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Matt Fiddaman 0b9f01b936 [WIP] fix titles in release notes (#553 )

2024-12-06 20:04:38 +00:00

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Release Notes

24.12.0

The release has the following notable improvements:

Dashboards officially released as first-party feature
Tracking budget officially released as first-party feature
New summary report card type
Batch sync for SimpleFin accounts

Actual

Features

#3792 Add a summary card to report dashboard — thanks @lelemm
#3833 Release tracking budget feature. — thanks @MatissJanis
#3856 Dashboards: release as first party feature. — thanks @MatissJanis

Enhancements

#3381 Context menu's for transactions, budget, schedules, payees and rules pages — thanks @UnderKoen
#3581 Enable all SimpleFin accounts to be synced with a single request — thanks @matt-fidd
#3593 Refactored Sidebar components. Budget rename input box is now responsive. — thanks @tlesicka
#3666 Adds a Button to Group Menu that allows users to apply all Budget Templates in this Group — thanks @Dreptschar
#3670 Support translations in packages/desktop-client/src/components/payees/PayeeMenu.tsx. — thanks @glorenzen
#3693 Auto-reload on app updates if possible, and show a notification if not possible — thanks @jfdoming
#3752 Enhance app with i18n translations — thanks @awaisalee
#3821 Implement SimpleFin batch sync in the API — thanks @matt-fidd
#3827 Enhance app with i18n translations — thanks @awaisalee
#3832 Enhance app with i18n translations — thanks @awaisalee
#3872 Allow report table columns to grow to fit available space — thanks @matt-fidd
#3902 Filter 'has flag(s)' must be visible just for notes — thanks @lelemm

Bugfix

#3402 Fix wrong scheduled transfer payment direction on PWA — thanks @joel-jeremy
#3571 Fixes focus ring getting "stuck" on last column of /accounts/budgeted screen when creating a new transaction. — thanks @The-Firexx
#3669 Fix category filters when the value is '(nothing)' — thanks @qedi-r
#3686 Fixes #3682 - Fix $ne filters incorrectly excluding null values — thanks @joel-rich
#3729 Fix mobile/desktop views not change when window is resized (e.g. from portrait to landscape and vice versa) — thanks @joel-jeremy
#3731 Fix mobile navigation tabs scrolling when scrolling anywhere in the app e.g. scrolling through category/group notes in mobile budget view. — thanks @joel-jeremy
#3732 Fix #2932: Schedule reset amount to ten (10) when amount is zero (0). — thanks @lelemm
#3745 Dashboards: save cash-flow balance setting with the widget. — thanks @MatissJanis
#3748 Keep the order of imported transactions when syncing from server. — thanks @UnderKoen
#3753 Fixed overflowing text on transaction records when imported payee has an extra long name — thanks @JahJoey
#3793 Handle unexpected response from GoCardless when getting banks. — thanks @thraizz
#3794 Fixes typescript and runtime error from useResponsive update. — thanks @tlesicka
#3815 Allow server URLs to contain pathnames. — thanks @joshyrobot
#3817 Fix template goals after recent rewrite — thanks @youngcw
#3823 Fix Iphone 13 error when attempting to view budget. — thanks @MikesGlitch
#3825 Fix back button behavior after adding a new transaction on mobile — thanks @JukeboxRhino
#3829 Fix template limits — thanks @youngcw
#3837 Fix validation issue for invalid server URLs in /config-server page — thanks @shb9019
#3873 Fix preview transactions not showing in all accounts and aggregated accounts (budgeted/offbudget) — thanks @joel-jeremy
#3882 Fix performance regression around accounts and budget pages — thanks @MikesGlitch
#3905 Fix mobile transaction edit page's back button behavior — thanks @joel-jeremy
#3920 Fix flickering when saving a transaction when there are transactions scheduled — thanks @MikesGlitch
#3932 Fix a navigation bug and a crash from the account pages — thanks @jfdoming

Maintenance

#3548 Support translations in various files. — thanks @a-gradina
#3685 Create a new useTransactions hook to simplify loading of transactions. — thanks @joel-jeremy
#3744 Custom reports: moving from session storage and local state for inner report pages to using unique URL identifiers for each custom report page. — thanks @MatissJanis
#3754 Reorganize goal template code — thanks @youngcw
#3757 Migrate AccountSyncCheck.jsx file to typescript — thanks @joel-jeremy
#3761 Migrate mobile Transaction component to TypeScript (TransactionListItem.tsx) + cleanup — thanks @joel-jeremy
#3764 Add /update-vrt as a command for PR's. — thanks @UnderKoen
#3782 Removing node-fetch from the Desktop app and updating self signed certificate implementation — thanks @MikesGlitch
#3785 Dashboards: add migration that will remove faulty 'blank' widgets. — thanks @MatissJanis
#3801 Update build folder structure to allow separation of web and electron builds — thanks @MikesGlitch
#3830 Fix broken translations in worker files — thanks @MikesGlitch
#3841 Fix translations parameter formatting issues — thanks @MikesGlitch
#3859 Strict TS typing for useResizeObserver.ts — thanks @joel-jeremy
#3860 Convert ManagementApp to tsx — thanks @joel-jeremy
#3862 Convert mobile Accounts.jsx to Typescript. — thanks @joel-jeremy
#3864 Use strict typing in useSheetValue and fix bug where query is not being updated when the query object changed — thanks @joel-jeremy
#3865 Convert EditFieldModal.jsx to tsx — thanks @joel-jeremy
#3866 Convert MergeUnusedPayeesModal.jsx to tsx — thanks @joel-jeremy
#3867 Convert ManagePayees page components to Typescript — thanks @joel-jeremy
#3868 Convert PostsOfflineNotification.jsx to Typescript — thanks @joel-jeremy
#3870 Convert SimpleTransactionsTable.jsx to tsx — thanks @joel-jeremy
#3871 Summary Report: Update font size implementation to be simpler — thanks @MikesGlitch
#3904 Use useNavigate instead of accessing window.__navigate — thanks @joel-jeremy

Actual Server

Features

#498 Add support for authentication using OpenID Connect. — thanks @apilat & @lelemm

Enhancements

#484 Add support for 1822-DIREKT-HELADEF1822 transaction information — thanks @matt-fidd
#485 Check if SimpleFIN accessKey is in the correct format. — thanks @psybers
#490 Add support for "SWEDBANK_HABALV22" transaction date — thanks @dmednis
#493 GoCardless: ING_PL_INGBPLPW should prefer valueDate over bookingDate — thanks @matt-fidd
#497 Improve support for "SWEDBANK_HABALV22" transaction date & enrich creditor name for pending transactions — thanks @dmednis

Bugfix

#494 Prefer using the SimpleFin pending flag to set cleared status — thanks @matt-fidd
#504 Fix bug in batch SimpleFIN startDate logic — thanks @matt-fidd
#507 Fixed bug where the openid migration was removing access for users — thanks @lelemm
#511 Fixed Hype Bank sync — thanks @guglicap
#514 Fix gocardless bank "Hanseatic Bank" — thanks @Froghut

Maintenance

#479 Updates the docker images base version and set node_env env variable to production — thanks @rare-magma

24.11.0

The release has the following notable improvements:

Optimizations to some SimpleFIN API calls
Experimental support for setting the upcoming schedule duration
Many improvements to the experimental dashboards feature
Experimental templating support in rules

Actual

Enhancements

#3305 Add rule action templating for set actions using handlebars syntax. — thanks @UnderKoen
#3310 Add option to set how far out the upcoming scheduled transactions are shown in the account view. — thanks @SamBobBarnes
#3543 Save in/out mode settings between CSV imports — thanks @matt-fidd
#3549 [Mobile] Allow updating existing transaction's account — thanks @joel-jeremy
#3554 Update Sidebar to only scroll accounts. All buttons stay fixed in position. — thanks @tlesicka
#3584 Moving file settings to the management page and enabling budget file relocation — thanks @MikesGlitch
#3587 Dashboards: ability to quick-edit widget names from inner report pages. — thanks @MatissJanis
#3588 Dashboards: make "add widgets" button always visible. — thanks @MatissJanis
#3600 Add a guidance modal for when migrations are out of sync — thanks @MikesGlitch
#3615 Show the "import transactions" button even if accounts have bank-sync enabled. — thanks @MatissJanis
#3617 Add goal template to copy budget from X months prior — thanks @youngcw
#3619 Add action rule templating for payee_name — thanks @UnderKoen
#3622 Use a toggle on mobile transaction's Cleared flag. — thanks @joel-jeremy
#3623 Support translations in packages/desktop-client/src/components/payees/ManagePayees.tsx. — thanks @glorenzen
#3636 Reports: responsibility UI polishing. — thanks @MatissJanis
#3639 Add info text to Upcoming Length control. — thanks @SamBobBarnes
#3648 Move help-related items under a single menu — thanks @jfdoming
#3659 Support translations in desktop-client/components/common/search — thanks @Dreptschar
#3684 Add Reconcile button on account page — thanks @attyluccio
#3691 Add goal template reference guide to help menu — thanks @deathblade666
#3697 Supporting the use of an ngrok tunnel when used to tunnel into actual-sync server — thanks @MikesGlitch
#3699 Update Electron help menu to reflect new in-app menu — thanks @jfdoming
#3722 Translation support for desktop-client/src/components/reports/reports/CustomReport.tsx — thanks @AhmedElbohoty

Bugfix

#3343 Fix slow scrolling in mobile modals — thanks @tim-smart
#3511 Fix yearly schedule templates not behaving correctly when budgeting ahead of the transaction date — thanks @JukeboxRhino
#3527 Updates UI to disallow non-unique account names. — thanks @qedi-r
#3572 Fix "category is nothing" rules not matching — thanks @davidmartos96
#3598 Fixes First day of the week option not being used correctly in the calendar when entering a new transaction — thanks @attyluccio
#3602 Ensure budgeted amounts are positive for mobile budget view — thanks @tim-smart
#3603 Fixes inaccurate running balance when hiding reconciled transactions — thanks @wysinder
#3605 Fixes CSV import when CSV contains only 3 columns — thanks @UnderKoen
#3607 Fixes Rule Conditions Removal — thanks @attyluccio
#3609 Don't consider payees used in rules as orphaned — thanks @matt-fidd
#3613 Make import button reflect accurate number of transactions to be added — thanks @matt-fidd
#3624 Fix rules for scheduled transactions incorrectly showing a split error when the all splits are "fixed-amount". — thanks @Sjones512
#3625 Run rules on "Reconciliation balance adjustment" transactions — thanks @UnderKoen
#3626 Fix importing of non custom reports widgets on the (experimental) reports page. — thanks @UnderKoen
#3632 Fix escaping in action rules templating — thanks @UnderKoen
#3633 Fix 'show uncategorized' and 'show off budget' for custom reports — thanks @UnderKoen
#3641 Fix visual glitches with scheduled split transactions — thanks @jfdoming
#3674 Fixes 1Password credit card autocomplete showing on the transactions table — thanks @greggroth
#3676 Allow 4 decimal places in file import. — thanks @youngcw
#3679 Fix incorrect cumulative totals for Days 28+ on the Spending Report — thanks @joel-rich
#3695 Fix broken budget copy in tracking budget — thanks @youngcw
#3704 Fix not being able to change Payee by rules — thanks @UnderKoen
#3705 Fix category being set on off-budget accounts — thanks @UnderKoen
#3717 Fix race condition during downloading budget. — thanks @MikesGlitch
#3720 Revert initial bank-sync operation status indicator change. — thanks @MatissJanis
#3721 Fix template notifications not showing — thanks @youngcw
#3723 Fix issue with Monthly Spending report not properly averaging previous three months — thanks @joel-rich
#3725 fix Tag filtering crashing app when tag has regex special character — thanks @joel-rich
#3728 Fix Distribute button calculates splits one at a time. — thanks @lelemm
#3735 Fix parse date in DateRange element which is causing the cards to display the wrong dates. — thanks @carkom
#3736 Add extra error handling for when an incorrect server URL has been setup — thanks @MikesGlitch
#3739 Fix "Name" field being in wrong colour in Schedules page — thanks @aappaapp
#3749 Fix usage of date functions in action rule templating. — thanks @UnderKoen
#3768 Fix bugs on payee management page — thanks @jfdoming

Maintenance

#3365 Add more strict types to account/rules.ts — thanks @UnderKoen
#3444 Support translations in various files. — thanks @a-gradina
#3471 Replace glamor CSS-in-JS library with @emotion/css. — thanks @joel-jeremy
#3499 E2E tests for CSV import dialog — thanks @UnderKoen
#3506 e2e: Add some mobile visual regression tests — thanks @joel-jeremy
#3507 TypeScript: migrated ManagePayees and LoadBackupModal. — thanks @MatissJanis
#3552 Split ImportTransactionsModal file in multiple smaller component files. — thanks @MatissJanis
#3553 Reducing Desktop app package size — thanks @MikesGlitch
#3570 TypeScript: migrate smaller ImportTransactionsModal components to TS. — thanks @MatissJanis
#3576 TypeScript: migrate NetWorth component to TS. — thanks @MatissJanis
#3577 Upgrade some github actions. — thanks @MatissJanis
#3580 Remove electron-is-dev dependency from the Desktop App — thanks @MikesGlitch
#3594 Fix regression in size comparison workflow — thanks @matt-fidd
#3599 Add reload functionality into the desktop app and remove old logging package — thanks @MikesGlitch
#3601 Remove package.tgz file from the repository — thanks @tim-smart
#3611 Removing feature flag from spending reports. — thanks @carkom
#3640 TypeScript: migrated account header to TS. — thanks @MatissJanis
#3645 Bump yargs to newer version — thanks @jfdoming
#3651 Add feature flag for upcoming length adjustment setting. — thanks @SamBobBarnes
#3718 SyncedPrefs: remove no longer necessary migration. — thanks @MatissJanis
#3756 Remove unneeded node test file — thanks @MikesGlitch

Actual Server

Enhancements

#470 Sort bank transactions by more fields. So when there is a bookingDateTime it also sorts by the time. — thanks @UnderKoen
#473 Add "N26" to list of banks with limited history — thanks @alcroito
#480 Allow data directory to be overridden by env variable — thanks @MikesGlitch
#481 Add "Fineco" bank (IT, UK) to list of banks with limited history — thanks @ftruzzi
#482 Don't pull transactions from SimpleFIN when asking for the list of accounts. — thanks @psybers
#483 SimpleFIN: when syncing a single account, only pull transactions for that account. — thanks @psybers
#486 Change access_valid_for_days from "180" to "179" for institution "EASYBANK_BAWAATWW" — thanks @clutwo

Bugfix

#474 Fixes Sabadell Bank regression, by including the date field during normalization — thanks @davidmartos96
#487 Fix migrations not running properly on inital setup — thanks @MikesGlitch

Maintenance

#432 Integrate FileService for app-sync.js — thanks @tcrasset
#478 Set correct log level for bank integration messages — thanks @rare-magma

24.10.1

The primary intent of this release is to patch a performance regression in user preferences that can cause faulty views displayed in accounts or for goal templates.

Actual

Enhancements

#3573 [Mobile] Update Budget to Budgeted to match the column name in mobile budget table — thanks @joel-jeremy

Bugfix

#3544 SyncedPrefs: preload in redux state and fetch from there; improved performance. — thanks @MatissJanis
#3566 Reports: fix old reports page having empty blocks. — thanks @MatissJanis
#3574 [Mobile] Fix budget list on mobile auto selecting a budget file under the Switch budget file menu — thanks @joel-jeremy

24.10.0

The release has the following notable improvements:

SimpleFIN officially released as first-party feature
Color themes: ability to set "system default" color theme
Mobile: button to view uncategorized transactions
Privacy mode: instead of blurring use an unintelligible font
Experimental dashboards: ability to save cash-flow, net-worth and spending report filters and date-ranges.

Important notice about the @actual-app/api package: starting from this release the versioning strategy of the API package will align with the web & server: {year}.{month}.{patch-version}.

Actual

Features

#3325 Add setting to set preferred dark theme for "System default" mode — thanks @tim-smart
#3326 Add an uncategorized transaction button to the mobile app. — thanks @tim-smart
#3459 SimpleFIN is officially released as a first-party feature of Actual. — thanks @MatissJanis

Enhancements

#3085 Show undo notifications when applying goal templates / budget actions in mobile. — thanks @joel-jeremy
#3119 Auto notes in month notes when reassigning budgets. — thanks @joel-jeremy
#3288 Dashboards: text widget support. — thanks @Matissjanis
#3298 Implement greater visibility and accessibility on popover menus and tooltips. — thanks @VoltaicGRiD & @psybers
#3313 Support translations in desktop-client/components/schedules. — thanks @psybers
#3332 Set html theme-color meta tag to match the webmanifest theme_color. — thanks @tim-smart
#3344 Adjust mobile header link style — thanks @tim-smart
#3364 Dashboards: ability to save filters & time-range on net-worth widgets. — thanks @MatissJanis & @carkom
#3377 Privacy mode: instead of blurring, use an illegible font (#3376) — thanks @olets
#3380 Fixing spending report header so that any month can be compared to any other month. Also adds budget as an optional comparison. — thanks @carkom
#3400 Update splash background to match theming — thanks @jfdoming
#3411 Undoable auto transfer notes + auto notes for cover — thanks @joel-jeremy
#3417 Dashboards: ability to save filters & time-range on cash-flow widgets. — thanks @MatissJanis
#3432 Dashboards: ability to save filters & time-range on spending widgets. — thanks @MatissJanis
#3451 Fixing display issues in spending report and adding a legend. — thanks @carkom

Bugfix

#3286 Forcibly reload app when API request is redirected. This fixes issue #2793 — thanks @TimQuelch
#3356 Fix incorrect hook usage in #3277 — thanks @matt-fidd
#3374 Mobile - Fix budget cells being triggered when pulling down to refresh on budget table. — thanks @joel-jeremy
#3379 Fix report header validateStart bug. — thanks @carkom
#3389 Prevent keyboard shortcuts modal launching when entering shortcut into editable field. — thanks @MikesGlitch
#3399 Fix regression in case sensitivity for is/matches operator — thanks @jfdoming
#3412 Sort suggested payee popup section by favorite status first, then alphabetically. — thanks @qedi-r
#3441 Fix account filters being overridden. — thanks @MatisJanis
#3453 Fix react-aria-components Button hover styles — thanks @joel-jeremy
#3456 Fix csv import deduplication #3416 — thanks @UnderKoen
#3460 SyncedPrefs: fix import prefs not reading correctly. — thanks @MatisJanis
#3462 Fix save report forms submit handler so that it doesn't trigger a reload of an entire page on submit. — thanks @joel-jeremy
#3463 Mobile - Do not allow renaming category or group to an empty name. — thanks @joel-jeremy
#3469 Reports - deleting custom reports should remove the widget from the dashboard. — thanks @MatissJanis
#3472 Fix privacy filters not activating — thanks @joel-jeremy
#3478 CSV import - fix checkboxes not working. — thanks @MatissJanis
#3480 Fix 'matches' operator incorrectly matching empty strings. — thanks @qedi-r
#3484 Custom reports - fix opening table reports crashing the page. — thanks @MatissJanis
#3487 Fix modals not opening on mobile budget view — thanks @tim-smart
#3491 Fix mobile page header button styles. — thanks @joel-jeremy
#3492 Fix mobile balance modal not properly coloring balance. — thanks @joel-jeremy
#3495 Removes whitespace from both ends of the category name — thanks @junyuanz1
#3501 Fix typo in README for Actual Budget Github homepage — thanks @Jonathan-Fang
#3509 Fix desktop popover showing in mobile To Budget options. — thanks @qedi-r
#3510 Fix templates and syntax check running on deleted categories — thanks @youngcw
#3515 Fix GoCardless linking (account selection window not appearing) — thanks @EtaoinWu
#3535 Fix balance carryover arrow on Firefox — thanks @MikesGlitch
#3539 Fix error when creating a rule from an existing transaction — thanks @matt-fidd
#3540 BankSync: fix showing sync status after linking and close all modal stack. — thanks @MatissJanis
#3541 Fix import crashing if the QFX file is malformed. — thanks @MatissJanis

Maintenance

#3163 Use new react-aria-components in common and mobile components. — thanks @joel-jeremy
#3277 Support translations in desktop-client/components/accounts. — thanks @matt-fidd
#3311 TypeScript: migrate Account component. — thanks @MatissJanis
#3352 Support translations in Translation support for desktop-client/src/components/budget/BalanceWithCarryover.tsx — thanks @nmathey
#3355 TypeScript: migrate Reconcile file. — thanks @MatissJanis
#3361 TypeScript: RSchedule types fixed — thanks @UnderKoen
#3363 Support translations in desktop-client/components/budget. — thanks @agradina
#3367 Support translations in Translation support for desktop-client/src/components/budget/BudgetTotals.tsx — thanks @nmathey
#3391 Refine Menu/Select types to allow broader types for the value/name attribute — thanks @jfdoming
#3393 Prevent sidebar from saving to metadata.json unnecessarily — thanks @MikesGlitch
#3394 Remove unneeded Payee typeahead console log — thanks @MikesGlitch
#3395 SyncedPrefs: refactor pref values from explicit types to string. — thanks @MatissJanis
#3396 Convert RecurringSchedulePicker.jsx -> RecurringSchedulePicker.tsx — thanks @jfdoming
#3397 SyncedPrefs: refactor usages of number formatter away from redux. — thanks @MatissJanis
#3398 Prevent sync from saving to metadata.json unnecessarily — thanks @MikesGlitch
#3401 Use react-aria-components' Button in filters. — thanks @joel-jeremy
#3406 Adding retries into filesystem calls to mitigate locking issues caused by virus scanners. — thanks @MikesGlitch
#3408 SyncedPrefs: refactor ImportTransactions usage of prefs to use a common hook. — thanks @MatissJanis
#3410 SyncedPrefs: move budgetType back to metadata prefs. — thanks @MatissJanis
#3413 Complete migration of all modals to react-aria-components Modal component. — thanks @joel-jeremy
#3423 SyncedPrefs: move synced-preferences from metadata.json to the database. — thanks @MatissJanis
#3426 Support translations in desktop-client/components/budget. — thanks @a-gradina
#3427 SyncedPrefs: move budget type to synced preferences. — thanks @MatissJanis
#3430 Support translations for component files — thanks @a-gradina
#3431 Restart server silently when adding self signed cert and add some logs — thanks @MikesGlitch
#3443 Reduce size of desktop packages — thanks @MikesGlitch
#3448 Reduce budget table re-renders — thanks @joel-jeremy
#3450 Cleanup react-aria packages and dedupe packages. — thanks @joel-jeremy
#3452 Update synced account balance in db if available — thanks @matt-fidd
#3458 SyncedPrefs: separate out MetadataPrefs and LocalPrefs in different storage locations. — thanks @MatissJanis
#3468 Remove old updater logic — thanks @MikesGlitch
#3475 Replacing the deprecated Electron file handler protocol with the new version — thanks @MikesGlitch
#3483 File/variable renames: rollover budget -> envelope budget; report budget -> tracking budget. — thanks @MatissJanis
#3493 Custom reports: added e2e tests to improve stability. — thanks @MatissJanis
#3497 Fix running yarn vrt:docker on windows with git bash — thanks @UnderKoen
#3498 e2e: improve rules test stability. — thanks @MatissJanis
#3503 e2e: improve onboarding test stability. — thanks @MatissJanis
#3512 e2e: improve rules test stability. — thanks @MatissJanis
#3513 e2e: improve settings test stability. — thanks @MatissJanis
#3514 Add category goal info to the budget prewarm list for faster loading of indicator colors. — thanks @youngcw
#3521 Cleanup: Set theme-color at App level instead of per page — thanks @joel-jeremy
#3523 e2e stability: wait for data-theme to switch before taking a screenshot — thanks @joel-jeremy
#3525 Expose underlying exception source when a module fails to load. — thanks @qedi-r
#3526 Fix electron build workflow for ubuntu-latest — thanks @matt-fidd
#3530 [e2e] Fix the flaky "navigates back to start page by clicking on “no server” in an empty budget file test" from onboarding.test.js — thanks @joel-jeremy

Actual Server

Enhancements

#384 Sync multiple accounts in a single SimpleFIN API call. — thanks @psybers
#449 Add "Banco ActivoBank" (PT) to list of banks with limited history — thanks @mtrocadomoreira
#452 added REVOLUT_REVOLT21 & VUB_BANKA_SUBASKBX to banks with limited history — thanks @molnart
#454 Add integration of Rheinhessen Sparkasse (SPK_WORMS_ALZEY_RIED_MALADE51WOR) to the GoCardless app — thanks @DirgoSalga
#455 Add support for ABANCA_CAGLPTPL payee name — thanks @matt-fidd
#459 Add support for Bizum transactions in Revolut — thanks @hostyn

Bugfix

#445 Fix BancSabadell payee name based on the transaction amount — thanks @davidmartos96
#448 Fix pending purchases amount sign and payee name for National Bank of Greece import — thanks @mezger6
#451 Fix wrong payeeName used for CBC_CREGBEBB — thanks @MMichotte

Maintenance

#465 Fix typo in GoCardless Error type — thanks @matt-fidd
#471 Update feature request link in github issues. — thanks @MatissJanis

24.9.0

The release has the following notable improvements:

mobile: long-press transactions to reveal more actions
transactions table: show imported payee on hover of payee column
filtering: ability to filter by "has tags" conditions
budgets: highlight current month
imports: ability to skip heading lines
experimental: custom report homepage (dashboards)

Actual

Features

#2892 Long press transactions in mobile account view to reveal action bar with more actions. — thanks @joel-jeremy
#3231 Customizable dashboard for reports page - drag-able and resizable widgets. — thanks @MatissJanis
#3234 Added an optional configuration value to skip one or more heading lines (added by some banks, like ING) during the CSV transactions import. — thanks @Horizon0156
#3271 Update README to add Weblate project, a crowdsourced translation tool. — thanks @julianwachholz

Enhancements

#2923 Show split transactions in schedule previews. — thanks @jfdoming
#3018 Add imported payee tooltip to transaction tables — thanks @matt-fidd
#3036 Introduce i18n framework to prepare for translations. — thanks @julianwachholz
#3111 Highlight current month in budgets. — thanks @psybers
#3122 Shorten hidden category names imported from YNAB4. — thanks @alcroito
#3140 Add reset-hold and hold-for-next-month methods to the API — thanks @rodriguestiago0
#3181 Update option name of experimental Monthly Spending Report — thanks @TimQuelch
#3188 Filter by account when linking schedules and add shortcut "S" to link schedule. — thanks @psybers
#3203 Identify Payee and Notes fields by name if they exist in CSV import — thanks @spalmurray
#3215 Add rule actions to prepend/append to transaction notes. — thanks @psybers
#3246 Allow escaping tags with double ##. — thanks @psybers
#3270 Support translations in desktop-client/components/filters. — thanks @psybers
#3275 Support translations in desktop-client/components/autocomplete. — thanks @psybers
#3280 Support translations in desktop-client/components/budget/report. — thanks @psybers
#3283 Added feedback links besides the experimental feature flags. — thanks @MatissJanis
#3284 Dashboards: ability to rename all the widgets. — thanks @Matissjanis
#3290 Add new 'has tag(s)' filter to filter note tags. — thanks @lelemm
#3299 Support translations in desktop-client/components/reports/graphs. — thanks @psybers
#3302 Support translations in desktop-client/components/sidebar. — thanks @psybers

Bugfix

#2970 Fix false positives for duplicate filters error when saving a new filter. — thanks @scivarolo
#2974 Fix: Automatically focus inputs, or the primary button, in modals. — thanks @psybers
#2991 Prevent transaction deduplication for imported transactions — thanks @ttlgeek, @strazto, & @pmoon00
#3044 Fix decimal comma parsing for OFX files — thanks @youngcw & @wdpk
#3115 Hide the target category from the cover overspending category list — thanks @matt-fidd
#3205 Fix typo in error message — thanks @matt-fidd
#3206 Fix mobile account status indicators cutting off. — thanks @psybers
#3209 Adjusting UI so that spending report works on mobile. — thanks @carkom
#3212 Fix GoCardless "Linking back account" integration in Desktop app. — thanks @MikesGlitch
#3220 Fix electron builds throwing "We had an unknown problem opening file" — thanks @MikesGlitch
#3232 Fix import transaction issue introduced by strict id checking feature — thanks @pmoon00
#3237 Fix crash when visiting later months — thanks @jfdoming
#3239 Fix transfer category in temporary transactions — thanks @jfdoming
#3241 Fixed category appearing in last slot when you drag it to the second-to-last slot — thanks @JL102
#3242 Fixed translation keys being shown verbatim without interpolation — thanks @julianwachholz
#3250 Fix Export on Mac desktop app — thanks @MikesGlitch
#3251 Fix issue with importing transactions failing on new accounts (issue #3211). — thanks @eireksten
#3257 Fix regression in button color for spending graph. — thanks @carkom
#3258 Show category for on-to-off-budget transfers — thanks @jfdoming
#3278 Filter fix when alternating all <-> any — thanks @lelemm
#3287 Apply regular expression conditions to imported transactions. — thanks @psybers & @jameshurst
#3295 Fix incorrect month on spending card — thanks @Crazypkr1099
#3318 Fix display of deleted payees in suggested payee list — thanks @qedi-r
#3323 Dashboards: add back spending report if dashboards are not enabled — thanks @MatissJanis
#3324 Fix "s" hotkey breaking in transaction table. — thanks @MatissJanis
#3333 Fix toggleSpentColumn being called on every render on mobile — thanks @tim-smart
#3337 Fix schedules modal closing when selecting transactions to link. — thanks @MatissJanis
#3338 Fix reconciliation closing on enter click. — thanks @MatissJanis
#3340 Fix long payee names overflowing in transaction table. — thanks @MatissJanis
#3342 Prevent tooltips showing on budget notes when using touch devices — thanks @MikesGlitch

Maintenance

#2984 Use new react-aria-components based Button on sidebar, notifications, transactions, recurring schedule picker, etc. — thanks @joel-jeremy
#3093 Support type-checking on spreadsheet fields (part 1) — thanks @jfdoming
#3095 Support type-checking on spreadsheet fields (part 2) — thanks @jfdoming
#3097 Support type-checking on spreadsheet fields (part 3) — thanks @jfdoming
#3114 Disable typography linter in tests — thanks @jfdoming
#3156 Use new react-aria-components based Button on desktop and mobile budget pages. — thanks @joel-jeremy
#3159 Use new react-aria-components based Button on reports page. — thanks @joel-jeremy
#3166 Tweaking the UI of spending report to make it more consistent with other reports. — thanks @carkom
#3178 Custom reports: unify selectedCategories and conditions data source. — thanks @MatissJanis
#3180 TypeScript: make category and rule entities stricter. — thanks @MatissJanis
#3183 Add unit tests for the existing goal template types. — thanks @ACWalker
#3185 Package Electron app as Appx for use in the Windows Store. — thanks @MikesGlitch
#3186 Improve VRT test stability. — thanks @MatissJanis
#3198 Reports: improve useReports data fetching hook to return the loading state. — thanks @MatissJanis
#3200 Reports: add showTooltip prop for controlling tooltip visibility. — thanks @MatissJanis
#3219 Making Server logs visible in devtools on Electron — thanks @MikesGlitch
#3221 Extract, refactor and test note handling logic from goaltemplates.ts file. — thanks @ACWalker
#3236 Separate LocalPrefs interface out into LocalPrefs (eventually using local storage), SyncedPrefs (eventually using the cross-device database) and MetadataPrefs (eventually using the metadata.json file). — thanks @Matissjanis
#3238 Remove some any types from the API — thanks @jfdoming
#3262 Cleanup iterableTopologicalSort feature flag. — thanks @Matissjanis
#3279 Optimise GoCardless sync to reduce API usage by removing balance information when unneeded — thanks @matt-fidd
#3285 TypeScript: migrate report cards to TS. — thanks @Matissjanis
#3289 Upgrade TypeScript, eslint and prettier. — thanks @MatissJanis
#3296 Better debug logs for bank sync errors. — thanks @psybers
#3300 Sign the Mac desktop app to resolve damaged file errors — thanks @MikesGlitch
#3308 Support servers with self signed certificates in the Desktop app — thanks @MikesGlitch

Actual Server

Enhancements

#358 Add GoCardless support for Berliner Sparkasse (Germany) — thanks @Peccadilloz
#418 Add SANTANDER_BSCHESMM to banks with limited history — thanks @sarfios20 & @DanielHaggstrom
#441 Added Nordea Personal DK (NORDEA_NDEADKKK) to BANKS_WITH_LIMITED_HISTORY — thanks @hsk-dk

Bugfix

#409 Fix crash when SimpleFIN JSON data is bad. — thanks @psybers & @iffy
#410 Stop server crashing when SimpleFIN is down. — thanks @psybers
#412 Show better error if SimpleFIN account cant be found. — thanks @psybers
#413 Return early from SimpleFIN /transactions if the account needs attention — thanks @jpetso
#427 Fix payee name selection based on the transaction amount — thanks @matt-fidd
#428 Fallback creditorName to remittanceInformationUnstructured in BANKINTER_BKBKESMM — thanks @hostyn
#429 Prevent account fallback if name is defined in formatPayeeName — thanks @hostyn
#439 Fix GoCardless error handling — thanks @matt-fidd
#442 Fix wrong payeeName used for KBC_KREDBEBB — thanks @ArnaudWeyts

Maintenance

#421 Improve testing utils and add delete-user-file test — thanks @tcrasset
#422 Refactor user validation into middleware — thanks @tcrasset
#423 Add integration tests for the /sync endpoint — thanks @tcrasset
#425 Add integration tests for remaining app-sync.js endpoints — thanks @tcrasset
#430 CI workflow for pinging PRs that have been in the "WIP" state for a week without an update. — thanks @MatissJanis & @matt-fidd
#434 Add logging middleware — thanks @tcrasset
#435 Optimise GoCardless sync to reduce API usage by removing accountMetadata call — thanks @matt-fidd
#436 Optimise GoCardless sync to reduce API usage by removing balance information — thanks @matt-fidd

24.8.0

The release has the following notable improvements:

ability to favorite payees
most used and favorite payees appear at the top of the payee autocomplete results
resizable side navigation
experimental goal templates: long term goal template support
experimental spending report: adding last month as an option for the primary graph

Actual

Features

#2930 Add getAccountBalance() API. — thanks @psybers
#2993 Adds ability to resize sidebar. — thanks @YusefOuda
#3033 Add help modal for keyboard shortcuts. — thanks @psybers

Enhancements

#2717 Explicitly ask when reconciling transactions on manual import — thanks @Wizmaster
#2814 Shows favourite and up to the top 5 most frequently used payees in the payee dropdown menu in a section at the top. — thanks @qedi-r
#2834 Reapply rules to split transactions when the parent changes — thanks @jfdoming
#2928 API: add getBudgets() method to list all local/remote budgets. — thanks @psybers
#2980 Add PWA shortcut actions — thanks @julianwachholz
#2982 Add apostrophe-dot (Swiss) number format — thanks @julianwachholz
#3012 Add long term goal type template — thanks @youngcw
#3017 Moved budget type toggle to the settings page — thanks @MatissJanis
#3022 Expose bank sync account data ('account_id' and 'official_name') in AQL. — thanks @psybers
#3028 Add mergePayees method to the API — thanks @matt-fidd
#3029 Perform bank sync in same order as accounts shown in sidebar. — thanks @psybers
#3032 Dim hidden income category rows. — thanks @psybers
#3045 Enhanced Autocomplete sorting, Payees tab filter, and Schedules tab filter for languages with accents / diacritics. — thanks @nullscope
#3049 Include more information in payee of split parent — thanks @jfdoming
#3056 Add payee auto capitalization when creating on mobile — thanks @JukeboxRhino
#3061 Add additional keyboard hotkeys. — thanks @psybers
#3100 Added Keyboard Shortcuts Reference to the Electron Help menu — thanks @MikesGlitch
#3112 Add a save button to Spending report so you can keep filter settings between sessions — thanks @carkom
#3117 Adding a "+1" to custom reports to indicate that the current month toggle is on. — thanks @carkom
#3123 Add a goal information tooltip to the balance on the budget table — thanks @matt-fidd
#3132 In spending report - adding last month as an option for the primary graph — thanks @carkom

Bugfix

#2818 Fix Net Worth amounts being clipped when over 5 characters — thanks @sreetamdas
#2832 Fix number format preference not being used for graphs — thanks @sreetamdas
#2898 Bank sync: fix account with new transactions highlight disappearing if multiple consecutive accounts are synced. — thanks @MatissJanis
#2903 Use Unicode-aware database queries for filtering and searching. — thanks @dymanoid
#2924 Disable interactivity on preview status icons — thanks @jfdoming
#2943 Fix the carryover arrow display for mobile and desktop views. — thanks @dymanoid
#2956 Fix: Warning modal was not showing a second time. — thanks @psybers
#2960 Fix time display of backup on Electrons "Load Backup" modal — thanks @MikesGlitch
#2968 Fix: editing transactions on mobile not going back. — thanks @psybers
#2973 Fix exporting split transactions to CSV by including top-line transactions and noting the split. — thanks @wdpk
#2981 Fix number parsing with and remove unsupported "space-dot" format — thanks @julianwachholz
#2983 Removed broken update functionality and "About" screen for Electron app — thanks @MikesGlitch
#2990 Assign schedule to both transactions if schedule is a transfer — thanks @joel-jeremy
#3001 Moves "Rename" to first item in Category + Category Group menus. Adds debounce to sidebar animation. — thanks @YusefOuda
#3007 Fix alignment of reports — thanks @JukeboxRhino
#3008 Fix cover modal title. — thanks @joel-jeremy
#3009 Fix datepicker closing when trying to edit a date filter — thanks @MatissJanis
#3011 Fix apply template resetting the goals on already set categories — thanks @youngcw
#3019 Fix payee creation for long names on narrow screens — thanks @JukeboxRhino
#3037 Fix the position of the separator in the operator menu when editing a rule — thanks @ctozlowski
#3046 Fixes the alignment of notifications in mobile view — thanks @YusefOuda
#3062 Increase the font-weight of the mobile category label to match the value totals — thanks @JukeboxRhino
#3073 Fix rules in mobile transaction entry — thanks @joel-jeremy
#3080 Update running balances width to display large numbers. — thanks @psybers
#3082 Fix running balances thick header. — thanks @psybers
#3084 Fix "?" crashing on budget selection page. — thanks @psybers
#3086 Fix crash on CAMT.053 imports with missing ValDt — thanks @simonschmidt
#3092 Correctly dismiss pop-over when using the copy last month's budget feature — thanks @sleepyfran
#3113 Updated Fly.io link in README to point to correct section of documentation. — thanks @reecerunnells
#3127 Fix issue with schema in updateReports function that was using insert instead of update — thanks @carkom
#3131 Fix menus auto closed when clicked element on top of the menu — thanks @joel-jeremy
#3133 Fix the Data Dir Location picker not showing on the Settings page when running in Electron. — thanks @MikesGlitch
#3135 Fixes spending card that doesn't show the correct difference number. — thanks @carkom
#3142 Add missing :hover cursor to the new Button component. — thanks @MatissJanis
#3143 Add missing underline to links. — thanks @MatissJanis
#3146 Fix Button2 isDisabled prop. — thanks @joel-jeremy
#3147 Add backdrop for Modal2 component. — thanks @joel-jeremy
#3149 Fix missing error handling in rules modal. — thanks @MatissJanis
#3151 Fix plain-text SimpleFin link in error message. — thanks @MatissJanis
#3153 Fix the "Enter" shortcut not saving on "Cover Overspending" popup — thanks @MikesGlitch
#3158 Fix local playwright html reporter config. — thanks @joel-jeremy
#3160 Remove focus outline from modals. — thanks @MatissJanis
#3161 Allow modal content to be vertically scrollable. — thanks @MatissJanis & @MikesGlitch
#3168 Fix input fields overflowing while adding split transactions — thanks @wnklmnn
#3169 Fix budget type toggle not working the first time — thanks @YusefOuda

Maintenance

#2721 Move bank sync payee name normalization from actual to actual-server — thanks @matt-fidd
#2828 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.10) — thanks @MatissJanis
#2880 Refactoring desktop-electron package to use typescript — thanks @MikesGlitch
#2904 Use react-aria-components's Button as base of the builtin Button component. — thanks @joel-jeremy
#2905 Refactor Select component to stop using @reach/listbox dependency. — thanks @MatissJanis
#2913 Use new react-aria-components based Button on settings and rules page. — thanks @joel-jeremy
#2914 Use new react-aria-components based Button on accounts and payees page. — thanks @joel-jeremy
#2916 Use new react-aria-components based Button on management components. — thanks @joel-jeremy
#2918 Use new react-aria-components based Button on modals. — thanks @joel-jeremy
#2942 Remove the broken Trafico pull request review triggers. — thanks @twk3
#2946 Port finance modals to react-aria-components Modal. — thanks @joel-jeremy
#2978 Update Electron menu to use typescript — thanks @MikesGlitch
#2995 Update Electron server file to use typescript — thanks @MikesGlitch
#3000 Cleanup desktop app filenames to prep for download page — thanks @youngcw
#3014 Remove unused files from Electron app — thanks @MikesGlitch
#3015 Improve Electron Mac build to target "Universal" for better performance on Apple Silicon — thanks @MikesGlitch
#3023 Remove Trafico workflow in favour of our new GitHub bot — thanks @twk3
#3026 Migrate BudgetList to Typescript — thanks @tcrasset
#3027 Updated Electron window-state file to use typescript — thanks @MikesGlitch
#3058 Add pre-commit hook for improved dev-x. — thanks @MatissJanis
#3066 Updated security.js and preload.js to Typescript and fixed Theme not setting correctly when set via dev console — thanks @MikesGlitch
#3101 Update README with starting fresh and migration guides. — thanks @joel-jeremy
#3104 Delete unused user preferences. — thanks @MatissJanis
#3105 Upgrade yarn to v4.3.1 — thanks @MatissJanis
#3106 Add repository activity image to README and update some information in the README — thanks @MatissJanis
#3107 CI workflow for pinging PRs that have been in the "WIP" state for a week without an update. — thanks @MatissJanis
#3144 Unit tests: improve the reliability of unique ids. — thanks @MatissJanis

Actual Server

Enhancements

#389 Add Fortuneo GoCardless Integration — thanks @tcrasset
#396 Add easybank GoCardless Integration — thanks @neuos
#401 Added GoCardless Integration for ING (Romania) — thanks @spideraxal

Bugfix

#385 Update URL to log into SimpleFIN. — thanks @psybers & @iffy
#388 Remove obsolete "version" from docker compose statement to prevent WARN message to end user. — thanks @wdpk
#391 Add SEB Card Accounts to bank adapter to flip payment and deposit when importing — thanks @craigmdennis
#397 Fix SimpleFIN blank payee introduced in #353 — thanks @duplaja
#405 Modified GoCardless Integration for ING (Romania) so that the notes field will be updated once a transaction gets booked. — thanks @spideraxal
#406 Fix date calculation in Nationwide bank handler — thanks @matt-fidd
#407 Fix mBank Retail (Poland) Integration issue. Changed accessValidForDays from 180 to 179. — thanks @vrozaksen

Maintenance

#353 Move bank sync payee name normalization from actual to actual-server — thanks @matt-fidd
#386 Prettify GoCardless Integration documentation — thanks @tcrasset
#390 Remove the Trafico GitHub workflow — thanks @twk3
#400 Fix verify script which runs yarn lint and yarn types — thanks @djm2k
#402 Obfuscate password when login the login header — thanks @rodriguestiago0
#403 Upgrade yarn to v4.3.1 — thanks @MatissJanis

24.7.0

The release has the following notable improvements:

Custom reports are officially released
Splits in rules are officially released
Tags support for transactions (use #tags in notes)
Transactions: allow merging/un-merging multiple transactions
Show account notes in sidebar (on hover)

Actual

Features

#2554 Removing custom reports from feature flag "experimental" state. — thanks @carkom
#2670 Format notes that starts with # as clickable tags. — thanks @joel-jeremy
#2789 Release 'Splits in rules' feature — thanks @jfdoming
#2805 Make multiple transactions as a split transaction or separate a split transaction into multiple individual ones. — thanks @joel-jeremy
#2806 Add Year Spending Comparison Feature — thanks @Crazypkr1099

Enhancements

#2566 Use AmountInput on rules page to get formatting/sign toggle button — thanks @jfdoming
#2642 Mobile budget page revamp. — thanks @joel-jeremy
#2684 Option to add/remove current interval to "live" ranges — thanks @carkom
#2796 Show account notes in tooltip on sidebar. — thanks @psybers
#2821 Auto create two child transactions on mobile instead of one when splitting a transactions. — thanks @joel-jeremy
#2831 Add loading indicator on mobile transactions list. — thanks @joel-jeremy
#2837 Use AmountInput on mobile balance transfer and hold buffer modals to allow auto insertion of decimals in their amounts. — thanks @joel-jeremy
#2842 Enhanced autocomplete for languages with accents like Portuguese. Matches search queries regardless of accents. — thanks @lelemm
#2847 Add underline to budgeting category — thanks @Crazypkr
#2850 Cover over-budgeted action + make balance movement menus only appear on relevant conditions e.g. transfer to another category menu only when there is a leftover balance. — thanks @joel-jeremy
#2861 Add autocomplete to include categories underneath the prioritized subcategory — thanks @Crazypkr
#2870 Allow resetting SimpleFIN secrets and unify how bank sync secrets are reset. — thanks @psybers
#2871 Custom reports - rework "net" numbers to work more intuitively and allow for greater customization — thanks @carkom
#2891 Timeout SimpleFIN sync calls after 60 seconds. — thanks @psybers
#2896 Respect the user-defined account sort order in all autocomplete lists. — thanks @dymanoid
#2899 Bank Sync: update bank-sync button label to "Bank Sync" to improve discoverability for new users — thanks @MatissJanis

Bugfix

#2785 Hardens "showActivity" elements of custom reports, switched to "inflow/outflow" filters. Fixes issue with weekly show activity clicks not filtering dates correctly. — thanks @carkom
#2790 Fix CSV import not matching category is (nothing) rules — thanks @matt-fidd
#2799 Fix amount parsing with 6-9 decimal places — thanks @sreetamdas
#2812 Fix amounts over 1 million cutting off. — thanks @psybers
#2817 Fixes nYNAB import issue where you couldn't import a category group called 'Income' — thanks @Marethyu1
#2825 Enable compress to avoid minified scripts from throwing SyntaxError in safari16 — thanks @chinalichen
#2836 Fix null bank_id for SimpleFIN caused when no org domain is sent. — thanks @duplaja
#2838 Don't show account tooltips during VRT. — thanks @psybers
#2840 Filters off budget items out of the spending report. — thanks @carkom
#2848 Remove recursion from topological sort to prevent stack overflow — thanks @lelemm
#2862 For Report Budget, income categories were incorrectly showing as negative when using 'Set budgets to 3 month average'. — thanks @lelemm
#2863 Remove negative margins from <ScheduleLink> so it does not exceed container — thanks @aaimio
#2864 Fix an issue where selected scheduled transactions did not have a correct background colour — thanks @aaimio
#2866 Fix: Account names in side nav squashed — thanks @lelemm
#2867 Fix: column titles incorrect when resizing window — thanks @lelemm
#2875 Fix mobile budgeted and spent column auto sizing on smaller screens. — thanks @joel-jeremy
#2878 Fixes a regression that broke the menus for the individual custom report cards. — thanks @carkom
#2881 Fix console error due to ; in style paddingBottom. — thanks @Crazypkr1099
#2887 Fix budget tooltip showing on hover if the panel is not collapsed (the tooltip should show only if panel is collapsed). — thanks @MatissJanis
#2890 Revert scheduled transaction date filter causing weekly scheduled transactions stuck as Paid. — thanks @joel-jeremy
#2925 Fixes "Export data" not saving the file in Electron app on Linux — thanks @MikesGlitch
#2927 Fix wording of split rule. — thanks @psybers
#2929 Fixes regex filtering on the desktop app — thanks @MikesGlitch
#2940 Fix mobile budget coloring to show template colors — thanks @youngcw
#2941 Fix: Transaction table constantly resizing — thanks @lelemm

Maintenance

#2771 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.6) — thanks @MatissJanis
#2822 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.8) — thanks @MatissJanis
#2826 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.9) — thanks @MatissJanis
#2853 api: release 6.8.1 — thanks @MatissJanis
#2895 Switch to using a Trafico GitHub action to restore review management. — thanks @twk3

Actual Server

Enhancements

#359 Get creditorName and debtorName from remittanceInformationStructured for ABANCA_CAGLESMM — thanks @daca11
#360 Add bank handler for VIRGIN_NRNBGB22 (Virgin Money) for more accurate payees — thanks @matt-fidd
#372 Add bank handler for NATIONWIDE_NAIAGB21 (Nationwide) for more accurate dates and to fix duplicate transaction issues — thanks @matt-fidd
#375 Properly handle errors for SimpleFIN. — thanks @psybers

Bugfix

#370 Fix failing GoCardless syncs with a bnp-be-gebabebb account. — thanks @vojeroen

Maintenance

#362 Refactor GoCardless bank code to avoid duplication. — thanks @psybers
#366 Ignore coverage folder in the coverage report. — thanks @psybers
#367 Add GoCardless banks to the bank factory test suite. — thanks @psybers
#376 Add Github action for stale PRs. — thanks @MatissJanis
#378 Security: upgrade dependency tree to solve CVE-2023-42282. — thanks @MatissJanis
#380 Switch to using a Trafico GitHub action to restore review management. — thanks @twk3

24.6.0

The release has the following notable improvements:

API: ability to run 3rd party bank-sync (GoCardless, SimpleFin) programmatically
API: methods for working with rules
Add option to authenticate with HTTP header - X-ACTUAL-PASSWORD
Add option to import CAMT.053 based XML files
(Experimental) monthly spending report - please report feedback here

Actual

Features

#2622 Add a new monthly spending report to track MTD spending compared to previous months. — thanks @carkom
#2683 API: ability to run 3rd party bank-sync (GoCardless, SimpleFin) programmatically using @actual-app/api. — thanks @MatissJanis
#2706 Add option to import CAMT.053 based XML files — thanks @bfritscher

Enhancements

#2362 Add option to authenticate with HTTP header X-ACTUAL-PASSWORD — thanks @joewashear007
#2507 Quickly switch to another budget file from the mobile budget page. — thanks @joel-jeremy
#2568 Add API for working with rules. — thanks @psybers
#2652 Template only the relevant amount in a split-schedule category — thanks @jfdoming
#2664 Add schedule name and date to mobile scheduled transaction modal. — thanks @joel-jeremy
#2672 Comma and period decimal separator can both be used for number format not using those as thousand separator. — thanks @Wizmaster
#2677 Fixing small visual issues with custom reports. — thanks @carkom
#2696 Custom Reports - show transactions when table cell is clicked. — thanks @carkom
#2700 Fetch cloud file and file info in parallel to speed downloads up — thanks @joel-jeremy
#2713 Use budget name as export file name. — thanks @joel-jeremy
#2714 revise modal margin — thanks @uniqueeest
#2719 Alphabetize the filter list in the dropdown — thanks @dangrous
#2730 Smoother budget load/download loading text — thanks @joel-jeremy
#2733 Add page headers to various report pages + refactor Page component — thanks @joel-jeremy
#2746 Auto insert decimals to mobile split transaction amounts. — thanks @joel-jeremy
#2753 Require account in mobile transaction entry + confirm transaction delete. — thanks @joel-jeremy
#2786 Match on amount when creating a rule from a transaction — thanks @jfdoming
#2795 Sort accounts and show their balance in the bank sync modal. — thanks @psybers
#2797 Make picking budget months easier to see. — thanks @psybers

Bugfix

#2643 Fix amount filter to include both incoming and outgoing amounts. — thanks @mirdaki
#2648 Don't update transaction date when importing manually — thanks @Wizmaster
#2698 Fix API remote-server sync for budget files that are e2e encrypted. — thanks @MatissJanis
#2712 Fix preview transactions not detecting schedule as paid when a child transaction is linked. — thanks @joel-jeremy
#2725 Do not show loading indicator in net worth report if the budget file is empty — thanks @MatissJanis
#2745 Fixes a NaN error in spending report. — thanks @carkom
#2754 Do not remember last entered category in mobile transaction entry. — thanks @joel-jeremy
#2765 Do not use underlines for emphasis. — thanks @psybers
#2768 Creating a callback for the table totals to fix a bug that created duplicate columns while rendering. — thanks @carkom
#2769 Updating date range element to catch any incorrectly formatted dates. Current state crashes app when dates are invalid. — thanks @carkom
#2773 Fix notes icon changing size/position with long category or group names. — thanks @jpelgrom
#2774 Move the rollover arrow into view. — thanks @Tigatok
#2775 Adds income on left and expense on right always. Hide bar if value is 0. — thanks @Tigatok
#2777 On the accounts page - filter balance only adds up transactions that are showing. If your filter has more than one page it won't be added to the balance unless you scroll to the bottom and reveal all transactions. This fixes that. — thanks @carkom
#2788 Allow creating a new off-budget account in bank sync modal. — thanks @psybers
#2803 Revert amount filter change — thanks @youngcw
#2809 Fixes a crashing bug that happens when the current day of the month is greater than 28. — thanks @carkom

Maintenance

#2559 API: Publish TypeScript types in the package. — thanks @turt2live
#2631 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.3) — thanks @MatissJanis
#2676 Fix some type errors found by the API packaging — thanks @twk3
#2707 Custom reports: convert final jsx files to typescript. — thanks @carkom
#2715 Desktop: remove code signing for Mac version — thanks @MatissJanis
#2716 Create types for the external versions of entities meant for the API` — thanks @twk3
#2724 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.4) — thanks @MatissJanis
#2726 Making files in custom reports to comply with TS strict - stage #1. — thanks @carkom
#2727 Making files in custom reports to comply with TS strict - stage #2 — thanks @carkom
#2728 Making files in custom reports to comply with TS strict - stage #3. — thanks @carkom
#2729 Change filters icon. This is for consistency throughout the app. — thanks @carkom
#2738 Include crdt as a dependency in the API to include its types — thanks @twk3
#2750 Add Github workflow to publish release to demo.actualbudget.org. — thanks @shall0pass
#2762 Add run-vrt script to run VRT inside docker via yarn. — thanks @joel-jeremy
#2763 Update Electron to the latest version (31.0.6) — thanks @MikesGlitch
#2766 Migrating recurring schedule Tooltip component to react-aria Tooltip/Popover (vol.5) — thanks @MatissJanis
#2778 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.7) — thanks @MatissJanis

Actual Server

Enhancements

#312 Add option to authenticate with HTTP header from Auth Proxy. — thanks @joewashear007
#346 Add GoCardless support for Sparkasse Karlsruhe (Germany) — thanks @Nebukadneza
#349 Ensure payee names don't contain transactional information when pulling in transactions from BNP bank with GoCardless. — thanks @vojeroen
#350 Extended bank adapter for SEB to support SEB_KORT_AB_NO_SKHSFI21 — thanks @jakoblover
#355 Add BANKS_WITH_LIMITED_HISTORY constant and Implement BANKINTER_BKBKESMM Bank Adapter — thanks @hostyn

Maintenance

#357 Update better-sqlite3 to 9.6.0 — thanks @MikesGlitch

24.5.0

The release has the following notable improvements:

Ability to show/hide reconciled transactions
Ability to prepend/append notes when bulk editing transactions
Show remaining balance in the category autocomplete
OFX, CSV import: ability to disable transaction de-duplication logic
Mobile: account management functionality
Mobile: clicking on category allows to see transactions list for the clicked category
Desktop app release
(Experimental) custom report improvements - please report your feedback here

Actual

Version: v24.5.0

Features

#2468 Add options to prepend or append text to a transaction note using the bulk edit dialog. — thanks @shall0pass
#2531 Drill down category transactions by clicking on spent amount in mobile budget page. — thanks @joel-jeremy
#2542 Adding menu item to show/hide reconciled transactions in the account view. — thanks @davidkus
#2551 Display category balances in category autocomplete. — thanks @joel-jeremy & @MatissJanis
#2560 Show sync indicator in account header. — thanks @psybers
#2564 Add options to disable reconciliation when importing OFX files. — thanks @keriati
#2585 Add checkbox to disable reconciliation when importing CSV files. — thanks @keriati
#2610 Add month notes and budget/template action menus for mobile. — thanks @joel-jeremy
#2611 Collapsible budget groups in mobile. — thanks @joel-jeremy

Enhancements

#2466 Enable "yearly" interval to custom reports. Also sets-up groundwork for adding weekly/daily in the near future — thanks @carkom
#2472 Add more modals in mobile for account, scheduled transactions, budget summary, and balance actions. — thanks @joel-jeremy
#2480 Add category groups to end of month cleanup templates. — thanks @shall0pass
#2483 Add daily and weekly to custom reports interval list. — thanks @carkom
#2491 Add + button to add a group on mobile budget page and a budget related menu. — thanks @joel-jeremy
#2501 Mobile budget menu modal to set budget amounts. — thanks @joel-jeremy
#2506 Add line chart option for displaying budget amounts over time — thanks @qedi-r
#2518 Bump GoCardless access validity from 30 to 90 days. — thanks @kyrias
#2521 A simple delete confirmation for custom reports. — thanks @carkom
#2522 Custom reports so transactions activity on accounts page for graphs when clicked. — thanks @carkom
#2523 Using any math operator on an input will begin a calculation starting with the existing value. — thanks @JazzyJosh
#2536 When adding a mobile view transaction, format the edit field according to the currency and add an automatic/fixed position decimal when applicable. — thanks @ilar
#2544 Change default theme from light to the system's default theme — thanks @adam-rozen
#2569 Support creating rules from split transactions on the accounts page — thanks @jfdoming
#2582 Dim categories in the budget view if hidden by their category group. — thanks @psybers
#2583 Enables the ability to show transactions when donut graph is clicked. — thanks @carkom
#2598 Update balance menu modal title and add balance amount in the modal. — thanks @joel-jeremy
#2601 Improved fatal-error handling in case backend failed loading: show error message. — thanks @MatissJanis
#2606 Enables the ability to show transactions when StackedBarGraph is clicked. — thanks @carkom
#2607 Use decimal input mode for transfer and hold buffer modal inputs. — thanks @joel-jeremy
#2608 Allow posting/skipping scheduled transactions in mobile view. — thanks @joel-jeremy
#2612 Fixing some of the sessionStorage issues plus adding filters to sessionStorage. — thanks @carkom
#2613 Honor the budget.startMonth pref to open the last month the user was working on before closing the app. — thanks @joel-jeremy
#2617 Include flatpak in the electron build list — thanks @youngcw
#2624 Add mobile reports page. — thanks @carkom
#2627 Mobile - make labels sentence case and update budget and balance modals with Budget and Balance labels respectively. — thanks @joel-jeremy
#2628 Add negative/positive colors to mobile transaction amount input — thanks @joel-jeremy
#2632 Add desktop apps to the release assets — thanks @youngcw
#2636 Enables the ability to show transactions when LineGraph is clicked. Also adds missing formatting to lineGraph. — thanks @carkom
#2637 Fixing typescript issues with firstDayOfWeek. Also fixes bug with TableGraph report card. — thanks @carkom
#2639 Added app-loading stage description texts; also added exponential backoff in case a lazy-loaded module fails loading — thanks @MatissJanis
#2651 Make the 'Apply to all' section (formerly known as 'Before split') of rule splits more intuitive — thanks @jfdoming
#2653 Ignore transactions with empty date & amount — thanks @kyangk
#2657 Add custom error message if lazy-loading a module fails. — thanks @MatissJanis
#2665 Add amount colors to mobile accounts and transaction list. — thanks @joel-jeremy
#2667 Check schedule name when using the check templates function — thanks @youngcw
#2671 Hide theme selector from the top of the page - it is now only available in the settings page. — thanks @MatissJanis
#2688 Goals: Add template to budget X months average spending. Matches the function of the existing budget page button. — thanks @youngcw
#2689 Goals: Enable decimals for percentage templates. — thanks @shall0pass

Bugfix

#2502 Fix reconciling split translations from nYNAB import creates orphan transfers — thanks @Wizmaster
#2535 Goal templates: Allow budgeting to a full category balance when using 'up to' and a negative category rollover balance. — thanks @shall0pass
#2538 Improve contrast in Payee autocomplete's "Create payee" and Category autocomplete's "Split transaction" buttons — thanks @Jenna59
#2543 When importing reconciled split transaction, the resulting sub-transactions is also marked as reconciled. — thanks @davidkus
#2553 This fixes a regression that broke toggle menu items. — thanks @carkom
#2556 Custom Reports: Fix bug where month endDate is saving as a non-date variable. — thanks @carkom
#2557 Fixes live date range not updating with new month (interval). — thanks @carkom
#2570 Mobile: Remove menu item for income category group, which resulted in crash. — thanks @shall0pass
#2572 Close modal after transferring / covering balance in mobile budget page — thanks @joel-jeremy
#2573 Fix mobile report budget bug where you can't click on an income category's budgeted input. — thanks @joel-jeremy
#2577 Use desktop colors for mobile autocomplete modals. — thanks @joel-jeremy
#2580 Fix "Load backup" functionality in Electron - no longer throwing fatal error — thanks @mikesglitch
#2581 Do not allow hiding the income category group. — thanks @psybers
#2588 Allow 5 decimal places in csv files without matching on 3 or 4 — thanks @youngcw
#2589 Force transaction cleared checkboxes to show on reconcile view — thanks @matt-fidd
#2594 Hide Y axis values of net worth graph when privacy mode is enabled. — thanks @ttlgeek
#2597 Stop cash flow card labels from getting cutting off if bar height is too low — thanks @ttlgeek
#2599 Fix account notes not retrieving correctly in mobile. — thanks @joel-jeremy
#2614 Fix notes tooltip content going out of bounds. — thanks @MatissJanis
#2633 Fix encryption modals for mobile. — thanks @joel-jeremy
#2635 Add To Be Budgeted category to cover and transfer modal — thanks @joel-jeremy
#2638 Fix low contrast accent colors in dark and midnight themes — thanks @matt-fidd
#2641 Make /login show descriptive error when an incorrect password is submitted — thanks @mattfidd
#2649 Do not show "delete remote file" option for local budget files. — thanks @MatissJanis
#2650 Fix scroll bars always showing on tooltips — thanks @youngcw
#2663 Fix app loading screen not showing when opening a budget file. — thanks @joel-jeremy
#2690 Fix mobile notes modal not retrieving correct notes — thanks @joel-jeremy
#2692 Fix budget list / management app flashing on page init. — thanks @joel-jeremy

Maintenance

#2493 Refactor Tooltip component for notes button - use react-aria component. — thanks @MatissJanis
#2509 Uninstall react-merge-refs package and replace mergeRefs with useMergedRefs hook. — thanks @joel-jeremy
#2511 Split menu components to separate files for reusability. — thanks @joel-jeremy
#2534 Removing code duplication in bank-sync logic — thanks @MatissJanis
#2548 Update the github issues template — thanks @MatissJanis
#2555 Update TransactionEdit component onEdit function to use serialized transactions. — thanks @joel-jeremy
#2558 Consolidates AnchorLink, ButtonLink and LinkButton to use existing props (Link and Button - with type). — thanks @carkom
#2567 Improve API output types. — thanks @twk3
#2571 Use consistent padding in modals — thanks @joel-jeremy
#2586 Remove left behind editableTitle prop. — thanks @joel-jeremy
#2593 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.2) — thanks @MatissJanis
#2604 Adds integration test for experimental split rules functionality — thanks @marethyu1
#2609 Add key prop to all modals. — thanks @joel-jeremy
#2616 Delete old Plaid integration that is no longer working. — thanks @MatissJanis
#2619 Add midnight theme VRT screenshots. — thanks @joel-jeremy
#2620 Rename electron master workflow to be different than the electron pr workflow — thanks @youngcw
#2623 Organize .gitignore and remove duplicated lines — thanks @adam-rozen
#2634 Fix slow VRT test - reduced number of iterations to speed up test — thanks @joel-jeremy
#2658 Fix electron builds on OSX — thanks @twk3
#2659 Some slight adjustments to tidy up the code and make it work better. Some TS updates as well. — thanks @carkom

Actual Server

Version: v24.5.0

Enhancements

#333 Add ACTUAL_PORT environment variable to docker-compose.yml — thanks @psybers
#334 Add support for setting the access validity time per GoCardless bank integration and get the max historical days from the API — thanks @kyrias

Bugfix

#341 Make running app.js cwd agnostic and extend config options to allow changing dataDir — thanks @matt-fidd
#342 Make /admin/login return a descriptive error when no password is provided — thanks @matt-fidd
#345 Add backup date field for GoCardless transactions with bank BNP_BE_GEBABEBB — thanks @matt-fidd

Maintenance

#343 Refactor to add strict type comparisons and remove unnecessary else blocks — thanks @matt-fidd

24.4.0

The release has the following notable improvements:

Stability improvements and various edge-case bug fixes
(Experimental) custom report improvements - please report your feedback here

Actual

Version: v24.4.0

Features

#2398 Add option to make a transfer from two selected transactions. — thanks @twk3

Enhancements

#2408 Updating the way the "budget" page links to the "accounts" page when clicking on the "spent" column items to use the filters functionality — thanks @carkom
#2410 Create a list where disabled items can be easily managed for custom reports. — thanks @carkom
#2416 Bank sync quality of life improvements: show "pending" status on accounts, progressively import new transactions instead of waiting for all account sync to finish before adding them to the ledger. — thanks @MatissJanis
#2429 Hide hidden categories on the Category AutoComplete. Allow a prop for showing (with indication). — thanks @Shazib & @carkom
#2441 Show a modal to confirm unlinking accounts. — thanks @psybers
#2446 Provide "api/category-groups-get" API endpoint — thanks @psybers
#2476 Show account sync indicators when viewing accounts on mobile. — thanks @psybers
#2505 Change custom reports overview cards to use live data. Also, stops saving data query in saved report db table. — thanks @carkom
#2526 Adding new icon to better match the area graph type — thanks @carkom

Bugfix

#2404 [Goals] If no sinking funds are used, apply existing category balance to simple schedules to 'top off' the category. — thanks @shall0pass
#2409 End of month cleanup - revert logic introduced in 2295. Ignore rollover categories. — thanks @shall0pass
#2419 Implemented a "pill gesture" icon on navigation bar for better mobile UX — thanks @CampaniaGuy
#2421 Fix OFX import amount when more than 2 decimal places are provided — thanks @keriati
#2422 Fix colors for the budget name and category name in the accounts view on mobile. — thanks @shall0pass
#2434 Fix flaky transfer e2e test. — thanks @twk3
#2447 Show scheduled transactions when viewing "All accounts" — thanks @psybers
#2452 Fix budget key tab navigation. — thanks @twk3
#2455 Import reconciled transactions from ynab4 — thanks @youngcw
#2460 Fix background color on bulk edit dialogs in Midnight theme. — thanks @shall0pass
#2461 Fix midnight theme autocomplete hover color. — thanks @joel-jeremy
#2462 Fix header column overlap when cleared is selected. — thanks @dangrous
#2464 Fix csv/ofx import sometimes importing duplicate transactions — thanks @MatissJanis
#2474 Import reconciled transactions from nYNAB — thanks @Wizmaster
#2475 Fix error when viewing uncategorized transactions when there are upcoming scheduled transactions. — thanks @psybers
#2485 Do not include off-budget transfers in the expenses calculation for cash-flow card (align it with the cash-flow reports page). — thanks @MatissJanis
#2487 Fix mobile accounts page pull to refresh functionality — thanks @joel-jeremy
#2489 Fix hotkeys sometimes stopping to work. — thanks @MatissJanis
#2492 Error catch for reports overview page. — thanks @carkom
#2494 Fix: disallow importing with invalid transaction amounts (that would result in the app crashing without a way to recover). — thanks @MatissJanis
#2504 Fix mobile account transactions page not loading more transactions when reaching end of page. — thanks @joel-jeremy
#2528 Fix custom report page cold-reload crash. — thanks @qedi-r
#2530 Fix mobile autocomplete colors. — thanks @joel-jeremy

Maintenance

#2381 Update Input onChangeValue and onUpdate prop naming for consistency. — thanks @joel-jeremy
#2388 Update shared transaction module to strict typescript. — thanks @twk3
#2403 Move some TypeScript files to strict mode — thanks @MatissJanis
#2417 Delete experimental sankey feature - development abandoned. — thanks @MatissJanis
#2425 Reorganize mobile components. — thanks @joel-jeremy
#2443 Add WIP to new pull request titles — thanks @carkom & @twk3
#2453 Enabled strict TypeScript in rollover budget components. — thanks @MatissJanis
#2459 Convert BudgetTable component to a functional component. — thanks @joel-jeremy
#2479 Changing custom reports variable naming from "months" to "interval" so it's less confusing when adding new intervals — thanks @carkom
#2481 Convert most common components to strict TypeScript — thanks @MatissJanis
#2500 Autocomplete changes related to mobile modals. — thanks @joel-jeremy
#2529 Adding extra console.log lines to the bank-sync operation to improve troubleshooting — thanks @MatissJanis

Actual Server

Version: v24.4.0

Features

#316 Add SEB Private Bank integration to GoCardless. Handle that SEB is sending the creditor name in additionalInfo. — thanks @myhrmans
#325 Add custom bank adapter for 'SEB Kort Bank AB' to properly sync credit card transactions. — thanks @walleb

24.3.0

The release has the following notable improvements:

Transaction list sortable by cleared status
Offline PWA support
Creating schedules from existing transactions
(Experimental) custom report saving - please report your feedback here

Actual

Version: v24.3.0

Features

#2059 Support automatically splitting transactions with rules — thanks @jfdoming
#2222 Add ability to create schedules from existing transactions — thanks @xentara1
#2262 Don't allow duplicate category groups — thanks @dhruvramdev
#2344 Remove category spending report which has been superseded by the custom reports feature. — thanks @kyrias
#2369 Add offline support to PWA — thanks @jfdoming

Enhancements

#1994 Make transaction list sortable by cleared status — thanks @jaarasys-henria
#2121 Change the hover background color of the month picker range to match other buttons in the UI. — thanks @pprimor
#2257 Expanding the menu for saving reports and adding hooks and logic. — thanks @carkom
#2285 Web manifest additions — thanks @youngcw
#2300 Change look back and look forward time range when fuzzy matching — thanks @yoyotogblo
#2302 In custom reports: separating "show offbudget" filter to split out hidden categories from offbudget. — thanks @carkom
#2309 Consider child transactions when fuzzy matching imported transactions. — thanks @joel-jeremy
#2312 Theme: Add Midnight theme — thanks @shall0pass
#2322 Added show/hide balance button to the cash flow report — thanks @MatissJanis
#2326 Allow running DB queries against the local database outside of dev-mode. Read more in AQL docs — thanks @MatissJanis
#2335 Allows for saving custom reports. Also changes reports dashboard to display saved reports. — thanks @carkom
#2346 Dynamically changing graph margins for large budgets with Y axis max > 1,000,000. — thanks @carkom
#2350 Creating an autocomplete for custom reports so they can be recalled without switching back to the dashboard. — thanks @carkom
#2358 Allow to post transaction(s) from schedule(s) at any time. — thanks @radtriste
#2368 Show rules with splits on rules overview page — thanks @jfdoming
#2386 Enable dashboard card "rename" menu. Change default custom report card to just show a button. Adjust time filters. Fix category order. — thanks @carkom
#2389 Adding an interval menu to custom reports — thanks @carkom

Bugfix

#2123 Add Primary Button hover background colors for light and Dark theme — thanks @Ife-Ody
#2286 Fix margin when editing account name on desktop — thanks @dhruvramdev
#2313 Fix collapsed budget header colors — thanks @youngcw
#2317 Fix variable name misspelling in Dark theme — thanks @shall0pass
#2325 Re-open autocomplete dropdown on change — thanks @jfdoming
#2327 Save budget/account name fields on blur — thanks @jfdoming
#2342 Fix parse errors with OFX data with no transactions — thanks @twk3
#2352 Fix overlapping mobile nav bar. — thanks @skymaiden
#2360 Change default schedule amount so that the amount sign can be changed first and not be locked to "-" — thanks @youngcw
#2364 Convert html special characters in OFX imports to plaintext. — thanks @twk3
#2383 Fix ability to rename budget in the UI. — thanks @twk3
#2399 Only match 2 decimal places when parsing amounts for file import — thanks @youngcw
#2401 Fix bug in create schedule from transaction — thanks @youngcw
#2411 Fix crash in the BarGraph for Net/Interval. — thanks @carkom

Maintenance

#2231 Split out large file FiltersMenu.jsx into separate elements and converted them all to Typescript. — thanks @carkom
#2270 Update desktop-client dependency versions. — thanks @joel-jeremy
#2274 Updating and organizing code in preparation for saved custom reports menu. — thanks @carkom
#2280 Update loot-core dependencies — thanks @joel-jeremy
#2283 Update yarn to 4.0.2 — thanks @joel-jeremy
#2293 Add hooks for frequently-made operations in the codebase. — thanks @joel-jeremy
#2295 Monthly cleanup tool: Adjust behavior with category roll-over and allow partial fills — thanks @shall0pass
#2298 Remove modals.d.ts file — thanks @joel-jeremy
#2304 Don't launch browser in docker development. — thanks @twk3
#2316 Enable passing HTTPS env variable flag to dev container for easy HTTPS enabling. — thanks @jaarasys-henria
#2319 Upgrade deprecated github CI actions — thanks @MatissJanis
#2320 Split out large file SavedFilters.jsx into separate elements and converted them all to Typescript. — thanks @carkom
#2328 Removing unused old code paths — thanks @MatissJanis
#2334 Define more of the returns types in api-handlers. — thanks @twk3
#2343 Patching an incorrect TypeScript type definition used for sendCatch method return value. — thanks @MatissJanis
#2345 Changing graph styles so that they can be used for cards on Reports Dashboard. Also updating Entities and create/update calls for saved reports. — thanks @carkom
#2349 Organizing and splitting filters Autocomplete. Splitting out headers function that was duplicated in all autocomplete elements. — thanks @carkom
#2356 Removed victory dependency in favor of recharts — thanks @MatissJanis
#2357 eslint: re-enable some rules to enforce better code quality — thanks @MatissJanis
#2380 Excludes folders in tsconfig to fix VS Code "Configure Excludes" warning. — thanks @joel-jeremy
#2385 Midnight theme updates — thanks @shall0pass
#2394 Midnight theme updates, round 2 — thanks @shall0pass

Actual Server

Version: v24.3.0

Enhancements

#305 Add GoCardless integration for Andelskassen Fælleskassen — thanks @circle3451
#315 Add pending transaction import and handling, where supported, to SimpleFIN integration. — thanks @duplaja

Bugfix

#310 Switch from using deprecated GoCardless endpoints. — thanks @twk3
#311 Fix the redirect for GoCardless link so the page closes when complete. — thanks @twk3

Maintenance

#307 Upgrade deprecated github actions — thanks @MatissJanis

24.2.0

The release has the following notable improvements:

Reconciled transaction improvements:
- ability to filter by the status
- ask for confirmation if editing date
- allow un-reconciling by clicking on the lock icon
Split transactions now have a "distribute" button that fills the remaining amount among the sub-transactions with no amount
(Experimental) SimpleFIN bank-sync support for US banks - please report your feedback here

Actual

Version: v24.2.0

Features

#2151 Add "Distribute" button to distribute remaining split amount across empty splits. — thanks @NikxDa

Enhancements

#2056 Added cleared and uncleared Balances to Account Mobile View — thanks @HansiWursti
#2108 Adding filter for reconciled transactions. — thanks @davidkus
#2124 Enabling and formatting "viewLabels" button for custom reports page — thanks @carkom
#2134 Ask for confirmation when editing date of a locked transaction — thanks @Jackenmen
#2138 Add cleared column in csv export — thanks @kstockk
#2163 Add ability to import categories from CSV — thanks @ScottFries, @blakegearin, & @carkom
#2174 Hide "show ..." checkboxes within menu for custom reports page. Introduce toggle switches. — thanks @carkom
#2176 Update sync.ts with additionalInformation as last resort fallback to prevent Payee being empty — thanks @rjwonder
#2188 Add option to link an account with SimpleFIN for syncing transactions. — thanks @zachwhelchel, @duplaja, @lancepick, & @latetedemelon
#2202 Fix site.webmanifest to make Actual install-able as a Chromium PWA — thanks @subnut
#2206 Add crossorigin assignment to use credentials for PWA with authentication — thanks @shall0pass
#2245 Adding compact identifier to all of the graphs and cleaning them up. Plus other staging bits for saving custom reports. — thanks @carkom
#2246 Add schema and backend functionality for custom reports. This is to enable saving reports in a future PR. — thanks @carkom
#2252 Allow un-reconcile (unlock) transactions by clicking on the lock icon — thanks @MatissJanis
#2282 Cleanup utility: Update goal target after end of month cleanup tool is activated for 'source' categories — thanks @shall0pass
#2284 Add Off Budget category label to mobile transactions page — thanks @joel-jeremy

Bugfix

#2132 Fix net worth graph to show more detail in compact card view — thanks @jasonmichalski
#2144 Fix when pressing Enter adds an extra split transaction when no split remains — thanks @jasonmichalski
#2191 Allow case insensitive ynab5 import for special 'starting balance' payee — thanks @Marethyu1
#2195 Add missing borders in report budget table — thanks @youngcw
#2196 Improve report budget pie chart colors — thanks @youngcw
#2199 rules: add 'no rules' message and always show the rules table (even if no rules exist) — thanks @MatissJanis
#2204 Re implemented the mobile Account Error Page introduced in #2114 and reverted in #2186 — thanks @HansiWursti
#2207 Fix multi-autocomplete in rules page causing crashes — thanks @MatissJanis
#2214 Mobile - Disable Save Button while editing Transaction Fields - Fixes #2203 — thanks @HansiWursti
#2217 vite hosting regression fix. adds hosting on network back onto vite. — thanks @carkom
#2233 Restore ability to use console.log in vite — thanks @twk3
#2238 GoCardless: fix sync not working if additionalInformation fallback field is null — thanks @MatissJanis
#2249 Fixing a bug where custom reports table graph crashes due to a type mismatch error. — thanks @carkom
#2251 Fix 'delete file' button always deleting the cloud file. — thanks @MatissJanis
#2261 Fix color in schedule before/after weekend selection — thanks @youngcw
#2273 Fix 'uncategorized transactions' flashing in the header on page load — thanks @MatissJanis
#2276 Fix link for registering with GoCardless — thanks @edleeman17
#2277 Fix a missing ref param warning for forwardRef — thanks @twk3
#2278 Fix 'false' passed as title in import transactions modal — thanks @twk3
#2279 Fix same account sort_order when creating a demo budget — thanks @youngcw
#2281 Fix database entry when applying goal templates — thanks @shall0pass
#2308 Fix GoCardless bank sync breaking after a flaky SimpleFin db migration. — thanks @MatissJanis

Maintenance

#2053 Bundle loot-core types into the API — thanks @twk3
#2072 Fixing TypeScript issues when enabling strictFunctionTypes (pt.5). — thanks @MatissJanis
#2081 Refactored MobileBudget component to TypeScript — thanks @joel-jeremy
#2084 Switch desktop-client to the Vite JS framework. — thanks @twk3
#2102 Goals: Refactor schedules file into functions and improve the readability of the code. — thanks @shall0pass
#2115 eslint: no default exports — thanks @joel-jeremy
#2116 eslint: no default exports - part 2 — thanks @joel-jeremy
#2117 eslint: no default exports - part 3 — thanks @joel-jeremy
#2118 eslint: no default exports - part 4 — thanks @joel-jeremy
#2119 eslint: no default exports - part 5 — thanks @joel-jeremy
#2120 eslint: no default exports - part 6 — thanks @joel-jeremy
#2136 TypeScript: Add proper types to runHandler — thanks @twk3
#2142 Fixing TypeScript issues when enabling strictFunctionTypes (pt.4). — thanks @MatissJanis
#2153 Reorganize tableGraph files for custom reports. — thanks @carkom
#2168 Add api tests for payees and transactions — thanks @twk3
#2169 eslint: no default exports - part 7 — thanks @joel-jeremy
#2170 eslint: no default exports - part 8 — thanks @joel-jeremy
#2171 eslint: no default exports - part 9 — thanks @joel-jeremy
#2172 eslint: no default exports - part 10 — thanks @joel-jeremy
#2173 eslint: no default exports - part 11 — thanks @joel-jeremy
#2181 migration: rename nordigen_* secrets to gocardless_* — thanks @MatissJanis
#2182 Electron-app app store (OSX) release — thanks @MatissJanis
#2184 eslint: no default exports - part 12 — thanks @joel-jeremy
#2185 eslint: no default exports - part 13 — thanks @joel-jeremy
#2186 Revert to fix master: Add error Page for special accounts in Mobile — thanks @twk3
#2190 electron: move back from WebSockets to IPC for internal communications. This should improve the stability of the desktop app. — thanks @MatissJanis
#2192 Fix table graph rendering issue for custom reports. — thanks @carkom
#2208 ESLint to enforce Actual's useNavigate hook — thanks @joel-jeremy
#2209 electron: split the build script in 2x parts to fix it failing when no code signing cert is provided (PRs from forks). — thanks @MatissJanis
#2212 TypeScript: fix some strictNullChecks: true issues — thanks @MatissJanis
#2215 removing old OFX parser code in favor of the new one — thanks @MatissJanis
#2224 Change the vite chunk filename hash to closely match our webpack syntax — thanks @twk3
#2228 TypeScript: fix some strictNullChecks: true issues (pt.2) — thanks @MatissJanis
#2230 typescript: enable strict mode in most files; disable it in files that still need to be fixed — thanks @MatissJanis
#2244 Moving entities and updating existing for custom reports. Also creating a new entity for the custom report data. — thanks @carkom
#2247 TypeScript: making some files comply with strict TS. — thanks @MatissJanis
#2250 Updated Github issues template to direct bug reports to the support channel (Discord) — thanks @MatissJanis
#2253 Upgrading prettier, fixing the issues and enabling it for jsx files too — thanks @MatissJanis
#2254 Making custom reports code more compact and efficient. — thanks @carkom
#2255 Code clean-up: removing unused variables — thanks @MatissJanis
#2256 Code clean-up: removing unused variables (pt.2) — thanks @MatissJanis
#2258 Adding compact elements to custom reports. — thanks @carkom
#2260 Refactored cash flow report from victory to recharts — thanks @MatissJanis
#2263 Use useSingleActiveEditForm hook in mobile budget table — thanks @joel-jeremy
#2268 Update vite / swc / ts versions. — thanks @joel-jeremy
#2287 Update VRT instructions — thanks @youngcw

Actual Server

Version: v24.2.0

Enhancements

#294 Add GoCardless integration for ING (Germany). — thanks @t4cmyk
#296 Add option to link an account to SimpleFIN for syncing transactions. — thanks @zachwhelchel, @duplaja, @lancepick, & @latetedemelon
#297 Add GoCardless bank integration for Sparkasse Marburg-Biedenkopf (Germany). — thanks @visurel
#298 Add GoCardless integration for Lægernes Bank DK — thanks @Waseh

Maintenance

#284 Remove obsolete fly.template.toml — thanks @albertchae
#293 migration: rename nordigen_* secrets to gocardless_* — thanks @MatissJanis
#300 Optional non-root user for Docker — thanks @hkiang01
#302 Reduce docker build failures on 32bit platforms — thanks @twk3
#303 Fixed a broken link in the README! — thanks @BoKKeR

24.1.0

The release has the following notable improvements:

Mobile split transactions
Ability to set max occurrences (or end date) for schedules
(Experimental) custom report enhancements (please report bugs/feedback here)

Actual

Version: v24.1.0

Features

#1899 Add end date/max occurrences field to schedules, useful for things like installments — thanks @jfdoming
#2068 Mobile split transactions — thanks @joel-jeremy

Enhancements

#1906 Add support for automatic theme switching based on system theme — thanks @spezzino
#1964 Category and group menu/modal in the mobile budget page to manage categories/groups and their notes. — thanks @joel-jeremy
#1988 Data loading performance improvements for custom reports — thanks @carkom
#2046 Adding typescript to custom report files and small functional changes. — thanks @carkom
#2062 Adds a property to the returned items in the API for category and categoryGroup to inform if it is hidden. — thanks @iOSLife
#2067 Adding types for future typescript changes. — thanks @carkom
#2069 Updating variable naming for custom reports page. — thanks @carkom
#2073 Migrate tooltips.js to typescript — thanks @IzStriker
#2078 Enable Legend for custom reports. — thanks @carkom
#2080 Add live/static choice for date filters. — thanks @carkom
#2082 Add left and right margin to modals. — thanks @joel-jeremy
#2094 Custom reports: Convert the view options (legend/summary/labels) to global preferences that apply to all graphs. — thanks @carkom
#2098 Changing the view and functions for donut graph in custom reports. — thanks @carkom

Bugfix

#2002 Prevent deleted categories blocking creation of new categories with the same name. — thanks @kymckay
#2008 Fix filter Amount formatting issue — thanks @vishnukaushik
#2031 Fix bulk edit field modal in desktop — thanks @joel-jeremy
#2085 Realign and fix header/totals row for table graph in custom reports — thanks @carkom
#2092 Fix background color when pinning sidebar (Issue #2089) — thanks @HansiWursti
#2093 Fix missing divider bar issue #1878 — thanks @HansiWursti
#2096 Fix category spending report (experimental) not loading #1981 — thanks @MatissJanis
#2099 [Goals]: Fix over budget condition with using apply instead of overwrite — thanks @youngcw
#2100 Goals: Don't run templates on non-hidden categories inside of hidden groups — thanks @youngcw
#2125 Goals: Negate schedule amount to budget if income — thanks @mk-french
#2127 Fix update transaction API bug — thanks @mk-french
#2140 Fix imported transactions overriding reconciled (locked) transaction data — thanks @MatissJanis
#2141 Fix filtering in rules page: apply the filter on the full data set instead of the limited (paginated) data set. — thanks @MatissJanis & @jasonmichalski
#2166 Fix mobile transaction page amount input bug on iOS. — thanks @joel-jeremy

Maintenance

#1991 Add some initial api tests for budgets and accounts — thanks @twk3
#1993 Use Page component for mobile pages — thanks @joel-jeremy
#2004 Convert BudgetTotals, GoCardlessLink, Import, WelcomeScreen components to Typescript. — thanks @MikesGlitch
#2005 Maintenance: Update CashFlow.js to use typescript — thanks @lucasboebel
#2007 Migrating the DateRange and UseReport files to typescript — thanks @ameekSinghUniversityAcc
#2009 Migrating the util.js and chartTheme.js files to typescript — thanks @ghosetuhin
#2022 Refactored FixedSizeList to TypeScript — thanks @MatissJanis
#2023 Added more strict typings to utils.ts and some of its dependencies — thanks @MatissJanis
#2025 Adding aria-labels to some buttons for greater accessibility — thanks @MikesGlitch
#2029 Enable react/no-children-prop rule and fix the issues — thanks @MatissJanis
#2032 Apply eslint prefer-const rule to loot-core server files. — thanks @joel-jeremy
#2033 Apply ESLint prefer-const on components folder part 1 — thanks @joel-jeremy
#2034 Apply ESLint prefer-const on components folder part 2 — thanks @joel-jeremy
#2036 Add api tests for categories and category groups — thanks @twk3
#2048 Fixes and updates to dark theme colors. — thanks @carkom
#2064 Cleanup older unused version of react-router — thanks @twk3
#2065 Fixing TypeScript issues when enabling strictFunctionTypes. — thanks @MatissJanis
#2066 Fixing TypeScript issues when enabling strictFunctionTypes (pt.2). — thanks @MatissJanis
#2070 Fixing TypeScript issues when enabling strictFunctionTypes (pt.3). — thanks @MatissJanis
#2074 ci: add helpful bot comments if CI jobs fail. — thanks @MatissJanis
#2101 Apply eslint filename extensions for jsx. — thanks @twk3
#2111 eslint: disallow unnecessary curly braces — thanks @MatissJanis
#2112 TypeScript: moving DeleteFile component to TS — thanks @MatissJanis
#2113 Enable prefer-const ESLint rule project-wide — thanks @joel-jeremy

Actual Server

Version: 24.1.0

Maintenance

#292 docs: updated the GoCardless integration instructions — thanks @MatissJanis

23.12.1

This release does not have any UI changes or feature improvements. It features only actual-server fix for Synology NAS users.

Bug report: https://github.com/actualbudget/actual/issues/2011

Actual Server

Version: 23.12.1

Bugfix

#289 Store the migrations statestore in the datadir instead of the application root. — thanks @bjw-s

23.12.0

The release has the following notable improvements:

Dark theme is complete and no longer an experimental feature
Transactions are now locked after reconciling
Mobile: account creation
Mobile: pull-down-to-sync available in the budget page
Mobile: swipe up in the footer menu to reveal more pages

We are also proud to announce two new experimental features:

Custom reports (please report bugs/feedback here)
Sankey report (please report bugs/feedback here)

Actual

Version: 23.12.0

Features

#1739 Added a Sankey chart report as an experimental feature. — thanks @shaankhosla
#1789 Lock transactions after reconciliation. — thanks @zachwhelchel
#1791 Create and implement a customizable charts page. Currently hidden under feature flag (experimental). To include ability to save charts and show tiles on Overview page (future PR) — thanks @carkom
#1925 Dark theme is live!! — thanks @carkom

Enhancements

#1758 Swipe up mobile navbar to reveal more menus. — thanks @joel-jeremy
#1780 Goals: Add indicator of goal status. Add db entries for saving the goal, and for the template json. — thanks @shall0pass & @youngcw
#1788 Added option to select in/out field during import. — thanks @Jessseee
#1798 Consolidating and making more consistent the warning and upcoming colors. Also includes some dark mode fixes. — thanks @carkom
#1833 Not allowed duplicated Category names in Category Groups — thanks @Shazib
#1853 Mobile create account. — thanks @joel-jeremy
#1858 Mobile budget pull down to sync. — thanks @joel-jeremy
#1862 Allow month names and abbreviations in dates (e.g. "December 24 2020") when importing — thanks @jamescostian
#1874 Standardizes mobile colors so that the mobile view feels much more unified. — thanks @carkom
#1876 Support import of OFX transactions of type INVSTMTMSGSRSV1 — thanks @joel-jeremy
#1880 Mobile report budget — thanks @joel-jeremy
#1887 Updates dark theme sidebar color and clean up theme files. — thanks @carkom
#1900 Larger mobile autocomplete component fonts and paddings. — thanks @joel-jeremy
#1944 Create category rules during ynab imports — thanks @twk3
#1980 Validates minimum node version to 18.12.0 for @actual-app/api npm package — thanks @Marethyu1

Bugfix

#1765 Dark mode - darker tint for pageTextLink. — thanks @Evomatic
#1820 Fix styling of transaction page on mobile. — thanks @KaiBelmo
#1836 UPDATES NYNAB import to support importing transactions that contain sub transactions that are account transfers — thanks @Marethyu1
#1840 Schedule creation modal notify user of weekend skip option — thanks @sethgillett
#1864 Make Select All respect filters and splits — thanks @jamescostian
#1867 Fix account filter for budgeted and offbudget accounts, fixes #1577 — thanks @sreetamdas
#1885 Fix crash when hitting undo after applying a rule to some transactions — thanks @jfdoming
#1911 Fixing duplicate color issue. — thanks @carkom
#1916 Fix mobile accounts page padding regression. — thanks @joel-jeremy
#1917 Goals: Fix infinite loop situation with Schedule keyword — thanks @shall0pass
#1921 Experimental OFX parser: Support multiple months in OFX file — thanks @joel-jeremy
#1926 Fix issue with electron builds being stuck on a blank screen. — thanks @Shazib
#1929 Fix flickering scroll bar that may appear when interacting with the new transaction input amount. — thanks @miqh
#1930 Bug fixes for custom reports. — thanks @carkom
#1933 Fix switching budget from rollover budget to report budget and immediately back does not work — thanks @paulsukow
#1934 Sets minimum node version to 18.12.0 for @actual-app/api npm package — thanks @Marethyu1
#1938 Fix space-comma format for newer NodeJS versions (18.18, and 21.x), fixes #1937 — thanks @twk3
#1951 Consistent button sizes in budget title bar — thanks @joel-jeremy
#1955 "Transfer" and "Off Budget" categories in mobile transaction page — thanks @joel-jeremy
#1962 Fix broken modals. Unlock transactions moved to another account. — thanks @zachwhelchel
#1965 Fix mobile budget cell save issue — thanks @joel-jeremy
#1970 Style: change GoCardless success button color — thanks @MatissJanis
#1975 Bug fixes for cancel add category group. — thanks @williamk19
#1976 Fix bug in rule transaction apply preventing amount overrides — thanks @jfdoming
#1984 Goals: Fix Schedule over-budget condition — thanks @shall0pass
#1987 Fix rule ranker in API. — thanks @carkom
#1992 Fix locked amount sign in schedule editor — thanks @youngcw
#2000 Goals: Fix priority sorting — thanks @youngcw

Maintenance

#1834 Convert Titlebar, BudgetPageHeader, DynamicBudgetTable, Tooltips components to Typescript. — thanks @MikesGlitch
#1860 Added dark mode VRT (screenshot) tests — thanks @MatissJanis
#1868 Consolidating colors so they are more consistent across the app from one page to the next — thanks @carkom
#1871 Consolidating colors so they are more consistent across the app from one page to the next. — thanks @carkom
#1875 Removing the last of the static colors and replacing with theme colors. — thanks @carkom
#1879 Convert BudgetSummaries, MonthPicker, SidebarCategory components to Typescript. — thanks @MikesGlitch
#1888 Goals: Move goal target calculations to individual files. — thanks @shall0pass
#1893 Enabled react/no-unstable-nested-components eslint rule. — thanks @MatissJanis
#1895 Add budget tables to AQL schema — thanks @youngcw
#1897 Convert ExpenseGroup, ExpenseCategory, IncomeCategory components to Typescript. — thanks @MikesGlitch
#1902 Upgrade yarn to v4 and better-sqlite3 to v9.1.1. — thanks @MatissJanis
#1909 Type hardening action operator in rules.tsx — thanks @Marethyu1
#1923 Convert CloseAccount, AccountAutocomplete, SavedFilterAutocomplete, PayeeAutocomplete components to Typescript. — thanks @MikesGlitch
#1936 Refactor AmountInput component to TypeScript. — thanks @kymckay
#1941 Ported GoCardless file to TypeScript — thanks @MatissJanis
#1942 Ported global-events to TypeScript — thanks @MatissJanis
#1946 Refactor DiscoverSchedules component to tsx and enrich types for schedules discover endpoint. — thanks @muhsinkamil
#1948 Refactor Payee table to TypeScript and harden generic Table component typing. — thanks @kymckay
#1949 eslint: disallow using 'var': no-var rule — thanks @MatissJanis
#1950 Split up large payee management components file. — thanks @kymckay
#1956 ESLint prefer-const rule — thanks @joel-jeremy
#1958 ESLint prefer-const rule — thanks @joel-jeremy
#1959 Eslint: enable object-shorthand:properties eslint rule — thanks @MatissJanis
#1960 Make screenshot comparisons more strict to improve reliability — thanks @MatissJanis
#1972 Update ConfirmCategoryDelete, GoCardlessExternalMsg, ManageRulesModal to tsx — thanks @MikesGlitch

Actual Server

Version: 23.12.0

Enhancements

#267 Ability to add and run database/fs migrations — thanks @MatissJanis
#282 Improved error handling of GoCardless issues — thanks @MatissJanis

Bugfix

#274 Add "docker.io/" registry prefix to docker compose image — thanks @Valloric
#275 Fix: add missing migrations folder for docker — thanks @MatissJanis
#278 Fix: GoCardless bank sync not working as expected after last migration PR merge — thanks @MatissJanis
#281 Fix: ERR_UNSUPPORTED_ESM_URL_SCHEME by upgrading node-migrate to v2.0.1 — thanks @MikesGlitch & @MatissJanis
#283 Fix: non-unique transactionId values for Belfius bank causing missing data. — thanks @Nudded
#285 Fix: add fixes for BNP Paribas Fortis and Hello Bank — thanks @feliciaan

Maintenance

#277 Upgrade yarn to v4 and better-sqlite3 to v9.1.1 — thanks @MatissJanis

23.11.0

The release has the following notable improvements:

Mobile: budget management - editing amounts, renaming names, etc.
Mobile: hide navbar when scrolling down
Web: sync when clicking "ctrl+s" or "cmd+s"
Desktop app: stability improvements

Actual

Version: 23.11.0

Enhancements

#1662 Editable mobile budget cells — thanks @joel-jeremy & @dmlazaro
#1720 Goals: speedup by only run the requested priority levels, skip others — thanks @youngcw
#1724 Consolidate notice colors. — thanks @carkom
#1737 Various mobile category and group functionalities. — thanks @joel-jeremy
#1740 Update the NetWorth graph to use the Recharts library. — thanks @shaankhosla
#1745 Hide mobile nav bar when scrolling — thanks @joel-jeremy & @MatissJanis
#1756 Consolidating and making consistent error colors across all pages in the app. — thanks @carkom
#1759 Allow linked child transactions. — thanks @joel-jeremy
#1770 Sync on Ctrl+S — thanks @Compositr & @shaankhosla
#1781 Inline mobile edits. — thanks @joel-jeremy
#1795 Dark Theme: add theming to budget table where it was missing — thanks @youngcw
#1799 Consolidating and making consistent page colors — thanks @carkom
#1800 Fixes dark mode issues: server status color, and upcoming pill on schedules page — thanks @carkom
#1802 Mobile balance cover/transfer/rollover overspending — thanks @joel-jeremy

Bugfix

#1694 Desktop: reconnect to web-sockets if connection lost or server restarted — thanks @MatissJanis
#1750 End of month cleanup - fixed condition that caused an error with null carryover value — thanks @shall0pass
#1751 Prevent parent transaction being added to transfer account when splitting an existing transaction. — thanks @joel-jeremy
#1753 Goals - Fix schedules 'in between' calculation — thanks @shall0pass
#1774 Fix selecting delimiters in CSV options when uploading a CSV; it will apply to parsing. Also added a new delimiter '|'. — thanks @KaiBelmo
#1783 Fix alignment of mobile budget header elements. — thanks @joel-jeremy
#1797 Adjust casing of theme options for consistent presentation. — thanks @miqh
#1808 Fix flaky mobile back button on account transactions. — thanks @joel-jeremy
#1819 Fix styling on cash-flow graph. — thanks @shaankhosla
#1824 Allow categorise transfer to off budget accounts on mobile — thanks @Kit-p
#1844 Mobile: Fix mobile budget click handlers — thanks @joel-jeremy
#1855 Fix: add missing top border for menu popover in budget page — thanks @MatissJanis
#1856 Fix: bring back rollover arrows in budget page — thanks @MatissJanis

Maintenance

#1743 refactor the following to tsx: IncomeGroup, IncomeHeader, MonthsContext, RenderMonths, SidebarGroup. — thanks @Jod929
#1755 Convert CreateAccount and CreateEncryptionKey components to TypeScript. — thanks @MikesGlitch
#1768 Convert BudgetSummary modal(mobile) and CreateLocalAccounts components to TypeScript. — thanks @MikesGlitch
#1776 Convert DateSelect component to TypeScript and update category query type. — thanks @MikesGlitch
#1784 Convert FixEncryptionKey, Loading, AnimatedLoading components to TypeScript and update get-payee query type. — thanks @MikesGlitch
#1785 Update generated icons to typescript — thanks @MikesGlitch
#1814 Added 2 new VRT tests for reports. — thanks @shaankhosla
#1823 Convert Sort Utils, DisplayId, PlaidExternalMsg components to Typescript — thanks @MikesGlitch

Actual Server

Version: 23.11.0

Maintenance

#260 Removing deprecated jlongster/actual-server — thanks @MatissJanis
#262 Add github issue templates — thanks @MatissJanis
#268 Upgrade better-sqlite3 to v8.6.0 to align with the version used in frontend — thanks @MatissJanis

23.10.0

Actual

Version: 23.10.0

Features

#1651 Add spent column to mobile view — thanks @Crazypkr1099
#1663 Mobile: pull down to trigger a bank-sync — thanks @MatissJanis

Enhancements

#1487 Phase three of dark theme, to include schedules/payees/sidebar — thanks @biohzrddd & @carkom
#1503 Phase four of dark theme, to include manager/modals — thanks @biohzrddd & @carkom
#1512 Phase five of dark theme, to include Reports/settings — thanks @biohzrddd & @carkom
#1513 Last phase of dark theme, to include budget and global files — thanks @biohzrddd & @carkom
#1587 Support markdown in notes — thanks @OlegWock
#1592 Make reports more responsive. — thanks @OlegWock
#1639 Update BUDGETED labels in mobile accounts page to FOR BUDGET to be consistent with desktop labels. — thanks @joel-jeremy
#1648 Fix mobile pages "back" behaviors. — thanks @joel-jeremy
#1709 Enhance Y-Axis Scaling on Net Worth Graph — thanks @Crazypkr1099
#1723 Changed the default number of months shown in the Cash Flow report from 30 to 5. — thanks @shaankhosla

Bugfix

#1634 Fix pressing Enter on Encryption Key cancels entry instead of update the key — thanks @syukronrm
#1645 Fix navigateToSchedule prop. — thanks @joel-jeremy
#1646 Fix blur performance issue in Safari. — thanks @joel-jeremy
#1649 Fix QFX import issues reported in v23.9.0. — thanks @joel-jeremy
#1654 Don't show hidden groups on mobile — thanks @youngcw
#1656 Don't show hidden income categories on mobile — thanks @youngcw
#1657 Fix signup page not allowing to use domains without protocol — thanks @MatissJanis
#1665 Mobile: fix sync button design — thanks @MatissJanis
#1669 Mobile: fix schedule status label positioning — thanks @MatissJanis
#1678 Fixes the reconciliation tooltip to use the cleared balance instead of the balance from all transactions — thanks @shaankhosla
#1679 Mobile: Show true name of income group — thanks @youngcw
#1681 Category autocomplete doesn't include unselectable category groups now — thanks @shaankhosla
#1687 Fix a checkbox label sometimes appearing in multiple lines in the schedules modal — thanks @MatissJanis
#1698 Mobile account transaction list: Restore sticky date section headers — thanks @trevdor
#1703 fixing a darkTheme regression in sidebar account sync status — thanks @carkom
#1706 Mobile: fix transaction list scrolling requiring a previous interaction before scroll happens — thanks @MatissJanis
#1708 fixing filter transaction to show empty note instead of showing error "Value cannot be empty" — thanks @syukronrm
#1718 Goals: fix bug in report budget templates, and add a speedup — thanks @youngcw
#1721 Redirect back to budget page if non-existing pages accessed — thanks @MatissJanis
#1728 Keep schedule name after completion or recreation — thanks @shaankhosla
#1729 Fix bug that makes the schedule search bar shrink when there's many schedules. — thanks @shaankhosla
#1738 Goals - Fixed an overbudgeting condition — thanks @shall0pass
#1752 couple small regression fixes — thanks @carkom

Maintenance

#1542 Remove usage of glamor CSSProperties — thanks @joel-jeremy
#1566 Convert budget page component from class component to functional — thanks @MatissJanis
#1584 Break apart budget/misc.js — thanks @joel-jeremy
#1597 Use useCategories hook everywhere categories are accessed. — thanks @MatissJanis
#1599 Convert eslint rules from "error" to "warn" to improve dev-experience; CI jobs treat warnings as errors, so we still have the same level of protection, but the local-dev experience is slightly improved — thanks @MatissJanis
#1600 Experimental OFX parser meant to replace node-libofx — thanks @joel-jeremy
#1614 Rename CategorySelect to CategoryAutocomplete — thanks @joel-jeremy
#1630 Replace usage of format with useFormat hook — thanks @joel-jeremy
#1632 Upgraded absurd-sql and removed patch-package dependency — thanks @MatissJanis
#1637 Remove glamor ...css syntax. — thanks @joel-jeremy
#1641 VRT: set a static version and unmask more regions for the tests — thanks @MatissJanis
#1643 Upgraded better-sqlite3 to 8.6.0 in order to fix electron-app data export crash — thanks @MatissJanis
#1644 Refactor Schedules to tsx. — thanks @muhsinkamil
#1650 Use swc-loader. — thanks @joel-jeremy
#1658 Electron: improving operating system detection — thanks @MatissJanis
#1659 Enable SWC sourceMaps. — thanks @joel-jeremy
#1660 Migrate some components to TypeScript. — thanks @doggan
#1668 Cleanup glamor style properties left behind as result of merge resolution. — thanks @joel-jeremy
#1670 Refactor budget/IncomeHeader to tsx — thanks @Jod929
#1672 Added mock schedules to the test budget to improve reliability and testing experience — thanks @MatissJanis
#1674 Upgrade electron dependencies — thanks @MatissJanis
#1677 Moving 'rules' server action handlers into a separate file — thanks @MatissJanis
#1680 Typescript: hardening data entity types — thanks @MatissJanis
#1688 Remove privacyMode feature flag as this feature is GA — thanks @MatissJanis
#1691 Refactor SchedulesTable and its components to tsx. — thanks @muhsinkamil
#1692 CI: do not cancel active Github jobs on master branch — thanks @MatissJanis
#1701 Add a common component for AnchorLink and ButtonLink — thanks @th3c0d3br34ker
#1705 Updating mobile icon to have no white border — thanks @MatissJanis
#1707 Remove unnecessary react-error-overlay manual resolution — thanks @MatissJanis
#1722 Refactor budget/BudgetMonthCountContext to tsx. — thanks @Jod929
#1725 Add support for type 'link' in Button component. — thanks @th3c0d3br34ker
#1733 Consolidate useMergedRefs hook and convert it to TypeScript. — thanks @MikesGlitch

Actual Server

Version: 23.10.0

Features

#245 Make upload limits configurable via env vars to allow for larger files to be uploaded. — thanks @DistroByte

Enhancements

#257 Add GoCardless integration for Spar Nord DK — thanks @Aarup

Maintenance

#265 Make edge builds fetch master builds from correct repository. — thanks @kyrias

23.9.0

Docker tag: 23.9.0

Actual

Version: 23.9.0

Features

#1340 Add editing / adding transactions on mobile devices (via an initial port of the old React Native UI) — thanks @Cldfire
#1382 Add category spending report — thanks @kyrias & @ovbm
#1623 Releasing privacy mode as a supported feature — thanks @joel-jeremy & @MatissJanis

Enhancements

#1436 Phase one of dark theme, to include filters/rules/transaction tables — thanks @biohzrddd & @carkom
#1455 Show projected balance when creating a new transaction — thanks @joel-jeremy
#1468 Improved error handling for export functionality — thanks @MatissJanis
#1480 Update Accounts files with dark theme changes — thanks @biohzrddd & @carkom
#1482 eslint rule for capturing colors/themes — thanks @carkom
#1484 Fetch GoCardless transactions from the last 90 days or since first transaction — thanks @kyrias
#1491 Add loading indicators to reports page — thanks @MatissJanis
#1493 Stop setting endDate when fetching GoCardless transactions — thanks @kyrias
#1499 Rely on date determined by server for GoCardless transactions — thanks @kyrias
#1505 Allow schedules to skip weekends, and automatically reschedule to before or after the weekend — thanks @pole95
#1515 Import category notes from YNAB4 exports — thanks @kyrias
#1545 Mobile: add transaction creation button in the footer — thanks @MatissJanis
#1548 Category spending: improving the visual style of the side-nav — thanks @MatissJanis
#1549 Trigger a sync when the user returns to Actual in order to present fresh data — thanks @Cldfire
#1559 Don't update transaction date when syncing from GoCardless — thanks @kyrias
#1573 Show all payees by default for child transactions — thanks @kyrias
#1580 Schedule page privacy filter — thanks @joel-jeremy
#1631 Imports: ability to toggle on/off the fallback logic for payee field (OFX imports) — thanks @MatissJanis

Bugfix

#1402 Fix bug where all Account Transaction rows would be re-rendered on hover of a single Transaction row — thanks @biohzrddd
#1465 Fixed clearing split transactions when importing matched transactions — thanks @kstockk
#1481 Goals: Ignore hidden categories when applying templates — thanks @shall0pass
#1486 Fix mobile account view — thanks @Cldfire
#1494 Fix transactions button background color — thanks @Cldfire
#1501 Fix collapsed schedules table in Link Schedule modal — thanks @trevdor
#1508 Show all available transaction icons - transfer & schedule — thanks @MatissJanis
#1518 Fix incorrect cashflow balance — thanks @martinfrench92
#1526 Show the correct payee of scheduled transactions on "For budget" account page — thanks @kyrias
#1529 Fix nYNAB importer when fractional budget amounts are used — thanks @MatissJanis
#1530 Fix light mode regressions introduced with experimental dark mode changes — thanks @MatissJanis
#1531 Fix transaction table hover effects — thanks @MatissJanis
#1533 Fix schedule colors in transaction table — thanks @MatissJanis
#1539 Mobile: Don't show hidden categories — thanks @shall0pass
#1540 Mobile: Show the correct To Budget amount on Budget Summary — thanks @shall0pass
#1541 Fix more dark mode regressions - transaction table, csv import modal — thanks @MatissJanis
#1546 Mobile: hide sync button when sync is not active — thanks @MatissJanis
#1547 Reset reconciliation bar when switching accounts — thanks @MatissJanis
#1550 Fixed expanding mobile header, aligned elements center — thanks @zigamacele
#1551 Mobile: transaction entry screen should apply the same negative/positive logic to Amount whether or not it is focused for editing at the time Add Transaction is pressed — thanks @trevdor
#1552 Unified fatal error design — thanks @zigamacele
#1563 Fix Link Schedules modal list of schedules growing too long — thanks @trevdor
#1571 Fix collapsed linked transactions table in Schedule editor modal — thanks @trevdor
#1579 Goals: Fix percentage goals overwriting any previous goal values — thanks @youngcw
#1581 Fix split transaction deposits parent transaction amount to off-budget account instead of the child transaction amount — thanks @joel-jeremy
#1583 Fix to open transaction date picker when clicked while it's focused — thanks @joel-jeremy
#1604 Mobile: fix regression of Accounts page theme — thanks @trevdor
#1607 Mobile: Fix text color in account autocomplete dialog — thanks @shall0pass
#1613 Close open modals when navigating to a different URL — thanks @joel-jeremy
#1622 Fix filtering in transaction table not working — thanks @MatissJanis
#1625 Mobile: Fix bug where tapping a date heading in an account transaction list scrolls the list to the top — thanks @trevdor

Maintenance

#1270 Remove second modal implementation — thanks @j-f1
#1469 add development theme to list of theme options — thanks @carkom & @biohzrddd
#1477 Update product screenshot in README.md — thanks @adamkelly86
#1479 Migrate hooks from native JS to TypeScript — thanks @MatissJanis
#1492 Add plugin:react/recommended eslint config and fix some issues — thanks @MatissJanis
#1517 Extract rules components into individual files — thanks @MatissJanis
#1521 Add e2e tests for mobile views — thanks @MatissJanis
#1532 Migration some components to typescript — thanks @joel-jeremy
#1535 Port App to functional component — thanks @joel-jeremy
#1553 Add visual regression tests — thanks @MatissJanis
#1565 Refactor MonthCountSelector to tsx. — thanks @Jod929
#1590 Improving e2e test stability by forcing a specific date — thanks @MatissJanis
#1591 Mark inactive PRs as stale and auto-close after 30 days — thanks @MatissJanis
#1602 Refactor MobileTable to tsx. — thanks @Jod929
#1605 VRT: increasing strictness and adding datepicker test — thanks @MatissJanis

Actual Server

Version: 23.9.0

Enhancements

#237 Add all integration for all Bank Norwegian branches to the GoCardless support — thanks @kyrias
#239 Add American Express AESUDEF1 GoCardless bank integration — thanks @kyrias
#241 Make endDate field optional when downloading GoCardless transactions — thanks @kyrias
#242 Add GoCardless integration for Fintro BE to use additional transaction information — thanks @CharlieMK
#243 Decide on transaction date during GoCardless transaction normalization — thanks @kyrias
#244 Add GoCardless integration for Danske Bank Private NO — thanks @LudvigHz
#248 Disable the Express "Powered By" HTTP header for enhanced security — thanks @dylmye

Bugfix

#249 Fix config file not being loaded from the project root by default — thanks @UnexomWid

23.8.1

Docker tag: 23.8.1

Actual

Version: 23.8.1

Enhancements

#1446 Sentence case in menus — thanks @joel-jeremy
#1447 Reports privacy filter — thanks @joel-jeremy
#1451 Add option on import transactions screen to mark the transactions as cleared/uncleared — thanks @kstockk

Bugfix

#1448 Goals: Fix 'up to' calculation to include current month spending — thanks @shall0pass
#1450 fix Eye.js to change color dynamically based on style element passed to it. — thanks @carkom
#1452 Goals: Schedules allow filling for future months — thanks @shall0pass
#1456 Fix the mobile footer color back to the previous version — thanks @aleetsaiya
#1458 In some situations the text in the Select component will be too big, which will make the inner vertical scrollbar appear. This PR is to hide the vertical scrollbar. — thanks @aleetsaiya
#1460 Fix transparent background on titlebar. — thanks @carkom
#1461 crdt: making the package fully TypeScript strict — thanks @MatissJanis
#1462 Fix import from nYNAB and error-handling of other importers — thanks @MatissJanis
#1463 Fix creating a new schedule with the same name as a deleted schedule — thanks @MatissJanis
#1464 Goals: Applying templates would zero non-templated categories — thanks @shall0pass
#1473 Fix approximate schedule values showing in balance pill when selected — thanks @MatissJanis
#1473 Fix approximate schedule values showing in balance pill when selected — thanks @MatissJanis

Maintenance

#1431 Move big input component into Input.js, port some of the manager app to TS — thanks @j-f1
#1437 crdt: make typings more strict — thanks @MatissJanis
#1438 crdt: upgrade murmurhash dependency — thanks @MatissJanis
#1449 Update link in README for release notes — thanks @shall0pass

Actual Server

Version: 23.8.1

No changes from the previous version.

23.8.0

Docker tag: 23.8.0

Actual

Version: 23.8.0

Features

#1272 Privacy mode: ability to mask sensitive information — thanks @joel-jeremy
#1367 Add an initial feature flag and infrastructure for building out dark and custom themes. — thanks @biohzrddd & @j-f1

Enhancements

#1232 Added transaction sorting on the Account page. Uses current action as well as previous action to sort. Also adjusted the functionality and interactions of filters and searches with the sorting. — thanks @carkom
#1235 Reworked the budget month picker — thanks @Miodec
#1237 Remembering the currently selected month in user prefs — thanks @Miodec
#1240 Avoid downloading code for the desktop UI on mobile and vice versa — thanks @j-f1
#1287 Added a negate options to the filters that are string based fields. This was added to Accounts page filters as well as the rules modal. — thanks @carkom
#1329 Goals: Enable goal templates in Report Budget — thanks @shall0pass
#1334 Square off the bottom corners of the payee list on the “Payees” page — thanks @j-f1
#1335 Hide the “Show unused payees” button unless it is relevant — thanks @j-f1
#1344 Goals: Use setZero function within goal templates for speed improvement — thanks @shall0pass
#1350 Add ability to apply budget prefill calculations to a single category. Includes Goal template support. — thanks @shall0pass & @kyrias
#1354 Scheduled transactions for the month to show up in Account's running balance — thanks @joel-jeremy
#1371 Improve clarity of informational message in “merge unused payees” modal — thanks @j-f1
#1372 Add support for parsing TSV files using the existing CSV parser — thanks @j-f1
#1373 Allow importing the first row of a CSV file that does not contain a header row — thanks @j-f1
#1391 Begin porting some parts of the UI to look different in light mode — thanks @biohzrddd & @j-f1
#1396 Improve error messaging when the API package fails to download a file — thanks @j-f1
#1403 Goals: add "prev" flag to percent goal to use previous month income. — thanks @youngcw
#1408 Improving Search Bar for all pages. — thanks @carkom
#1412 Add Indian numbering format (lakh, crore) — thanks @sidvishnoi
#1429 Include the schedule name when filtering schedules. — thanks @kyrias

Bugfix

#1288 Goals: Improved calculation when 'remainder' keyword is used with other keywords in the same category. — thanks @shall0pass
#1311 The cashflow report filters out transfers which makes the ending balance inaccurate (and variable depending on when the transfers land). I've added transfers into the report and split them out from the totals. — thanks @carkom
#1312 Goals: Fix calculated fill when using multiple 'up to' statements in different priority levels — thanks @shall0pass
#1316 Fix clicking enter will create empty transaction issue. — thanks @aleetsaiya
#1325 Fix the CashFlow report crash because of the new CustomSelect — thanks @aleetsaiya
#1349 Fix bug causing transaction import in Safari to be unreliable — thanks @Cldfire
#1351 Fix a bug that user can transfer budget to the category (or group) which user want to delete — thanks @aleetsaiya
#1353 Prevent the “This is a demo build of Actual” bar from shrinking on small screen sizes — thanks @j-f1
#1363 Fixed spelling errors in the "Repair split transactions" section of the settings page. — thanks @migillett
#1366 Fix React warning in the console — thanks @j-f1
#1380 Correct the width of the cleared/uncleared column in the transaction list — thanks @j-f1
#1385 Remove double scrollbar while the viewport is big enough and remove the horizontal scrollbar under the transaction table. — thanks @aleetsaiya
#1389 Remove non-functional “is between” filter operator — thanks @j-f1
#1397 Update the API’s node-fetch dependency to fix a bug where connections could unexpectedly fail — thanks @j-f1
#1400 Goals: Fix leftover $0.01 when using remainder goal — thanks @youngcw
#1406 Fix missed lines from previous merge that broke sorting. — thanks @carkom
#1410 Goals: Fix tracking of remaining funds when using priorities — thanks @youngcw
#1417 Always show title bar to fix electron side-nav issues — thanks @MatissJanis
#1421 Fix collapse/pin icon color in the side-nav — thanks @MatissJanis
#1423 Fix number formatting setting not affecting side-nav — thanks @MatissJanis
#1433 Fix incorrect state slice path used in top server status pill — thanks @MatissJanis
#1434 crdt: export Clock as a type - fix a console warning — thanks @MatissJanis

Maintenance

#1186 Improve TypeScript types in loot-core — thanks @TomAFrench
#1208 Move YNAB4/5 import code into loot-core — thanks @j-f1
#1269 Add TypeScript typings to most of the Redux-related functionality — thanks @j-f1
#1277 Refactor some usages of Select component to CustomSelect — thanks @aleetsaiya
#1281 Updated author information for Desktop (electron) App — thanks @Shazib
#1298 Sort saved filters by alphabetical order — thanks @aleetsaiya
#1342 Remove table navigator from rules page — thanks @aleetsaiya
#1343 Remove legacy Select and NativeCategorySelect Component — thanks @aleetsaiya
#1348 Rename CustomSelect component to Select — thanks @j-f1
#1355 Add a couple of ESLint rules to increase code consistency — thanks @j-f1
#1359 Port the modal infrastructure to TypeScript — thanks @j-f1
#1361 Rename Nordigen to GoCardless — thanks @MatissJanis
#1362 Fix onExpose is not a function error — thanks @joel-jeremy
#1368 Update to the latest SVGR version & re-generate all icons — thanks @j-f1
#1374 Update the text of the comment posted when closing feature requests — thanks @j-f1
#1378 Fix the color of the newly added icons — thanks @j-f1
#1390 Consistency improvements for <AnimatedLoading> — thanks @j-f1
#1395 Refactor the button component a bit and enable dark mode for it — thanks @j-f1
#1404 Improve TypeScript compatibility with Redux-related code — thanks @j-f1
#1405 Port the settings-related code to TypeScript — thanks @j-f1
#1411 Fix typo in handle-feature-requests.js — thanks @j-f1
#1413 Moving P (Paragraph), AnchorLink and useStableCallback to a separate files — thanks @MatissJanis
#1418 Moving away from barrel common imports to more specific per-component imports (part 1) — thanks @MatissJanis
#1419 Moving away from barrel common imports to more specific per-component imports (part 2) — thanks @MatissJanis
#1420 Moving away from barrel common imports to more specific per-component imports (part 3) — thanks @MatissJanis
#1422 Moving away from barrel common imports to more specific per-component imports (part 4) — thanks @MatissJanis
#1430 Remove no-op applyFilter call — thanks @j-f1
#1432 Remove unused budgetMonth state slice usage — thanks @MatissJanis
#1435 Update the GitHub action used to compare bundle sizes — thanks @j-f1

Actual Server

Version: 23.8.0

Enhancements

#229 Upgrade nordigen-node to v1.2.6 — thanks @MatissJanis

Maintenance

#231 Rename Nordigen to GoCardless — thanks @MatissJanis
#235 Remove legacy env var/config file usage for nordigen secrets — thanks @MatissJanis

23.7.2

Docker tag: 23.7.2

Actual

Version: 23.7.2

Bugfix

#1305 Close the "add transaction" entry mode when switching between accounts — thanks @MatissJanis
#1306 Revert category sorting on touch devices — thanks @MatissJanis
#1308 Fix budget showing "--0.00" values sometimes — thanks @MatissJanis
#1309 Handle upgrading from some recent edge versions to newer versions of Actual — thanks @j-f1
#1314 Fix Custom Select unnecessary disabled scrollbar — thanks @aleetsaiya
#1317 Fix sync: add back account type column — thanks @MatissJanis

Maintenance

#1297 Fix a link will direct user to page not found. — thanks @aleetsaiya
#1302 Improved error logs for invalid-schema issues — thanks @MatissJanis
#1307 Improve CI check that catches backdated migrations — thanks @j-f1

Actual Server

Version: 23.7.2

23.7.1

Docker tag: 23.7.1

Actual

Version: 23.7.1

Bugfix

#1289 Fix Nordigen sync issue; fix sorting of budget categories - thanks @MatissJanis
#1291 Fix new budget files not syncing correctly - thanks @MatissJanis
#1294 Fix month picker responsiveness in reports page and make the select boxes scrollable - thanks @MatissJanis & @aleetsaiya

Actual Server

Version: 23.7.1

23.7.0

:::warning

Please do not install this release. It has multiple severe bugs. The fixes are available in v23.7.1

:::

Docker tag: 23.7.0

Actual

Version: 23.7.0

Features

#1135 Nordigen: release as a stable feature — thanks @MatissJanis

Enhancements

#948 Remove support for storing account types on the account (they didn’t do anything in the budget) — thanks @j-f1
#1075 Add a new sync method to the API, also sync before shutting down. — thanks @j-f1
#1101 Goals: Add remainder option to budget all extra funds automatically. — thanks @youngcw
#1104 Disable “Reset sync” button when sync is disabled — thanks @j-f1
#1108 Add action in month drop down to check template lines for proper formatting — thanks @youncw
#1121 Improve error reporting when using the API — thanks @j-f1
#1122 Added ability to save/update/delete filters within accounts page. — thanks @carkom
#1137 Nordigen: Update design of the “create account” flow — thanks @j-f1
#1141 Make the behavior of the “Server” button in the top-right corner more consistent — thanks @j-f1
#1143 Expand / collapse all categories — thanks @joel-jeremy
#1161 Log more details when migrations are out of sync — thanks @j-f1
#1176 Automatically set category when adding a transaction to the budget category transaction list — thanks @joel-jeremy
#1193 Goals: Schedule keyword supports daily or weekly recurring schedules — thanks @shall0pass
#1228 Show schedule page when clicking on the calendar icon/recurring icon and the account page when clicking on the arrow icon in transaction list's Payee column — thanks @joel-jeremy
#1254 Goals: Add 'available funds' option to the percentage goal — thanks @youngcw
#1268 OFX Import support using 'memo' entries as payee if 'name' is unavailable — thanks @Shazib

Bugfix

#984 Stop frontend from attempting to connect to an invalid server when no server is configured — thanks @j-f1
#1095 Fixes an error when 'sink' and 'source' are in the same category. — thanks @shall0pass
#1099 Fix reloading issues, external url handling, and tidy up menus in the electron app. — thanks @Shazib
#1105 Fix error in console when hideFraction pref is missing — thanks @j-f1
#1107 Corrected an issue where toggling the "Show unused payees"/"Show all payees" button would raise a compilation error. — thanks @SudoCerb
#1109 Fix ID for newly added migration — thanks @j-f1
#1127 Nordigen: do not perform status check if server is offline — thanks @MatissJanis
#1128 Nordigen: fix first-time setup flow when started in the accounts page — thanks @MatissJanis
#1133 Nordigen: fix bank-sync expiry functionality — thanks @MatissJanis
#1136 Fix "find schedules" page crashing if interaction is made before loading data finishes — thanks @MatissJanis
#1139 Remove redundant usage of 'export' keyword — thanks @Shazib
#1140 Automatically remove a trailing slash from server URLs before saving them — thanks @j-f1
#1144 Revert “Make number parsing agnostic to decimal and thousands separators” because it produced undesirable behavior — thanks @j-f1
#1170 Fix “delete file” modal layout — thanks @j-f1
#1171 Fix transaction list page being blank on mobile — thanks @j-f1
#1178 A couple patches for the React Router 6 upgrade. — thanks @trevdor
#1182 Fix navigating to the per-category per-month page — thanks @j-f1
#1204 Fix drag and drop on touch devices — thanks @joel-jeremy
#1219 Auto-close the local/nordigen picker modal after creating an account — thanks @j-f1
#1224 Imports from YNAB4/nYNAB will now link transfer transactions correctly — thanks @j-f1
#1234 Stop page from refreshing when undoing — thanks @j-f1
#1242 Fixed exporting data from Desktop (Electron) app. — thanks @Shazib
#1247 Mobile: reduce the height of account cards — thanks @MatissJanis
#1250 Fix link schedule option in transaction table — thanks @MatissJanis
#1252 Fix toggling of balances in all-accounts view — thanks @MatissJanis
#1260 Fix transaction list scrolling behavior — thanks @j-f1
#1262 Fix tables appearing to have a blank area in tall-but-narrow windows — thanks @j-f1
#1267 Fix the “Change server” button being invisible on Netlify deploy previews — thanks @j-f1

Maintenance

#1066 Upgrade to react-router v6 and adopt v6 routing conventions. — thanks @trevdor & @j-f1
#1073 Add a clear error to the API when no budget is open, but you attempted to perform an action that requires a budget to be open. — thanks @j-f1
#1076 Add types to crdt directory — thanks @TomAFrench
#1077 Enforce proper types in server sync code — thanks @TomAFrench
#1082 Goals: Use shared 'months' functions throughout goals — thanks @shall0pass
#1106 Align cross-env versions in all packages; add it to desktop-electron — thanks @MatissJanis
#1111 Remove new OFX parser in favor of the old. — thanks @Sinistersnare
#1114 Stop mixing platform-specific code — thanks @j-f1
#1115 Update loot-core to be built with webpack 5, matching the other packages. — thanks @j-f1
#1117 Recommend that the frontend be developed on using Node 18, correct Electron target version — thanks @j-f1
#1118 Partition GitHub Actions cache based on Node version — thanks @j-f1
#1129 Update all links in the codebase to point to the new documentation site — thanks @j-f1
#1145 Remove unused functions from source — thanks @Shazib
#1146 Remove all legacy 'Tutorial' code — thanks @Shazib
#1147 Remove redundant usage of 'export' keyword — thanks @Shazib
#1150 Extracting CRDT functionality out to @actual-app/crdt package — thanks @MatissJanis
#1155 Remove misleading 'we have been notified' error messages — thanks @MatissJanis
#1156 Remove unused code for notifying about major new features when updating — thanks @j-f1
#1157 Remove 'needs triage' github label — thanks @MatissJanis
#1158 Remove unused/legacy code from codebase — thanks @Shazib
#1173 Add additional linter rules for checking imports — thanks @Shazib
#1174 Remove legacy tutorial code from loot-core. — thanks @Shazib
#1180 Improve TypeScript types in loot-core — thanks @j-f1
#1183 Fix automatic comment on completed feature requests — thanks @j-f1
#1184 Consistently use <ExternalLink /> — thanks @j-f1
#1187 Clean up the public/ folder — thanks @j-f1
#1189 Remove unused scripts and IS_BETA env var — thanks @MatissJanis
#1190 Upgrade @reach/listbox dependency from v0.11.2 to v0.18.0 and remove monkeypatch — thanks @MatissJanis
#1192 Upgrade react-dnd dependency from v10.0.2 to v16.0.1 and remove monkeypatch — thanks @MatissJanis
#1195 Upgrade hotkeys-js and remove monkeypatch — thanks @MatissJanis
#1199 Add public/data to .eslintignore in desktop-client — thanks @j-f1
#1200 Remove unused dependencies from desktop-client — thanks @j-f1
#1202 Run ESLint at the top level once, instead of once per sub-package. — thanks @j-f1
#1203 Remove pikaday monkeypatch — thanks @MatissJanis
#1205 Display bundle size changes in comments on opened PRs — thanks @j-f1
#1210 Move the report pages to a separate Webpack chunk to reduce the size of the main bundle by 25%. — thanks @j-f1
#1212 Remove usage of Formik — thanks @j-f1
#1213 Bundle only the variable font version of the UI font — thanks @j-f1
#1214 Fix the bundle size comparison workflow on fork PRs — thanks @j-f1
#1216 Remove redundant UUID wrapper module, update uuid package to 9.x — thanks @j-f1
#1217 Move the rest of the syncing protobuf code to the CRDT package — thanks @j-f1
#1221 Clean up legacy build scripts — thanks @Shazib
#1222 Tidy up github action scripts — thanks @Shazib
#1223 Updated linter settings to resolve issues with import/no-unused-modules — thanks @Shazib
#1227 Remove unused build scripts and simplify how we build version number — thanks @MatissJanis
#1229 Added a Netlify banner for easy jumping back to the PR — thanks @MatissJanis
#1230 Enable dev-server asset caching — thanks @MatissJanis
#1239 Add Desktop (electron) option to bug reports. — thanks @Shazib
#1243 Fix workflow that posts auto comments on implemented feature requests — thanks @j-f1
#1246 Updated git settings to ensure unix line endings on .tsx files — thanks @Shazib
#1248 Moving some components from common.tsx to separate files inside the common folder — thanks @MatissJanis
#1251 Cancel previous CI jobs if a new push is made — thanks @MatissJanis
#1256 Remove lingering references to locationPtr after react-router upgrade — thanks @j-f1
#1257 Moving more components from common.tsx to separate files inside the common folder — thanks @MatissJanis
#1258 Reorganized accounts directory. Pulled our Header functions to make the accounts.js smaller and more manageable. — thanks @carkom
#1259 Refactoring some usages of legacy Select component to autocompletes or CustomSelect — thanks @MatissJanis
#1265 Back change on cleared/uncleared boxes for accounts page. — thanks @carkom

Actual Server

Version: 23.7.0

Features

#214 Add a health check script (useful if running inside of a Docker container) — thanks @j-f1

Maintenance

#218 Port from @actual-app/api usage to @actual-app/crdt — thanks @MatissJanis

23.6.0

Docker tag: 23.6.0

Actual

Version: 23.6.0

Features

#994 Reports: ability to filter the data by payee/account/category/etc. — thanks @MatissJanis
#1060 Added the ability to hide category groups while keeping them in the same category group. — thanks @Miodec
#1011 Add ability to filter the Manage Payees screen to show orphaned payees only. — thanks @sudoCerb

Enhancements

#964 Introduces a ResponsiveProvider as a foundation for future mobile development. Makes transaction entry available to many mobile users in landscape orientation. — thanks @trevdor
#995 Number Format: Add a new option (space-dot) e.g. "1 234.56" — thanks @TheTrueCaligari
#1004 Add option to not remove funds when using an "up to" goal template. — thanks @youngcw
#1016 Add menu item and keywords for end-of-month budget reassignments — thanks @shall0pass
#1023 Created development docker container — thanks @jonezy35
#1029 Make number parsing agnostic to decimal and thousands separators — thanks @chylex
#1034 Updated account order inside the account autocomplete popup to: On Budget, Off Budget, Closed Accounts. Removed closed accounts from suggestions when creating a new transaction. — thanks @Miodec
#1052 Templates: Add option to only apply schedule template to the month of the schedule instead of spreading out the charge. — thanks @youngcw

Bugfix

#999 Transactions table: when creating a split transaction - focus on the "debit" field next. — thanks @MatissJanis
#1000 Reports: 1y date range should be 12 months, not 13 months — thanks @MatissJanis
#1008 Reports: Add Upcoming/Due transactions in the "Selected balance" sum (Issue #319) — thanks @TheTrueCaligari
#1017 Bugfix: amounts for schedules incorrectly read in 'space-dot' format. — thanks @TheTrueCaligari
#1019 Fix infinite loop condition in repeat goal — thanks @youngcw
#1028 Bugfix: Goals template compounding - Large target differences resulted in not enough funding — thanks @shall0pass
#1033 Remove unnecessary message in the “Find schedules” modal — thanks @j-f1
#1038 Fixed a bug where it was possible to make a transfer to the same account as the one making the transfer. — thanks @Miodec
#1048 Fix a couple of bugs/inconsistencies in the Electron app — thanks @j-f1
#1049 Goals Schedule - Include spent in calculation — thanks @shall0pass
#1054 Re-export the API methods at the top level of the @actual-budget/api package like they were in the past. Note: If you were using the api.methods.<method> syntax to access API methods in recent versions, that is now deprecated and will stop working with the next major release of the API package. — thanks @j-f1
#1056 Change copy-migrations shebang to bash. yarn build failed on copy-migrations because /bin/sh is not bash on WSL and doesn't expect -e — thanks @fry
#1058 Fix date calculations in Goal Templates by adding a time zone correction — thanks @shall0pass
#1059 Goals: Undo change that broke some template parsing — thanks @youngcw
#1067 Fix link to spent transactions for a budget category — thanks @MatissJanis
#1083 Goals: Fix bug that made repeat values >9 fail parsing. — thanks @youngcw
#1084 Fix error if sink/source were defined in same category. — thanks @shall0pass

Maintenance

#979 Convert top common components in desktop-client to Typescript — thanks @albertogasparin
#1001 Improve Actions setup, add more automation around issue management — thanks @j-f1
#1002 Add missing migrations to the API package — thanks @j-f1
#1003 Fixing Electron App — thanks @Shazib
#1005 Detect more errors in JS OFX importer. — thanks @Sinistersnare
#1012 Add link to current feature requests to README. — thanks @youngcw
#1015 Enable ESLint’s curly rule — thanks @j-f1
#1022 Improve behavior of shift-clicking checkboxes to select multiple transactions. — thanks @j-f1
#1032 Adds support for dev containers, allowing for easier contributions. — thanks @jlsjonas
#1036 Remove dependency on @reactions/component — thanks @j-f1
#1037 Convert few other components in desktop-client to Typescript — thanks @albertogasparin
#1042 Update Yarn — thanks @j-f1
#1043 Upgrade react-spring, remove wobble dependency — thanks @j-f1
#1045 Update to React Router v5.1 conventions to facilitate the v6 upgrade. — thanks @trevdor
#1061 Use the useLiveQuery hook in a couple more places — thanks @j-f1
#1064 Integrate useMemo into useLiveQuery — thanks @j-f1
#1070 Add a few more eslint-plugin-import rules to keep our imports tidy — thanks @j-f1
#1078 Migrate some files in desktop-client to use Typescript. — thanks @TomAFrench
#1079 Remove stale reference to loot-design package. — thanks @TomAFrench

Actual Server

Version: 23.6.0

Maintenance

#204 Fix build process for edge Docker images — thanks @j-f1
#208 Migrate to the combined release notes action from the main repo — thanks @j-f1

23.5.0

Docker tag: 23.5.0

Actual

Version: 23.5.0

Features

#921 Add experimental OFX importer written in pure javascript. — thanks @sinistersnare

Enhancements

#858 Goals: Added support for percentage driven targets — thanks @shall0pass
#879 Goal templates: Changed how compounding 'by' matches are filled. Now uses an average across templates. — thanks @shall0pass
#910 Add setting to change first day of the week — thanks @biohzrddd
#919 Show pending transactions from Nordigen in transactions table — thanks @henrikmaa
#933 Autocomplete: set min-width for the tooltip — thanks @MatissJanis
#953 Re-arrange schedule operation options to start with "is approximately" (the default selection) — thanks @MatissJanis
#961 Goals: Add priority support — thanks @shall0pass & @youngcw
#968 Nordigen: ability to configure credentials via the UI — thanks @MatissJanis
#987 Add support for credit card OFX files — thanks @j-f1

Bugfix

#939 Fix j/k shortcuts to move between transactions on account pages — thanks @j-f1
#946 Don’t reset checked transactions when creating a schedule — thanks @j-f1
#947 Autocomplete: fix multi-autocomplete filtering UX — thanks @MatissJanis
#949 Autocomplete: support touch events — thanks @MatissJanis
#950 Nordigen: add fallback link to re-init bank-sync in case the popover was blocked — thanks @MatissJanis
#951 Forces CSV importer to ignore extra lines ensuring valid import field keys. — thanks @aaroneiche
#955 Schedules: make transfer transactions appear in both affecting accounts — thanks @MatissJanis
#960 Mobile: use the correct top-bar background color in settings page — thanks @MatissJanis
#966 Transaction table: show action checkbox on row hover — thanks @MatissJanis
#967 Re-introduce single line text blocks (useful for mobile) — thanks @MatissJanis
#969 Nordigen: improved error handling when bank-list API fails — thanks @MatissJanis
#972 Position notification banners always at bottom of the page — thanks @MatissJanis
#992 Allow creating transactions by clicking "enter" in the notes/payee/category field — thanks @MatissJanis

Maintenance

#896 Convert few more folders in loot-core to Typescript — thanks @albertogasparin
#931 Cleaning up state management in autocomplete — thanks @MatissJanis
#932 Improving e2e test stability — thanks @MatissJanis
#934 Move from deprecated peg.js to Peggy for Goal template parser. — thanks @sinistersnare
#945 Autocomplete: upgrade Downshift dependency — thanks @MatissJanis
#954 Automatically close feature request issues so the open issue list can focus on bugs — thanks @MatissJanis
#957 Finish converting loot-core to Typescript — thanks @albertogasparin
#962 TypeScript: migrated an assortment of common components to TS — thanks @MatissJanis
#974 eslint: Switch to TypeScript-aware no-unused-vars rule. — thanks @trevdor
#976 Remove unused prop-types dependency — thanks @MatissJanis
#977 Make yarn start:browser the default start command instead of start:desktop which currently doesn't reliably work — thanks @MatissJanis
#978 Contributors: add back Rich, add also Alberto — thanks @MatissJanis
#980 Run feature-request management github action when the "feature" label is added — thanks @MatissJanis
#982 Run feature-request management github action only once and for the "feature" label only (not for other labels) — thanks @MatissJanis
#985 Remove unused payee rules feature — thanks @j-f1

Actual Server

Version: 23.5.0

Features

#194 Adds support for setting and getting secrets in actual-server. Additionally the secrets can be set from client using api. — thanks @henrikmaa

Enhancements

#190 Add an all field to /nordigen/transactions endpoint with ordered array of both booked and pending transactions — thanks @Jackenmen

Bugfix

#197 Set the secrets response to be JSON instead of plain-text — thanks @MatissJanis

Maintenance

#195 Remove the unused migrations folder — thanks @j-f1

23.4.2

Docker tag: 23.4.2

Actual

Version: 23.4.2

Features

#885 Add template keyword to budget according to named schedules — thanks @pole95

Enhancements

#868 Improve sidebar auto-floating behavior — thanks @j-f1

Bugfix

#915 Fix reconciling a budget with a zero value — thanks @j-f1
#926 Fix undo keyboard shortcut being ignored — thanks @j-f1

Maintenance

#916 Remove @jlongster/lively dependency; refactor old autocomplete to not use it any more; disable new autocomplete — thanks @MatissJanis
#924 Remove react-select and the new autocomplete — thanks @MatissJanis

Actual Server

Version: 23.4.2

Features

#186 Add an npm run reset-password script to set or reset the server password. — thanks @j-f1

Enhancements

#189 More clearly report the problem with Nordigen requests that fail with an unexpected status code — thanks @j-f1

23.4.1

Docker tag: 23.4.1

The release fixes a issue with creating rules from the transaction list.

Actual

Version: 23.4.1

Enhancements

#860 Allow goal template 'by' matches to compound — thanks @shall0pass
#887 Mobile: unify "settings" page header with the style of "accounts" page — thanks @MatissJanis
#891 Goal template can now use single decimal places to define targets — thanks @shall0pass
#895 Improve error reporting for goal templates — thanks @shall0pass
#900 Add "Daily" option to scheduled transactions — thanks @biohzrddd

Bugfix

#865 Fix case-insensitive matching of strings for uppercase letters from non-English alphabets — thanks @Jackenmen
#881 Autocomplete: do not show "create payee" option if the typed-in payee is an exact match of an existing payee — thanks @MatissJanis
#882 Fix rule creation from account page (transaction list) — thanks @MatissJanis
#883 Recognize numpad enter key as enter key — thanks @j-f1
#886 Fill category field when selecting 'Create rule' from accounts screen — thanks @shall0pass
#902 Remove currently viewed account from list of possible transfer accounts — thanks @biohzrddd

Maintenance

#864 Don’t check for release notes on release/* branches — thanks @j-f1
#869 Disable ESLint when building in CI (since we have a separate linting job) — thanks @j-f1
#870 Remove duplicate migration and default-db.sqlite files — thanks @j-f1
#877 Convert most CommonJS imports/exports to ESM — thanks @albertogasparin
#884 Update @typescript-eslint/* packages to their latest versions — thanks @j-f1
#889 Convert few other folders in loot-core to Typescript — thanks @albertogasparin
#890 Add a CodeQL workflow to automatically scan for potential security issues — thanks @j-f1
#893 Remove usage of realpath command in build script — thanks @j-f1

Actual Server

Version: 23.4.1

Features

#182 Add support for armv6l (Alpine-based images only) — thanks @intiplink

Enhancements

#187 Add rate limiting to all server requests — thanks @j-f1

Maintenance

#181 Don’t check for release notes on release/* branches — thanks @j-f1
#185 Use the proper Typescript Babel preset — thanks @albertogasparin

23.4.0

Docker tag: 23.4.0

:::info

Actual has now been moved to a stand-alone Docker organization. If you were previously using jlongster/actual-server docker image - please update it to actualbudget/actual-server.

:::

The release has the following notable features:

Rules can now optionally be applied when any of their conditions match (in addition to the existing option to apply when all of their conditions match)
Rules: quick-create option from the transaction table (in the “X selected” menu that shows up after selecting a transaction, choose “Create rule”)
Ability to hide decimal places for currencies with large numbers (in Settings → Formatting)
New autocomplete component (please report any bugs here)
Lots of smaller improvements and bugfixes

Actual

Version: 23.4.0

Features

#725 A “hide decimal places” option has been added to improve readability for currencies that typically have large values. — thanks @j-f1
#792 Improved UX when setting up account links for bank-sync via Nordigen — thanks @MatissJanis
#802 Add quick rule creation from transactions table in accounts page — thanks @albertogasparin
#811 Allow rules to apply to "all" or "any" of the provided conditions — thanks @albertogasparin

Enhancements

#736 Save payee name in “imported payee” field during YNAB4/YNAB5 import — thanks @ostat
#756 Make goal template keywords case insensitive — thanks @j-f1
#762 Change when the welcome screen is shown, add a button to start by importing a file — thanks @j-f1
#768 Update wording across the UI to clarify that we don’t own any servers — thanks @j-f1
#774 Clarify in the UI that Account Type cannot be changed after creation — thanks @pmamberti
#785 Allow importing .blob files from actual-server — thanks @Jackenmen
#791 Replace straight quotes with curly quotes in user-visible text — thanks @j-f1
#793 Slightly improve the layout of the new autocomplete. — thanks @j-f1
#799 Improve visual consistency on the settings page — thanks @j-f1
#801 Add explicit bank-sync warning disclaimer — thanks @MatissJanis
#808 Import transactions with negative amounts represented as (amount) — thanks @aharbis
#834 Autocomplete: set min-width of the menu — thanks @MatissJanis
#835 Force the sidebar to always float when the window is narrow — thanks @j-f1
#848 Remove Safari pinned tab icon — thanks @j-f1
#850 Autocomplete: turn on new autocomplete by default — thanks @MatissJanis

Bugfix

#751 Fix #template 0 causing an error — thanks @j-f1
#754 (Nordigen) Use bookingDate as fallback during sync — thanks @waseem-h
#777 Fix missing onHover prop in TransactionsTable — thanks @MatissJanis
#787 New autocomplete: making consistent height between multi/single value inputs — thanks @MatissJanis
#797 Re-enable goal templates by passing flag values to the budget summary component — thanks @modrzew
#819 Fix error when running importTransactions from the API — thanks @j-f1
#836 PayeeAutocomplete: fix long delay when clicking on "make transfer" — thanks @MatissJanis
#837 PayeeAutocomplete: fix flipping of the menu when it's opened near the bottom of the page — thanks @MatissJanis
#839 Autocomplete: remove portalization from usage in transaction table in order to improve the UX — thanks @MatissJanis
#851 Fix "no server" link no longer working — thanks @MatissJanis
#853 Hide the file list/import screens when loading a budget — thanks @j-f1
#854 Dismiss the update notification only after clicking the close button — thanks @MatissJanis
#855 Normalize value when single/multi select is changed — thanks @MatissJanis
#856 Autocomplete: allow editing previously selected payees — thanks @MatissJanis
#862 Autocomplete: styling fixes — thanks @MatissJanis

Maintenance

#670 node-libofx: add transaction_acct_name function — thanks @j-f1
#696 Upgrade React to v18 — thanks @MatissJanis
#741 Refactored PaymentAutocomplete component to use react-select — thanks @MatissJanis
#746 Add support for automatically generating release notes — thanks @j-f1
#750 Reduce JavaScript bundle size by 1MB — thanks @j-f1
#755 Removing unused Debugger component and its dependencies: perf-deets, codemirror — thanks @MatissJanis
#758 Fix end-to-end testing workflow — thanks @j-f1
#763 Disable ESLint when building in CI — thanks @j-f1
#765 Make desktop-client integration tests independent — thanks @MatissJanis
#769 Refactor TransactionsTable to react-hook component — thanks @MatissJanis
#771 Reducing unit test flakiness by removing randomization — thanks @MatissJanis
#772 Upgrade fast-check dependency to improve unit test speed — thanks @MatissJanis
#775 Revert small change to useTableNavigator — thanks @MatissJanis
#776 Finish React v18 upgrade: react-dom change — thanks @MatissJanis
#778 Further autocomplete component refactors: AccountAutocomplete & GenericInput — thanks @MatissJanis
#780 Add waitFor to a flaky unit test to make it more stable — thanks @MatissJanis
#781 Remove unused tableNavigatorOpts code-path — thanks @MatissJanis
#783 Remove a few unused class components, convert a few components to functions — thanks @j-f1
#784 Refactor Nordigen and category Autocomplete to the new react-select component — thanks @MatissJanis
#786 Refactored all feature flags to use the new useFeatureFlag hook — thanks @MatissJanis
#789 Enable new autocomplete in dev/preview builds — thanks @MatissJanis
#790 Expose demo bank for easy bank-sync testing in dev and preview builds — thanks @MatissJanis
#795 Disable flaky unit test steps — thanks @MatissJanis
#800 Eliminate the loot-design package and move all of its code into desktop-client — thanks @j-f1
#803 Docs: remove Rich from core contributors — thanks @MatissJanis
#806 Retry loading backend script in web-workers (for local dev server) — thanks @MatissJanis
#813 Added onboarding and budget e2e tests — thanks @MatissJanis
#816 Initial setup to allow Typescript migration — thanks @albertogasparin
#831 Moved NewAutocomplete component to TypeScript — thanks @MatissJanis
#832 Allow data: URLs for images in Netlify deploys — thanks @j-f1
#841 Initial migration of loot-core to Typescript — thanks @albertogasparin
#845 Improve stability of budget e2e test file — thanks @MatissJanis
#849 Update to latest stable date-fns version — thanks @j-f1
#861 Enable linting for all packages — thanks @j-f1

Actual Server

Version: 23.4.0

Features

#178 Add some optional logging to help troubleshoot configuration issues — thanks @j-f1

Enhancements

#141 Make the official Docker images available for armv7 — thanks @jamesmortensen
#166 Expose sha256 hashes of account IBANs in Nordigen get-accounts and transactions endpoints — thanks @Jackenmen
#172 Changed budget file download endpoint to use less memory by using streams — thanks @Jackenmen

Bugfix

#167 Fix config.json in a default location getting silently ignored when it contains syntax errors. — thanks @Jackenmen

Maintenance

#150 Update docker-compose.yml to clarify proper usage in production — thanks @j-f1
#165 Add support for automatically generating release notes — thanks @j-f1
#168 Expose demo bank that can be used to test Nordigen bank-sync — thanks @MatissJanis
#171 Fix app-sync.test.js not being ran due to faulty jest configuration — thanks @Jackenmen
#175 Push Docker images to new actualbudget Docker Hub organization. — thanks @trevdor

23.3.2

Docker tag: 23.3.2

The release has the following notable features:

Docker fix: don't make symlink
Various Nordigen bank-sync bugfixes

Actual

Version: 23.3.2

Bugfix

#738 Set the filename/filetype before attempting to parse — thanks @j-f1
#744 (nordigen) fix detection of -0.00 "debited" transactions — thanks @Jackenmen
#745 (nordigen) fallback to array version of remittanceInformationUnstructured if necessary — thanks @Jackenmen
#247 Route aggregate queries in transaction grouped mode through the correct layer to remove deleted transactions — thanks @jlongster
#743 (nordigen) fallback to bookingDate if valueDate is not set — thanks @MatissJanis
#742 (nordigen) check server status before linking accounts — thanks @MatissJanis

Maintenance

#665 Remove year from the LICENSE — thanks @MatissJanis

Actual Server

Version: 23.3.2

Features

#162 (nordigen) add status endpoint for checking status — thanks @MatissJanis

Bugfix

#156 Re-generate nordigen token — thanks @fstybel
#157 Don’t make Dockerfile a symlink — thanks @j-f1
#160 (nordigen) close window when opening /nordigen/link path — thanks @MatissJanis
#163 (nordigen) add currency to account name — thanks @MatissJanis

Maintenance

#161 Update README.md — thanks @suryaatevellore
#140 Remove year from the LICENSE — thanks @MatissJanis

23.3.1

Docker tag: 23.3.1

Actual Server

Version: 23.3.1

Bugfix

#155 fix nordigen usage in fly.io — thanks @MatissJanis

23.3.0

Docker tag: 23.3.0

The release has the following notable features:

Experimental support for automatically syncing transactions from European bank accounts using Nordigen.
Filters in the transaction list can now be edited.
When connecting to a server for the first time, you no longer need to enter the server URL.
You’ll now be notified of future updates to Actual.
Large imports will no longer break in Safari.

Actual

Version: 23.3.0

Features

#457 Nordigen integration - account sync — thanks @fstybel, @eberureon & @j-f1
#621 Implement outdated version indicator — thanks @vincentscode
#646 Allow editing filters — thanks @j-f1
#651 Add Toggle for hiding "Cleared" column — thanks @mnsrv
#649 Allow the server to auto-configure the server URL for the client — thanks @j-f1
#690 Added option to include exchange rate multiplier during import — thanks @carkom & @MatissJanis
#693 Add button and 'esc' shortcut to clear transaction filter — thanks @gsumpster

Enhancements

#588 Updates to the template/goal feature — thanks @j-f1
#648 Block enabling e2e encryption when the crypto API is unavailable — thanks @j-f1
#657 Better explain the process for importing an exported file — thanks @j-f1
#675 Don’t force user to re-enter password after changing it — thanks @j-f1
#674 Make the “Not logged in” warning a button — thanks @j-f1
#464 Updates to the @actual-budget/api package — thanks @j-f1
#676 Update the Bootstrap page to be more welcoming — thanks @j-f1
#680 Intelligently adjust field for newly added action — thanks @j-f1
#692 (import) date formats supporting digits without leading zeros — thanks @MatissJanis
#668 Adds delay before note is displayed on hover. — thanks @venkata-krishnas
#727 (bank-sync) use full bank list + autocomplete — thanks @MatissJanis

Bugfix

#660 Stop editing when clicking on blank areas of tables — thanks @j-f1
#681 Don’t post messages to the worker until it is ready — thanks @j-f1
#705 Don’t allow bulk editing to set a field to null — thanks @j-f1
#700 Fix notes button not being visible unless hovered — thanks @j-f1
#706 Allow rendering a schedule in <Value /> — thanks @j-f1
#707 Fix check for crypto.subtle — thanks @j-f1
#712 Add a missing space to the fatal error message — thanks @j-f1
#659 Improve handling of the undo/redo shortcuts — thanks @j-f1
#457 Fix for syncing large batches of updates in Safari — thanks @j-f1

Maintenance

#647 (prettier) adding trailing commas — thanks @MatissJanis
#663 remove closed-source subscription notification code — thanks @MatissJanis
#671 Log more debugging information for an invalid-schema sync error — thanks @j-f1
#678 Fix error cases in displaying filters/rules — thanks @j-f1
#683 upgrade yarn to v3.4.1 (latest stable) — thanks @MatissJanis
#684 add interactive-tools yarn plugin — thanks @MatissJanis
#689 Don’t run linting while building in CI — thanks @j-f1
#694 (e2e) adding e2e tests for schedules page — thanks @MatissJanis
#695 (e2e) adding e2e tests for accounts: creating & closing — thanks @MatissJanis
#697 moving back to create-react-app — thanks @MatissJanis
#702 Remove/dedupe/upgrade several dependencies — thanks @j-f1
#703 removing lively from MonthPicker — thanks @MatissJanis
#704 remove unused component library code — thanks @MatissJanis
#708 remove dead code: budget-sheets-old — thanks @MatissJanis
#709 refactor MonthPicker and remove ElementQuery — thanks @MatissJanis
#710 remove more dead code — thanks @MatissJanis
#711 upgrade github actions — thanks @MatissJanis
#713 removed usage of babel-preset-jwl-app — thanks @MatissJanis
#714 Upgrade better-sqlite3 to the latest version — thanks @j-f1
#715 re-enable react-hooks/rules-of-hooks eslint rule — thanks @MatissJanis
#717 Fix e2e test to not assume it’s been run on Feb 28, 2023 — thanks @j-f1
#718 upgrade react-modal to v3.16.1 and remove the patch — thanks @MatissJanis
#720 Enable most of the disabled ESLint rules — thanks @j-f1
#721 Remove code in loot-core/src/server/spreadsheet that uses escodegen — thanks @j-f1
#729 Create an artifact with the built web UI for each commit — thanks @j-f1
#733 Remove outdated part of the postinstall script — thanks @j-f1

Actual Server

Version: 23.3.0

Features

#74 & #145 Backend integration with Nordigen - account sync — thanks @fstybel & @MatissJanis
#135 Auto-configure the client’s server URL — thanks @j-f1

Bugfix

#133 Replace require with import — thanks @j-f1

Maintenance

#121 Update the :edge images to use the very latest web UI version — thanks @j-f1 & @trevdor
#146 upgrade yarn to v3.4.1 and add interactive-tools plugin — thanks @MatissJanis
#147 Improve edge image build times — thanks @j-f1
#148 adding trailing commas everywhere — thanks @MatissJanis
#149 Fix edge image tagging — thanks @j-f1
#153 Fix Docker actions failing on PRs from forks — thanks @j-f1

23.2.9

Docker tag: 23.2.9

:::info

This release allows the user to bypass the SharedArrayBuffer warning that prevented the budget from loading in 23.2.5 when HTTPS was not in place with a certificate

:::

The release has the following improvement.

Allow bypassing of SharedArrayBuffer warning when not using HTTPS

Actual

Version: 23.2.9

Features

#644 Allow bypassing SharedArrayBuffer override — thanks @j-f1

Bugfix

#640 Fix coloring of the “Split Transaction” button in the category picker — thanks @j-f1
#641 Fix prop name for button to enable e2ee — thanks @j-f1

Maintenance

#638 Allow the Netlify frontend to connect to arbitrary servers — thanks @j-f1
#639 Move desktop-client deps to devDeps — thanks @j-f1

Actual Server

Version: 23.2.9

Maintenance

#128 Upgrade to ESM, update to latest dependencies — thanks @j-f1
#131 Move source code to an src/ directory — thanks @j-f1

23.2.5

Docker tag: 23.2.5

:::warning

This release introduces a breaking change, there is now a requirement for Actual to be served over HTTPS when not running on localhost. If you don't have a reverse proxy or certificate Actual will not load your budget.

:::

The release has notable security improvements. Highlights:

e2e encryption
login invalidation when changing password
dependency upgrades to remove potential actual-server security vulnerabilities (although we don’t believe there were any severe issues)

Actual

Version: 23.2.5

Features

#355 Schedule Editor: Keep payee list open while toggling transfer payees focus — thanks @trevdor
#467 Add an “Experimental Features” section in the settings — thanks @j-f1
#475 Add support for filtering the rules list — thanks @j-f1
#482 Add option to control the "cleared state" in Rules — thanks @shall0pass
#569 List of categories in transfer money dialog — thanks @shall0pass
#570 Use navigator.userAgent to determine isMobile — thanks @shall0pass
#573 Goal templates — thanks @shall0pass
#579 Add 'View on Hover' to Category Notes for #563 — thanks @gsumpster
#580 Added date to export file name — thanks @rich-howell
#584 Cover Overspending dropdown menu, open on click — thanks @shall0pass
#590 Add support for filtering the schedules table — thanks @j-f1
#593 Allow creating a payee with a name matching an existing account — thanks @j-f1
#598 Allow configuring the server from any page on the management app — thanks @j-f1
#600 Add a warning when SharedArrayBuffer is not available — thanks @j-f1
#601 Improve handling of schedules that are missing a date — thanks @j-f1
#602 Support arbitrary currency symbols in expressions — thanks @j-f1
#617 Improve behavior of deleted payees/categories/accounts in rules — thanks @j-f1

Bugfix

#88 Fix some YNAB4 importer bugs — thanks @rianmcguire
#414 Fix condition mapping for payee rule creation from payee modal — thanks @winklevos
#451 Fix bug where rules page may not load due to link-schedule payee dependency — thanks @winklevos
#486 Fix TypeScript warning about too many files — thanks @j-f1
#489 Fix “Repair split transactions” button being missing — thanks @j-f1
#490 🐛 (ynab4) transaction cleared state in imports — thanks @MatissJanis
#574 Fix #488 — thanks @MatissJanis
#572 fix: typo in reconciliation transaction creation — thanks @MatissJanis
#591 Allow libofx to handle decoding imported files — thanks @j-f1
#592 Update SelectedBalance to use useSheetValue — thanks @j-f1
#599 Don’t crash when loading an invalid account ID — thanks @j-f1
#605 Add a suggestion to upload the imported file if reporting an import bug — thanks @j-f1
#620 Fixes editing closed account names issue #616 — thanks @n1thun
#629 Fix form submission on TransferTooltip when pressing enter — thanks @gsumpster
#630 Skip the “Starting Balance” transaction if the balance is 0 — thanks @j-f1
#632 Fix default value of “Move to a category” — thanks @j-f1

Maintenance

#469 🚨 enabling no-unused-vars eslint rule — thanks @MatissJanis
#472 👷 disable failing electron builds — thanks @MatissJanis
#485 Regenerate icons without the .web.js extension — thanks @j-f1
#575 Add an issue template for feature requests — thanks @j-f1
#586 ⬆️ upgrade caniuse-lite — thanks @MatissJanis
#609 ⬆️ upgrade node-fetch to ^2.6.9 — thanks @MatissJanis
#610 🔖 (api) 4.1.6: node-fetch upgrade — thanks @MatissJanis
#624 Fatal error dialog update to reflect open source — thanks @rich-howell
#627 Remove all references to help@actualbudget.com — thanks @rich-howell
#633 Removed reference to blog — thanks @rich-howell
#635 Removing dead links — thanks @rich-howell

Actual Server

Version: 23.2.5

Features

#115 Add support for HTTPS — thanks @j-f1

Bugfix

#109 fix: listen also listen on ipv6 addresses — thanks @heilerich

Maintenance

#116 🔥 remove unused code (plaid, sync-full) — thanks @MatissJanis
#110 build(deps): bump node-fetch from 2.2.0 to 2.6.7
#111 build(deps): bump minimatch from 3.0.4 to 3.1.2
#112 build(deps): bump moment from 2.29.3 to 2.29.4
#117 build(deps): bump http-cache-semantics from 4.1.0 to 4.1.1
#118 ⬆️ upgrade @actual-app/api to 4.1.6: node-fetch v2 support — thanks @MatissJanis
#119 ⬆️ upgrade express*, bcrypt and body-parser — thanks @MatissJanis

23.1.12

Docker tag: 23.1.12

The release has notable of improvements of:

Read-only responsive view, this replaces our mobile apps, it is notable that this is read-only at this stage.
Improvements to the sidebar design

Actual

Version: 23.1.12

Features

#403 Replace URLs to point to https://actualbudget.github.io/docs — thanks @shall0pass
#413 feat: allow creating test budget in Netlify deployments — thanks @MatissJanis
#420 feat: creating test budget on the config page — thanks @MatissJanis
#426 Move “Find schedules” to a button on the Schedules page — thanks @j-f1
#435 Read-only Responsive view — thanks @trevdor
#440 Further iteration on the sidebar design — thanks @j-f1

Bugfix

#423 Improve handling of “no server” state — thanks @j-f1
#430 fix: select date filtering by month #406 🚑 — thanks @iurynogueira
#441 Fix overlap of version info and server URL — thanks @trevdor

Maintenance

#401 Update git attributes for better End of Line handling — thanks @winklevos
#412 test: re-enable skipped unit tests — thanks @MatissJanis
#415 chore: fix eslint issues and make warnings CI blocking — thanks @MatissJanis
#418 fix: some react warnings — thanks @MatissJanis
#421 chore: remove unused variables — thanks @MatissJanis
#425 fix: re-disable no-unused-vars eslint rule — thanks @MatissJanis
#428 chore: remove more unused variables — thanks @MatissJanis
#429 prune: remove unused icons — thanks @MatissJanis
#431 prune: remove unused variables — thanks @MatissJanis
#434 Split the Settings component into multiple files — thanks @j-f1
#437 chore: remove unused vars & cleanups — thanks @MatissJanis
#439 docs: add Netlify as sponsors to README — thanks @MatissJanis
#442 🔥 removal of react-native mobile apps — thanks @MatissJanis
#443 ⬆️ upgrade prettier and fix new issues — thanks @MatissJanis

Actual Server

Version: 23.1.12

No pull requests were merged in this release.

22.12.03

Docker tag: 22.12.9

:::warning

If you are upgrading from a release older than 22.10.25, read that versions release notes for steps regarding a breaking change.

Using Docker tags 22.12.3 or 22.12.8 have errors. Use Docker tag 22.12.9

:::

The release has notable of improvements of:

Large values are supported
Fix YNAB 4 and nYnab importers
Fixed crashes in certain situations
Accounts can now have notes
Icon design was changed for more contrast.

A full accounting of the changes are listed below. Thank you to everyone who contributed!

Actual

Version: 22.12.03

#218 Fix enter to create accounts — thanks @ezfe)
#266 RUpdate data-file-index.txt — thanks @j-f1
#272 a11y: update cleared state display for clarity — thanks @rickdoesdev
#273 Remove the hold for future months button — thanks @shall0pass
#385 feat: ability to add notes to accounts — thanks @MatissJanis
#386 Always pull in API package from workspace (fixes #378) — thanks @jlongster
#387 Remove 32bit limit on amounts — thanks @jlongster
#389 Add a help button to the menu — thanks @shall0pass
#394 fix(useSheetValue): default value should be null not undefined — thanks @MatissJanis
#396 Avoid pulling in the bundled app from API in backend — thanks @jlongster

Actual Server

Version : 22.12.09

Builds with Actual 22.12.03 and API 4.1.5.

22.10.25

Docker tag: 22.10.25

:::warning This release includes a breaking change to the sync component that requires manual migration. Ensure your budget is backed up before you update to avoid data loss. :::

This release of Actual does not include any of the following

Actual Electron Desktop Application
iOS Application
Android Application

Actual

Version: 22.10.25

#1 Add fields to package.json — thanks @coliff
#3 Create .editorconfig — thanks @coliff
#7 Add missing comma in package.json — thanks @S3B4S
#20 add: tsconfig.json — thanks @wmertens
#25 Building for Windows — thanks @ejmurra
#46 Minor fixes to package.json file formatting — thanks @TomAFrench
#47 Add missing comma to jest.config.js — thanks @TomAFrench
#48 Remove some unnecessary files + add logs to gitignore — thanks @TomAFrench
#50 Migrate to yarn v3 — thanks @TomAFrench
#52 Remove unused imports — thanks @TomAFrench
#53 Remove unused patch for react-native-safe-area-view — thanks @TomAFrench
#54 Update importer packages package.json to point to monorepo — thanks @TomAFrench
#55 Lock packages to the versions for which patches have been made — thanks @TomAFrench
#59 Fix timestamp test suite — thanks @TomAFrench
#64 Group CRDT files into their own directory — thanks @TomAFrench
#65 Add documentation on how to build the protobuf — thanks @TomAFrench
#68 Route all imports of AQL code through an index.js file — thanks @TomAFrench
#69 Enforce sorting of contents of data-file-index.txt — thanks @TomAFrench
#70 Add linting job to CI — thanks @TomAFrench
#71 Add ability to import Actual files; enable export on desktop — thanks @jlongster
#72 Fix some errors caused by using bash syntax with sh shebang — thanks @TomAFrench
#73 Add a CI workflow to perform builds of api, web and electron packages — thanks @TomAFrench
#80 Improved yarn scripts in desktop-electron package — thanks @TomAFrench
#81 Remove unused yarn scripts — thanks @TomAFrench
#94 currency-formatter -> Intl.NumberFormat — thanks @trevdor
#95 Fix official node version to 16.15.0 — thanks @TomAFrench
#96 Fix yaml formatting in CI config — thanks @TomAFrench
#99 Dependency cleanup — thanks @TomAFrench
#102 Fix test failure due to non-integer weight values — thanks @TomAFrench
#104 Delete unused directory browser/build — thanks @TomAFrench
#107 Update downshift patch to match installed version — thanks @TomAFrench
#111 Remove holiday text from README — thanks @TomAFrench
#112 display version on settings page — thanks @PartyLich
#117 Fix: parse dates without a delimiter in CSV import — thanks @PartyLich
#124 fix: hitting enter after setting password redirects to demo page — thanks @andremralves
#129 Add action to mark new issues for triage — thanks @TomAFrench
#130 Enforce prettier rules — thanks @TomAFrench
#131 Silence warning for missing moment.js install — thanks @TomAFrench
#132 Replace jwl-dev-utils with react-dev-utils — thanks @TomAFrench
#135 Remove unused dependencies — thanks @TomAFrench
#137 Skip failing test suites — thanks @TomAFrench
#139 Remove unused rollup config and dependencies — thanks @TomAFrench
#163 Force react-error-overlay to 6.0.9 to fix error — thanks @jlongster
#164 build on windows — thanks @bdoherty
#202 Run tests on github actions — thanks @TomAFrench
#219 199 Adding translation to schedules list — thanks @manuelcanepa
#203 Replace babel-jest with ts-jest — thanks @TomAFrench
#204 Use workspace ranges for monorepo dependencies — thanks @TomAFrench
#208 Bug Report Template & Issues Configuration — thanks @rich-howell
#213 Enforce linting in desktop-client — thanks @TomAFrench
#214 Fix adm-zip install failure — thanks @trevdor
#217 Remove unused imports and sort imports in desktop-client — thanks @TomAFrench
#222 Remove patch-package dependency from loot-design — thanks @TomAFrench
#224 Adding translation to rule editor and transaction table — thanks @manuelcanepa
#225 Implement localization for schedule descriptions — thanks @j-f1
#228 Add macOS to list of operating systems in the issue template — thanks @rich-howell
#229 Fix handling of -0 in budget summary — thanks @j-f1
#230 Revert change to make importers use the api bundle from inside the monorepo — thanks @TomAFrench
#234 Allow enter to create new transaction when focused on cleared column — thanks @ezfe
#232 Fix linter issues — thanks @TomAFrench
#233 Enforce linting in loot-design — thanks @TomAFrench
#237 Separate external, monorepo and internal imports — thanks @TomAFrench
#238 Sort import in alphabetical order — thanks @TomAFrench
#240 Fix CI to an exact node version — thanks @TomAFrench
#244 Remove dollar sign from close account modal — thanks @TomAFrench
#262 Render a schedule rule with the mapped payee id; fixes crash — thanks @jlongster

Actual Server

Version: 22.10.25

#1 - Adjust Dockerfile to build successfully — thanks @Kovah
#2 - Instructions for running via Docker — thanks @ajtrichards
#6 - Add hostname binding — thanks @UnexomWid
#7 - added a basic docker-compose file — thanks @Kk-ships
#11 - Add Github Actions workflow to automatically build a Docker image — thanks @Kovah
#12 - Adjust Dockerfile to use multi-stage builds — thanks @Kovah
#13 - add: tsconfig.json — thanks @wmertens
#14 - Use Alpine Linux as base image for docker container — thanks @ldotlopez
#19 - Add GH Action workflow to publish Docker image — thanks @m3nu
#20 - Add one-click hosting option — thanks @m3nu
#21 - Health Check Endpoint — thanks @Silvenga
#22 - Add Dockerfile.alpine for alpine build add tini to debian image — thanks @brtwrst
#28 Transition to typescript — thanks @PartyLich
#31 Correct fly template port — thanks @ciwchris
#33 Add more appropriate linting setup — thanks @TomAFrench
#37 Add linter checks to CI — thanks @TomAFrench
#41 Check builds are successful on PRs/master — thanks @TomAFrench
#43 Enforce prettier rules — thanks @TomAFrench
#46 fix: error handling middleware signature — thanks @JazzaG
#50 Fix Cross-Origin issues to enable SharedArrayBuffer — thanks @jlongster
#51 Bump Actual to 4.1.0 — thanks @jlongster
#52 Fix 'Out of sync' error — thanks @7brend7
#64 build: add node GC argument to fly template — thanks @PartyLich
#65 build: add tini subreaper arg to fly template — thanks @PartyLich
#70 Update Express to version 4.17 — thanks @rich-howell
#72 Fix/download only necessary files — thanks @PartyLich
#75 Switch syncing to simple sync method — thanks @jlongster
#78 Respect configuration for user-files and don't init the app — thanks @jlongster
#81 Store user files as blobs instead of unzipping them — thanks @jlongster
#82 Build docker image on push to master or tag — thanks @trevdor

278 KiB Raw Blame History Unescape Escape

Release Notes

24.12.0

Actual

Features

Enhancements

Bugfix

Maintenance

Actual Server

Features

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Bugfix

Maintenance

24.11.0

Actual

Enhancements

Bugfix

Maintenance

Actual Server

Enhancements

Bugfix

Maintenance

24.10.1

Actual

Enhancements

Bugfix

24.10.0

Actual

Features

Enhancements

Bugfix

Maintenance

Actual Server

Enhancements

Bugfix

Maintenance

24.9.0

Actual

Features

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Bugfix

Maintenance

Actual Server

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Bugfix

Maintenance

24.8.0

Actual

Features

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Bugfix

Maintenance

Actual Server

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Bugfix

Maintenance

24.7.0

Actual

Features

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Bugfix

Maintenance

Actual Server

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Bugfix

Maintenance

24.6.0

Actual

Features

Enhancements

Bugfix

Maintenance

Actual Server

Enhancements

Maintenance

24.5.0

Actual

Features

Enhancements

Bugfix

278 KiB

Raw Blame History