Release 25.5.0 - Actual

This release has many notable improvements. Some highlights:

Download custom reports as an image
Merge different transactions into a single transaction
Run Actual outside of a Docker container without building from source—for more information, please check out the docs
Use Cloudflare Access tunnels to connect to an Actual instance (newly fixed)

Docker tag: 25.5.0

Features

#4219 Add functionality to download custom reports as an image. — thanks @ADRROE
#4593 Add option to control whether notes are imported during transaction imports — thanks @iaewing
#4739 added ability to merge transactions — thanks @alecbakholdin
#4798 Add new sync-server CLI tool to allow users to run the server with one command — thanks @MikesGlitch
#4807 Adds a feature to resize the category names in the budget table. — thanks @misu-dev

Enhancements

#4421 Added ACTUAL_USER_CREATION_MODE=login enviroment variable to create users on login — thanks @lelemm
#4446 OpenID first login changed to confirm password — thanks @lelemm
#4484 [Mobile] Drag and drop to reorder expense categories in budget page (only supports for Chromium-based browsers for now) — thanks @joel-jeremy
#4567 Don't include hidden categories or groups in totals in tracking budget. — thanks @psybers, @lelemm, & @youngcw
#4584 Show closed accounts on mobile Accounts page. — thanks @alcroito
#4599 [Mobile] Drag and drop to reorder expense category groups in budget page (only supports for Chromium-based browsers for now). — thanks @joel-jeremy
#4692 Add previous/next month buttons to the MonthPicker — thanks @misu-dev
#4714 You can now unlink accounts from bank sync settings — thanks @Triscal
#4743 Add KBCBE (KBC_KREDBEBB) to banks with limited history — thanks @bddvlpr
#4770 Missing translations [rules and to budget] — thanks @lelemm
#4847 Allowing the UI to call internal sync server commands when running in the Desktop app — thanks @MikesGlitch
#4857 Flip transaction amounts for Strawberry credit cards — thanks @vincegio

Bugfix

#4715 Reworked import to accept all amount options at the same time to fix UI lockout when using In/Out mode with existing split columns. — thanks @Gmanicus
#4719 Fixed issue where early-posted scheduled transactions used the scheduled future date instead of today's date. — thanks @Bhautik2902
#4724 Persist filters in Custom Report on interval or date range change — thanks @tostasmistas
#4733 Fixed issue where sidebar wouldn't persist pinning preference on page reload — thanks @alecbakholdin
#4735 Got rid of unnecessary warning when developing Actual — thanks @alecbakholdin
#4749 Fix template goals not being removed in certain conditions — thanks @youngcw
#4756 Gocardless bank sync: improved error handling for initial account linking. — thanks @MatissJanis
#4769 Fixed issue with close account flow not properly validating transfer or category — thanks @alecbakholdin
#4774 [Mobile] Fix income categories not changing colors based on active month — thanks @joel-jeremy
#4780 Add support for longer running SimpleFIN transaction requests — thanks @matt-fidd
#4812 Fix crash on transactions table with new transaction popup open — thanks @jfdoming
#4825 Fix CLI issue where ACTUAL_DATA_DIR env variable was not being respected when no config is present — thanks @MikesGlitch
#4836 Fix for returnUrl in OpenID auth — thanks @lelemm
#4837 Fixed saving falsy values in saveGlobalPrefs — thanks @alecbakholdin
#4838 Fix HTML bug in ofx2json logic — thanks @jfdoming
#4844 Reload on all redirects to handle Cloudflare Access expiration. — thanks @rgoldfinger
#4845 Escape Payee for Commerzbank RegExp — thanks @misu-dev
#4853 Fix load backup modal giving a blank screen when opened in the desktop app — thanks @MikesGlitch
#4860 Fix some desktop app menu links — thanks @MikesGlitch
#4875 [Mobile] Fix overspent banner showing previously active month's overspent categories. — thanks @joel-jeremy
#4880 [Mobile] Fix hidden category groups not being hidden — thanks @joel-jeremy
#4881 Fix running balance on split schedule previews — thanks @youngcw
#4902 Fix OpenID first login using config.json or ENV vars — thanks @lelemm

Maintenance

#4544 Use AQL query to query category groups in loot-core server handlers and add a new categories query option for category_groups table to include/exclude querying of associated categories i.e. q('category_groups').options({ categories: 'all' }).select('*') — thanks @joel-jeremy
#4547 Extract budget file related server handlers from main.ts to server/budgetfiles/app.ts — thanks @joel-jeremy
#4660 Extract auth related server handlers from main.ts to server/auth/app.ts — thanks @joel-jeremy
#4662 Extract encryption related server handlers from main.ts to server/encryption/app.ts — thanks @joel-jeremy
#4672 Converted IndexedDB files to strict TypeScript. — thanks @MatissJanis
#4674 Added initial Playwright tests for Electron — thanks @MikesGlitch
#4700 Upgrade to React v19 — thanks @MatissJanis
#4710 improving typechecker and lint local performance — thanks @MatissJanis
#4740 Fix bump versions script behaviour — thanks @jfdoming
#4752 Added Electron Playwright test fixture — thanks @MikesGlitch
#4757 add eslint auto-fixer to lint-staged — thanks @MatissJanis
#4767 Fix loot core resolution for electron in dev mode — thanks @MikesGlitch
#4768 Remove ngrok from electron. In future we'll move to a plugin. — thanks @MikesGlitch
#4816 Move loot-core/client codes over to desktop-client package — thanks @joel-jeremy
#4824 Slow improvements to Account.tsx (1/many) — thanks @jfdoming
#4832 Bump http-proxy-middleware from 3.0.3 to 3.0.5 — thanks @jfdoming
#4833 Bump vite from 5.4.8 to 5.4.18 — thanks @jfdoming
#4834 Bump nanoid from 3.3.7 to 3.3.11 — thanks @jfdoming
#4840 Move sync-server to vitest — thanks @jfdoming
#4851 Move crdt to vitest — thanks @jfdoming
#4856 Move api/desktop-client/eslint-plugin-actual to the newest vitest — thanks @jfdoming
#4859 Move loot-core to vitest — thanks @jfdoming
#4862 Move some .d.ts files to .ts — thanks @jfdoming