Release 24.5.0 - Actual

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

Docker tag: 24.5.0

Actual

Version: v24.5.0

Features

#2468 Add options to prepend or append text to a transaction note using the bulk edit dialog. — thanks @shall0pass
#2531 Drill down category transactions by clicking on spent amount in mobile budget page. — thanks @joel-jeremy
#2542 Adding menu item to show/hide reconciled transactions in the account view. — thanks @davidkus
#2551 Display category balances in category autocomplete. — thanks @joel-jeremy & @MatissJanis
#2560 Show sync indicator in account header. — thanks @psybers
#2564 Add options to disable reconciliation when importing OFX files. — thanks @keriati
#2585 Add checkbox to disable reconciliation when importing CSV files. — thanks @keriati
#2610 Add month notes and budget/template action menus for mobile. — thanks @joel-jeremy
#2611 Collapsible budget groups in mobile. — thanks @joel-jeremy

Enhancements

#2466 Enable "yearly" interval to custom reports. Also sets-up groundwork for adding weekly/daily in the near future — thanks @carkom
#2472 Add more modals in mobile for account, scheduled transactions, budget summary, and balance actions. — thanks @joel-jeremy
#2480 Add category groups to end of month cleanup templates. — thanks @shall0pass
#2483 Add daily and weekly to custom reports interval list. — thanks @carkom
#2491 Add + button to add a group on mobile budget page and a budget related menu. — thanks @joel-jeremy
#2501 Mobile budget menu modal to set budget amounts. — thanks @joel-jeremy
#2506 Add line chart option for displaying budget amounts over time — thanks @qedi-r
#2518 Bump GoCardless access validity from 30 to 90 days. — thanks @kyrias
#2521 A simple delete confirmation for custom reports. — thanks @carkom
#2522 Custom reports so transactions activity on accounts page for graphs when clicked. — thanks @carkom
#2523 Using any math operator on an input will begin a calculation starting with the existing value. — thanks @JazzyJosh
#2536 When adding a mobile view transaction, format the edit field according to the currency and add an automatic/fixed position decimal when applicable. — thanks @ilar
#2544 Change default theme from light to the system's default theme — thanks @adam-rozen
#2569 Support creating rules from split transactions on the accounts page — thanks @jfdoming
#2582 Dim categories in the budget view if hidden by their category group. — thanks @psybers
#2583 Enables the ability to show transactions when donut graph is clicked. — thanks @carkom
#2598 Update balance menu modal title and add balance amount in the modal. — thanks @joel-jeremy
#2601 Improved fatal-error handling in case backend failed loading: show error message. — thanks @MatissJanis
#2606 Enables the ability to show transactions when StackedBarGraph is clicked. — thanks @carkom
#2607 Use decimal input mode for transfer and hold buffer modal inputs. — thanks @joel-jeremy
#2608 Allow posting/skipping scheduled transactions in mobile view. — thanks @joel-jeremy
#2612 Fixing some of the sessionStorage issues plus adding filters to sessionStorage. — thanks @carkom
#2613 Honor the budget.startMonth pref to open the last month the user was working on before closing the app. — thanks @joel-jeremy
#2617 Include flatpak in the electron build list — thanks @youngcw
#2624 Add mobile reports page. — thanks @carkom
#2627 Mobile - make labels sentence case and update budget and balance modals with Budget and Balance labels respectively. — thanks @joel-jeremy
#2628 Add negative/positive colors to mobile transaction amount input — thanks @joel-jeremy
#2632 Add desktop apps to the release assets — thanks @youngcw
#2636 Enables the ability to show transactions when LineGraph is clicked. Also adds missing formatting to lineGraph. — thanks @carkom
#2637 Fixing typescript issues with firstDayOfWeek. Also fixes bug with TableGraph report card. — thanks @carkom
#2639 Added app-loading stage description texts; also added exponential backoff in case a lazy-loaded module fails loading — thanks @MatissJanis
#2651 Make the 'Apply to all' section (formerly known as 'Before split') of rule splits more intuitive — thanks @jfdoming
#2653 Ignore transactions with empty date & amount — thanks @kyangk
#2657 Add custom error message if lazy-loading a module fails. — thanks @MatissJanis
#2665 Add amount colors to mobile accounts and transaction list. — thanks @joel-jeremy
#2667 Check schedule name when using the check templates function — thanks @youngcw
#2671 Hide theme selector from the top of the page - it is now only available in the settings page. — thanks @MatissJanis
#2688 Goals: Add template to budget X months average spending. Matches the function of the existing budget page button. — thanks @youngcw
#2689 Goals: Enable decimals for percentage templates. — thanks @shall0pass

Bugfix

#2502 Fix reconciling split translations from nYNAB import creates orphan transfers — thanks @Wizmaster
#2535 Goal templates: Allow budgeting to a full category balance when using 'up to' and a negative category rollover balance. — thanks @shall0pass
#2538 Improve contrast in Payee autocomplete's "Create payee" and Category autocomplete's "Split transaction" buttons — thanks @Jenna59
#2543 When importing reconciled split transaction, the resulting sub-transactions is also marked as reconciled. — thanks @davidkus
#2553 This fixes a regression that broke toggle menu items. — thanks @carkom
#2556 Custom Reports: Fix bug where month endDate is saving as a non-date variable. — thanks @carkom
#2557 Fixes live dateRange not updating with new month (interval). — thanks @carkom
#2570 Mobile: Remove menu item for income category group, which resulted in crash. — thanks @shall0pass
#2572 Close modal after transferring / covering balance in mobile budget page — thanks @joel-jeremy
#2573 Fix mobile report budget bug where you can't click on an income category's budgeted input. — thanks @joel-jeremy
#2577 Use desktop colors for mobile autocomplete modals. — thanks @joel-jeremy
#2580 Fix "Load backup" functionality in Electron - no longer throwing fatal error — thanks @mikesglitch
#2581 Do not allow hiding the income category group. — thanks @psybers
#2588 Allow 5 decimal places in csv files without matching on 3 or 4 — thanks @youngcw
#2589 Force transaction cleared checkboxes to show on reconcile view — thanks @matt-fidd
#2594 Hide Y axis values of net worth graph when privacy mode is enabled. — thanks @ttlgeek
#2597 Stop cash flow card labels from getting cutting off if bar height is too low — thanks @ttlgeek
#2599 Fix account notes not retrieving correctly in mobile. — thanks @joel-jeremy
#2614 Fix notes tooltip content going out of bounds. — thanks @MatissJanis
#2633 Fix encryption modals for mobile. — thanks @joel-jeremy
#2635 Add To Be Budgeted category to cover and transfer modal — thanks @joel-jeremy
#2638 Fix low contrast accent colors in dark and midnight themes — thanks @matt-fidd
#2641 Make /login show descriptive error when an incorrect password is submitted — thanks @mattfidd
#2649 Do not show "delete remote file" option for local budget files. — thanks @MatissJanis
#2650 Fix scroll bars always showing on tooltips — thanks @youngcw
#2663 Fix app loading screen not showing when opening a budget file. — thanks @joel-jeremy
#2690 Fix mobile notes modal not retrieving correct notes — thanks @joel-jeremy
#2692 Fix budget list / management app flashing on page init. — thanks @joel-jeremy

Maintenance

#2493 Refactor Tooltip component for notes button - use react-aria component. — thanks @MatissJanis
#2509 Uninstall react-merge-refs package and replace mergeRefs with useMergedRefs hook. — thanks @joel-jeremy
#2511 Split menu components to separate files for reusability. — thanks @joel-jeremy
#2534 Removing code duplication in bank-sync logic — thanks @MatissJanis
#2548 Update the github issues template — thanks @MatissJanis
#2555 Update TransactionEdit component onEdit function to use serialized transactions. — thanks @joel-jeremy
#2558 Consolidates AnchorLink, ButtonLink and LinkButton to use existing props (Link and Button - with type). — thanks @carkom
#2567 Improve API output types. — thanks @twk3
#2571 Use consistent padding in modals — thanks @joel-jeremy
#2586 Remove left behind editableTitle prop. — thanks @joel-jeremy
#2593 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.2) — thanks @MatissJanis
#2604 Adds integration test for experimental split rules functionality — thanks @marethyu1
#2609 Add key prop to all modals. — thanks @joel-jeremy
#2616 Delete old Plaid integration that is no longer working. — thanks @MatissJanis
#2619 Add midnight theme VRT screenshots. — thanks @joel-jeremy
#2620 Rename electron master workflow to be different than the electron pr workflow — thanks @youngcw
#2623 Organize .gitignore and remove duplicated lines — thanks @adam-rozen
#2634 Fix slow VRT test - reduced number of iterations to speed up test — thanks @joel-jeremy
#2658 Fix electron builds on OSX — thanks @twk3
#2659 Some slight adjustments to tidy up the code and make it work better. Some TS updates as well. — thanks @carkom

Actual Server

Version: v24.5.0

Enhancements

#333 Add ACTUAL_PORT environment variable to docker-compose.yml — thanks @psybers
#334 Add support for setting the access validity time per GoCardless bank integration and get the max historical days from the API — thanks @kyrias

Bugfix

#341 Make running app.js cwd agnostic and extend config options to allow changing dataDir — thanks @matt-fidd
#342 Make /admin/login return a descriptive error when no password is provided — thanks @matt-fidd
#345 Add backup date field for GoCardless transactions with bank BNP_BE_GEBABEBB — thanks @matt-fidd

Maintenance

#343 Refactor to add strict type comparisons and remove unnecessary else blocks — thanks @matt-fidd