[Docs] Tour: Update user interface page for clarity (#7402)

* Refine user interface documentation for clarity

Updated text for clarity and corrected typos in the user interface documentation.

* Clarify server status and sync icon details

Updated descriptions for server status and sync icon interactions.

* Clarify server status and sidebar account display

Updated server status descriptions for clarity and improved wording in the sidebar section.
This commit is contained in:
Juulz
2026-04-06 16:49:23 -04:00
committed by GitHub
parent 221a57e218
commit 533cbed106

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@@ -4,27 +4,28 @@ The user interface is divided into three parts:
Standard on most screens:
- On the left, we have the sidebar, which lets you easily switch between the various views, such as Budget, Reports, and Accounts.
- The server and sync status (if used) are shown in the red box in the upper right corner.
- The content of the rest of the interface depends on the functionality you have chosen in the sidebar. This screenshot shows an example of a Budget view.
- The left sidebar lets you easily switch between the various views, such as Budget, Reports, and Accounts.
- The server status (if used) is shown in the upper right corner (red box in the screenshot).
- The content of the rest of the interface depends on the view you have chosen in the sidebar. This screenshot shows an example of a Budget view.
![Full user interface with top right conner highlighted](/img/a-tour-of-actual/tour-overview-of-user-interface.webp)
![Full user interface with top right corner highlighted](/img/a-tour-of-actual/tour-overview-of-user-interface.webp)
## Top Right Corner
- The eye icon will scramble the numbers on the screen. This is useful if you need to report a bug to the Actual team but want to keep your numbers private. There are some caveats to this, so please read the [Scramble and Hide Data](/docs/getting-started/tips-tricks#scramble-and-hide-data) section in the Tips & Tricks guide.
- If clicking on the sync icon, your local file will sync to the server.
- The current text, _Server online_ shows the connection status. Thus, it could easily read _Server offline_ if you are not connected to a server. If you click on this text, you can change your password, sign out of the server or change the server URL.
- The eye icon will scramble the numbers on the screen. This is useful if you need to report a bug to the Actual team but want to keep your numbers private. There are some caveats to this, so please read [Scramble and Hide Data](/docs/getting-started/tips-tricks#scramble-and-hide-data) in the Tips & Tricks guide.
- Clicking on the refresh icon will force a sync of your local file to the server. Note: it does **not** perform a bank sync.
- Server status: _Server online_ shows the server is connected, _Server offline_ shows the server is disconnected, and _No server_ shows if you are not using a server. If you click on this text a server menu pops up.
- The farthest right item is a Help menu.
![Top right corner](/img/a-tour-of-actual/tour-overview-top-right.webp)
## The Sidebar
From the sidebar, you have easy access to all Actual's functionality.
From the sidebar, you have easy access to all Actual functions.
- Access to your Budget, Reports and Schedules.
- Less used functions are found under _More_, like managing Payees and Rules; this is where you find the software settings.
- The sidebar also holds all of your accounts, both on budget and off budget; these will display in a list under the heading to which they belong e.g. On budget.
- The sidebar also holds all of your accounts, both on budget and off budget; these will display in a list under their respective heading.
Most of these will we cover later in the tour.