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  1. May 04, 2023
  2. May 02, 2023
    • Jed Fox's avatar
      Add support for credit card OFX files (#987) · d2185909
      Jed Fox authored
      d2185909
    • Jed Fox's avatar
      Remove unused payee rules feature (#985) · 646d0d90
      Jed Fox authored
      Fixes #615. I would appreciate double-checking that I didn’t
      accidentally delete anything that is important.
      
      Since I’m removing the related API methods, this is technically a
      breaking change (even if people would have no reason to remove this
      stuff), so we should probably do a major release of the API package.
      646d0d90
    • shall0pass's avatar
      Priorities for goals (#961) · 66f7336b
      shall0pass authored
      This attempts to add priorities for goal templates and addresses most of
      https://github.com/actualbudget/actual/issues/959
      
      .
      
      I couldn't find a good way to preserve both "Apply" and "Overwrite"
      operations, so this PR does away with the current "Apply" action
      behavior. Every box with a budgeted value will be overwritten if a
      template goal is present.
      
      The added syntax to define priorities is as follows:
      #template    -- priority 0, highest priority
      #template-1  --priority 1, 2nd highest priority
      #template-2 --priority 2, 3rd highest priority
      #template-N --priority N, as many as you'd like.
      
      ~~Leaving as a draft as this may not be the preferred implementation but
      I wanted others to be able to try it with netlify.~~
      
      ---------
      
      Co-authored-by: default avatarCaleb Young <cwy@rincon.com>
      66f7336b
  3. May 01, 2023
  4. Apr 30, 2023
  5. Apr 29, 2023
  6. Apr 28, 2023
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  8. Apr 25, 2023
  9. Apr 24, 2023
  10. Apr 23, 2023
  11. Apr 22, 2023
    • Davis Silverman's avatar
      Add experimental new OFX importer (#921) · a1d321d6
      Davis Silverman authored
      Hi there, 
      
      I try to tackle #798 here. It was suggested to throw this behind a
      feature flag, so here it is!
      
      this does its best to import the problem file in #767. 
      
      I am working on this because it would make my work on #918 easier :)
      
      Feel free to set the feature flag to true and try the new importer. The
      date parser is not as sophisticated as the one in `node-libofx`, but I
      tried 3 different OFX files, one from my bank, one from the mocks, and
      one from #767. They all seem to work well enough on that front, but this
      is definitely the weak point of the new implementation.
      
      Let me know what you think!
      a1d321d6
    • shall0pass's avatar
      [Feature] Initial concept for adding percentage based goals (#858) · 3ceb2d92
      shall0pass authored
      This is an initial concept for adding percent based goal targets.
      
      This version works by using a string in the form of: 
      #template 10% of Income <- Income is an income category name. Only
      income category names will work here currently.
      or
      #template 10% of all income<- 'all income' is a keyword in this context
      and will base the calculation on the total income for the month.
      
      Some of the nicer touches like Jed's polite notification that the syntax
      isn't correct is not implemented here yet.
      3ceb2d92
    • shall0pass's avatar
      Change method of calculating 'by' matches to use averaging (#879) · 0bcf6ea6
      shall0pass authored
      I've changed the method of calculating the budgeted amount. There may be
      a more efficient way of writing the loop, so I'm looking forward to the
      review.
      
      This change implements the mathematics of
      (Target1+Target2+TargetN-Last_months_category_balance) / (MonthsRemaing1
      + MonthsRemaining2 + MonthsRemaingN) * N. This is an averaged approach
      for multiple templates in the same category. It will appear to
      overbudget or underbudget some months compared to multiple single
      targets in different categories, yet there should always be enough saved
      in the category to satisfy the target due.
      
      Setting a target, it's assumed that money will be spent in the
      appropriate month, When a target reaches maturity, the money in the
      category associated with that target should be spent or moved so the
      remaining targets continue to be funded. I don't see an easy way of
      fixing that, but I hope this change will be of some help.
      
      Current method:
      Notice how the Bills (flexible) category reduces each month, resulting
      in larger budgeted amounts later in the goal cycle.
      
      
      ![Templates-now](https://user-images.githubusercontent.com/20625555/230964939-d20ca72b-1055-471a-9044-7cd640f19875.gif)
      
      Proposed method:
      **Note: The fact that the initial fill in this example equals the
      expected fill is a coincidence based on the template values I chose. The
      initial fills can be different from expected fill.
      
      
      ![Templates-proposed](https://user-images.githubusercontent.com/20625555/230965265-669f996c-3112-437b-ab83-9715ea5dfc7f.gif)
      0bcf6ea6
    • Matiss Janis Aboltins's avatar
      :white_check_mark: (e2e) improving stability - reducing flakiness (#932) · f8b73355
      Matiss Janis Aboltins authored
      Small changes to the e2e tests to improve the stability.
      f8b73355
    • Matiss Janis Aboltins's avatar
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