Upcoming Release

info

These changes have been merged but are not yet part of a stable release. They ship in the nightly builds — try them via the nightly Docker image tag, or the hosted demo at nightly.actualbudget.org. For changes in stable releases, see the Release Notes.

Features

#9032 Add South African Rand (ZAR) to the currency picker. — thanks bvdwalt
#8744 Add a setting to sync linked bank accounts automatically at a chosen interval — thanks emilgeo
#9193 Add a setting to choose which pages appear in the sidebar, their order and the page Actual opens on — thanks matt-fidd
#9233 Add investment phases to Monte Carlo pots so a pot's allocation and fees can change with age — thanks MikesGlitch
#8948 Group custom reports by tags, with the option to choose which tags to include. — thanks jfdoming

Enhancements

#9119 Add the Bangladeshi Taka to the list of available currencies — thanks emilgeo
#9109 Add Tanzanian Shilling (TZS) currency — thanks ierique
#9020 Add getScheduleDates to the API to list the dates a schedule falls on — thanks agigante80
#9083 Hold the calculator's backspace button to delete continuously. — thanks Hrushikesh-ramilla
#9176 Speed up resetting the budget cache and remove outdated entries from it — thanks mbrevda
#9178 Speed up opening large budgets in the browser — thanks mbrevda
#9143 Make resetting the budget cache much faster on large budgets — thanks youngcw
#9174 Speed up saving the budget cache when opening large budgets — thanks mbrevda
#9122 Speed up opening a budget after downloading, importing, or resetting the cache — thanks mbrevda
#9127 Show menus on mobile as bottom sheets — thanks matt-fidd
#9101 Add a historical return model to the Monte Carlo report that replays blocks of consecutive real years — thanks MikesGlitch
#9158 Add a pot balances chart to the Monte Carlo report showing what each pot is worth at the end of every year — thanks MikesGlitch
#9084 Make the Notifications page easier to read, with collapsible lists of changes that work from the keyboard — thanks MikesGlitch
#9175 Allow clicking a custom report split by interval to view that interval's transactions — thanks RandomSpaceship
#9202 Allow cash flow and summary dashboard cards to be resized narrower — thanks RandomSpaceship
#8717 Use everyday amounts instead of cents in rule formulas — thanks youngcw
#9112 Redesign the settings pages as grouped rows with shorter descriptions — thanks matt-fidd
#9110 Move payees, rules, bank sync and tags from the sidebar into the settings page, which now has its own navigation — thanks StephenBrown2 & matt-fidd
#9115 Experimental sidebar: remove the budget name/switch/settings dropdown in the header — thanks matt-fidd
#9123 Make number cards adapt more smoothly when resizing the screen. — thanks aelxxs
#9247 Show Swiss franc amounts with the official "CHF" abbreviation instead of "Fr." — thanks zotabee

Bugfixes

#8355 Fix Enable Banking HypoVereinsbank authentication routing to personal banking portal and resolve data access errors — thanks cakallie
#8950 Allow clicking to place the cursor when renaming a category in Firefox — thanks costajohnt
#9205 Preserve the category when making a transfer between on-budget and off-budget accounts — thanks devilking7x
Prevent certain Commerzbank payee names from stalling transaction imports. — thanks jfdoming
#9135 Fix CSV import that merged a new transaction into an existing one with the same amount after you unchecked a matched row. — thanks kikoval
#9056 Keep loading off-screen dashboard widgets after toggling "Edit Dashboard" — thanks YasinzHyper
Keep sign-in and bank connection credentials out of server request logs. — thanks jfdoming
#9142 Fix the day count moving out of place when revealed in the Age of Money report with privacy mode enabled — thanks samaluk
#9128 Fix balances moving out of place when revealed in the Balance Forecast report with privacy mode enabled — thanks samaluk
#9131 Fix high memory use in the browser after opening a large budget — thanks mbrevda
#8910 Prevent the custom CSS indicator from overlapping theme selectors when using System default. — thanks femedici
#9046 Prevent duplicate transactions when Enable Banking repeats a continuation key during pagination — thanks Guo-Yixin
#9204 Fix Enable Banking imports selecting the account holder as the payee when the counterparty name is missing, using the transaction description as a fallback instead. — thanks anuragverma57
#9001 When fuzzy matching bank candidates, prefer a candidate that has not already been linked in a previous sync — thanks ahawkins318
#9088 Fix GoCardless bank sync failing with a generic error when the server's access token is no longer accepted — thanks matt-fidd
#9098 Fix live spending reports not moving to the current month when the month changes — thanks youngcw
#9213 Fix moving a category to another group with drag and drop on the mobile budget page — thanks jkugsiya
#9192 Fix category learning for transactions entered or edited on mobile — thanks kikoval
#8926 Fix clearing the payee when editing a transaction on mobile — thanks danielnieto
#9107 Fix the wrong running balance on the oldest shown transaction on mobile when reconciled transactions are hidden — thanks kikoval
#9141 Fix amounts moving out of place when revealed in the Net Worth report with privacy mode enabled — thanks samaluk
#9164 Monte carlo - Fix amount and number fields bouncing focus when tabbing through them quickly — thanks MikesGlitch
#9125 Fix selecting the running balance text on the account page — thanks kikoval
#8951 Post scheduled transactions that automatically add a transaction on their due date, even when the schedule was created or edited later the same day — thanks galshir
#9191 Fix new and edited schedules skipping a weekend date that moves to the next weekday — thanks agigante80
#8824 Fix #template schedule underfunding a category when the schedule repeats every N days or weeks and N spans more than a month — thanks arbelonson-source
#9219 Fix renaming an account or group in the redesigned sidebar closing when pressing the arrow keys — thanks junyuanz1
#8968 Fix the desktop app getting stuck on "Loading global preferences" when installed from the Microsoft Store — thanks MikesGlitch
#8963 Show a clear error message and configuration prompt when GoCardless credentials are missing instead of an internal error — thanks Marshmellow31
#9156 Align the Gruvbox Light and Dark catalog previews with the updated theme palettes. — thanks Dakyne
#9080 Allow translators to translate the news "Post" badge and the update "notes" link separately from the rule stage and notes field — thanks piyush97
#9100 Fix imported amounts being read without their decimal point when a currency symbol or code follows the number — thanks YasinzHyper
#8792 Keep explicitly cleared fields (e.g. a pre-assigned category) empty while entering a new transaction instead of letting rules immediately re-fill them. — thanks bsmarsh333
#8977 Keep the filter on the mobile payees and rules lists when opening and leaving a payee or rule. — thanks mnil
#8894 Keep keyboard focus on the parent payment field when splitting a new transaction, and move to the first split line when tabbing past the parent row — thanks Yahiro025
#9154 Stop category learning from creating a rule when a "payee is one of" rule already sets the same category. — thanks kikoval
#9064 Make the Reconciled toggle work when editing a transaction on mobile, so a reconciled transaction can be unlocked, and match its size to the Cleared toggle. — thanks youngcw
#9041 Preserve matching categories when importing transactions from QIF files — thanks Soba101
#8909 Prevent new bank transactions from matching parts of an already matched split transaction — thanks madesst
Prevent CSV text beginning with invisible byte-order marks from being interpreted as spreadsheet formulas. — thanks jfdoming
Prevent downloaded and imported budgets from replacing unrelated local budgets. — thanks jfdoming
Require administrator permission to configure Enable Banking. — thanks jfdoming
Prevent misleading web addresses from being treated as trusted desktop app pages. — thanks jfdoming
Allow desktop links to open only web pages, and prevent network paths from opening through the file-manager action. — thanks jfdoming
Block unsafe network address ranges when connecting to banking services, including when private-network access is enabled. — thanks jfdoming
Sign out existing sessions when the server password changes. — thanks jfdoming
End server sessions when signing out or shutting down a password-authenticated API client — thanks jfdoming
#9238 Stop the rule editor from showing an error while a "matches" regex is still being typed — thanks Apu-Emdad
#9017 Fix "payee is nothing" and "category is nothing" rule conditions not matching synced transactions that have no payee or category — thanks YasinzHyper
#8976 Show the commit hash alongside the version number for edge/nightly builds, so it's possible to tell which commit is actually running — thanks vatsanbalaji-ossagent
#8917 Fix the stacked bar report showing an unnecessary "..." when all spending categories were visible — thanks bean-1129
#9038 Fix the tour's "To Budget" step pointing off screen when the current month is not displayed — thanks YasinzHyper
Reject invalid password requests before processing them. — thanks jfdoming
Require the current server password before changing it in settings. — thanks jfdoming
#9198 Import YNAB4 month notes and category budget notes — thanks StephenBrown2

Maintenance

#8783 Add mobile e2e coverage for the transaction calendar report — thanks zannis
#9044 Label possible low-quality pull requests using CodeRabbit slop detection — thanks MikesGlitch
#9002 Add standard size presets to the shared UI components — thanks flafleur
Add the official SQLite WebAssembly build as a storage engine for the browser, not yet enabled — thanks MikesGlitch
#9183 Add tabedzki to the list of main contributors. — thanks tabedzki
#9179 Update brace-expansion to 2.1.7 and 5.0.12 to address security advisories reported against the server image. — thanks tabedzki
#9244 Bump various dependencies — thanks matt-fidd
#9060 Close WIP pull requests that have had no activity for two weeks — thanks MikesGlitch
#9140 Harden the desktop app's Electron build options — thanks MikesGlitch
#8966 Add Rauthy to the list of tested OpenID providers in the OpenID documentation — thanks jonesfionn101-dotcom
#8962 Add the india2actual Indian bank statement converter to the community repositories docs — thanks emilgeo
#9171 Add an AI Assistant Integrations (MCP) section to the community projects docs — thanks bubbletroubles
#9026 Docs: list the MASH Ansible playbook under additional installation options. — thanks spatterIight
#9248 Enable React Compiler and Vitest lint rules — thanks matt-fidd
#9186 Point experimental feature feedback to GitHub issues instead of Discord, and link more docs pages to their feedback issue. — thanks tabedzki
#9139 Fix the desktop startup logging test after changes to preferences loading. — thanks jfdoming
#9114 Fix a flaky settings e2e test that could run before the light theme was applied — thanks matt-fidd
#9194 Fix the dev server failing to build the loot-core backend on Windows because yarn cannot be spawned by name. — thanks grzdev
#9030 Migrate the sync-server app-sync validation and error modules to TypeScript. — thanks YasinzHyper
#9203 Prune Lage cache entries in CI so the cache stops growing indefinitely — thanks matt-fidd
#9221 Stop publishing the standalone .flatpak for desktop releases. Linux users should install from Flathub or use the AppImage — thanks MikesGlitch
#8993 Fix timing-dependent flakiness in the budget automations modal and the transaction notes tooltip e2e test — thanks yury-s
#9073 Remove the npm warning about unknown publishConfig fields when publishing packages. — thanks matt-fidd
#8947 Add calculation and storage support for splitting custom reports by tags. — thanks jfdoming

Features​

Enhancements​

Bugfixes​

Maintenance​

Features

Enhancements

Bugfixes

Maintenance