Sebastián Maluk e8d95fdf6b [AI] feat: add an experimental balance forecast report (#7310)
* [AI] feat: add balance forecast backend

* [AI] feat: add balance forecast report UI

* [AI] feat: gate balance forecast behind an experimental flag

* [AI] Include account-less schedules in balance forecast via explicit flag

- Add includeAccountlessSchedules to forecast/generate and normalize
  schedules without an account into FORECAST_UNASSIGNED_ACCOUNT_ID
- When enabled, append synthetic bucket and rule stub; skip transfer legs
  for unassigned schedules
- Balance forecast UI sets the flag when widget meta has no account filter
- Add loot-core tests for include vs exclude behavior

* [AI] Improve balance forecast chart refresh UX

Keep forecast charts stable during refetches and let the Y-axis scale to forecast data so balance changes remain visible.

* [AI] Document balance forecast report

Add experimental user documentation and navigation links for the new balance forecast report.

* [AI] Link balance forecast experimental flag to feedback issue #7669

* docs: add PR release notes

* [AI] chore: rerun CI
2026-05-15 02:07:32 +00:00
2026-05-14 21:39:10 +00:00

Actualbudget

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.

Installation

There are four ways to deploy Actual:

  1. One-click deployment via PikaPods (~1.40 $/month) - recommended for non-technical users
  2. Managed hosting via Fly.io (~1.50 $/month)
  3. Self-hosted by using a Docker image
  4. 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.

Translation status

Repo Activity

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Sponsors

Thanks to our wonderful sponsors who make Actual Budget possible!

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