From d3895042bb135a32df148f3ce04c47d73efd333b Mon Sep 17 00:00:00 2001 From: Juulz Date: Mon, 6 Apr 2026 16:51:54 -0400 Subject: [PATCH] Update account documentation for clarity and accuracy (#7404) --- packages/docs/docs/tour/accounts.md | 48 ++++++++++------------------- 1 file changed, 17 insertions(+), 31 deletions(-) diff --git a/packages/docs/docs/tour/accounts.md b/packages/docs/docs/tour/accounts.md index 27d00d2628..f124ec6201 100644 --- a/packages/docs/docs/tour/accounts.md +++ b/packages/docs/docs/tour/accounts.md @@ -1,59 +1,45 @@ # The Account Register -This view lets you manage your transactions for an account. Consult the [Accounts & Transaction](/docs/accounts/) section in -the manual for detailed information on how to work with this view. +This view lets you manage your transactions for an account. Consult [Accounts & Transactions](/docs/accounts/) for detailed information on how to work with this view. -![](/img/a-tour-of-actual/tour-account-register-overview.webp) +![Account register overview](/img/a-tour-of-actual/tour-account-register-overview.webp) ## The Account Header To rename the account, click on the pencil icon that appears when you hover over the account name. Clicking on the note icon lets you add a note. Actual fully supports Markdown and the note will be rendered according to your Markdown when the cursor is hovering over the note. -Below the account name, you'll see the current balance. Green indicates a positive account balance, and red indicates a -negative balance. A chevron will appear if you hover over the balance with the cursor. Clicking on this will reveal -the values for both cleared and uncleared totals. See the -[reconciliation topic](/docs/accounts/reconciliation) in the manual for more information. +Below the account name, you'll see the current balance. Green indicates a positive account balance, and red indicates a negative balance. A chevron will appear if you hover over the balance with the cursor. Clicking on this will reveal the values for both cleared and uncleared totals. See [Reconciliation](/docs/accounts/reconciliation) for more information. -The top section also gives you access to several functions like importing transactions, manually adding new transactions, -and filtering what transactions you see. On the right side you'll find the _Search_ field which lets you quickly search all fields. +The top section also gives you access to several functions like importing transactions, manually adding new transactions, and filtering what transactions you see. On the right side you'll find the _Search_ field which lets you quickly search all fields. -It is possible to split a transaction into more than one category. By clicking on the expand/contract arrows, seen in the yellow box, -you will be able to show or hide split transactions. +It is possible to split a transaction into more than one category. By clicking on the expand/contract arrows, seen in the yellow box, you will be able to show or hide split transactions. -The three horizontal dots, shown in the blue box, will allow you to perform various manipulations on the account. These range from -reconciling and exporting your account to closing and linking your account for [automatic bank transactions](/docs/advanced/bank-sync). -This is also where you can show the account's running balance (as seen in the first screenshot on this page). You can -also hide/show both reconciled transactions as well as the cleared checkbox column to the far right of the transaction's row. +The three horizontal dots, shown in the blue box, will allow you to perform various manipulations on the account. These range from reconciling and exporting your account to closing or [Connecting Your Bank](/docs/advanced/bank-sync) for transaction syncing. You can show or hide the account's running balance, previously reconciled transactions and the cleared checkbox column to the far right of the transaction's row. -![](/img/a-tour-of-actual/tour-account-register-header.webp) +![Account register header](/img/a-tour-of-actual/tour-account-register-header.webp) -Clicking on **Import** will let you [import transactions](/docs/transactions/importing) from CSV, QIF, OFX and QFX files. +Clicking on **Import** will let you [import transactions](/docs/transactions/importing) from CSV, QIF, OFX, QFX or CAMT files. -Manually adding transactions can be done by clicking on **Add New**. The Payee and the Category fields will provide -a dropdown menu of available options. You can add new payees directly from this view, but if you need to add a new category, -you can only do so from the [Budget View](./budget). +Manually add transactions by clicking on **Add New**. The Payee and the Category fields will provide a dropdown menu of available options. You can add new payees directly from this view, but if you need to add a new category, you can only do so from the [Budget View](./budget). -![](/img/a-tour-of-actual/tour-account-register-adding-transaction.webp) +![Adding a transaction](/img/a-tour-of-actual/tour-account-register-adding-transaction.webp) ## Filtering on transactions -Clicking on the **Filter** lets you filter on all the fields. In the screenshot, we see that we filtered for where the Payee is -_Springfield Clothes and food_ and the Category equals just _Clothing_. +Clicking on **Filter** lets you filter on all the fields. In the screenshot, we see that we filtered for where the Payee is _Kroger_ and the Category is _Food_. -If you are filtering for the same things over and over, you can save your filter by clicking on the _Unsaved filter_ dropdown -on the right side in the header. Provide a name to save the filter under for future use. +If you are filtering for the same things over and over, you can save your filter by clicking on the _Unsaved filter_ dropdown on the right side in the header. Provide a name to save the filter for future use. -Consult [filtering transactions](/docs/transactions/filters) in the manual for more information. +Consult [Filtering Transactions](/docs/transactions/filters) for more information. -![](/img/a-tour-of-actual/tour-account-register-filter.webp) +![Filtering transactions](/img/a-tour-of-actual/tour-account-register-filter.webp) ## Working on selected transactions You can select transactions by clicking on the checkbox - just to the left of the date field. When transactions are selected, you'll see the balance of the selected transactions to the right of the account's balance. -The number of selected transactions is shown in the red box. If you click on this dropdown, you can perform various commands on these -transactions. +The number of selected transactions is shown in the red box. If you click on this dropdown, you can perform various commands on these transactions. -Another powerful feature allows you to do [bulk editing](/docs/transactions/bulk-editing). +Another powerful feature allows you to perform [Bulk Actions](/docs/transactions/bulk-editing). -![](/img/a-tour-of-actual/tour-account-register-selected-transactions.webp) +![Selecting transactions](/img/a-tour-of-actual/tour-account-register-selected-transactions.webp)