Release 26.8.0 - Actual

This release promotes Age of Money and Payee Locations to stable features, improves onboarding and mobile bank sync setup, and adds day-level date ranges to reports, as well as numerous other fixes.

Age of Money report released as a first-party feature
Payee Locations released as a first-party feature
Redesigned onboarding screens and a smoother first-account setup
Add account reconciliation on mobile
Set up bank sync providers and link accounts from the mobile Bank Sync page
Day-level date range selection in reports
Export Budget Analysis reports as CSV
The @actual-app/api package can now be used in browser context; allowing to build your own UI for Actual or custom tools - demo - financial analysis

Docker Tag: 26.8.0

Features

#8540 Promote the Age of Money report to a stable feature — thanks @youngcw
#8511 Promote Payee Locations to a stable feature. — thanks @MatissJanis

Enhancements

#7952 Restore budget table scroll position when navigating back from the spent transactions view. — thanks @clintharris
#8245 Improve formula editors with visual badges and context-aware completions for queries, variables, budget fields, categories, and timeframes — thanks @lelemm
#8316 Allow bank sync credentials to be stored globally or for a specific budget file (currently only supported for Pluggy.ai). — thanks @lelemm
#8380 Add corrected installment dates for Pluggy credit card transactions, available as a mappable date field in bank sync settings. — thanks @lelemm
#8436 Added "4Rules Blurple - Dark" to the custom theme catalog; renamed "You Need A Dark Mode" to "4Rules Cyan - Dark". — thanks @distantvapor
#8447 Add Dracula and Alucard to the custom theme catalog. — thanks @lelemm
#8414 Add importBudget and exportBudget functions to the API for importing and exporting budget files directly — thanks @MatissJanis
#8470 Add a tooltip to the cleared column header explaining the transaction status icons — thanks @rtwfroody
#8384 Add ability to reconcile accounts on mobile — thanks @matt-fidd
#8344 Added button to mobile transaction edit to allow easier access to # in mobile, and added tags to demo budget — thanks @alecbakholdin
#8295 Add Thyrium to the custom theme catalog. — thanks @Carlisle96
#8396 Add Zero Dark to the custom theme catalog. — thanks @Deathblade666
#8440 Add tooltips to the theme, privacy, and server status icons in the top bar — thanks @tabedzki
#8163 Budget Analysis reports can now be exported as CSV — thanks @tabedzki
#8164 Budget analysis report: add "show hidden categories" option, group options into dropdown — thanks @tabedzki
#8410 The API can now read a budget's formatting preferences, such as its number and currency format. — thanks @MatissJanis
#8515 Use a month picker instead of a full date picker when choosing months in budget automations — thanks @matt-fidd
#8496 Improve the process to add a first account — thanks @matt-fidd
#8356 Shows label name of hovered stacked bar chart group even if the label would have been hidden in compact mode — thanks @dsmaugy
#8495 Redesign onboarding screens — thanks @matt-fidd
#8106 Improved context menu ergonomics under the hood — thanks @alecbakholdin
#8552 Update the iOS and Android app icons and launch screens to match the PWA — thanks @jfdoming
#8497 Allow setting up bank sync providers and linking accounts from the mobile Bank Sync page — thanks @matt-fidd
#8427 Add day-level date range selection to reports: the new date range picker lets you switch between picking whole months or exact days, and works the same in every browser — thanks @tabedzki, @rznn7, & @MatissJanis
#8318 Add Pluggy.ai settings support for configuring credentials on a specific budget file. — thanks @lelemm
#8317 Use per-budget-file credentials for Pluggy.ai bank sync. — thanks @lelemm
#8391 Support clicking on category groups in reports to see the filtered transactions — thanks @matt-fidd
#8415 Simplify the getCategories API to always return a flat list of categories. — thanks @MatissJanis
#8437 Common API failures now include a stable code so apps built on the API can show their own clear message for each kind of failure. — thanks @MatissJanis
#8335 Add performance indices for transactions table — thanks @alecbakholdin

Bugfixes

#8032 Skip Enable Banking PSU headers when the detected client IP is local or private. — thanks @Nustinua
#8244 Fix Formula card query sliding-window timeframes to use the same live range calculation as reports. — thanks @lelemm
#8351 avoid the full-page reset and scroll jump when editing crossover report filters — thanks @lucasboebel
#8505 Fix OIDC login on iPad and harden the OIDC callback on all browsers — thanks @MikesGlitch
#8526 Fix login issue that happens after signing out of a server with OIDC on Electron. — thanks @MikesGlitch
#8397 Fix using a custom data directory in the browser version of the API, and show the real error message when something goes wrong in the background — thanks @MatissJanis
#8289 api: the browser version of the API now works out of the box in any web app, with no extra setup. — thanks @MatissJanis
#8457 Fix app becoming unresponsive on Android when reopening after being in the background for a while. — thanks @martin-lukas
#8503 Fix Age of Money account filters so transfers between included and filtered-out on-budget accounts count as money entering or leaving the filtered accounts. — thanks @saahiljaffer
#8467 Fixed a crash when converting a regular transaction into a split via the API. — thanks @aturzone
#8365 Allow previously linked bank-sync accounts to be selected again when reconnecting the same provider. — thanks @mooons
#8448 Fetch the latest custom theme CSS when installing themes from the catalog. — thanks @lelemm
#8510 Fix GoCardless account linking in the desktop app — thanks @matt-fidd
#8301 Fix deleting categories and category groups with transactions on mobile — thanks @edwei06
#8421 Fix mobile swipe-to-delete gesture not working on payees, rules, and schedules — thanks @youngcw
#8525 Fix relinking a bank account that had been unlinked. — thanks @youngcw
#8339 Fix some SimpleFIN setup tokens failing to claim and link accounts — thanks @matt-fidd
#8479 Fix the split transaction popover sometimes not rendering at full height — thanks @matt-fidd
#8549 Fix budget templates/automations with a priority not allocating funds properly in tracking budgets — thanks @youngcw
#8402 Fix Query Manager hints for QUERY and QUERY_COUNT to show double-quoted query names, matching the syntax formulas actually require. — thanks @lelemm
#8383 Recognise GoCardless responses advising that the EUA has expired as relink requests — thanks @matt-fidd
#8392 Prevent Pluggy bank sync from repeatedly rewriting uncategorized and transfer transactions — thanks @lelemm
#8490 Refresh running balances after editing a transaction — thanks @tianrking
#8360 When a rule action sets payee_name, resolve it to the actual payee ID immediately during rule execution instead of waiting until finalization. — thanks @julienvincent
#8424 Stop the nYNAB importer from creating an unused duplicate payee for each linked transfer account. — thanks @claude
#8478 Translate budget template action notifications. — thanks @DarthAmk97
#8516 Respect reduced motion settings in the new onboarding screen — thanks @matt-fidd

Maintenance

#7829 Switch from bcrypt to argon2id hashing algorithm — thanks @matt-fidd
#8100 Add scoped error boundaries around the mobile budget, account, and transaction edit pages so a rendering error in one of them no longer crashes the entire app. — thanks @BIGSUS24
#8369 Refactor formula autocomplete metadata to share a single catalog for report and rule formula suggestions. — thanks @lelemm
#8545 Migrate api/app/query to TypeScript — thanks @shahidsarker
#8398 Add a Claude skill for writing release notes — thanks @MatissJanis
#8477 Add an agent skill documenting how to run and update visual regression tests — thanks @MatissJanis
#8493 Allow null in database query parameter types via a shared SqlParam type — thanks @MatissJanis
#8528 Tweak testing framework for templates/automations — thanks @matt-fidd
#8462 Make Codex-based agent harnesses (ChatGPT desktop app, Codex CLI/IDE) run the repo agent hooks and discover the shared skills — thanks @MatissJanis
#8456 E2E test fixes for easier local runs — thanks @StephenBrown2
#8535 Fix maintainer points counting script PR categorisation — thanks @matt-fidd
#8533 Bump various dependencies — thanks @matt-fidd
#8534 Bump playwright — thanks @matt-fidd
#8337 Speed up desktop app builds in CI — thanks @matt-fidd
#8446 Enforce in CI that shipped database migration files are never edited or deleted, and warn on migrations that look destructive — thanks @MatissJanis
#8381 Prevent duplicate draft releases being created by the Electron release job — thanks @matt-fidd
#8331 Prefix agent-authored GitHub comments, reviews and issues with the robot emoji 🤖. — thanks @MatissJanis
#8388 Update build configuration to support mobile app — thanks @jfdoming
#8387 Check in basic structure for mobile app PWA wrapper — thanks @jfdoming
#8547 Wrap the mobile schedules, payees, and bank sync pages in scoped error boundaries, so a rendering error in one of these sections shows a recoverable fallback instead of crashing the whole app. — thanks @BasilTh
#8536 Dont add duplicate labels to bug and feature issues when there is already a type set — thanks @youngcw
#8330 Clarify nYNAB export options when the third-party web exporter is unavailable. — thanks @archit-goyal
#8463 Enable React Compiler for all monorepo packages with React code instead of only desktop-client — thanks @MatissJanis
#8368 Fix release note generation script to resolve links in cherry-picked changes — thanks @matt-fidd
#8393 Replace adm-zip with fflate and safe wrappers for zip handling. — thanks @StephenBrown2
#8362 Reorganise the SimpleFIN key saving logic — thanks @matt-fidd
#8461 Migrate node version validation to TypeScript — thanks @Ehtasham-Yasin