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Prerelease 26.4.0

· 10 min read
Matt Fiddaman
Actual Budget Maintainer

Version: 26.4.0-pre

Features

  • #6157 MVP for payee locations support, including YNAB5 import — thanks mannkind
  • #6653 Add drag&drop reordering for transactions within the same day — thanks StephenBrown2
  • #7188 Add a confirmation modal when users merge payees in /payees — thanks AsgerMogensen
  • #7208 Actual-cli: tool for accessing your budget via the command line. Useful for AI agents — thanks MatissJanis

Enhancements

  • #6414 Add the ability to use Formula Rules when setting the split amount. — thanks sjones512
  • #6620 Add notes to monthly budget cell — thanks erwannc
  • #6693 Display/save refill templates — thanks jfdoming
  • #6903 Add a new budgeted type to the custom report widget. — thanks diepala
  • #6972 Improve autocomplete sorting with tiered ranking for payee and category dropdowns — thanks J-LCRX
  • #7005 Change Titlebar 'Sync' to syncing icon only to alleviate confusion with Bank Sync. Add disabled state and aria disabled label when offline. — thanks Juulz
  • #7038 Introduce concentric donut chart for categories in custom reports — thanks karimkodera
  • #7069 Converted Electron backups to zip with metadata.json for easy importing — thanks MikesGlitch
  • #7071 Refactor account hooks to return full React Query states, enhancing data handling and component integration. — thanks joel-jeremy
  • #7078 Add BUDGET_QUERY and QUERY_EXTRACT functions for formula-based budget analysis. — thanks sys044
  • #7095 Add New Taiwan Dollar (TWD) to the list of available currencies. — thanks yhc0712
  • #7101 Add an option to swap payee/memo when importing transaction from file. — thanks sylvercode
  • #7111 Reload server version when visibility to the page changes — thanks MatissJanis
  • #7139 Add "only import transactions since" to import dialog — thanks kivikakk
  • #7144 Sort theme catalog items alphabetically by name for improved user interface organization. — thanks MatissJanis
  • #7145 Custom Themes: separate light and dark theme options when selecting "system default" theme. — thanks MatissJanis
  • #7151 Add "Notion-inspired Dark Mode" custom theme to the theme catalogue — thanks vcruzdesigns
  • #7181 Enable strict linting for template expressions, ensuring better error handling and message clarity. — thanks MatissJanis
  • #7194 Add light/dark mode specificity to custom themes — thanks MatissJanis
  • #7207 Add admin and password authentication requirements for changing passwords in sessions. — thanks MatissJanis
  • #7236 Custom Themes: allow adding custom overrides to themes via the textarea box — thanks MatissJanis
  • #7239 Custom Themes: allow using a custom font — thanks MatissJanis
  • #7240 cli: improved aql support — thanks MatissJanis

Bugfixes

  • #6741 When filtering for accounts in e.g. the net worth graph the modal closes the filter tooltip so it's impossible to add e.g. accounts to the filter. — thanks mnil
  • #6926 Import: added override option allowing users to control whether previously deleted (or merged) transactions are reimported. — thanks totallynotjon
  • #7041 [Mobile] Show running balance on upcoming transactions when respective setting is toggled — thanks LeviBorodenko
  • #7047 Make mobile account page colors more consistent — thanks Juulz
  • #7057 Fix skipping schedules that move before weekend — thanks Triscal
  • #7092 Stop font size fluctuations showing in summary cards — thanks matt-fidd
  • #7118 Fix budget analysis report padding when the value is large. — thanks mnil
  • #7125 Refactor error handling to isolate errors per account in SimpleFin batch synchronization. — thanks MatissJanis
  • #7146 Fix migrations retrieval when running the docker images — thanks MikesGlitch
  • #7149 Fix CSV import incorrectly parsing transaction amounts that contain trailing whitespace (e.g. amounts from Excel-saved CSV files). — thanks mibragimov
  • #7152 Handle missing accounts in SimpleFin batch sync with localized error messaging for users. — thanks MatissJanis
  • #7155 Fixed a privilege escalation issue affecting password changes — thanks MatissJanis
  • #7166 Fixed a bug where selecting an item in autocomplete on mobile required two taps. — thanks Alieksieiev0
  • #7172 Fix multi-tab sync by sharing a single backend via SharedWorker — thanks MikesGlitch
  • #7177 Fix schedule link being lost when merging transactions — thanks okxint
  • #7179 Number formatting: normalize apostrophe-dot thousands separator to U+2019 for consistency across Node/ICU versions. — thanks StephenBrown2
  • #7185 Preserve explicitly provided transaction category when importing transactions with matching payee rules. — thanks api2062
  • #7191 Fix Spending Analysis report to use tracking budgets when tracking budgeting is enabled — thanks pranayseela
  • #7202 Fix navigator access error in Node.js environments by adding existence checks and defaults. — thanks MatissJanis
  • #7219 Fix adm-zip dependency resolution in @actual-app/core — thanks MatissJanis
  • #7245 Fix schedule advancement tracking by saving timestamps only on successful sync completions. — thanks dearlordylord
  • #7264 This PR fixes a bug where the transaction context menu (right-click) would remain stuck on the screen if opened while a transaction cell was in edit mode. — thanks nathaliaacouto
  • #7267 Fix mobile transactions view hiding older transactions when hiding reconciled transactions is enabled — thanks matt-fidd
  • #7268 Fix transaction amounts sometimes not being saved when adding through the desktop view on a touch device — thanks matt-fidd
  • #7272 Fixed an issue that prevented category's leftover from being able to cover an overbudgeted amount. — thanks JSkinnerUK
  • #7274 Fixes a bug that prevented scheduled transactions from being included in the selected balance when selecting multiple transactions — thanks iaewing
  • #7275 Fix a typo in the Repair Transactions paragraph — thanks tdavis6

Maintenance

  • #6809 Remove cyclic dependency between API and loot-core — thanks MatissJanis
  • #7044 Bump ajv dependency — thanks matt-fidd
  • #7050 Remove reliance on the API package in YNAB importers — thanks MatissJanis
  • #7051 TypeScript: strengthen schedule type — thanks MatissJanis
  • #7053 TypeScript: move ImportTransactionsOpts from the api package to loot-core — thanks MatissJanis
  • #7055 Lint: add "--quiet" flag to stop reporting warnings — thanks MatissJanis
  • #7062 TypeScript: start using composite references — thanks MatissJanis
  • #7073 Bump bn.js dependency — thanks matt-fidd
  • #7074 Move some sync-server utilities to TypeScript — thanks jfdoming
  • #7075 Move migrations CI script to typescript + ci-actions — thanks jfdoming
  • #7091 TypeScript: clean up some types — thanks MatissJanis
  • #7096 Fix API reference documentation discrepancies — thanks tifandotme
  • #7104 Allow "unfreeze" workflow to work in fork PRs — thanks MatissJanis
  • #7105 Add reference to AGENTS.md in CLAUDE.md for improved documentation connectivity. — thanks MatissJanis
  • #7107 Skip AI-generated release notes for PRs originating from release/* branches to avoid redundancy. — thanks jfdoming
  • #7117 Automatically publish to Flathub when the GitHub release is published — thanks MikesGlitch
  • #7140 Bump express-rate-limit dependency version from 8.2.1 to 8.3.0 for improvements. — thanks dependabot
  • #7141 Adding more retries to the Docker test in the pipeline — thanks MikesGlitch
  • #7142 Refactor TypeScript typings by moving window import to globals.ts for cleaner configuration. — thanks MatissJanis
  • #7153 Establish centralized AI governance documentation for commit and pull request standards. — thanks MatissJanis
  • #7163 Lint: fix typescript/unbound-method issues — thanks MatissJanis
  • #7168 Lint: fix 'typescript/no-floating-promises' and 'typescript/require-array-sort-compare' issues — thanks MatissJanis
  • #7180 Refactor TypeScript build process to use project references for improved incremental builds. — thanks MatissJanis
  • #7183 TypeScript: upgrade to tsgo — thanks MatissJanis
  • #7184 Upgrade to Vite 8 — thanks jfdoming
  • #7187 Remove deep-equal package — thanks jfdoming
  • #7193 Elevate typescript/no-for-in-array lint rule from warning to error, refactor affected code. — thanks MatissJanis
  • #7195 Remove crdt import aliases in favour of package.json exports — thanks MatissJanis
  • #7196 lint: enable more lint rules that should be fixed over time — thanks MatissJanis
  • #7199 Fix documentation formatting by removing duplicated content for improved readability in accounts section. — thanks gaffneyd4
  • #7200 Publish loot-core package and rename it to "actual-app/core" — thanks MatissJanis
  • #7209 api: simplify bundling by removing loot-core type inlining — thanks MatissJanis
  • #7222 Mid-month dependency update — thanks matt-fidd
  • #7223 Bump react types — thanks matt-fidd
  • #7224 Bump react-spring — thanks matt-fidd
  • #7227 Migrate get-next-package-version.js to TypeScript — thanks jfdoming
  • #7229 Add Yarn constraints to ensure consistent dependency versions across all workspace packages. — thanks MatissJanis
  • #7230 Run yarn install when switching branches if yarn.lock changed — thanks MatissJanis
  • #7232 Remove development theme from all configurations and components across multiple packages. — thanks MatissJanis
  • #7234 Bump GitHub actions versions — thanks matt-fidd
  • #7248 Add post-merge hook to automatically install dependencies when yarn.lock changes after merges. — thanks MatissJanis

Release 26.3.0

· 11 min read
Julian Dominguez-Schatz
Actual Budget Maintainer

This release contains an important security fix for all users of the sync server. We suggest you update as soon as feasible.

This release also includes several user-facing improvements and performance work, along with numerous other fixes:

  • Reports: now accessible via the command bar

  • Bank sync: UX improvements to the account linking flow, as well as API support for balance updates

  • Tags: Support for managing tags via the API

  • Performance and responsiveness improvements

  • Custom themes: bar/pie chart theming support, simpler custom-theme CSS variables, and a new high-contrast light theme.

Release 26.2.0

· 13 min read
Matt Fiddaman
Actual Budget Maintainer

This release contains the following notable improvements, along with numerous fixes:

  • Allow multiple dashboard pages
  • Experimental feature: Custom themes docs
  • Experimental feature: Budget analysis report docs

Reflecting on Your 2025 Finances

· 2 min read
Matiss Janis Aboltins
Actual Budget Maintainer

As we step into 2026, it's natural to look back at the year that just passed. While many apps send you a "year in review" at the end of December, we thought it would be fun to create something special for Actual Budget users — a way to reflect on your financial journey throughout 2025.

Release 26.1.0

· 10 min read
Matiss Janis Aboltins
Actual Budget Maintainer

We want to express our sincere gratitude to all contributors who made Actual better throughout 2025—whether through code, issue reporting, feedback, testing, or helping the community. Thank you for your effort, passion, and collaboration! We look forward to an even more exciting 2026 together.

This release contains the following notable improvements, along with numerous fixes:

  • Currency display in budget — Shows currency symbols in the budget view
  • Mobile schedules page — Full schedules functionality now available on mobile devices
  • Link detection in transaction notes — URLs in transaction notes are now automatically detected and made clickable
  • Historical data — Minimum transaction year extended from 2000 to 1995

For Linux users, we have officially released to Flathub!

Roadmap for 2026

· 5 min read
youngcw
Actual Budget Maintainer

Hello Actual Budgeters! Another year has gone by with many fixes and upgrades to Actual. Let's look back over the year and also look at what's to come.

Release 25.12.0

· 9 min read
youngcw
Actual Budget Maintainer

This release contains the following notable improvements, along with numerous fixes:

  • Experimental: Crossover report for tracking progress towards financial independence.
  • Experimental: Add force reload button to settings to force update the budget client.
  • Add ability to quickly create single instance schedules from the account ledger.
  • Add running balance on mobile account view.
  • Add CTRL/CMD+Enter keyboard command for entering only a single new transaction on desktop.

Fighting AI Slop

· 3 min read
Matiss Janis Aboltins
Actual Budget Maintainer

Actual has started receiving what can only be described as AI slop — pull requests and issues generated entirely by automated systems with no human involvement. These require the same amount of triage and review time as genuine contributions, but add no value. Every minute spent dealing with machine-generated junk is time not spent improving Actual itself.