Release 26.6.0 - Actual

This release adds new reports, a new bank sync provider, a UI for budget automations (goal templates) and releases custom themes as stable, as well as numerous other fixes.

Crossover report released as a first-party feature
Custom themes released as a first-party feature
Redesigned bank sync configuration and account linking process
Add Tag autocomplete when editing transaction notes
Experimental: Add a UI for budget automations (goal templates)
Experimental: Add Enable Banking integration as a bank sync provider
Experimental: Add Balance Forecast report

:::warning Deprecation

Starting this release, rule action templating is deprecated in favour of formulae and will be removed in a future release. For more information, see Rule Action Templating.

:::

:::warning Docker

The edge tag has been renamed to nightly. If you follow pre-release images, please update your Docker configuration to pull :nightly or :nightly-alpine.

:::

Docker Tag: 26.6.0

Features

#7310 New Balance Forecast Report — thanks @samaluk
#7345 Integrate Enable Banking as a bank sync provider — thanks @AurelDemiri
#7420 Add 'Copy until year end' option to the per-category budget menu in tracking budget mode, which copies the current month's budgeted amount to all remaining months of the same calendar year. — thanks @nikhilweee
#7597 Visual overhaul of the experimental budget automation UI — thanks @matt-fidd
#7654 Added dropdown for tags when entering '#' on desktop and mobile — thanks @alecbakholdin
#7750 Added an R keyboard shortcut for the "Make transfer" action when two conjugate transactions are selected. — thanks @nikhilweee
#7775 Release custom themes as a stable feature. — thanks @MatissJanis
#7804 Release Crossover report — thanks @youngcw

Enhancements

#7261 Improve the search algorithm when selecting a payee or category — thanks @riid
#7449 Redesign bank sync and add account flows around the new Bank Sync page. — thanks @lelemm
#7539 CLI commands now cache downloaded budgets briefly, while the new actual sync command lets users refresh, inspect, or clear the local cache. — thanks @MatissJanis
#7600 Merge now prioritizes transfers and is only allowed for same-account transactions — thanks @alecbakholdin
#7611 Moved the bank sync indicator on mobile to the right side of the text — thanks @alecbakholdin
#7638 Ensure mobile transaction amount field maintains consistent height when empty. — thanks @MatissJanis
#7639 Add icons, placeholders, and dropdown chevrons to mobile transaction form fields for improved UI. — thanks @MatissJanis
#7682 Improved Sankey chart handling of large datasets, better color mapping and many bug fixes. — thanks @emiltb
#7722 No longer require transfers to have the same date — thanks @StephenBrown2
#7761 Surface the backend init failures with a custom error screen and message. — thanks @MatissJanis
#7769 Add getNote and updateNote to the public @actual-app/api, enabling programmatic read/write of category notes (templates, goals, etc.) without internal API access. — thanks @whlapinel
#7786 CLI: hide hidden categories by default in list commands. — thanks @Matissjanis
#7790 Automation UI: change dry run logic to only run on a single category — thanks @matt-fidd
#7791 Automation UI: Add options section for one-off settings — thanks @matt-fidd
#7792 Automation UI: Add long-term goal functionality — thanks @matt-fidd
#7810 Automation UI: Allow "save by date" automations not to repeat — thanks @matt-fidd
#7811 Automation UI: select the first automation when the modal opens — thanks @matt-fidd
#7815 Automation UI: add end-of-month cleanup functionality — thanks @matt-fidd
#7823 Automation UI: add spend from functionality — thanks @matt-fidd
#7841 Add alternating row colors for the transaction table. — thanks @mnil
#7842 Keep mobile page header mounted during navigation to eliminate flashing effects. — thanks @MatissJanis
#7864 Tighten VRT per-pixel threshold to improve detection of faint overlays in screenshots. — thanks @MatissJanis
#7881 Automation UI: add ability to increase/decrease historical and schedule templates — thanks @matt-fidd
#7882 Added ability to create tags using the new tag autocomplete on mobile and desktop — thanks @alecbakholdin & @PuddleOfFat
#7906 Automation UI: Add per-automation notes and a tooltip for budget page — thanks @matt-fidd
#7907 Add animations to more reports cards — thanks @matt-fidd
#7913 Schedules are now sorted alphabetically in the Automations UI. — thanks @mnil

Bugfixes

#7299 Ensure automatic daily schedules are performed each day; deactivate 2-day lookback for payments — thanks @anoff
#7375 Disable Inter font contextual alternates to prevent unwanted x→× character substitutions. — thanks @rudra496
#7511 Prevent the generic "Something internally went wrong" error when adding a transaction after clearing the date field. DateSelect now restores the previous valid date on blur instead of saving an empty string that the server rejects. — thanks @tmchow
#7521 Fix clearing pre-assigned category on new transactions in the category autocomplete modal. — thanks @yosofbadr & @youngcw
#7526 Adds budgeted, received, balance and carryover to api for tracking budget — thanks @JSkinnerUK
#7623 Fix infinite loop when applying remainder templates with an amount that can not be divided — thanks @matt-fidd
#7629 Fix Category Group filtering for Budgeted custom reports. — thanks @Kelpy2004
#7632 Fix Sankey income being shown as spent money, when payee was not set — thanks @emiltb
#7637 Added logic to improve dropdown behavior when switching window focus — thanks @alecbakholdin
#7672 Fixed Spending reports not preserving saved date range selections. — thanks @Aurora-Flipped
#7674 Fix refresh (sync) icon centering in Titlebar. — thanks @Juulz
#7687 Fix Cover Overspending dropdown closing when window is too narrow — thanks @emiltb
#7691 Fix schedules not appearing on the mobile view when the date is changed by rules — thanks @matt-fidd
#7694 Fix percentage calculation in automation UI error message — thanks @matt-fidd
#7704 Fixed cannot read properties of null in throwIfNot200 (reading 'toLowerCase') — thanks @alecbakholdin
#7723 Duplicated transactions are marked as uncleared and unlocked — thanks @youngcw
#7760 Fix sporadic text blur in modals by removing unnecessary will-change: transform on the modal overlay. — thanks @totallynotjon
#7768 Fix dashboard report widgets saved with the "Last month" live range restoring as static. — thanks @ADGJSD
#7774 Mobile: add live value tracking for user input in mobile transactions. — thanks @MatissJanis
#7784 Fix mobile bank sync indicators not updating live during sync. — thanks @MatissJanis
#7788 Fix an issue where the CORS proxy could be bypassed. — thanks @MatissJanis
#7803 Fix crossover report bugs — thanks @youngcw
#7808 Fix the "Notes > has tags" transaction filter returning every transaction when the input is missing a # — it now matches nothing instead. — thanks @MaksZhukov
#7814 Fix split transaction popover layout so translated buttons remain visible. — thanks @impetus82
#7840 Fix docker healthcheck script and add backwards compatibility — thanks @matt-fidd
#7849 Fix the Balance Forecast report's All future range. — thanks @samaluk
#7850 Color the Balance Forecast line by zero-balance crossing. — thanks @samaluk
#7859 Prevent exported CSV files from being interpreted as spreadsheet formulas when opened in Excel, LibreOffice Calc, or Google Sheets. — thanks @MatissJanis
#7861 Update Dockerfile to ensure yarn build:server works after lage migration. — thanks @MatissJanis
#7862 Restrict the sync-server secrets API to admins in OpenID mode so non-admin users can no longer enumerate configured bank-sync integrations. — thanks @MatissJanis
#7869 Preserve categories from QIF transaction imports so they can appear in the import review modal. — thanks @mturac
#7878 Fix CSV import previews showing false updates when a mapped category does not exist. — thanks @mturac
#7889 Fix live custom report date ranges when opening filtered transactions. — thanks @Haldoctor
#7890 Use flags provided by GoCardless to detect banks with special continuous access requirements — thanks @matt-fidd
#7891 Validate transaction amounts as integers during import to prevent data entry errors. — thanks @KarelTestSpecial
#7902 Show schedule names in upcoming transaction notes again. — thanks @GHX5T-SOL
#7903 Fix handling of negative budgeting and "positive" spending in Sankey chart — thanks @emiltb
#7905 Make percentage inputs in budget automations more consistent — thanks @matt-fidd
#7909 Automations UI: gray out the icon when the UI isn't the active source — thanks @matt-fidd
#7917 Fix yarn typecheck MODULE_NOT_FOUND error on Apple Silicon — thanks @clintharris
#7930 Fix off-by-one error with Enable Banking trying to sync 91 days instead of the max 90 days. — thanks @mnil
#7940 Invalidate disabled user sessions when using OpenID. — thanks @MatissJanis
#7955 Fix Balance Forecast double-counting posted split transactions. — thanks @samaluk
#7971 Fix OIDC login on iOS — thanks @MikesGlitch
#7978 Fix fatal error preventing PWA launch when offline on iOS devices. — thanks @MatissJanis

Maintenance

#7535 crdt: move from 'google-protobuf' to '@bufbuild/protobuf' — thanks @MatissJanis
#7560 Added ErrorBoundary wrapping to the Modal component to gracefully handle runtime errors in modal dialogs. — thanks @diodijon
#7602 Build scripts: port browser build version to using lage — thanks @MatissJanis
#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
#7641 Refactor VRT workflow to enable parallel execution of browser and desktop tests. — thanks @MatissJanis
#7642 TypeScript: fix running TS on test files — thanks @MatissJanis
#7655 Fix the release notes link in the pull request template. — thanks @arjunrawal1
#7664 Enable automatic issue enrichment in CodeRabbit configuration — thanks @MatissJanis
#7670 Replace support contact link with auto-closing tech support issue template. — thanks @MatissJanis
#7693 Link budget automation UI experimental feature to a feedback issue — thanks @matt-fidd
#7699 Fix VRT update workflow failing — thanks @matt-fidd
#7702 Refactor module resolution to load @actual-app/crdt from source during development. — thanks @MatissJanis
#7712 Fix the desktop app dev mode not starting successfully — thanks @MikesGlitch
#7728 Update the preview-builds contributing doc to reflect the current deploy-preview-{pr-number}.demo.actualbudget.org URL pattern and mention the Storybook and website previews. — thanks @nikhilweee
#7729 Document the Dev Container and Docker Compose options as alternatives to local Node and Yarn setup in the contributor development-setup guide. — thanks @nikhilweee
#7740 Improve Github workflows with suggestions from the code scan. — thanks @MikesGlitch
#7742 Fix disabled settings of the bank sync options — thanks @youngcw
#7755 Fix npm dependency caching in publish-npm-packages workflow by removing cache disabling setting. — thanks @MatissJanis
#7757 Alter desktop app publish workflow to publish to Microsoft store after release is published — thanks @MikesGlitch
#7780 Stabilize size comparison workflow by pinning artifact downloads to specific run IDs. — thanks @MatissJanis
#7781 Fix update-vrt workflow — thanks @MatissJanis
#7783 Fix /update-vrt merge step failing on Playwright container with shopt: not found — thanks @MatissJanis
#7794 Persist end-of-month cleanup templates in the database — thanks @matt-fidd
#7800 Link feedback issue to the Enable Banking experimental feature — thanks @matt-fidd
#7802 Fix /update-vrt screenshot merge operation when exactly one patch is generated — thanks @MatissJanis
#7805 Require an @actual-app/crdt version bump when files in packages/crdt change, and automatically publish the new version to npm once merged. — thanks @MatissJanis
#7806 Fix flaky API test timeouts and use a synchronous file write in the sync-server upload test — thanks @MatissJanis
#7809 Clean up GoCardless bank factory loading process — thanks @matt-fidd
#7813 Replace any-typed Modal in undo state with a defined structural type. — thanks @MatissJanis
#7817 Add a GitHub Actions workflow that labels [AI]-prefixed pull requests as "AI generated". — thanks @MatissJanis
#7818 CRDT: release v3.0.0 — thanks @MatissJanis
#7819 Automation UI: tweak font colors to be more readable — thanks @matt-fidd
#7825 Disable postinstall scripts except for an allowlist — thanks @jfdoming
#7826 Fix some issues with GitHub actions caught by zizmor — thanks @jfdoming
#7832 Automation UI: various tweaks and fixes — thanks @matt-fidd
#7844 Split the release process into two branches — thanks @matt-fidd
#7845 Update package.json for @actual-app/crdt with missing metadata. — thanks @MatissJanis
#7846 Add explicit permissions to GitHub Actions workflows for enhanced security and token scope control. — thanks @MatissJanis
#7847 Run sync-server test files sequentially to avoid races on the shared account.sqlite database. — thanks @MatissJanis
#7851 Convert built-in themes from TypeScript modules to plain CSS files. — thanks @MatissJanis
#7852 Refactor workflows to utilize native gh CLI commands instead of third-party GitHub Actions. — thanks @MatissJanis
#7856 Reference dedicated environments for workflows that consume secrets, satisfying zizmor's secrets-without-environment audit. — thanks @MatissJanis
#7858 Fix template injection in setup action's Lage cache step. — thanks @MatissJanis
#7860 Upgrade vite-plugin-node-polyfills to 0.27.0. — thanks @MatissJanis
#7865 Deprecate rule action templating in favour of formulae — thanks @matt-fidd
#7898 Swap Docker naming from edge to nightly. — thanks @matt-fidd
#7901 Fix Docker nightly tag naming — thanks @matt-fidd
#7904 Convert GoCardless sync-server code to Typescript — thanks @matt-fidd
#7908 Fix zizmor issues with release workflows — thanks @matt-fidd
#7939 Update Alpine base image for sync-server Docker image to version 3.23.4. — thanks @camcast3
#7965 Update Playwright tests to use fixed version strings for consistent test behavior. — thanks @MatissJanis