v1.4.7 — Import from Actual Budget ✨
Hot on the heels of the tags release, you can now bring your full history over from Actual Budget — accounts, categories, splits, transfers, monthly assignments, and #hashtag tags. Plus YNAB flags now land as tags, and the resizable panels remember your width properly.
✨ What's new
📥 Import from Actual Budget
Drop in your Actual export (ZIP) and ZeroSum rebuilds your budget end-to-end:
- Accounts — budget, tracking, and closed accounts
- Categories + groups (income group skipped automatically)
- Regular transactions + proper split transactions (parent with split children)
- Transfers between accounts
- Monthly assignments — your category budgets per month
- "Buffered" → "For Next Month" — Actual's buffered amounts map cleanly onto ZeroSum's FNM system, enabled automatically if any buffer exists
- Payees and
#hashtagtags pulled from note text - Starting balances correctly summed per account (including reconciliation adjustments)
Everything is parsed entirely in your browser — no raw export data touches our servers until you confirm the import. The 4-step wizard lets you review accounts, categories, and a summary before committing.
📖 Full export instructions in the Importing from Actual help
article.
🏷️ YNAB flags → Tags
Your YNAB flag colors (green / blue / purple / yellow / orange / red) now import as ZeroSum tags with matching names. Re-import your YNAB export to pick them up.
🐛 Fixes
- Side panels remember your width after a refresh. Previously: if you collapsed the left sidebar or right budget side panel, refreshed the page, then expanded — it would open at the minimum width instead of the size you had set. Now it restores to your chosen width.