BUG Fix renaming accounts. This was a regression in the last release, sorry!
BUG Fix importing YNAB4 files. This was also a regression, and it should work now!
BUG Fix a bug when using encrypted files where logging out and back in made it looked like syncing failed. What really happened is your encryption key was removed when you logged out, so you need to recreate it. This led to a couple improvements with the workflow when encrypting fails.
BUG Fix a problem where a user couldn't load the app if their trial ended and they didn't have any existing files.
Watch this video which walks through all the new features.
FEATURE DESKTOP Batch editing of transactions! You can now select multiple transactions and edit them at once. Watch the video linked above which explains this feature in more detail.
FEATURE Revamp the demo budget and make it available on all platforms (when logged out, click "Try demo" to get a fully populated file)
BUG DESKTOP Improve performance when scrolling the transaction list
BUG DESKTOP Sometimes clicking "manage payees" from the payee dropdown accidentally categorized a transaction. No more!
BUG Fix some rare edge cases with syncing
BUG A few other small improvements and polish
BUG DESKTOP Fix a bug with auto-detecting dates when importing CSV files
BUG DESKTOP CSV importing now remembers that last delimiter selection used
BUG MOBILE Fix problem with setting up encryption key on mobile. You should now be able to create your key when downloading your file.
BUG MOBILE Fix styles on keyboard accessory buttons when editing budget amounts
BUG MOBILE Improve experience of account settings if offline
A lot has changed in this release. If you have any problems, please contact firstname.lastname@example.org or join slack for support!
FEATURE End-to-end encryption is now fully available! This update changes a lot internally to support this, and unfortunately you will need to "reset sync" after updating the app. Please read the blog post about it.
FEATURE Revamped sync experience. If there are any problems with syncing, encrypting or decrypting data, or your account, in the app you will see a notification describing the problem and be given actions to fix it. Previously, the was done in the file list screen which was not intuitive.
An example of what this looks like:
There are many situations that will show a notification: your encryption key has changed, you need to update the app to sync (if database has changed), and more. All of these have been documented here.
You should not see these notifications for the most part. Hopefully :)
FEATURE MOBILE You can subscribe to Actual through Apple's in-app subscriptions on iOS. Unfortunately, after spending weeks on the new version, Apple rejected my app because I didn't use it. So I had to implement it.
This happened at the same time as the HEY debacle but unfortunately I don't have the same influence as Basecamp to resist. Their post outlines the problems with Apple's IAP very well and I agree with all of it.
I encourage users to sign up via the website. The Apple IAP not only costs more because Apple takes a 30% cut, but I have no control to give you refunds, extend your trial, etc. If something goes wrong, you gotta fight with Apple. It's a terrible experience.
FEATURE MOBILE The designs for the logged out screens have been redesigned
FEATURE DESKTOP Improve CSV importing: auto-detect date format, add support for YY year format, add CSV delimiter option (now supports semicolon), and support various formats for amounts
FEATURE You can now read your data if your subscription expires instead of being logged out. Any changes to data won't be saved. In addition to that, if payment fails you have 2 weeks to update your payment method and you can fully use the app during this period.
FEATURE Internal changes that improve general consistency, and improves reliability of the web app
BUG Fix a UX issue where sometimes the user sees the file list while downloading a file instead of a loader
BUG Fix issue where certain invalid inputs in the budget field would cause various problems (like deleting a category, moving money around, etc)
BUG Fix bug with YNAB4 importing where sometimes that negative balance rollover flag for a category wasn't properly copied
BUG Fix the balances in the offbudget and on budget transactions screen
BUG MOBILE Fix issue where tapping on the screen while downloading a file could accidentally open other files
BUG DESKTOP The favicon of the webapp has been fixed and now shows Actual's logo
BUG File name is now synced across all devices when changed
BUG DESKTOP Fix a bug where undoing a "hold for next month" budget action showed inaccurate amounts temporarily.
BUG DESKTOP Maintain focus when editing a transaction and switching to other apps
BUG MOBILE Sometimes the app would crash on the settings page with specific settings. It shouldn't crash now!
BUG MOBILE Fix regression on Android apps where app would render underneath status bar
BUG MOBILE Fix problem with certain Android devices where text was aggressively truncated
FEATURE Do an initial sync when opening the app so your data is always up-to-date
FEATURE You can now export transactions to CSV by viewing an account and clicking "Export". If you have applied a filter, only those transactions will be exported.
FEATURE The default font has changed to Inter on all desktop platforms
FEATURE The budget table has been rewritten! The design is similar, but a lot has changed and paves the way for more improvements. I wrote a blog post going into details about it. Many interactions like the animation has changed.
FEATURE The drag-and-drop experience when reordering categories has been greatly improved
FEATURE You can now collapse budget summaries for a more condensed view
FEATURE You can now add notes to categories and months
FEATURE The maximum number of budget months you can view at once has been bumped up to 6 (used tot be 4)
FEATURE If you enter an amount more than 2 decimal digits, it now rounds to the nearest amount. For example, 2.428 would be rounded to 2.43 and 2.424 would be rounded to 2.42. This applies to results from math expressions as well like 4.40 * 1.06
FEATURE You can click on the income received amount in the budget to view transactions for that category
BUG This is a quick followup release that fixes QFX/OFX importing. 0.0.117 accidentally broke it, but it should work again!
In addition to the features and bugfixes below, this release introduces a new version of Actual: on the web! This is experimental, but please try this out and let me know if any problems.
Preview imported transactions Importing other file types will open the same preview modal as you see above, allowing you to see the transactions you are about to import and provide options like customizing the date format.
Inline math expressions Wherever you enter an amount, you can enter a math expression like "100.00 - 55" and it will evaluate it. This applies to transaction amounts, budget amounts, and whenever you transfer money around on the budget page.
(Mobile) If the cleared switch hasn't been changed, new transactions are uncleared by default instead of cleared
(Mobile) Fixed a few bugs with refreshing transactions after changes
(Mobile) Fixed deleting a local file that isn't syncing anymore
(Mobile) Fix date logic for timezones like Australia and be more resilient to daylight savings changes (this caused problems sometimes loading a budget)
(Mobile) Improve drag & drop experience when editing categories
You can now click on a category's "spent" amount in the budget to see all the transactions that make up that amount
If the sidebar is hidden, the ability to make it appear by hovering over the left edge no longer works. You must open it by hovering the menu icon in the top left. While this isn't quite as nice, previously the sidebar would appear when trying to interact with UI elements near the left edge (such as deleting a transaction)
Electron, the framework internally used to run Actual on all platforms, has been updated. Please get in touch if you run into any strange bugs in the new version.
After navigating away and back to the budget, the multi-month picker in the top left would disappear. Now it's always there (if there is room for multiple months)
Sometimes the "cleared" total in the reconciliation message wouldn't update — it's always correct now
Sometimes data in the transaction table would be left unformatted (such as "0" instead of "0.00"). This has been fixed!
See this twitter thread for videos of all the new features and polish!
The sidebar can be hidden to give more room for content. When content becomes fullscreen, you can access the sidebar by hovering over the left edge of the app. (video)
The account page has been redesigned, and it now includes a "cleared" flag for all transactions. You can view the cleared/uncleared totals by clicking on the account balance. This expanded view will persist in the future. (video)
A workflow for reconciling accounts. You can now enter a number and using the cleared flags, figure out why your account doesn't match your bank's. (video)
The control for the month picker in the top left of the budget page has been updated
All numbers now are fixed width. This makes them easier to scan vertically and compare them
When importing files, it will now show a matched icon on transactions that it matched and changed something. If it updates the date, or clears it, etc it will show a matched icon on the left.
Fixed an important bug where sometimes logging in would create an addition file instead of show your existing files
The autocomplete control stays anchored to the input if it shows above it
Payee rule changes are always saved, regardless of how you close it (like if you clicked outside to close the popup, now it will save!)
(Mobile) The budget screen on mobile has been tweaked to give more room for data. The font size has been decreased along with a few other things.
Please read the blog post for a more information about these changes. This a big update that gets ready for bank syncing and improves the experience all around. This is also the first version where a free plan is no longer available. In the desktop app, you must login to use the app. See the blog post for more details.
If you want to continue using the current version for free, stay on 0.0.112. Read the blog post for how to do that.
Moving forward, while Actual is still completely a local app and will support e2e encryption, we are starting to rely more on the cloud by default. All files default to being cloud files, which provides far better experience when setting up new devices. It also opens up the possibility of a web version of Actual, where you sign in, download your file and use it for a session in a browser (decrypting the file if needed).
This is also the first version to feature an Android app!
The file manager has been redesigned to make it clearer how to open up the action menu for the files. The whole page features a new design as well.
When deleting a file, now you can choose whether to delete it across all devices or just delete it locally.
All users must be logged in to use the app. There is no more free plan available. You will see a login screen if you are not logged in.
The tutorial has been removed temporarily while the app is updated for bank syncing. In the future, the app will feature more gradual guidance. Users are now encouraged to read the docs on the website.
You can no longer manage your account inside of Actual. It will take you to a browser to manage it on the web, which ensures that it's always up-to-date and removes duplication.
On Window, the certificate has been updated. The last one had expired. Unfortunately, for a short time you may see a SmartScreen warning when opening the app until the app gains back reputation.
Internally, there is a lot of reliability and performance improvements:
The syncing layer has been greatly improved to handle edge cases which previously caused issues. It is much closer to 100% reliability.
The database now has the ability to handle distributed schema migrations, which gives me the ability to add features which require changes to the database (this was previously hard due to how the app syncs across devices)
The database calls have been optimized and more of them run in a transactional manner. Not only does this provide the reliability improvements above, it's a lot faster (I blogged more here about i)
The backend in the desktop app is now bundled into a single file. This should help with startup time, and it also offers performance improvements since the code is now compiled with optimizations.
Because of bundling and other optimizations, the app is generally smaller (up to 15% depending on OS after installation)
Better error messages when importing transactions that have invalid dates. If a transaction happens to have an invalid date already, the UI no longer crashes
In some OSes, users were not able to pick a YNAB4 file to import from the system dialog. This has been fixed.
Fix a regression with focus management when adding a new transaction by pressing "enter" when focusing the payment amount. Now it properly focuses the date field after adding.
Fix deleting an income category
Android is now available! You can download it here
The budget page design has been tweaked to give more vertical space and simplify interactions. The "to budget" value now shows in the appear left, and the action menu icon is now in the header.
Modals have a new design which takes up the fullscreen and has the same UX as the transaction screen
Important: the transaction screen has changed. Changes are no longer saved on swipe back. Swiping back cancels any editing, and now you must press the "save changes" button to save them. This makes the UX the same as when adding a transaction. Also, the save/add button now is always shown.
The accounts page has been redesigned to show more information about the accounts.
The file list screen has been improved to make it more clear how to open the action menu for each file. When deleting a file, you also now have the option to either delete the file across all devices or just delete it locally.
Remove the several step process for creating a new file and immediately land in the app. Start work on onboarding the user within the app.
There as been major improvements to reliability and performance of the syncing layer. A couple critical bugs have been fixed in addition to improving how changes are applied generally.
This is another small release only for desktop with a few fixes and tweaks. I've also updated the roadmap on trello see check it out and file any new bug/feature requests.
A quick note: have you had problems with deleting categories and transferring them to another one? I'd like to hear from you. I'm looking into a common error reported, but haven't been able to reproduce or find anyone who has that problem. What happens is you delete a category and transfer its budget over, the category gets removed but the budget doesn't update. If you restart Actual, the deleted category is back. This is because an error occurred while deleting and it wasn't actually deleted.
containsrule that's empty, all future transactions won't match to it.
This is a bugfix release that focuses on improving stability. These are the most common bugs reported in our error tracking system.
Important: Fixed a critical bug from 0.0.109 which was looking in the wrong place for your files. It now looks in the correct place.
This means you will see a different list of files after updating. You should see your files before the 0.0.109 release again, but that means you won't see any files you've created since then. Luckily, with the new cloud files feature, they should be uploaded and available for download again. If you're migrating old files to the new cloud files, read the release notes: https://actualbudget.com/release-notes/
Please contact us if this causes any important data loss.
🎉 Introducing cloud files!
This update includes a complete rework of how syncing is set up across devices, as described in Simplifying syncing with cloud-based files. Syncing has always worked well across devices, but setting up syncing has always been a bit of a pain. It required two devices to connect directly to each other, causing all sorts of problems depending on your network conditions. Now, your files are directly uploaded to the cloud and when you log in on a device, all of your files are immediately available for download. All you have to do is select one and open it.
The documentation for setting up syncing has been updated, so you should go read it.
Up next: bank syncing, custom reports, and many other smaller features!
Existing files are not automatically converted into cloud files. You will need to set up syncing again on your devices to upgrade to the new system. Please read the docs about how to do this.
In version 0.0.106, we introduced the ability to customize where files are stored. You will need to set this location again. Due to a bug, in certain circumstances the feature causes users to see no files listed. In this version we reset the location preference and changed how we implemented this feature to be more robust.
You will not see your files listed if you used this feature before. All you need to do is change the location back to where they were stored before. (Unfortunately, right now this means you need to create a budget first so you can go into settings and change it)
This is a small update for desktop:
This is a small followup release to 0.0.104 which caused a couple regressions. That release included a lot of changes so this release is focused stability.
First of all, I want to say sorry. There's no excuse to wait months between releases, and I'm really sorry about that. This is a big release and everything ended up being wrapped into it, but I took it slowly because making sure your data is safely upgraded and works smoothly is of utmost importance to me.
This release has a totally new budgeting backend. I'll blog about this soon, but basically the entire budget used to be implemented internally as a spreadsheet, even with it's own custom language! The original idea was to expose this to the user and allow customization of the budget formulas, but I've learned a lot since then. I still have ideas related to this, but it was silly how complex the previous implementation made everything.
It made everything in the budget slow. If you had a couple years worth of data, adding a category would lag between the time you pressed enter and it actually showed up in the budget. Same with deleting a category, or anything else.
This has been completely fixed. Now, all of the interactions with the budget are instant. The backend is insanely faster, and the frontend has been meticulously optimized to make it feel even faster.
The new budgeting backend should be transparent to you - the budget should work exactly the same way as it did before, and your data should be exactly the same. Let me know if it's not.
This release also has a few other huge features, such as syncing between any devices (desktop-to-desktop), and API, and more!
Along with all these big changes, a new website has been release! This is a total redesign and reflect Actual's values a lot more accurately.
The main reason this happened is I need to write documentation for the API. One thing led to another and now there is a full documentation site about how to use Actual. This will be expanded more over time.
While the budgeting backend allows the budget to update much faster, on the frontend I optimized it even more. The whole UI is now optimistically updated, which means when you make a change it doesn't even wait for the server. It just instantly updates the UI locally.
Additionally, the hover state for budget rows was removed. This allows more specific interactions with the values themselves. When you hover over a budget amount, a faded textbox will appear making it clear that you can edit it. The values in the balance column are now more clearly clickable. This tweaks will always feel instant regardless of the number of categories. (Previously, the row hover state would lag with a huge amount of categories)
You can now edit categories and category groups by hovering and clicking the the drop down menu to reveal several actions. This will make it easier to add more actions in the future, and fixes the confusing interaction of renaming category groups.
A big thank you to Henri Maurer who has helped contribute on this release and implemented this feature!
Another major feature: Actual now has an API! Read the docs on the website.
This gives you full access to your data. The main use case is to write custom importers (if your bank gives you transactions in a specific format), but you can write anything on top of it. This is considered experimental and will stabilize over time.
Previously, only the mobile app could discover a desktop device by reading a QR code with the camera. That flow is simplified now, and Actual uses something called multicast DNS to discover devices. The desktop app puts itself into "broadcasting" mode and another desktop or mobile app will automatically discover it when setting up a new synced file.
See Setting up syncing.
If you want to stay with a certain version of the app for any reason, you can now disable auto-updating in the settings.
The new macOS version Catalina requires apps to be signed in another way, which is funny because the app is already properly code signed. I guess Apple really wants to control everything. Now the app is "notarized" by Apple which means they won't freak out when you try to run it.
The mobile app benefits from the new budgeting backend as well. The performance problems were even worse on mobile devices, but now loading a large budget from another device is far faster, as well as working with the budget.
To celebrate the new budgeting backend, the mobile app can now reorder categories. Move them around and even move them between groups. Just go into edit mode and drag them around. It sounds silly, but previously it was just too slow on mobile devices to do anything with categories. Now that it's all fixed, you'll be able to do everything on mobile. (deleting a category on mobile is coming soon)
Work is heavily underway for undo and an API, stay tuned!
Important note: the new payees feature requires your data format to be updated. You can only do this on desktop, and on first run you will be prompted to perform the update. After updating, syncing the mobile app will update your mobile budget (it may take a while to sync). Make sure you've downloaded the latest mobile app. Your transaction data will look wrong until you've completed this update.
5/3would be interpreted as May 3, 2019
amount:120would show all transactions with amounts of 120.00, and
payee:targetwould only search the payee, etc