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Upcoming Release

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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​

  • #8744 Add a setting to sync linked bank accounts automatically at a chosen interval — thanks emilgeo

Enhancements​

  • #9119 Add the Bangladeshi Taka to the list of available currencies — thanks emilgeo
  • #9109 Add Tanzanian Shilling (TZS) currency — thanks ierique
  • #9083 Hold the calculator's backspace button to delete continuously. — thanks Hrushikesh-ramilla
  • #9101 Add a historical return model to the Monte Carlo report that replays blocks of consecutive real years — thanks MikesGlitch
  • #9084 Make the Notifications page easier to read, with collapsible lists of changes that work from the keyboard — thanks MikesGlitch
  • #8717 Use everyday amounts instead of cents in rule formulas — thanks youngcw
  • #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

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
  • Prevent certain Commerzbank payee names from stalling transaction imports. — thanks jfdoming
  • #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
  • #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
  • #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
  • #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
  • #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
  • #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
  • #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
  • #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
  • #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
  • #9017 Fix "payee is nothing" and "category is nothing" rule conditions not matching synced transactions that have no payee or category — thanks YasinzHyper
  • #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

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
  • #9060 Close WIP pull requests that have had no activity for two weeks — 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
  • #9026 Docs: list the MASH Ansible playbook under additional installation options. — thanks spatterIight
  • #9114 Fix a flaky settings e2e test that could run before the light theme was applied — thanks matt-fidd
  • #9030 Migrate the sync-server app-sync validation and error modules to TypeScript. — thanks YasinzHyper
  • #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