Note: This is a fork of Actual Budget with additional features. All credit for the original project goes to the Actual Budget team and contributors.
This fork includes the following additional features:
Quickly create transactions using pre-defined templates. Save your common transactions (rent, utilities, subscriptions) as templates and apply them with a single click.
Features:
- Create, edit, and delete transaction templates
- Templates store: name, account, payee, category, amount, and notes
- Apply templates to instantly create new transactions
- Access via sidebar: More > Templates
New Files Added:
| Component | Location |
|---|---|
| Database Migration | packages/loot-core/migrations/1766870400000_transaction_templates.sql |
| API Handlers | packages/loot-core/src/server/templates/app.ts |
| TypeScript Types | packages/loot-core/src/types/models/transaction-template.ts |
| React Hook | packages/desktop-client/src/hooks/useTemplates.ts |
| UI Components | packages/desktop-client/src/components/templates/ |
| Edit Modal | packages/desktop-client/src/components/modals/TemplateEditModal.tsx |
This project is forked from Actual Budget - a local-first personal finance tool that is 100% free and open-source.
Actual is a local-first personal finance tool. It is 100% free and open-source, written in NodeJS, it has a synchronization element so that all your changes can move between devices without any heavy lifting.
If you are interested in contributing, or want to know how development works, see our contributing document we would love to have you.
Want to say thanks? Click the ⭐ at the top of the page.
- Actual discord community.
- Actual Community Documentation
- Frequently asked questions
- Original Repository: github.com/actualbudget/actual
There are four ways to deploy Actual:
- One-click deployment via PikaPods (~1.40 $/month) - recommended for non-technical users
- Managed hosting via Fly.io (~1.50 $/month)
- Self-hosted by using a Docker image
- Local-only apps - downloadable Windows, Mac and Linux apps you can run on your device
Learn more in the installation instructions docs.
To run this fork locally with Docker:
# Start the development server
docker compose up --build
# The app will be available at http://localhost:3001Read about Envelope budgeting to know more about the idea behind Actual Budget.
Check out the community's Starting Fresh guide so you can quickly get up and running!
Check out the community's Migration guide to start jumping on the Actual Budget train!
We have a wide range of documentation on how to use Actual, this is all available in our Community Documentation, this includes topics on Budgeting, Account Management, Tips & Tricks and some documentation for developers.
Actual is a community driven product. Learn more about contributing to Actual.
The Actual app is split up into a few packages:
- loot-core - The core application that runs on any platform
- desktop-client - The desktop UI
- desktop-electron - The desktop app
More information on the project structure is available in our community documentation.
Current feature requests can be seen here. Vote for your favorite requests by reacting 👍 to the top comment of the request.
To add new feature requests, open a new Issue of the "Feature Request" type.
Make Actual Budget accessible to more people by helping with the Internationalization of Actual. We are using a crowd sourcing tool to manage the translations, see our Weblate Project. Weblate proudly supports open-source software projects through their Libre plan.
This project is licensed under the MIT License - see the original Actual Budget repository for details.