Actuali

Changelog

What shipped in each build. Newest first.

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  1. Version 1.0.11

    September 7, 2026

    • 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

  2. Version 1.0.10

    August 23, 2026

    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

  3. Version 1.0.9

    August 22, 2026

    • 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

  4. Version 1.0.8

    August 12, 2026

    • 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

  5. Version 1.0.7

    August 8, 2026

    • 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

  6. Version 1.0.6

    July 17, 2026

    • 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

  7. Version 1.0.5

    July 9, 2026

    • 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

  8. Version 1.0.4

    July 3, 2026

    • 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

  9. Version 1.0.3

    June 26, 2026

    • 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

  10. Version 1.0.2

    June 24, 2026

    • 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)

  11. Version 1.0.1 (build 38)

    June 21, 2026

    • Shortcuts: fixed the "Log Transaction" Shortcut (e.g. when triggered by tapping an Apple Wallet card) failing with "Couldn't save transaction (Sync not configured)" when launched in the background. The app now finishes loading your budget before writing.

  12. Version 1.0 (build 37)

    June 18, 2026

    • Open source: Actuali is now open source — browse the code or contribute on GitHub.
    • Settings: added a Support link and tidied up the About section.

  13. Version 1.0 (build 36)

    June 18, 2026

    • Demo: no server? Tap "Try the demo budget" on the Settings connection screen to explore the whole app — accounts, transactions, budgets, and a pre-built Reports dashboard — with realistic sample data, no account or server required.
    • Transactions: editing a transaction can no longer leave an orphaned copy behind via an unexpected transfer conversion.

  14. Version 1.0 (build 35)

    June 18, 2026

    • Shortcuts: fixed the "Log Transaction" Shortcut (e.g. when triggered by tapping an Apple Wallet card) intermittently failing with "Account is no longer available." The account picker now resolves correctly even when the app is launched in the background.

  15. Version 1.0 (build 34)

    June 10, 2026

    • Support: removed the in-app support chat. To get in touch, use the new Contact and Report an Issue links in Settings, or send feedback directly from TestFlight.

  16. Version 1.0 (build 33)

    June 10, 2026

    • Sync: fixed a reliability issue where receiving duplicate sync messages could corrupt sync state and force a "Reset Sync State".
    • Transactions: amounts like 8.20 no longer occasionally save as 8.19 due to a rounding error.
    • Transactions: transfers now save atomically — if anything goes wrong mid-save, you no longer end up with half a transfer.
    • Reports: widgets now respect your currency setting instead of always assuming one currency.
    • Transactions: if deleting a transaction fails, the app now shows an alert instead of failing silently.
    • Performance: smoother scrolling and a snappier UI — database work now runs off the main thread, and the dashboard loads transactions once instead of four times.
    • Budget: improved month picker menu for switching months.

  17. Version 1.0 (build 32)

    May 26, 2026

    • Transactions: the keyboard 'Done' button is now semibold so it stands out against the dark keyboard accessory bar in dark mode.

  18. Version 1.0 (build 31)

    May 22, 2026

    • Reports: Monthly Spending widget now excludes off-budget accounts and income categories when computing the vs-average value, matching the webapp's built-in spending-report filter.

  19. Version 1.0 (build 30)

    May 22, 2026

    • Reports: Monthly Spending widget's vs-average value now matches the webapp's 'Spent Average MTD' — averages cumulative spending through today across the prior 3 months instead of full-month totals over the prior 12.

  20. Version 1.0 (build 29)

    May 21, 2026

    • Transactions: Account pickers now order on-budget accounts first, then off-budget, each group by the user-defined sort order (matching the webapp) instead of by insert order.

  21. Version 1.0 (build 28)

    May 21, 2026

    • Transactions: the amount and notes fields now show a Done button above the keyboard so it can be dismissed without tapping another field.

  22. Version 1.0 (build 27)

    May 15, 2026

    • Budget: categories and groups marked hidden in the webapp are now hidden in the iOS budget view too.

  23. Version 1.0 (build 26)

    May 15, 2026

    • Budget: category groups and categories now appear in the user-defined order (matching the webapp's drag-and-drop sort) instead of alphabetically.

  24. Version 1.0 (build 25)

    May 15, 2026

    • Reports: Net Worth and Summary widgets configured with YYYY-MM time frames (which is how the webapp stores most ranges, e.g., "2025-08" / "2026-04") now resolve to the correct date range instead of falling back to the current year. The Net Worth chart now matches the webapp's window.
    • Reports: "Spent All Time" and other widgets using mode 'full' now include the current month. Previously a residual stored end of "2026-04" capped the range at April 30 and excluded May spending; matching upstream's behavior, the stored end is now ignored for full ranges and the range always extends through the current month.
    • Reports: Summary widgets now display the absolute value with color indicating direction (red for spending, green for income), matching the webapp instead of showing a redundant minus sign.
    • Reports: "Coming soon" placeholders for Formula widgets are now collapsed into the same top banner as Custom Reports.
    • Settings: new "Copy widget metadata" button under Reports for sharing dashboard configuration when a widget renders unexpectedly.

  25. Version 1.0 (build 24)

    May 15, 2026

    • Reports: replaced individual "Coming soon: custom-report" placeholder cards with a single banner at the top of the dashboard. Other unsupported widget types (sankey, calendar, age-of-money, formula, crossover, budget-analysis) still show as placeholders since those are less common.

  26. Version 1.0 (build 23)

    May 15, 2026

    • Reports: Summary and Spending widgets that filter by 'transfer' (e.g., 'Spent This Month' excludes transfers) now work. Previously the 'transfer' field wasn't recognized and the boolean value couldn't decode, so every transaction was rejected and the widget showed $0.
    • Reports: 'sliding-window' time frames now slide forward as configured (a 1-month window stored as April 2026 → April 2026 correctly resolves to May 1 → May 31 when today is May 15). Previously sliding-window mapped to year-to-date which mixed up the math.
    • Reports: widgets with no time frame now default to the current month, matching the webapp.

  27. Version 1.0 (build 22)

    May 15, 2026

    • Tab bar: reordered to Accounts, Budget, Add, Reports, Settings.
    • Reports: aggregations now use split children instead of split parents so category-filtered widgets (e.g., Spent This Month with category conditions) match transactions correctly. Split parents have no category, so the prior behavior silently excluded everything when conditions filtered by category.
    • Settings: new Reports → Diagnostics screen lists raw dashboard widget metadata plus current-month transaction stats. Useful when a widget isn't showing the value you expect.

  28. Version 1.0 (build 21)

    May 15, 2026

    • Reports: fixed Summary and Spending widgets that were showing $0.00 when the underlying widget used 'oneOf'/'notOneOf' conditions (e.g., excluding income categories). The filter now also supports 'contains'/'doesNotContain', and unknown ops pass through instead of silently rejecting every transaction.
    • Navigation: removed the standalone Transactions tab — open an account from the Accounts tab to see its transactions. Reports is now visible directly in the tab bar instead of hidden under "More".

  29. Version 1.0 (build 20)

    May 14, 2026

    • Reports: new Reports tab renders the dashboard you've configured in the Actual Budget webapp. View-only. Summary, Net Worth, Cash Flow, Spending, and Markdown widgets render with real data; other widget types (Custom Reports, Sankey, Calendar, Age of Money, Formula, Crossover, Budget Analysis) appear as "Coming soon" placeholders for now.
    • Sync: dashboard widgets and saved custom reports now sync from the server, even though the iOS app doesn't render every widget type yet.

  30. Version 1.0 (build 19)

    May 12, 2026

    • Edit transaction: tapping the Payee field now selects the existing text, so you can replace it just by typing.
    • New & edit transactions: the amount field works like a register — it starts at 0.00 and digits shift in from the right (type 1, 2, 0 → 0.01, 0.12, 1.20). Tap "." any time to switch to standard decimal entry (1, ., 0 → 1.0).

  31. Version 1.0 (build 18)

    May 5, 2026

    • Sync: error messages are now human-readable. "The operation couldn't be completed (Actuali.SyncError error 3.)" becomes "Local data has drifted from the server and couldn't reconcile after several attempts."
    • Settings: when sync is in an error state, a Reset Sync State button now appears under Sync Now. It clears the local sync marker and re-adopts the server's view of the budget, recovering devices that got stuck divergent before the build 17 fix landed.

  32. Version 1.0 (build 17)

    May 4, 2026

    • Sync: fixed a sync failure caused by a recent Actual server release adding a new column (custom_upcoming_length) to the schedules table. The app now applies known upstream schema migrations on launch, and unknown new columns are skipped instead of aborting the whole sync so a future server change won't break things again.
    • Settings: the Sync section now shows the underlying error message under the status row when a sync fails, so it's easier to tell why.

  33. Version 1.0 (build 16)

    May 4, 2026

    • Budget page: category balances now correctly roll over from prior months. If you budgeted $50 last month and only spent $40, the leftover $10 is added to this month's balance — matching what the Actual desktop app shows. Respects the per-category carryover flag for envelope and tracking budgets.

  34. Version 1.0 (build 15)

    May 3, 2026

    • Rules engine: your Actual Budget rules now run on transactions logged from the iOS app and the Log Transaction Shortcut. Rename rules like "imported_payee CONTAINS Woolworths → set payee = Woolworths" trigger before the row is written, instead of being silently ignored.
    • Transactions logged from the Shortcut now keep the original merchant string in imported_payee so "imported_payee CONTAINS X" rules can match.
    • Supported rule ops: is, isNot, contains, doesNotContain, oneOf, notOneOf, matches, gt/gte/lt/lte, isbetween, isapprox, plus set / prepend-notes / append-notes actions across pre, default, and post stages.

  35. Version 1.0 (build 14)

    May 3, 2026

    • Server connection: auto-prepends https:// when you leave it off, and shows an example URL under the field.

  36. Version 1.0 (build 13)

    May 3, 2026

    • Settings: appearance picker — choose System, Light, or Dark.

  37. Version 1.0 (build 12)

    May 3, 2026

    • New transactions: added Transfer type to move money between accounts in one tap.
    • Log Transaction Shortcut: replaced the in-Shortcut confirmation with a quiet success banner that auto-dismisses — no more 'Done' button.

  38. Version 1.0 (build 11)

    May 1, 2026

    • New transactions: searchable category picker that auto-focuses the search field on open.
    • New transactions: payee field autocompletes from your existing payees.
    • New transactions: category auto-fills from the most recent transaction for the chosen payee.

  39. Version 1.0 (build 10)

    April 29, 2026

    • Log Transaction Shortcut: added a Cleared toggle (defaults on) so Shortcuts can record cleared or uncleared entries.

  40. Version 1.0 (build 9)

    April 28, 2026

    • Siri & Shortcuts: new Log Transaction app intent — record an amount, payee, account, and category by voice or from the Shortcuts editor.
    • Shortcuts editor shows the parameters inline so the action reads like a sentence.
    • Smarter merchant names: strips processor prefixes and store numbers from Apple Pay-style strings before saving.
    • Auto-categorization: Log Transaction guesses the category from the most recent transaction for that payee.

  41. Version 1.0 (build 7)

    April 21, 2026

    • Transactions: swipe a row to edit or delete.
    • Account detail: hides the redundant account name on rows so amounts and payees have more room.
    • In-app support chat: ask questions or report bugs without leaving the app; replies show up as a tab badge.
    • Sync: drops echoed messages instead of erroring on duplicate inserts.