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Automate Your Budget With Goal Templates

· 15 min read
youngcw
youngcw
Actual Budget Maintainer

Hello budgeters! I hope you are all enjoying Actual as much as I do! As a new year is approaching so is the goal-setting and reflection season. I'm hoping to help some of you with potential new years resolutions by making budgeting as easy as possible while still reaching for your goals. I believe that Actual is a great tool for this whether you have a simple budget or a complex one.

One hurdle that many have with budgeting is that it takes constant effort to stay up to date. Entering transactions, assigning categories, reconciling with your bank and others can hold us back. I hope to give you some pointers and strategies today to reduce some of the stress of budgeting by streamlining the budgeting processes with goal templates.

Release 23.12.0

· 6 min read
Matiss Janis Aboltins
Matiss Janis Aboltins
Actual Budget Maintainer

The release has the following notable improvements:

  • Dark theme is complete and no longer an experimental feature
  • Transactions are now locked after reconciling
  • Mobile: account creation
  • Mobile: pull-down-to-sync available in the budget page
  • Mobile: swipe up in the footer menu to reveal more pages

We are also proud to announce two new experimental features:

  • Custom reports (please report bugs/feedback here)
  • Sankey report (please report bugs/feedback here)

Release 23.11.0

· 3 min read

The release has the following notable improvements:

  • Mobile: budget management - editing amounts, renaming names, etc.
  • Mobile: hide navbar when scrolling down
  • Web: sync when clicking "ctrl+s" or "cmd+s"
  • Desktop app: stability improvements

Release 23.10.0

· 5 min read

The release has the following notable improvements:

  • Mobile: pull down to trigger bank-sync
  • Mobile: added "spent" column to budget
  • Support markdown in notes

Release 23.9.0

· 6 min read

The release has the following notable improvements:

  • Mobile transaction entry - ability to enter transactions using the mobile responsive version of Actual
  • Privacy mode - ability to mask balance amounts in the app - allowing to use the product in public environments

Release 23.8.1

· 2 min read

The release has the following notable improvements:

  • Fix: nYNAB importer
  • Fix: footer color when using responsive mobile version
  • Fix: schedules with approximate values breaking the transaction package
  • Fix: allow undoing schedule creation operation
  • Fix: various goal template issues
  • And other fixes and stability improvements

Release 23.8.0

· 7 min read

The release has the following notable improvements:

  • transaction table column sorting
  • ability to filter by negated conditions (NOT)
  • TSV file import support
  • improved search bar design
  • and many more smaller enhancements and stability improvements

Release 23.7.2

· One min read

Docker tag: 23.7.2

Actual​

Version: 23.7.2

Bugfix​

  • #1305 Close the "add transaction" entry mode when switching between accounts — thanks MatissJanis
  • #1306 Revert category sorting on touch devices — thanks MatissJanis
  • #1308 Fix budget showing "--0.00" values sometimes — thanks MatissJanis
  • #1309 Handle upgrading from some recent edge versions to newer versions of Actual — thanks j-f1
  • #1314 Fix Custom Select unnecessary disabled scrollbar — thanks aleetsaiya
  • #1317 Fix sync: add back account type column — thanks MatissJanis

Maintenance​

  • #1297 Fix a link will direct user to page not found. — thanks aleetsaiya
  • #1302 Improved error logs for invalid-schema issues — thanks MatissJanis
  • #1307 Improve CI check that catches backdated migrations — thanks j-f1

Actual Server​

Version: 23.7.2