46ba63f370
* [AI] cover existing template engine logic with regression tests Adds tests for goal template behavior that predates this PR so the suite can be cherry-picked onto master to confirm no regressions. No production code changes. Covers: - init() validation: schedule names, by/schedule priority match, past by-target with and without annual/repeat, percentage source not found, special source aliases, duplicate limit/spend/goal directives, weekly limit missing start date, invalid limit period, unrecognized periodic period - runRemainder cap clamping and hideDecimal fraction removal - Income-category branch in runTemplatesForPriority - getLimitExcess against an aggregate weekly cap - Past by-target rolling forward via the annual period - runSchedule full=true (no sinking accumulation), percent and fixed adjustments, completed-schedule filtering, past-date error for non-repeating schedules, monthly/weekly/daily sinking contribution branches when interval exceeds the pay-month-of cap, surplus absorption when last-month balance exceeds the target, and tracking-budget mode forcing all schedules pay-month-of - applyMultipleCategoryTemplates orchestration: per-category writes, cross-category priority clamping when funds run out, error notification path - applyTemplate force=false skipping already-budgeted categories Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * note --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.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!
