fix scheduled transfers not linking when payee account is imported first — thanks @MatissJanis
|
||||
- [#6042](https://github.com/actualbudget/actual/pull/6042) Include the current week in Net Worth report when viewing by Weekly interval. — thanks @Jayant-Jeet
|
||||
- [#6046](https://github.com/actualbudget/actual/pull/6046) Prevent notes input field from clearing when action.op is changed — thanks @ishanjain28
|
||||
- [#6061](https://github.com/actualbudget/actual/pull/6061) fix: openId.issuer config not loading from env vars — thanks @lwschan
|
||||
- [#6067](https://github.com/actualbudget/actual/pull/6067) Fix mac desktop app hotkeys — thanks @MikesGlitch
|
||||
- [#6077](https://github.com/actualbudget/actual/pull/6077) Fix failing import of removed Stack component — thanks @matt-fidd
|
||||
- [#6079](https://github.com/actualbudget/actual/pull/6079) Fix GitHub workflows in the compare sizes action — thanks @matt-fidd
|
||||
- [#6082](https://github.com/actualbudget/actual/pull/6082) Prefer the incoming transaction's cleared status when importing from file/bank sync — thanks @Brostash
|
||||
- [#6086](https://github.com/actualbudget/actual/pull/6086) Fix style issues after Stack migration — thanks @jfdoming
|
||||
- [#6094](https://github.com/actualbudget/actual/pull/6094) Disabled fontSizeChanged to prevent undo stack exceeding limit after dashboard reset — thanks @pyfisssh
|
||||
- [#6098](https://github.com/actualbudget/actual/pull/6098) Fix mobile layout to ensure full-width rendering for BankSyncCheckboxOptions component. — thanks @MatissJanis
|
||||
- [#6100](https://github.com/actualbudget/actual/pull/6100) Prevent the settings page from overflowing horizontally on mobile — thanks @MatissJanis
|
||||
- [#6119](https://github.com/actualbudget/actual/pull/6119) ForceReload: change web update logic from .reload() to .applyAppUpdate() — thanks @MatissJanis
|
||||
- [#6130](https://github.com/actualbudget/actual/pull/6130) Fix OpenID token expiration to correctly use seconds from config — thanks @dnitros
|
||||
- [#6145](https://github.com/actualbudget/actual/pull/6145) On iOS 26 Safari, date inputs could render taller than expected. This has been fixed by disabling native appearance to enforce consistent box-sizing. — thanks @pyfisssh
|
||||
- [#6162](https://github.com/actualbudget/actual/pull/6162) Force reload: update logic for service worker data refresh — thanks @MatissJanis
|
||||
- [#6169](https://github.com/actualbudget/actual/pull/6169) Fix rare schedules page crash — thanks @matt-fidd
|
||||
- [#6175](https://github.com/actualbudget/actual/pull/6175) Fix rule page crashing when many actions added — thanks @MatissJanis
|
||||
- [#6194](https://github.com/actualbudget/actual/pull/6194) Prevent reports from rerendering when re-entering the viewport — thanks @matt-fidd
|
||||
- [#6198](https://github.com/actualbudget/actual/pull/6198) Fixes the balance rule action templating variable for uncategorised transactions — thanks @sys044
|
||||
- [#6200](https://github.com/actualbudget/actual/pull/6200) Change merge keyboard shortcut to "G" to prevent confusion with amount shortcut — thanks @matt-fidd
|
||||
- [#6227](https://github.com/actualbudget/actual/pull/6227) Fix typechecker - update mismatched type — thanks @MatissJanis
|
||||
- [#6241](https://github.com/actualbudget/actual/pull/6241) Fix mobile running balance on accounts with many transactions — thanks @youngcw
|
||||
|
||||
#### Maintenance
|
||||
|
||||
- [#5795](https://github.com/actualbudget/actual/pull/5795) Re-implement useDisplayPayee to use context to minimize SQL queries — thanks @joel-jeremy
|
||||
- [#5961](https://github.com/actualbudget/actual/pull/5961) Convert BudgetCategories component to TypeScript. — thanks @MatissJanis
|
||||
- [#5976](https://github.com/actualbudget/actual/pull/5976) Convert GenericInput component to TypeScript with generic types — thanks @MatissJanis
|
||||
- [#5997](https://github.com/actualbudget/actual/pull/5997) TypeScript: ported BudgetTable component to TS — thanks @MatissJanis
|
||||
- [#5998](https://github.com/actualbudget/actual/pull/5998) TypeScript: moving TransactionEdit component to TS — thanks @MatissJanis
|
||||
- [#6014](https://github.com/actualbudget/actual/pull/6014) Bump GitHub action versions — thanks @matt-fidd
|
||||
- [#6022](https://github.com/actualbudget/actual/pull/6022) Update types for budget table components + new hooks to reduce prop drilling — thanks @joel-jeremy
|
||||
- [#6026](https://github.com/actualbudget/actual/pull/6026) TypeScript: make component-library strict ts compliant (almost) — thanks @MatissJanis
|
||||
- [#6029](https://github.com/actualbudget/actual/pull/6029) Merge documentation into the main repository — thanks @matt-fidd
|
||||
- [#6039](https://github.com/actualbudget/actual/pull/6039) Refactored all `Stack` component usages to `SpaceBetween` component across the codebase for better consistency and simplified API. — thanks @MatissJanis
|
||||
- [#6060](https://github.com/actualbudget/actual/pull/6060) Upgrade vitest to v4 — thanks @matt-fidd
|
||||
- [#6076](https://github.com/actualbudget/actual/pull/6076) Add 512x512 image to icns file for Linux and Mac Icons — thanks @MikesGlitch
|
||||
- [#6085](https://github.com/actualbudget/actual/pull/6085) Remove unneeded property from Flathub app info description — thanks @MikesGlitch
|
||||
- [#6091](https://github.com/actualbudget/actual/pull/6091) TypeScript: refactor FiltersMenu to TS — thanks @MatissJanis
|
||||
- [#6095](https://github.com/actualbudget/actual/pull/6095) Initial cleanup following the docs repository merge — thanks @matt-fidd
|
||||
- [#6101](https://github.com/actualbudget/actual/pull/6101) Update bundle size stats and comparison to run in one workflow and summarize in a single PR comment. — thanks @MatissJanis
|
||||
- [#6109](https://github.com/actualbudget/actual/pull/6109) API: add missing TypeScript types — thanks @MatissJanis
|
||||
- [#6114](https://github.com/actualbudget/actual/pull/6114) Fix broken GitHub Action version resolutions — thanks @matt-fidd
|
||||
- [#6121](https://github.com/actualbudget/actual/pull/6121) TypeScript: make vite config files strict TS compliant — thanks @MatissJanis
|
||||
- [#6122](https://github.com/actualbudget/actual/pull/6122) Remove release note check for documentation changes — thanks @matt-fidd
|
||||
- [#6125](https://github.com/actualbudget/actual/pull/6125) Fix error in feature request workflow — thanks @matt-fidd
|
||||
- [#6126](https://github.com/actualbudget/actual/pull/6126) Fix VRT workflow artifact download — thanks @matt-fidd
|
||||
- [#6127](https://github.com/actualbudget/actual/pull/6127) Amend the contributor points calculation logic to handle the docs merge — thanks @matt-fidd
|
||||
- [#6138](https://github.com/actualbudget/actual/pull/6138) Change terminology used in points counting script — thanks @matt-fidd
|
||||
- [#6148](https://github.com/actualbudget/actual/pull/6148) Update feedback link for experimental crossover report — thanks @tabedzki
|
||||
- [#6150](https://github.com/actualbudget/actual/pull/6150) Extract schedules form into a separate component — thanks @MatissJanis
|
||||
- [#6152](https://github.com/actualbudget/actual/pull/6152) Fix bundle stats comment - broken markdown in some places — thanks @MatissJanis
|
||||
- [#6159](https://github.com/actualbudget/actual/pull/6159) Bump various dependencies — thanks @matt-fidd
|
||||
- [#6174](https://github.com/actualbudget/actual/pull/6174) Bump js-yaml from 3.14.1 to 3.14.2 — thanks @MatissJanis
|
||||
- [#6193](https://github.com/actualbudget/actual/pull/6193) Fix flaky charts VRT tests — thanks @matt-fidd
|
||||
- [#6208](https://github.com/actualbudget/actual/pull/6208) Stabilize VRT tests for cashflow report — thanks @MatissJanis
|
||||
- [#6216](https://github.com/actualbudget/actual/pull/6216) Exclude test files from build artifacts in TypeScript configuration for two packages. — thanks @MatissJanis
|
||||
- [#6217](https://github.com/actualbudget/actual/pull/6217) Revert changes to Merkle test, restoring previous key ordering and helper function usage. — thanks @MatissJanis
|
||||
- [#6230](https://github.com/actualbudget/actual/pull/6230) Remove automated PR maintainer assignment workflow and script for comments and reviews. — thanks @MatissJanis
|
||||
- [#6231](https://github.com/actualbudget/actual/pull/6231) Updating the release notes workflow to not run when docs related config have changed — thanks @MikesGlitch
|
||||
- [#6242](https://github.com/actualbudget/actual/pull/6242) Add a wokflow for building a nightly signed desktop app — thanks @MikesGlitch
|
||||
- [#6246](https://github.com/actualbudget/actual/pull/6246) Nightly & PR builds now provide individual desktop app installers for smaller, faster downloads. — thanks @MikesGlitch
|
||||
|
||||
## 25.11.0
|
||||
|
||||
Release date: 2025-11-03
|
||||
|
||||
BIN
packages/docs/static/img/reconcile/reconcile-10-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 95 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-11-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 90 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-12.png
vendored
Normal file
|
After Width: | Height: | Size: 27 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-2-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 24 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-3-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 33 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-3a-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 42 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-4-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 41 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-5-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 90 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-6-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 85 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-8-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 83 KiB |
BIN
packages/docs/static/img/reconcile/reconcile-9-2025.png
vendored
Normal file
|
After Width: | Height: | Size: 93 KiB |
@@ -25,6 +25,7 @@ export const currencies: Currency[] = [
|
||||
{ code: 'ARS', name: 'Argentinian Peso', symbol: 'Arg$', decimalPlaces: 2, numberFormat: 'dot-comma', symbolFirst: true },
|
||||
{ code: 'AUD', name: 'Australian Dollar', symbol: 'A$', decimalPlaces: 2, numberFormat: 'comma-dot', symbolFirst: true },
|
||||
{ code: 'BRL', name: 'Brazilian Real', symbol: 'R$', decimalPlaces: 2, numberFormat: 'dot-comma', symbolFirst: true },
|
||||
{ code: 'BYN', name: 'Belarusian Ruble', symbol: 'Br', decimalPlaces: 2, numberFormat: 'space-comma', symbolFirst: false },
|
||||
{ code: 'CAD', name: 'Canadian Dollar', symbol: 'CA$', decimalPlaces: 2, numberFormat: 'comma-dot', symbolFirst: true },
|
||||
{ code: 'CHF', name: 'Swiss Franc', symbol: 'Fr.', decimalPlaces: 2, numberFormat: 'apostrophe-dot', symbolFirst: true },
|
||||
{ code: 'CNY', name: 'Yuan Renminbi', symbol: '¥', decimalPlaces: 2, numberFormat: 'comma-dot', symbolFirst: true },
|
||||
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [youngcw,joel-jeremy]
|
||||
---
|
||||
|
||||
Add back mobile running balance functionality
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Features
|
||||
authors: [sjones512]
|
||||
---
|
||||
|
||||
Add a Crossover Report for tracking progress towards financial independence.
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [joel-jeremy]
|
||||
---
|
||||
|
||||
Re-implement useDisplayPayee to use context to minimize SQL queries
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [jfdoming]
|
||||
---
|
||||
|
||||
Fix automations not saving on modal close
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Mobile payees: add edit payee functionality
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [StephenBrown2]
|
||||
---
|
||||
|
||||
Add support for trimming footer lines in CSV imports
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [stefanedwards]
|
||||
---
|
||||
|
||||
Removes dollar symbol from template string examples.
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Features
|
||||
authors: [misu-dev]
|
||||
---
|
||||
|
||||
Adds currency support to templates and goals
|
||||
@@ -1,7 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Convert BudgetCategories component to TypeScript.
|
||||
|
||||
@@ -1,7 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Convert GenericInput component to TypeScript with generic types
|
||||
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Make bank sync accout linking modal mobile responsive
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [joel-jeremy]
|
||||
---
|
||||
|
||||
Allow entering amount when covering overspent/overbudgeted
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
TypeScript: ported BudgetTable component to TS
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
TypeScript: moving TransactionEdit component to TS
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [parapsychic]
|
||||
---
|
||||
|
||||
Prevent duplicate filters from being applied
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Bump GitHub action versions
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [joel-jeremy]
|
||||
---
|
||||
|
||||
Update types for budget table components + new hooks to reduce prop drilling
|
||||
@@ -1,7 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Fix scheduled transfers not linking when payee account is imported first
|
||||
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
TypeScript: make component-library strict ts compliant (almost)
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Merge documentation into the main repository
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Add CTRL/CMD + Enter as keyboard shortcut to only add single transaction
|
||||
@@ -1,7 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Refactored all `Stack` component usages to `SpaceBetween` component across the codebase for better consistency and simplified API.
|
||||
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [Jayant-Jeet]
|
||||
---
|
||||
|
||||
Include the current week in Net Worth report when viewing by Weekly interval.
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [ishanjain28]
|
||||
---
|
||||
|
||||
Add tilde(~) separator to CSV parser
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [ishanjain28]
|
||||
---
|
||||
|
||||
Prevent notes input field from clearing when action.op is changed
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Features
|
||||
authors: [diktomat]
|
||||
---
|
||||
|
||||
Allow prefilling input fields on mobile new transaction page via HTTP GET parameters
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [henricook]
|
||||
---
|
||||
|
||||
Auto-select country in GoCardless bank sync based on browser timezone and locale
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Upgrade vitest to v4
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [lwschan]
|
||||
---
|
||||
|
||||
fix: openId.issuer config not loading from env vars
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Features
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Add prompt to convert future transactions to single time schedules
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [MikesGlitch]
|
||||
---
|
||||
|
||||
Fix mac desktop app hotkeys
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MikesGlitch]
|
||||
---
|
||||
|
||||
Add 512x512 image to icns file for Linux and Mac Icons
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Fix failing import of removed Stack component
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Fix GitHub workflows in the compare sizes action
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [Brostash]
|
||||
---
|
||||
|
||||
Prefer the incoming transaction's cleared status when importing from file/bank sync
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [Charlisim]
|
||||
---
|
||||
|
||||
Add support for GTQ and DKK currencies
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MikesGlitch]
|
||||
---
|
||||
|
||||
Remove unneeded property from Flathub app info description
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [jfdoming]
|
||||
---
|
||||
|
||||
Fix style issues after Stack migration
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Add "Force reload app" button to Advanced settings section to clear cached app version and load a fresh one
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
TypeScript: refactor FiltersMenu to TS
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Custom reports now include hidden categories and uncategorized transactions by default
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [pyfisssh]
|
||||
---
|
||||
|
||||
Disabled fontSizeChanged to prevent undo stack exceeding limit after dashboard reset
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Initial cleanup following the docs repository merge
|
||||
@@ -1,7 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Fix mobile layout to ensure full-width rendering for BankSyncCheckboxOptions component.
|
||||
|
||||
@@ -1,7 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Prevent the settings page from overflowing horizontally on mobile
|
||||
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Update bundle size stats and comparison to run in one workflow and summarize in a single PR comment.
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
API: add missing TypeScript types
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [NikxDa]
|
||||
---
|
||||
|
||||
Allow categories to be added via a plus button in the group header
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Fix broken GitHub Action version resolutions
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [brasilikum]
|
||||
---
|
||||
|
||||
Add COP (Colombian Peso) to Currencies
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
ForceReload: change web update logic from .reload() to .applyAppUpdate()
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
TypeScript: make vite config files strict TS compliant
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Remove release note check for documentation changes
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Fix error in feature request workflow
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Fix VRT workflow artifact download
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Amend the contributor points calculation logic to handle the docs merge
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [dnitros]
|
||||
---
|
||||
|
||||
Fix OpenID token expiration to correctly use seconds from config
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Change terminology used in points counting script
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [pyfisssh]
|
||||
---
|
||||
|
||||
On iOS 26 Safari, <input type="date"> could render taller than expected. This has been fixed by disabling native appearance to enforce consistent box-sizing.
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [tabedzki]
|
||||
---
|
||||
|
||||
Update feedback link for experimental crossover report
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Extract schedules form into a separate component
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Fix bundle stats comment - broken markdown in some places
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Bump various dependencies
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Force reload: update logic for service worker data refresh
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Fix rare schedules page crash
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [misu-dev]
|
||||
---
|
||||
|
||||
Adds IDR currency
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Bump js-yaml from 3.14.1 to 3.14.2
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Fix rule page crashing when many actions added
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Improve schedule edit form responsitivity for mobile support (soon)
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Fix flaky charts VRT tests
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Prevent reports from rerendering when re-entering the viewport
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Features
|
||||
authors: [voidranjer]
|
||||
---
|
||||
|
||||
Adds Malaysian Ringgit (MYR) currency
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [sys044]
|
||||
---
|
||||
|
||||
Fixes the balance rule action templating variable for uncategorised transactions
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Bugfix
|
||||
authors: [matt-fidd]
|
||||
---
|
||||
|
||||
Change merge keyboard shortcut to "G" to prevent confusion with amount shortcut
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Enhancements
|
||||
authors: [MikesGlitch]
|
||||
---
|
||||
|
||||
Enhance the PWA icon to be in line with desktop
|
||||
@@ -1,6 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Stabilize VRT tests for cashflow report
|
||||
@@ -1,7 +0,0 @@
|
||||
---
|
||||
category: Maintenance
|
||||
authors: [MatissJanis]
|
||||
---
|
||||
|
||||
Exclude test files from build artifacts in TypeScript configuration for two packages.
|
||||
|
||||