Actual Budget

@actual-app/crdt is the package containing the core Conflict-free Replicated Data Type (CRDT) logic that enables syncing in Actual. This logic is shared between both the client and the server.

Warning: The maintainers may not follow semantic versioning (semver) when updating this package. Any usage of this package outside of the Actual ecosystem is undocumented and performed at the user's own risk.

The server-side connection package is the server-side counterpart to the client-side connection package. It provides the necessary methods for the server to facilitate communication with the client web application. Specifically, it allows the server to:

• Receive messages from the client.
• Reply to messages received from the client.
• Push messages from the server to the client.

The 25.1.0 release introduced several new capabilities to the Actual client:

• Calendar report: A new report card type for visualizing data.
• Duplicate budgets: The ability to create copies of existing budgets.
• OpenID Connect support: Experimental support for multi-user authentication via OpenID.
• Budget Templates: Support for negative values in budget templates.
• UI Improvements: Added a button to quickly navigate to the current month in the budget view.

Actual Budget and YNAB both use the envelope budgeting method. Key differences include:

• Cost: Actual is free and open-source for the base app and updates. YNAB is a paid service.
• Data Ownership: Actual is local-first; your data lives on your devices and your server. YNAB is a service where they own/control the budget data.
• Connectivity: Actual works online and offline. YNAB requires an internet connection to access the web service.
• Customization: Actual is open-source, allowing users to modify the application.

The Actual Budget Open Source project has migrated its primary web presence. Use the following official URLs to access the project:

• Official Website: https://actualbudget.org
• Documentation: https://actualbudget.org/docs
• Demo Instance: https://demo.actualbudget.org

Actual Budget follows a strict policy for managing experimental features to prevent codebase clutter.

Key rules include:

• Removal of abandoned features: Experimental features that are no longer pursued or have been abandoned will be removed from the codebase.
• No toggles for minor quirks: Experimental feature flags should not be used to manage small visual or functional variations (e.g., deciding whether a category selector shows hidden categories). Such variations should be handled through standard logic rather than feature flags.

For technical implementation details on how to manage these flags, refer to the feature flags documentation.

The Actual Budget Component Library is a collection of UI components used throughout the Actual Budget application. It allows developers to browse components, test different themes, view documentation with code examples, and verify accessibility compliance.

To use the library, navigate the sidebar to select specific components. You can use the toolbar to switch between different themes and interact with component states and variations.

Release 25.9.0 introduces several key features:

• Mobile Rules Page: A dedicated mobile view for viewing and managing rules on mobile devices.
• Currency Display in Reports: Experimental support for showing budget currency on the reports page.
• Pluggy.ai Bank Connector: An experimental release of the Pluggy bank-sync integration.
• Automations UI: Backend logic and UI connectivity to support automations.

Actual Budget supports customizable themes, allowing you to personalize the application's appearance. You can choose from built-in themes or implement your own custom themes. For instructions on how to create and apply custom themes, refer to the official documentation.

See [Custom Themes Documentation](https://actualbudget.org/docs/experimental/custom-themes) for implementation details.

Release 24.2.0 introduced several improvements to transaction management and bank synchronization:

Reconciled Transactions

• Filtering: You can now filter transactions by their reconciliation status.
• Date Editing: The system now asks for confirmation when you attempt to edit the date of a reconciled transaction.
• Un-reconciling: You can un-reconcile a transaction by clicking on the lock icon.

Split Transactions

• Distribute Button: Split transactions now include a "distribute" button. Clicking this automatically fills the remaining amount among sub-transactions that currently have no amount assigned.

Bank Sync (Experimental)

• SimpleFIN Support: Experimental support for SimpleFIN bank-sync is available for US banks.

The 22.12.03 release introduced several improvements and fixes:

Features

• Account Notes: Users can now add notes to accounts.
• Large Value Support: Removed the 32-bit limit on amounts, allowing for much larger values.
• UI Improvements: Updated icon design for better contrast and added a help button to the menu.

Fixes

• Importers: Fixed YNAB 4 and nYnab importers.
• Account Creation: Fixed the behavior of the 'Enter' key when creating accounts.
• Stability: Fixed various crashes in specific situations.
• Accessibility: Updated the cleared state display for better clarity.