Roadmaps for new users (#395)

I have added a _Roadmaps for new users_ to help people decide on their
next step. The roadmaps are primarily aimed at non-technical people.

I saw the reason for doing this after getting a few questions for
non-techies people I know about "ehhh... where do I start?" ... "I did
install the desktop software, how to get this into my cell phone", etc.

---------

Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
This commit is contained in:
Ruben Olsen Lærk
2024-07-09 20:36:13 +02:00
committed by GitHub
parent 0026a02f76
commit 2ba87486a6
4 changed files with 60 additions and 4 deletions

View File

@@ -51,6 +51,7 @@ libofx
linting
lleskassen
lte
Mariushosting
minimalistic
monkeypatch
Morrisons
@@ -65,6 +66,7 @@ ofx
OFX
payeerule
pikaday
pikapods
playsinline
portalization
Postgresql
@@ -73,11 +75,13 @@ publix
QFX
QIF
returnsandreimbursements
roadmap
Rezip
RUpdate
sankey
screenshots
SEB
Sztup
subfolders
subreaper
subtransaction
@@ -95,3 +99,4 @@ Xxxxx
ynab
Ynab
YNAB
Zsolt

View File

@@ -33,6 +33,7 @@ const sidebars = {
label: 'Getting Started',
collapsible: false,
items: [
'getting-started/roadmap-for-new-users',
{
type: 'category',
label: 'Installing Actual',
@@ -81,10 +82,10 @@ const sidebars = {
'tour/settings',
],
},
'getting-started/starting-fresh',
'getting-started/tips-tricks',
'getting-started/sync',
'getting-started/manage-files',
'getting-started/starting-fresh',
'getting-started/envelope-budgeting',
{
type: 'category',

View File

@@ -0,0 +1,46 @@
# Roadmap for new users
Welcome to Actual Budget, a delightful budgeting tool that meets you wherever you are in your financial journey.
Our documentation is plentiful; getting started on the right track can be overwhelming unless you know where you are going.
In other words - this very part of our documentation is for you who are entirely new to Actual.
Below, we have outlined various use cases and, under each use case, give pointers to where to start.
## I just want to look at screenshots before doing anything.
Please take a look at our [Tour of Actual](/docs/tour/).
## I want to test out Actual without committing to any work or installations.
It's as simple as [trying our demo](https://demo.actualbudget.org/budget).
There are no strings attached; it's just a chance to explore Actual.
## I want to run Actual on my computer.
If you plan to use Actual on a single computer and don't need it on your mobile or tablet,
you can [download the stand-alone software](https://github.com/actualbudget/actual/releases).
## I want the complete package but do not know how to run a server.
In this case, you can use a service provider called PikaPods. Setup only takes a few minutes.
We have written a thorough [step-by-step guide for PikaPods](/docs/install/pikapods).
However, if you are adventurous or somewhat technical, please go directly to the [Actual Budget setup in PikaPod](https://www.pikapods.com/pods?run=actual).
## I am technical and have no issues running a service on my own.
Then you are in luck. We have guides for the following systems:
* [Local installation](/docs/install/local)
* [Docker installation](/docs/install/docker)
* [Fly.io installation](/docs/install/fly)
There is also an external guide explaining how to install Actual on:
* [Synlogoy NAS](https://mariushosting.com/how-to-install-actual-on-your-synology-nas/) by Mariushosting.
* [Home Assistant](https://github.com/sztupy/hassio-actualbudget) by Zsolt Sz. Sztupák.

View File

@@ -8,9 +8,13 @@ Welcome to Actuals documentation! This page provides you a quick introduction
## Where to Begin?
If youre new to Actual, [install](./install/index.md) it on a computer to start. After installation, check out the [Tour of Actual](./tour/index.md) for a
high-level overview of how Actual works. The next step is to read our [Starting Fresh](/docs/getting-started/starting-fresh) guide. Then we suggest dive into
the more detailed documentation, check out the “Using Actual” section from the left-nav of the Actual documentation.
If you're new to Actual, but do not know where to start, please consult the [roadmap for new users](/docs/getting-started/roadmap-for-new-users.md).
You can also try to [install Actual](./install/index.md) on a computer to start.
After installation, check out the [Tour of Actual](./tour/index.md) for a
high-level overview of how Actual works. The next step is to read our
[Starting Fresh](/docs/getting-started/starting-fresh) guide.
Then we suggest dive into the more detailed documentation, check out the “Using Actual” section in the left menu.
For help and support, [reach out to the maintainers and community](/contact).