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· 6 min read
Matt Fiddaman

The release has the following notable improvements:

  • Dashboards officially released as first-party feature
  • Tracking budget officially released as first-party feature
  • New summary report card type
  • Batch sync for SimpleFin accounts

· 7 min read
Julian Dominguez-Schatz

The release has the following notable improvements:

  • Optimizations to some SimpleFIN API calls
  • Experimental support for setting the upcoming schedule duration
  • Many improvements to the experimental dashboards feature
  • Experimental templating support in rules

· 8 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • SimpleFIN officially released as first-party feature
  • Color themes: ability to set "system default" color theme
  • Mobile: button to view uncategorized transactions
  • Privacy mode: instead of blurring use an unintelligible font
  • Experimental dashboards: ability to save cash-flow, net-worth and spending report filters and date-ranges.

Important notice about the @actual-app/api package: starting from this release the versioning strategy of the API package will align with the web & server: {year}.{month}.{patch-version}.

· 8 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • mobile: long-press transactions to reveal more actions
  • transactions table: show imported payee on hover of payee column
  • filtering: ability to filter by "has tags" conditions
  • budgets: highlight current month
  • imports: ability to skip heading lines
  • experimental: custom report homepage (dashboards)

· 9 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • ability to favorite payees
  • most used and favorite payees appear at the top of the payee autocomplete results
  • resizable side navigation
  • experimental goal templates: long term goal template support
  • experimental spending report: adding last month as an option for the primary graph

· 5 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • Custom reports are officially released
  • Splits in rules are officially released
  • Tags support for transactions (use #tags in notes)
  • Transactions: allow merging/un-merging multiple transactions
  • Show account notes in sidebar (on hover)

· 10 min read
youngcw

Hello budgeters!

This is the start of the series Actual Versus! Today we will be comparing Actual Budget to YNAB (You Need a Budget).

YNAB is the longstanding heavyweight in the envelope budgeting space. It was one of the originals. Lets see how Actual stacks up!

· 6 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • API: ability to run 3rd party bank-sync (GoCardless, SimpleFin) programmatically
  • API: methods for working with rules
  • Add option to authenticate with HTTP header - X-ACTUAL-PASSWORD
  • Add option to import CAMT.053 based XML files
  • (Experimental) monthly spending report - please report feedback here

· 9 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • Ability to show/hide reconciled transactions
  • Ability to prepend/append notes when bulk editing transactions
  • Show remaining balance in the category autocomplete
  • OFX, CSV import: ability to disable transaction de-duplication logic
  • Mobile: account management functionality
  • Mobile: clicking on category allows to see transactions list for the clicked category
  • Desktop app release
  • (Experimental) custom report improvements - please report your feedback here