The release has the following notable improvements:
- Reconciled transaction improvements:
- ability to filter by the status
- ask for confirmation if editing date
- allow un-reconciling by clicking on the lock icon
- Split transactions now have a "distribute" button that fills the remaining amount among the sub-transactions with no amount
- (Experimental) SimpleFIN bank-sync support for US banks - please report your feedback here
Docker tag: 24.2.0
Actual
Version: v24.2.0
Features
- #2151 Add "Distribute" button to distribute remaining split amount across empty splits. — thanks NikxDa
Enhancements
- #2056 Added cleared and uncleared Balances to Account Mobile View — thanks HansiWursti
- #2108 Adding filter for reconciled transactions. — thanks davidkus
- #2124 Enabling and formatting "viewLabels" button for custom reports page — thanks carkom
- #2134 Ask for confirmation when editing date of a locked transaction — thanks Jackenmen
- #2138 Add cleared column in csv export — thanks kstockk
- #2163 Add ability to import categories from CSV — thanks ScottFries, blakegearin, & carkom
- #2174 Hide "show ..." checkboxes within menu for custom reports page. Introduce toggle switches. — thanks carkom
- #2176 Update sync.ts with additionalInformation as last resort fallback to prevent Payee being empty — thanks rjwonder
- #2188 Add option to link an account with SimpleFIN for syncing transactions. — thanks zachwhelchel, duplaja, lancepick, & latetedemelon
- #2202 Fix site.webmanifest to make Actual install-able as a Chromium PWA — thanks subnut
- #2206 Add crossorigin assignment to use credentials for PWA with authentication — thanks shall0pass
- #2245 Adding compact identifier to all of the graphs and cleaning them up. Plus other staging bits for saving custom reports. — thanks carkom
- #2246 Add schema and backend functionality for custom reports. This is to enable saving reports in a future PR. — thanks carkom
- #2252 Allow un-reconcile (unlock) transactions by clicking on the lock icon — thanks MatissJanis
- #2282 Cleanup utility: Update goal target after end of month cleanup tool is activated for 'source' categories — thanks shall0pass
- #2284 Add Off Budget category label to mobile transactions page — thanks joel-jeremy
Bugfix
- #2132 Fix net worth graph to show more detail in compact card view — thanks jasonmichalski
- #2144 Fix when pressing Enter adds an extra split transaction when no split remains — thanks jasonmichalski
- #2191 Allow case insensitive ynab5 import for special 'starting balance' payee — thanks Marethyu1
- #2195 Add missing borders in report budget table — thanks youngcw
- #2196 Improve report budget pie chart colors — thanks youngcw
- #2199 rules: add 'no rules' message and always show the rules table (even if no rules exist) — thanks MatissJanis
- #2204 Re implemented the mobile Account Error Page introduced in #2114 and reverted in #2186 — thanks HansiWursti
- #2207 Fix multi-autocomplete in rules page causing crashes — thanks MatissJanis
- #2214 Mobile - Disable Save Button while editing Transaction Fields - Fixes #2203 — thanks HansiWursti
- #2217 vite hosting regression fix. adds hosting on network back onto vite. — thanks carkom
- #2233 Restore ability to use console.log in vite — thanks twk3
- #2238 GoCardless: fix sync not working if
additionalInformation
fallback field is null — thanks MatissJanis - #2249 Fixing a bug where custom reports table graph crashes due to a type mismatch error. — thanks carkom
- #2251 Fix 'delete file' button always deleting the cloud file. — thanks MatissJanis
- #2261 Fix color in schedule before/after weekend selection — thanks youngcw
- #2273 Fix 'uncategorized transactions' flashing in the header on page load — thanks MatissJanis
- #2276 Fix link for registering with GoCardless — thanks edleeman17
- #2277 Fix a missing ref param warning for forwardRef — thanks twk3
- #2278 Fix 'false' passed as title in import transactions modal — thanks twk3
- #2279 Fix same account sort_order when creating a demo budget — thanks youngcw
- #2281 Fix database entry when applying goal templates — thanks shall0pass
- #2308 Fix GoCardless bank sync breaking after a flaky SimpleFin db migration. — thanks MatissJanis
Maintenance
- #2053 Bundle loot-core types into the API — thanks twk3
- #2072 Fixing TypeScript issues when enabling
strictFunctionTypes
(pt.5). — thanks MatissJanis - #2081 Refactored MobileBudget component to TypeScript — thanks joel-jeremy
- #2084 Switch desktop-client to the Vite JS framework. — thanks twk3
- #2102 Goals: Refactor schedules file into functions and improve the readability of the code. — thanks shall0pass
- #2115 eslint: no default exports — thanks joel-jeremy
- #2116 eslint: no default exports - part 2 — thanks joel-jeremy
- #2117 eslint: no default exports - part 3 — thanks joel-jeremy
- #2118 eslint: no default exports - part 4 — thanks joel-jeremy
- #2119 eslint: no default exports - part 5 — thanks joel-jeremy
- #2120 eslint: no default exports - part 6 — thanks joel-jeremy
- #2136 TypeScript: Add proper types to runHandler — thanks twk3
- #2142 Fixing TypeScript issues when enabling
strictFunctionTypes
(pt.4). — thanks MatissJanis - #2153 Reorganize tableGraph files for custom reports. — thanks carkom
- #2168 Add api tests for payees and transactions — thanks twk3
- #2169 eslint: no default exports - part 7 — thanks joel-jeremy
- #2170 eslint: no default exports - part 8 — thanks joel-jeremy
- #2171 eslint: no default exports - part 9 — thanks joel-jeremy
- #2172 eslint: no default exports - part 10 — thanks joel-jeremy
- #2173 eslint: no default exports - part 11 — thanks joel-jeremy
- #2181 migration: rename
nordigen_*
secrets togocardless_*
— thanks MatissJanis - #2182 Electron-app app store (OSX) release — thanks MatissJanis
- #2184 eslint: no default exports - part 12 — thanks joel-jeremy
- #2185 eslint: no default exports - part 13 — thanks joel-jeremy
- #2186 Revert to fix master: Add error Page for special accounts in Mobile — thanks twk3
- #2190 electron: move back from WebSockets to IPC for internal communications. This should improve the stability of the desktop app. — thanks MatissJanis
- #2192 Fix table graph rendering issue for custom reports. — thanks carkom
- #2208 ESLint to enforce Actual's useNavigate hook — thanks joel-jeremy
- #2209 electron: split the build script in 2x parts to fix it failing when no code signing cert is provided (PRs from forks). — thanks MatissJanis
- #2212 TypeScript: fix some
strictNullChecks: true
issues — thanks MatissJanis - #2215 removing old OFX parser code in favor of the new one — thanks MatissJanis
- #2224 Change the vite chunk filename hash to closely match our webpack syntax — thanks twk3
- #2228 TypeScript: fix some
strictNullChecks: true
issues (pt.2) — thanks MatissJanis - #2230 typescript: enable strict mode in most files; disable it in files that still need to be fixed — thanks MatissJanis
- #2244 Moving entities and updating existing for custom reports. Also creating a new entity for the custom report data. — thanks carkom
- #2247 TypeScript: making some files comply with strict TS. — thanks MatissJanis
- #2250 Updated Github issues template to direct bug reports to the support channel (Discord) — thanks MatissJanis
- #2253 Upgrading prettier, fixing the issues and enabling it for jsx files too — thanks MatissJanis
- #2254 Making custom reports code more compact and efficient. — thanks carkom
- #2255 Code clean-up: removing unused variables — thanks MatissJanis
- #2256 Code clean-up: removing unused variables (pt.2) — thanks MatissJanis
- #2258 Adding compact elements to custom reports. — thanks carkom
- #2260 Refactored cash flow report from
victory
torecharts
— thanks MatissJanis - #2263 Use useSingleActiveEditForm hook in mobile budget table — thanks joel-jeremy
- #2268 Update vite / swc / ts versions. — thanks joel-jeremy
- #2287 Update VRT instructions — thanks youngcw
Actual Server
Version: v24.2.0
Enhancements
- #294 Add GoCardless integration for ING (Germany). — thanks t4cmyk
- #296 Add option to link an account to SimpleFIN for syncing transactions. — thanks zachwhelchel, duplaja, lancepick, & latetedemelon
- #297 Add GoCardless bank integration for Sparkasse Marburg-Biedenkopf (Germany). — thanks visurel
- #298 Add GoCardless integration for Lægernes Bank DK — thanks Waseh
Maintenance
- #284 Remove obsolete
fly.template.toml
— thanks albertchae - #293 migration: rename
nordigen_*
secrets togocardless_*
— thanks MatissJanis - #300 Optional non-root user for Docker — thanks hkiang01
- #302 Reduce docker build failures on 32bit platforms — thanks twk3
- #303 Fixed a broken link in the README! — thanks BoKKeR