Release 26.5.0 - Actual

This release introduces powerful new reporting capabilities as well as numerous fixes:

Experimental: Age of Money and Sankey Diagram reports
Experimental: Custom themes expanded with five new community themes (Nord, Ilavenil, Gruvbox Light/Dark, You Need A Theme Light/Dark)
Tax-style distribution in split transactions

Docker Tag: 26.5.0

Features

#6685 Added Age of Money report. — thanks @sztomi
#7220 Add Sankey diagram report with two view modes (spent and budgeted) to visualize money flow through categories — thanks @emiltb & @andrewhumble

Enhancements

#7116 Add Category Group support to Budget Analysis Report — thanks @tabedzki
#7217 Add "Last 30 days" date range option to custom reports live mode — thanks @kenkuo
#7257 Add option to distribute remaining amount proportionally — thanks @victle
#7335 Add BALANCE_OF function to rules formulas for other account balances — thanks @StephenBrown2
#7346 Add CLP currency — thanks @vectorcrumb
#7378 cli: account ordering, better agent instructions, fix types — thanks @MatissJanis
#7382 Add error boundary to dashboard widgets, displaying fallback UI for rendering failures. — thanks @MatissJanis
#7392 Clarify that end-to-end encryption only protects budget data, excluding bank sync tokens. — thanks @MatissJanis
#7423 Change formatting of reconcile form for clarity and ease of use. — thanks @Juulz
#7432 Add rate limiting to authentication endpoints to prevent brute-force attacks. — thanks @actualbudget
#7434 Add per-schedule custom upcoming length override, allowing each schedule to have its own "upcoming" notification window instead of using only the global setting. — thanks @jreniel
#7437 Add scoped ErrorBoundary to Rules page to contain rendering crashes. — thanks @tmchow
#7441 🎨 You Need A Theme Light, based on 2026 nYNAB light — thanks @Juulz
#7442 Add more filtering options for transactions in Spent mode of the Sankey chart — thanks @emiltb
#7447 🎨 You Need A Theme Dark, based on 2026 nYNAB dark theme colors. — thanks @Juulz
#7476 Added a new Sankey Options menu with a toggle to view values as percentages. — thanks @emiltb
#7495 Custom Themes: custom CSS overrides now persist across theme changes and show a visible indicator next to the Theme dropdown when active — thanks @MatissJanis
#7513 Add nord theme to custom catalog — thanks @aadhithbala
#7543 Added theme Ilavenil to custom theme catalog — thanks @aadhithbala
#7571 Add Gruvbox Light and Gruvbox Dark custom themes to the theme catalog. — thanks @Dakyne
#7581 API: export model types via "@actual-app/api/models". — thanks @MatissJanis
#7582 Optimize Sankey chart datamodel to include income sources, allow layer filtering and better budget handling — thanks @emiltb
#7605 Make double Ctrl-f trigger browser find — thanks @jfdoming
#7610 Reimport Deleted is now on by default and persisted between imports — thanks @alecbakholdin

Bugfixes

#7242 Fix api.updateTransaction() corrupting split parent transactions when doing partial updates — thanks @lwarrenthompson
#7253 Custom Themes: improved responsiveness of the theme catalog — thanks @MatissJanis
#7269 Show confirmation dialog when editing/duplicating/deleting transfers where the other half is reconciled — thanks @matt-fidd
#7270 Fix transaction quick search incorrectly treating "?" and "%" as wildcards, causing all transactions to be returned instead of only those matching the literal character — thanks @eduardopio03
#7283 Standardise ledger scrolling when using keyboard shortcuts — thanks @JSkinnerUK
#7284 Handle normalisation of some common non-latin diacritic characters, ł, ø, ß, œ. — thanks @JSkinnerUK
#7296 Fix Net Worth graph showing a time-interval less than specified — thanks @emiltb
#7304 Fix UUID showing when switching filter operators — thanks @sk10727-a11y
#7324 Fixes transaction query by tag when tag starts with $ — thanks @gust0717
#7347 Update code to record timestamp from account linking using handleSyncResponse. — thanks @JkBoyo
#7356 Fix custom report editor retaining unsaved settings when navigating between routes. — thanks @tmchow
#7368 Allow end to end encryption of budget files in the desktop apps — thanks @pickle-and-pork
#7373 Fix date variable in rule formulas — thanks @youngcw
#7381 Fix crash when viewing account ledger with expired recurring schedules. — thanks @MatissJanis
#7428 Fix path traversal vulnerability in file upload sanitization — thanks @MatissJanis
#7453 Fixes unlocking on child split transactions — thanks @JSkinnerUK
#7460 Fix bug where total selected balance is not shown when it is zero — thanks @Kennedy242
#7468 Ship .d.ts declaration files from @actual-app/core so that downstream API consumers with strict TypeScript settings no longer get type errors. — thanks @MatissJanis
#7478 Resolve subpath imports when running server locally — thanks @MatissJanis
#7487 Fix bank sync account linking modal being disabled when relinking existing accounts — thanks @matt-fidd
#7496 Fixes inconsistency between web UI and mobile UI where make transfer is not available on uncategorized transaction menu. — thanks @tempiz
#7515 Fix unreadable "Use Regular Expressions" checkbox label in the notes find-and-replace modal by applying the correct theme color. — thanks @JasmineLCY
#7522 Fix runImport failing when ACTUAL_DATA_DIR environment variable is not set — thanks @matt-fidd
#7524 Fix build error with typescript v6 — thanks @matt-fidd
#7532 Fix error when clearing the payee field of a transaction — thanks @matt-fidd
#7564 Fix Docker container failing to start due to unresolved workspace dependencies. — thanks @MatissJanis
#7565 crdt: fix nightly publishing of the packages — thanks @MatissJanis
#7572 Fix transaction row drag interfering with inline text edits. — thanks @StephenBrown2
#7608 Disallow reconfiguring OpenID after initialization — thanks @jfdoming
#7619 Sankey card should follow report settings — thanks @matt-fidd
#7623 Fix infinite loop when applying remainder templates with an amount that can not be divided — thanks @matt-fidd
#7632 Fix Sankey income being shown as spent money, when payee was not set — thanks @emiltb

Maintenance

#6815 Skip release notes generation for pull requests that contain only documentation changes. — thanks @StephenBrown2
#7254 Remove special "*.browser.ts" file extension; remove file resolutions via alias (prefer conditions) — thanks @MatissJanis
#7281 Fix yarn generate:icons command — thanks @JSkinnerUK
#7344 Add claude code worktree folder to .gitignore — thanks @MatissJanis
#7350 Remove some unused/unnecessary dependencies — thanks @matt-fidd
#7352 Replace nordigen-node with our own GoCardless implementation — thanks @matt-fidd
#7354 Fix useless assignments to local variables — thanks @matt-fidd
#7355 Pin minimatch versions to resolve vulnerability reports — thanks @matt-fidd
#7360 Add documentation for bypassing self-signed SSL certificate verification in CLI usage. — thanks @MatissJanis
#7367 Bump electron dependencies — thanks @dependabot & @matt-fidd
#7380 Bump lodash from 4.17.23 to 4.18.1 — thanks @dependabot
#7383 Improved module resolution for better platform compatibility. — thanks @MatissJanis
#7393 Improve post-checkout hook to automatically install dependencies for newly created git worktrees. — thanks @MatissJanis
#7397 Add documentation for configuring Docker health checks with self-signed certificates using NODE_EXTRA_CA_CERTS. — thanks @Kennedy242
#7398 Bump vite from 8.0.0 to 8.0.5 — thanks @dependabot
#7406 Consolidate all GitHub actions into the main repository — thanks @matt-fidd
#7407 Improve release note actions — thanks @matt-fidd
#7408 Improve release automation to generate docs pages directly from release notes — thanks @matt-fidd
#7411 Fix redirect to login page after signing out of a server — thanks @matt-fidd
#7412 Moving View styles into the component library — thanks @MikesGlitch
#7417 Migrate svg add-attribute plugin to typescript — thanks @JSkinnerUK
#7418 Change release automation to stop us from requiring a merge freeze every month — thanks @matt-fidd
#7429 Migrate loot-core internal imports to use Node.js subpath imports (#server/*, #shared/*, etc.) — thanks @MatissJanis
#7430 Pin check-spelling GitHub Actions to commit SHAs in docs-spelling workflow — thanks @MatissJanis
#7431 Update browserslist caniuse-lite database — thanks @MatissJanis
#7433 Fix script injection patterns in GitHub Actions workflows — thanks @actualbudget
#7445 Update Docs to the latest Docusaurus — thanks @MikesGlitch
#7446 Standardise module imports in desktop-client — thanks @MatissJanis
#7448 Add input validation for release notes and refactor credential handling in GitHub workflows. — thanks @MatissJanis
#7461 Update pre-commit hook configuration so it auto-executes. — thanks @MatissJanis
#7462 Standardise module imports across all packages — thanks @MatissJanis
#7463 Upgrade oxlint, oxfmt, and oxlint-tsgolint to latest versions. — thanks @MatissJanis
#7465 Add GitHub Actions check step via zizmor — thanks @jfdoming
#7466 Refactor browser mode configuration to use --mode=browser instead of an environment variable. — thanks @MatissJanis
#7467 Add ESLint rule to enforce architectural boundaries and prevent import violations. — thanks @MatissJanis
#7469 Add publishConfig.imports sync validator with pre-commit integration — thanks @MatissJanis
#7480 Clean up installed dependencies — thanks @MatissJanis
#7484 Add desktop app test to check sync server status — thanks @MikesGlitch
#7490 Fix the Electron Playwright VRT setup — thanks @MikesGlitch
#7493 Update sync error message — thanks @youngcw
#7494 Added desktop app tests to ensure budget export saves to disk — thanks @MikesGlitch
#7497 Add scoped error boundaries to prevent feature-level crashes from taking down the entire app — thanks @tempiz
#7499 Remove duplicate exclusion of package.json and package-lock.json from documentation spelling checks. — thanks @MatissJanis
#7503 Optimize CI e2e tests by using pre-built bundles, reducing build time. — thanks @MatissJanis
#7506 Bump various dependencies — thanks @matt-fidd
#7507 Bump GitHub actions — thanks @matt-fidd
#7508 Upgrade eslint to v10 and improve lint plugin performance — thanks @matt-fidd
#7520 Clean up some GitHub code quality findings — thanks @matt-fidd
#7523 Fix potentially inconsistent state updates — thanks @matt-fidd
#7527 Consolidate the internal naming patterns used for budget types — thanks @matt-fidd
#7528 Remove unused dependencies — thanks @matt-fidd
#7529 Remove some dependencies that can now be replaced by Node.js builtins — thanks @matt-fidd
#7533 Run zizmor auto-fix tool — thanks @jfdoming
#7534 crdt: typecheck test files; fix lint issues — thanks @MatissJanis
#7536 Update storybook logo and fonts to match the docs site — thanks @MikesGlitch
#7537 Migrate CRDT package build to Vite and generate bundle statistics for CI/CD. — thanks @MatissJanis
#7538 Disable bundle minification so production error messages and stack traces are human-readable — thanks @actualbudget
#7541 Server: consume latest version of crdt package — thanks @MatissJanis
#7547 Disable fail-fast in Electron build workflows to allow all matrix jobs to complete independently. — thanks @MatissJanis
#7548 docs: AI usage policy for contributors — thanks @MatissJanis
#7551 Share the CI dependency install across check.yml and build.yml jobs via a single upstream setup job to cut redundant yarn install runs on cache-cold workflow runs. — thanks @actualbudget
#7553 Remove guidance on redundant inline type imports from TypeScript code style documentation. — thanks @MatissJanis
#7555 Reduce permissions in stale workflow — thanks @jfdoming
#7556 Enable Trusted Publishing for nightly npm packages — thanks @jfdoming
#7566 Custom Themes: nightly scan to catch broken themes — thanks @MatissJanis
#7574 Fix trusted publishing by installing npm version 11.5.1 — thanks @jfdoming
#7577 Update nightly package publishing workflow to use Node.js 24 — thanks @jfdoming
#7578 Add repository details to package.json files — thanks @matt-fidd
#7579 Enable trusted publishing for release npm packages — thanks @jfdoming
#7583 Consolidate release and nightly npm publishing workflow — thanks @jfdoming
#7587 Switch from tsgo development channel to beta — thanks @matt-fidd
#7595 Notify Discord when the nightly custom theme catalog scan fails. — thanks @MatissJanis
#7606 Migrate file service to TypeScript — thanks @jfdoming
#7609 Enable stricter electron build options — thanks @jfdoming
#7613 Bump postcss from 8.5.8 to 8.5.10 — thanks @jfdoming
#7620 Increase test coverage for budget templates — thanks @matt-fidd
#7635 Fix release note generation script failing when conflicting changes are present — thanks @matt-fidd
#7640 Make release note generation script respect cherry picked commits — thanks @matt-fidd