github-starred/actual
2
0
Fork 0
mirror of https://github.com/actualbudget/actual.git synced 2026-04-28 18:40:34 -05:00
Code Issues 1.3k Packages Projects Releases 54 Wiki Activity

Add note on migration from old version (#101)

Browse Source 
* add a note about export from old version of actual

* link to migration info from getting-started

* Update docs/Installing/overview.md

Co-authored-by: Hans Fast <fasthans@gmail.com>

* Update docs/Getting-Started/migration/migration-intro.md

Co-authored-by: Hans Fast <fasthans@gmail.com>

---------

Co-authored-by: Rich Howell <22135084+rich-howell@users.noreply.github.com>
This commit is contained in:
Hans Fast
2023-02-16 00:23:29 +01:00
committed by GitHub
parent ba06f4dfaa
commit 575ec8eda2
2 changed files with 10 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

8
docs/Getting-Started/migration/migration-intro.md
View File

@@ -6,10 +6,18 @@ title: "Migration Overview"
[Click here](simple-sync) if you are looking for the steps to migrate from "full sync" to (the more reliable) "simple sync" method.
:::
Keeping your existing transaction history is important. If you already use a different app, you probably want to migrate it over into Actual.
Right now, only YNAB4 is officially supported. However, the [API](/developers/API/) allows anyone to write a custom importer. We will work with the community to help write other importers soon.
## Migration from the old Desktop App
:::note
Are you coming from the original, managed Actual subscription service? That used an older version of the desktop app which doesn't have the export button, but you can log in to the Web version at app.actualbudget.com to export your data in a format suitable for importing in your new instance. See [Backups](https://actualbudget.github.io/docs/Backup-Restore/Backups) and [Restoring](https://actualbudget.github.io/docs/Backup-restore/Restore).
Instead of creating an export from the Web app, you can also create a zip archive of your budget folder, which is equivalent. The folder is located at `~/Documents/Actual/My-Budget-abc123` by default on MacOS and Linux. The resulting zip file can be imported into Actual via the Web app.
:::note
## Migration from other apps
[YNAB4](ynab4) is the only built-in importer right now. We're hoping the community can help build other importers on top of the [API](/developers/API/).

2
docs/Installing/overview.md
View File

@@ -15,4 +15,6 @@ While running a server can be a complicated endeavor, we’ve tried to make it f
Once you’ve set up your server, you can [configure it](Configuration.md) to change a few of the ways it works.
If you're coming from the original, managed Actual subscription service, you may want to [migrate your data](../Getting-Started/migration/migration-intro.md).
If you have any other ways Actual can be hosted, please consider opening a pull request to add them to the documentation so that others can benefit from your experience.