1a26253457
* feat: Add optional starting date and balance for bank sync accounts Adds the ability to specify a custom starting date and balance when linking new bank sync accounts in the Select Linked Accounts modal. Addresses: https://discord.com/channels/937901803608096828/1402270361625563186 Changes: - Frontend: Added inline date and amount input fields in the account linking table for new accounts - Redux: Extended link account actions to accept startingDate and startingBalance parameters - Backend: Updated account linking handlers to pass custom values to sync logic - Sync: Modified syncAccount and processBankSyncDownload to use custom starting date/balance for initial sync transactions Features: - Only displays starting options when creating new accounts (not upgrades) - AmountInput with smart sign detection based on account balance (negative for credit cards/loans) - Defaults to 90 days ago for date and 0 for balance - Mobile-responsive with separate AccountCard layout - Works across all sync providers: GoCardless, SimpleFIN, Pluggy.ai The custom starting balance is used directly for the starting balance transaction, and the custom starting date determines both the sync start date and the transaction date for the starting balance entry. * refactor: Extract shared types and components for starting balance inputs - Create CustomStartingSettings type to replace repeated inline type definitions - Extract StartingOptionsInput component to consolidate duplicate UI between mobile/desktop views - Create LinkAccountBasePayload type shared across GoCardless, SimpleFIN, and PluggyAI link functions - Apply same base type pattern to server-side link account handlers This simplifies the code introduced for custom starting date/balance when linking bank accounts. [autofix.ci] apply automated fixes * allow explicit zero values * refactor: add type guard for BankSyncError to remove oxlint-disable - Create isBankSyncError() type guard function with proper type narrowing - Remove oxlint-disable-next-line comment that suppressed the no-explicit-any rule - Add JSDoc comments for both isBankSyncError and handleSyncError functions - Remove redundant type assertion now that type guard narrows correctly * refactor: address code review nitpicks for SelectLinkedAccountsModal - Use locale-aware date formatting instead of toISOString() - Extract isNewAccountOption helper to reduce duplication - Align AccountCardProps type definition pattern with TableRowProps * Add placeholder date/balance for already linked accounts * [autofix.ci] apply automated fixes * Use StartingBalanceInfo only, and add mobile view --------- Co-authored-by: autofix-ci[bot] <114827586+autofix-ci[bot]@users.noreply.github.com>
Getting Started
Actual is a local-first personal finance tool. It is 100% free and open-source, written in NodeJS, it has a synchronization element so that all your changes can move between devices without any heavy lifting.
If you are interested in contributing, or want to know how development works, see our contributing document we would love to have you.
Want to say thanks? Click the ⭐ at the top of the page.
Key Links
- Actual discord community.
- Actual Community Documentation
- Frequently asked questions
Installation
There are four ways to deploy Actual:
- One-click deployment via PikaPods (~1.40 $/month) - recommended for non-technical users
- Managed hosting via Fly.io (~1.50 $/month)
- Self-hosted by using a Docker image
- Local-only apps - downloadable Windows, Mac and Linux apps you can run on your device
Learn more in the installation instructions docs.
Ready to Start Budgeting?
Read about Envelope budgeting to know more about the idea behind Actual Budget.
Are you new to budgeting or want to start fresh?
Check out the community's Starting Fresh guide so you can quickly get up and running!
Are you migrating from other budgeting apps?
Check out the community's Migration guide to start jumping on the Actual Budget train!
Documentation
We have a wide range of documentation on how to use Actual, this is all available in our Community Documentation, this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.
Contributing
Actual is a community driven product. Learn more about contributing to Actual.
Code structure
The Actual app is split up into a few packages:
- loot-core - The core application that runs on any platform
- desktop-client - The desktop UI
- desktop-electron - The desktop app
More information on the project structure is available in our community documentation.
Feature Requests
Current feature requests can be seen here. Vote for your favorite requests by reacting 👍 to the top comment of the request.
To add new feature requests, open a new Issue of the "Feature Request" type.
Translation
Make Actual Budget accessible to more people by helping with the Internationalization of Actual. We are using a crowd sourcing tool to manage the translations, see our Weblate Project. Weblate proudly supports open-source software projects through their Libre plan.
Repo Activity
Sponsors
Thanks to our wonderful sponsors who make Actual Budget possible!
