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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:
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.github/actions/spelling/allow/keywords.txt
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.github/actions/spelling/allow/keywords.txt
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@@ -51,6 +51,7 @@ libofx
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linting
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lleskassen
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lte
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Mariushosting
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minimalistic
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monkeypatch
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Morrisons
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@@ -65,6 +66,7 @@ ofx
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OFX
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payeerule
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pikaday
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pikapods
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playsinline
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portalization
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Postgresql
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@@ -73,11 +75,13 @@ publix
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QFX
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QIF
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returnsandreimbursements
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roadmap
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Rezip
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RUpdate
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sankey
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screenshots
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SEB
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Sztup
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subfolders
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subreaper
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subtransaction
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@@ -95,3 +99,4 @@ Xxxxx
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ynab
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Ynab
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YNAB
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Zsolt
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@@ -33,6 +33,7 @@ const sidebars = {
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label: 'Getting Started',
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collapsible: false,
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items: [
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'getting-started/roadmap-for-new-users',
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{
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type: 'category',
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label: 'Installing Actual',
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@@ -81,10 +82,10 @@ const sidebars = {
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'tour/settings',
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],
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},
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'getting-started/starting-fresh',
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'getting-started/tips-tricks',
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'getting-started/sync',
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'getting-started/manage-files',
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'getting-started/starting-fresh',
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'getting-started/envelope-budgeting',
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{
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type: 'category',
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docs/getting-started/roadmap-for-new-users.md
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docs/getting-started/roadmap-for-new-users.md
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# Roadmap for new users
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Welcome to Actual Budget, a delightful budgeting tool that meets you wherever you are in your financial journey.
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Our documentation is plentiful; getting started on the right track can be overwhelming unless you know where you are going.
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In other words - this very part of our documentation is for you who are entirely new to Actual.
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Below, we have outlined various use cases and, under each use case, give pointers to where to start.
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## I just want to look at screenshots before doing anything.
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Please take a look at our [Tour of Actual](/docs/tour/).
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## I want to test out Actual without committing to any work or installations.
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It's as simple as [trying our demo](https://demo.actualbudget.org/budget).
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There are no strings attached; it's just a chance to explore Actual.
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## I want to run Actual on my computer.
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If you plan to use Actual on a single computer and don't need it on your mobile or tablet,
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you can [download the stand-alone software](https://github.com/actualbudget/actual/releases).
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## I want the complete package but do not know how to run a server.
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In this case, you can use a service provider called PikaPods. Setup only takes a few minutes.
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We have written a thorough [step-by-step guide for PikaPods](/docs/install/pikapods).
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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).
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## I am technical and have no issues running a service on my own.
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Then you are in luck. We have guides for the following systems:
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* [Local installation](/docs/install/local)
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* [Docker installation](/docs/install/docker)
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* [Fly.io installation](/docs/install/fly)
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There is also an external guide explaining how to install Actual on:
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* [Synlogoy NAS](https://mariushosting.com/how-to-install-actual-on-your-synology-nas/) by Mariushosting.
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* [Home Assistant](https://github.com/sztupy/hassio-actualbudget) by Zsolt Sz. Sztupák.
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@@ -8,9 +8,13 @@ Welcome to Actual’s documentation! This page provides you a quick introduction
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## Where to Begin?
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If you’re 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
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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
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the more detailed documentation, check out the “Using Actual” section from the left-nav of the Actual documentation.
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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).
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You can also try to [install Actual](./install/index.md) on a computer to start.
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After installation, check out the [Tour of Actual](./tour/index.md) for a
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high-level overview of how Actual works. The next step is to read our
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[Starting Fresh](/docs/getting-started/starting-fresh) guide.
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Then we suggest dive into the more detailed documentation, check out the “Using Actual” section in the left menu.
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For help and support, [reach out to the maintainers and community](/contact).
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