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★★★★★
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New features: * Redesigned Add Transaction: one page with grouped cards, a +/- sign key, and transfers picked from the payee list * Tags: manage tags (More → Tags), # autocomplete in notes, coloured tag chips and per-tag totals * Account groups and drag-and-drop account reordering (groups need Actual Server 26.9.0+) * Loan & Payoff Estimates, plus savings/deposit growth projections * Running balance in account registers (toggle from ... menu) * Upcoming scheduled transactions in account views and All Accounts * Month notes on the Budget tab * Search in account view * Change budget type (Envelope ↔ Tracking) in the app * Reorder categories and groups from the Budget tab, and rename categories from the long-press menu * Pinned group headers with group balance and long-press actions in Clean and Compact views * Bulk actions can categorise, tag and merge selected transactions, and show the selection total * Category balance impact popup after changing a transaction * Pin a category on Log Transaction shortcuts * Exclude categories from Spent totals on Budget and Accounts * Per-category progress bar visibility and an inverse progress bar option * More Budget View options: Show Spent (now on by default), hide budgeted amounts, hide the Income group, show/hide Overview in Clean view * Budget toolbar reorganised: budget actions get their own button, Apply Budget Template from the category long-press menu, budget selector in the menu * Each split line shown on its own row * Home Screen quick action to add a transaction * Toggle to turn off picking a category from payee history (More → Transactions & Automation) * Apple Wallet sync runs in the background when Wallet data changes * Bank sync updates a pending charge when it settles (tips, fuel holds), and Wallet sync removes rejected holds * Bank sync respects Actual's "import pending transactions" setting * Pending imports can be saved as transfers, plus a notes clear button and an unmapped card warning * Diagnostic report under Support & Diagnostic * Self-signed certificate help in Support * VND currency support, plus a Currency Settings shortcut on a currency mismatch Bugs and improvements: * Deleting a transfer deletes both sides * Deleted SimpleFIN transactions stay deleted * Currency preference no longer resets * Picked categories are kept when approving pending imports * Schedule rule actions (e.g. notes) apply to scheduled transactions * OpenID sign-in shown before a password attempt * Denied Apple Wallet access in Bank Sync now links to Settings * Stay on All Accounts after adding a transaction from it * Fixed split sign toggle on duplicated transactions * Fixed empty card mapping edit sheet and the mappings count * Fixed card number extraction from bank SMS * Fixed a credit card reminder crash; due vs balance labelled consistently * Fixed phantom History entries; History now tracks payee, category, date and split changes * Split hidden on transfers, and category hidden unless one side is off-budget * Keypad stays down after picking a payee/category; text fields stay above the keyboard * Removed old Hide Cleared / Hide Reconciled toggles (status chips cover them) * Smoother Compact budget scrolling and general performance work * Currency symbol on Compact budget amounts * About merged into Information; Expand/Collapse All Accounts moved to the Accounts menu * UI polish across status chips, spacing, pickers, notes and tags * Privacy policy covers Apple Wallet, SimpleFIN and payee locations
Actuali is a native iOS client for Actual Budget, the local-first, open-source personal finance app. Connect to the Actual server you already self-host and budget from your phone, online or offline (sync the moment you're back online). Supports most Actual Budget features: Envelope & Tracking Budgets (inc. Encrypted), Categories, Transactions, Rules, Schedules, Reports, OAuth Plus many additional features including: • Bank sync via SimpleFIN • Import Apple Card, Apple Cash, & Savings transactions straight from Wallet • Tap to pay with Apple Wallet & the transaction logs itself, a Shortcuts automation runs Actuali's Log Transaction action the moment you pay • Payee locations: remembers where you transact, so payee suggestions are one tap away • Bills & Schedules Calendar: upcoming bills and scheduled transactions in one dashboard • Credit card support: payment due reminders, statement history • Notifications for new transactions and card payment due dates • Automatic backups, mirrored to a folder you choose • Category funding automation: top up categories from a source you pick • Transaction history with Undo • iOS Widgets & Shortcuts • Quick math in the amount field (+, −, ×, ÷) • Card & Account Mapping • Hide balances app wide • Light/Dark mode • iPad support Your data, your server: Actuali talks only to the Actual Budget server you configure, nothing else. No analytics, no personal data collected. Requirements: your own Actual Budget server (actualbudget.org) to sync. Actuali is an independent companion client and isn't affiliated with the Actual Budget project.