Changelog

• Fix flaky nightly UI tests; seed demo rules and schedules
• Add Running balance
• Enforce SwiftFormat (CI + pre-commit hook) and format the codebase
• Label credit card due vs balance across bills list and card screens
• Add tags management, note autocomplete, and tag aggregations
• Remove About screen; move version + privacy policy into Information
• Fix tag list amount display for inflows and demo seed data
• Standardize top box spacing
• Fix phantom deleted entries in History
• feat: add certificate import help
• Improve History UI and transaction change tracking
• Fix running balance flicker on account reload
• Add transaction UI update
• Move clean status filter above overview in clean view
• Move uncategorized bar above budget overview
• Feature: Loan & Payoff Estimate
• Hide split option on transfers
• Fix card mapping edit sheet opening empty on first tap
• Keep amount keypad down after picking payee/category
• Option to hide budgeted amounts on the Budget tab
• Add Vietnamese dong to currency picker
• Show Spent toggle in Budget View settings, defaults on
• Apply Budget Template in the category row context menu
• Explain unrefreshable bank providers in the bank sync summary
• Remove the old Hide Cleared / Hide Reconciled toggles
• Month notes on the Budget tab
• Pin a category on Log Transaction shortcuts
• Hide category on transfers unless one side is off-budget
• Show the currency symbol on Compact budget amounts
• Clear the unit-test build warnings
• Make text color neutral in category/payee selection
• Fix the nightly UI test failures
• Run the iOS 18 unit tests on macos-15
• Tidy the unit tests: shared setup, fewer serialized suites
• Add a simulator gate for parallel test runs
• Add Currency Settings shortcut on currency mismatch
• Add category filters for Spent totals
• Ground card hint extraction in text and recover scrambled digits
• Add inverse budget progress bar
• Add per-category budget progress bar visibility
• Change how split transaction looks in all account view
• Share TestFlight builds nightly with PR notes
• Fix overnight UI test failures
• Keep UI tap retries from undoing toggles
• Add Hide Income Group setting to Budget View
• Run schedule discovery off the main actor
• Make status filter chips shorter and tighter
• Keep sync status redraws in Settings
• Cache per-locale formatters and report label bundles
• Pin Clean budget group headers with balance and long-press actions
• Debounce Add Transaction category previews
• Batch split-parent child cascade into one write and reload
• Show transaction notes on their own row and the account under the amount
• Keep dashboard report work off the main thread
• Avoid duplicate account detail reloads
• Skip unchanged reload publications and reminders
• Show tags once, as colored chips in place within the note
• Add Rename Category to the category long-press menu
• Move budget actions into their own sparkles button
• HomeScreenQuickActions - Add transaction
• Offer accounts as transfers in the payee picker
• Reorder categories and groups from the Budget tab
• Remove redundant tab headers
• Fix credit card reminder crash
• Use the Clean group long-press menu in the Compact view
• Batch categorize, tag and merge selected transactions, and show their total
• Show Overview toggle for the Clean view and grouped display toggles
• Show a category balance impact popup after changing a transaction
• Add a sign key to the main amount
• Move transfer payees below suggestions
• Make transfers payee-only and drop the type control
• Lay Add Transaction out as grouped cards with icons
• Change budget type (envelope ↔ tracking) from within the app
• Tidy the single-page Add Transaction form
• Remove the empty row below transaction notes
• Fix laggy scrolling in the Compact budget view
• Add search in Account view
• Basic - Add Diagnostic Report
• Stop unit tests racing the wall clock on slow CI runners
• Put each split line on its own row in transaction lists
• Show Upcoming Scheduled Transactions in Accounts
• Bug: Fix split transaction sign toggle
• Allow saving edited pending imports as transfers
• Match upstream's bank sync window so deleted SimpleFIN transactions stay deleted
• Respect Actual's import pending transactions setting in bank sync
• Add quick clear button for notes and unmapped card warning
• FinanceKit background delivery: wake the app's Wallet sync when Wallet data changes
• Add account groups
• Wallet sync: remove pending holds that Wallet later rejects
• Bank sync: update a pending charge's amount when it settles
• Preserve selected categories when approving pending imports
• Aggregate tag summaries in one pass
• Apply schedule rule actions to non-transfer tx
• Group Sankey category transactions once per report
• Add a toggle to turn off the payee-history category pick
• Gate account group writes on 26.9+ and fix account drag-and-drop
• Privacy policy: cover Apple Wallet, SimpleFIN, and payee locations
• Revert FinanceKit background delivery to unblock TestFlight
• Fix Card & Account Mappings count
• Bank Sync: let denied Wallet access open Settings
• Show OpenID sign-in before a password attempt
• Anchor the upcoming schedule menu to the tapped row
• Restore FinanceKit background delivery
• Move Expand/Collapse All Accounts into the Accounts menu
• Keep a growing text field above the keyboard
• Prevent currency preference reset by syncing flags.currency
• Toolbar eye to toggle Hide Balances
• Revert "Toolbar eye to toggle Hide Balances"
• Bug: Fix Settings link row styling and sort History into Manage
• Delete both legs when deleting a transfer
• Stay on All Accounts after adding a transaction from it
• SwiftFormat 0.64 adoption, pinned in CI
• Budget view UI update

New Contributors

• @Sonaryr made their first contribution in https://github.com/MattFaz/actuali/pull/550
• @lben made their first contribution in https://github.com/MattFaz/actuali/pull/683
• @ivan-magda made their first contribution in https://github.com/MattFaz/actuali/pull/693
• @junyuanz1 made their first contribution in https://github.com/MattFaz/actuali/pull/719

• Bump to v1.0.12
• Remove Detailed budget view
• Hide categories when editing off-budget transactions
• Expand localization and harden import and sync integrity
• Support fixed day-of-month credit card payment due dates
• Save card-to-account mappings in synced preferences table
• Enhance backup export visibility and document storage options
• Add Bills & Schedules Calendar dashboard
• Add credit card due date reminders and sort zero-balance cards
• Convert budget selection to dropdown
• Update tab labels and icons in MainTabView
• Keep bank sync status writes consistent
• Allow transfers in split transactions
• Use the active locale at runtime
• Refactor SettingsView
• Add set budgets to zero action
• Run end-of-month cleanup from Budget
• Change lock icon color from blue to green
• Suggest unmapped cards in card mappings
• Fix early payment matching and advanced schedules in bills cal
• Hold to budget next month and reset buffer
• Rename category groups from Budget
• Fix rule multi-value picker navigation
• Support credit card statement due cal and statement history
• Bump astro to 7.3.2 to patch AVIF RCE (GHSA-26w7-cxv4-gfx2)
• Keep selected categories when rules run
• Require .accessibilityIdentifier on new views for UI tests
• Website: market the capture features; fix broken dev server
• Select all pre-filled payee name when picker opens
• Allow editing card mappings by tapping a row
• Fix Credit Cards & Billing Cycles grid on iOS 26
• Remove clean budget row swipe actions so month swipe works
• Add status filters to the transaction lists
• Add balance pill to budget overview in compact view
• Support basic reporting formula cards
• Stop builds from rewriting string catalogs
• Add transaction history with Undo option
• Add in-app support page
• Fix flaky UI tests and CI failures
• Fix payee extraction when spending from wallet or bank
• Remove sync status from accounts toolbar
• Match account detail balance layout to Actual PWA
• Group card mappings by account and support multi-keyword inputs
• Add the ability to show/hide Notes in account detail view
• Add copy previous month budget action
• Add scheduled transfer support
• Move available credit into balance disclosure
• Removing budgetNavigationBarBackground so status filter can blend better
• Move add category button to ellipses
• Fix failing UI tests on iOS 26+
• Remove redundant Needs attention budget filter
• Fix transaction form autofocus
• Change category status dot/progress bar colours
• Add iOS Shortcuts section on More tab with shared Wallet shortcut

New Contributors

• @lucasCFO made their first contribution in https://github.com/MattFaz/actuali/pull/430

• Add a Hide Decimal Places preference
• Edit connected server URLs
• Keep Budget and Accounts menu options on one line
• SimpleFIN Integration
• GH-352: Add showCategoryStatusDots user preference
• Add shake to toggle hide balances
• Always Post Scheduled Transactions
• Hide and show budget categories
• Lower iOS target to iOS 18
• Run UI tests in CI
• Pin CI to iOS 26, move UI tests to a nightly run
• Rename Settings tab to more tab
• Add Budgeted, Spent & Balance Labels to Budget Groups
• Credit cards UI: compact card rows with urgency borders and due pills
• Change reconciliation logo
• Center text "Received" and received total amount
• Add a dynamic logo for group by date and hide reconciled transactions
• FinanceKit Support
• Slide to hide category groups
• FinanceKit Updates
• Budget goals
• Fix flaky CI tests
• Remove budgetpill padding and background
• Financekit Updates
• Delete budget
• Create Budget
• [Feature]: YNAB style budget view
• Hide categories on off-budget transaction entry
• Fix Age of Money same-day ordering
• Shorten Budget menu labels
• Fix compact group hiding
• Modernize TransactionBulkActionBar
• Long press transactions to open bulk action bar
• Persist credit card settings in synced preferences table
• Category funding automation fixed
• Fix pasted reconciliation amounts with grouping separators
• Add reconciled transaction filter
• Rollover spending
• Remember the selected budget month
• Redesign scheduled transaction rows
• Add payees dropdown
• Refactor settings page
• Respect bank sync deleted transaction preference
• Revert AI review model to Opus 5
• Add currency options for MKD and PEN
• Rollback changes made in #401 and fix UI test failures
• Bug financekit deleted transactions
• Add Number formatting
• Implement uncategorized background view based on style
• Reports update
• Fix split transaction search

New Contributors

• @NohamR made their first contribution in https://github.com/MattFaz/actuali/pull/309
• @NateMorgan made their first contribution in https://github.com/MattFaz/actuali/pull/404

This release is essentially a hotfix to v1.0.9.

• Bump version to 1.0.10
• Match Source of Fund group styling
• Fix Budget month data after foreground sync
• updating agents.md
• Restore the uncategorized link's full-width look
• Stop Log Transaction popping a dialog outside Siri
• Re-center the budget month stepper
• GH-311 — Refactor SettingsView
• Add password visibility state
• fix: resolve card hint via mappings in pending import edit view
• Increase Budget Overspending Screen Height
• Change Paintbrush to iphone icon for display settings

New Contributors

• @ioslife made their first contribution in https://github.com/MattFaz/actuali/pull/333

• Bump version to 1.0.9
• Log repo activity to Discord #gh-log
• Freshen up the README
• Send Discord PR notifications for fork PRs too
• Accounts Tab — Collapsible Account Sections & Header Totals
• add autofocus in budgeted pills
• Fix Discord notify case matching after pull_request_target switch
• Add AGENTS.md for AI-assisted contributions
• Allow negative budgeted amounts on the Budget screen
• Budget summary Spent shows net activity, matching the server
• Center the budget month stepper
• Show inflow vs outflow lines in split transactions
• Add a tracking option to the demo budget
• Show Saved / Projected savings for tracking budgets
• Fix Spending widget calculations and category_group report filters
• Local budget backups on device
• adding view tx as support
• Cover all remaining dashboard report widget types
• Fix: Money group in Budget view does not scroll
• Fix: Remove Accounts and Reports View Headers For Parity
• Show expenses as negative in notifications
• Add conventional amount entry
• Remove Claude auto-review workflow
• Skip TestFlight workflow on forks
• Scheduled transactions
• Bring back auto-review, now on fork PRs too
• Add Bangladeshi Taka (BDT) to settings currency picker
• Fix AI review: restore id-token permission
• Add setting to open the transaction editor from Uncategorized.
• Make Category and Group Rows Default to Two Lines
• AI review: swap id-token for an explicit github_token
• Rules
• Let an imported transaction be converted into a transfer
• Fix CCY synchronization between Actuali and PWA
• Give the AI review agent a working path to post its review
• Skip automation workflows on forks
• Move the app icon to an Icon Composer document
• Add an option to hide closed accounts
• Match the accounts summary's income and expenses to the budget tab
• Let AI review run on fork PRs, lock PR workflows to main
• Liquid Glass effect added for light mode AppIcon.icon
• Quiet down CI test logs with xcbeautify
• Remove-autofocus-from-category-picker
• Add Cancel to the tab-hosted add-transaction flow
• Hide half-applied CRDT rows from transaction lists and balances
• Animations throughout the App
• income category tx
• Shorten Uncategorized Action Preference Name
• Swap Accounts and Budgets tab order
• Add Transaction: Cancel under the save button, one-line Notes box
• Implemented creating Category Groups and Categories.
• Add fallback server address
• Home Screen widgets: remaining balance for chosen categories
• Add actionable budget category guidance
• Technical Debt - Reorganize Swift Testing Folder
• bulk actions
• Fix low-contrast purple accent in dark mode
• Default dashboard for the Reports tab
• Refine Budget tab check-in and category editing
• Budget header fix
• Currency Carryover When Switching Budgets
• Swift 6 Concurrency
• Add transaction import from shared text with review inbox
• Mark and set accounts as credit cards with billing cycles
• Make budget month chevrons easier to tap
• Available credit on credit card accounts

New Contributors

• @tcart38 made their first contribution in https://github.com/MattFaz/actuali/pull/234
• @culpeppers made their first contribution in https://github.com/MattFaz/actuali/pull/220
• @tcarlson25 made their first contribution in https://github.com/MattFaz/actuali/pull/287

• feat: show reconciled balance directly on accounts
• feat: option to hide cleared transactions in transaction lists
• feat: explain the overspent badge with a tappable category list
• fix: land on the account's transaction list after adding a transaction
• fix: render off-budget and transfer transactions correctly, allow editing transfers
• Move hide balances into Settings
• refactor: consolidate the budget screen's view options into one menu
• Add group header totals for budget groups
• feat: quick math in the amount field
• Trim the budget group header and make its totals optional
• Pin Budget summary bar and tighten column alignment
• Refactor toolbar items in AccountDetailView
• Add padding to individual accounts
• Improve logout functionality to clear local data
• Add bottom padding to BudgetView
• Switch to the community-designed app icon
• Add move money between categories and cover overspending
• Add a Payee Locations screen to view and clear recorded coordinates
• adding more shortcuts to create supercharge shortcut
• docs: add Siri & Shortcuts guide to website
• Make background refresh scheduling more resilient and observable
• Explain connection failures instead of showing raw CFNetwork errors
• Show net inflow distinctly in the clean budget row's Spent caption
• Seed first sync from the snapshot's high-water mark, not a 24h window
• Read and write tracking-budget amounts from reflect_budgets
• Don't make local writes wait on the server push
• Push Shortcut/Wallet transactions to the server without opening the app
• Sync a freshly downloaded budget right away and show a syncing banner
• View and edit category notes
• Derive the sync merkle from the message log instead of adopting the server's
• Add a Shortcuts action that opens the add-transaction form prefilled
• Stop claiming "no budget loaded" with a budget open; move Default Account under Budget
• Show each report dashboard separately with a dashboard switcher
• Tighten add-transaction section spacing; autofocus the amount field
• Render clickable URLs in transaction/category notes
• adding sms automation doc
• Add iPad support
• Post due schedules after any successful sync, not only the foreground attempt
• Add account creation
• Show the split remainder while entering lines; one-tap fill from the remainder
• Add account notes

New Contributors

• @Vaibhav159 made their first contribution in https://github.com/MattFaz/actuali/pull/143

• Add transaction notifications for synced transactions
• [Feature]: Add balance visibility
• Import Apple Card/Cash/Savings transactions from Wallet via FinanceKit picker
• Post scheduled transactions on app open
• Notify on foreground-synced transactions; show last background refresh in Settings
• Budget layout toggle: clean card look (default) vs detailed table
• Add Symbol Only currency display option and more currencies
• Post scheduled transactions with the schedule's category
• Re-read last background refresh timestamp when Settings re-activates
• Add pull request template

New Contributors

• @abhiy98 made their first contribution in https://github.com/MattFaz/actuali/pull/77

• Show the raw received amount in the invalid-amount error
• Support split transactions: display and entry
• Support custom HTTP headers
• Reports: render age-of-money, formula, and custom-report widgets
• Budget: tap category name/spent to view its transactions
• Add Start Page setting; match Budget tab icon to Actual
• Per-line notes and payees for split transactions
• Fix Shortcut automation failing after app updates or long background idle
• Add search field to category and uncategorized transaction lists
• Budget tab badge for overspent categories, with Settings toggle
• Paginate transaction lists with DB-backed search; raise page size to 500
• Allow editing split transactions: total and per-line breakdown
• Fix Add Transaction keyboard: Done bar on amount field, drag-to-dismiss, Cancel on sheets
• Location controls: settings toggle, per-save opt-out, swipe-delete nearby suggestions
• Reconciliation, tappable cleared dots, PWA-style budget table
• Bump version to 1.0.6

• Strip PR attributions from website changelog and serve v1.0.2 from GitHub Releases
• Fetch changelog releases in a pre-build script so GITHUB_TOKEN works and failures abort the build
• Rename Net Worth row to All Accounts and open combined transaction list
• Add uncategorized transactions view reachable from the Budget tab
• Add "None" option to the currency picker
• Add in-app editing of budgeted amounts
• Sync on pull-to-refresh for Budget/Transactions/Reports and on cold launch
• Add per-category progress bars to the Budget screen
• Add Wallet automation guide in Settings and on the website
• Payee locations: suggest nearby payees and auto-record location on save
• Prompt budget selection after connecting; remove 'None' picker default
• Add search bar to individual account view
• Search transactions by amount
• Accept text amounts in Log Transaction intent
• Tapping a failure notification opens a prefilled add-transaction form
• Explain more features on the website and README; use new App Store screenshots
• Show To Budget in the budget tab summary; Spent excludes inflows
• Budget tab shows income like the Actual web UI
• Fix notification-tap crash; success notification opens All Accounts

• Pull website changelog from GitHub Releases (v1.0.3+)
• Fix wrong account balances from double-counted split transactions
• Fix transfers showing an empty payee instead of the other account
• Fix budget spent/available wrong for some categories
• Fix incorrect budget balance when categorized transaction is later split
• Fix inflated report income/expenses and simplify unsupported-widget handling
• Fix summary widget modes and condition filtering
• Catch up with Actual 26.7.0
• Lower minimum deployment target to iOS 26.0

• Add OpenID/OAuth sign-in support
• Pull website changelog from GitHub Releases
• Fix wrong account balances from double-counted split transactions
• Fix transfers showing an empty payee instead of the other account

• App Store release: bump to 1.0.1, point site & README to the App Store
• Upgrade website to Astro 7
• Encrypted budget support (build 39 / v1.0.2)