Commit Graph
250 Commits
Author SHA1 Message Date
DJ MountneyandGitHub 1cb7459803 Add info on self-signed https connections from the API (#288)
Related to https://github.com/actualbudget/actual/issues/1695

It's pretty common for users to have self-signed certificates for
actual, but this presents some challenges for the API.

Give a little bit of guidance here, for new contributors. Really, all
the info here is just for Node.js and not for actual. (we would want to
create seperate http agents and our own certificate config system if we
wanted to have actual specific config for this).

For many of the existing api use-cases the
`NODE_TLS_REJECT_UNAUTHORIZED` option will be fine. But
`NODE_EXTRA_CA_CERTS` seems like the proper way to do things (and the
one I tested on nodejs 21, on ubuntu via asdf install). But I also made
sure to mention the option of using openssl's ca certificates, because
if you are in a situation where your node.js is configured to link to
the system openssl on Linux, it's going to be the easiest and most
familiar to Linux sysadmins. It's just not the cross-platform supported
option like `NODE_EXTRA_CA_CERTS`.
2023-12-12 12:04:44 -07:00
youngcwandGitHub d5c9624242 add blurb for transfer rules (#286)
This gets asked a lot in discord.  Now we can point people somewhere.
2023-12-07 12:28:57 -07:00
youngcwandGitHub 97703077ef add stop command to docker-compose update steps (#285) 2023-12-07 12:28:13 -07:00
youngcwandGitHub 287d88fc41 blurb about transfer categories (#283)
We get lots of questions about transfers involving off budget accounts.
This will hopefully alleviate some of that confusion.

It was mentioned in
[actualbudget/#1979](https://github.com/actualbudget/actual/issues/1979)
that the docs don't have a good description of this.
2023-12-07 12:25:56 -07:00
youngcwandGitHub 70b653fc24 add info about aligning to_budget on nynab import (#282)
When importing from nYNAB `to budget` doesn't match the previous `ready
to assign` value. I added a description of why that is and how to make
the numbers match.
2023-12-07 12:23:56 -07:00
fa226311a9 🔖 (23.12.1) fix '.migrate' file causing Synology NAS problems (#289)
- server: https://github.com/actualbudget/actual-server/pull/290
- docs: https://github.com/actualbudget/docs/pull/289

---------

Signed-off-by: check-spelling-bot <check-spelling-bot@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2023-12-07 19:18:08 +00:00
PeterandGitHub 941838c045 add reverse proxy config documentation (#267)
Hey, since I've been using Actual via Traefik for a few days now, I took
the time to add a little bit to the documentation in that regard. I hope
it fits so far. Please feel free to comment/improve anything.
2023-12-03 13:31:18 -07:00
36969de9e3 guide for starting fresh (#279)
Depends on #278.
Fixes #251

This adds a dedicated guide for those that are starting fresh with
Actual and aren't familiar with zero-sum budgeting. It is a step by step
that points to the existing pertinent docs pages with additional
direction.

---------

Co-authored-by: shall0pass <20625555+shall0pass@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2023-12-03 13:29:13 -07:00
64c455a897 🔖 (23.12.0) darkmode, transaction locking, mobile updates and more (#284)
- web: https://github.com/actualbudget/actual/pull/2003
- server: https://github.com/actualbudget/actual-server/pull/286
- docs: https://github.com/actualbudget/docs/pull/284

---------

Signed-off-by: check-spelling-bot <check-spelling-bot@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2023-12-02 19:29:03 +00:00
f5addccb1e Create reset password doc (#271)
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
2023-11-28 17:21:55 +00:00
Shazib HussainandGitHub 8a90292f97 Adding some contribution guidelines (#277) 2023-11-27 19:42:23 +00:00
Matiss Janis AboltinsandGitHub 39a8f94931 [WIP] Actual Budget Vision (#213) 2023-11-26 19:36:43 +00:00
DJ MountneyandGitHub f1dccec274 API update learnCategory,runTransfers for addTransactions (#280)
To match changes from https://github.com/actualbudget/actual/pull/1944
2023-11-26 18:17:22 +00:00
youngcwandGitHub a7e862acbb Community Projects page (#278)
This adds a page that calls out useful and interesting community
projects that integrate with Actual. There are only a few that I know of
right now, but we can add any later that come up.
2023-11-22 13:03:35 -07:00
youngcwandGitHub cfe53bf0cd add blurb for goal colors (#275)
matches [actual#1780](https://github.com/actualbudget/actual/pull/1780)
2023-11-10 14:36:13 -07:00
Matiss Janis AboltinsandGitHub 5dcf7fd2b0 📝 updated main contributors list (#276) 2023-11-08 17:15:46 +00:00
Stefan HallandGitHub b26bfc457b Update ynab4 + 5 importer links in api docs (#273)
So they point to existing implementations. The current links are broken
and Im hoping these links are correct - someone please let me know if
this is incorrect, thanks
2023-11-04 09:33:47 +00:00
Matiss Janis AboltinsandGitHub 3b538b6fff 🔖 (23.11.0) (#274)
- web: https://github.com/actualbudget/actual/pull/1859
- server: https://github.com/actualbudget/actual-server/pull/273
- docs: https://github.com/actualbudget/docs/pull/274
2023-11-04 09:28:43 +00:00
f634dc9850 Update releasing.md (#270)
Co-authored-by: shall0pass <20625555+shall0pass@users.noreply.github.com>
2023-10-19 17:32:00 +01:00
shall0passandGitHub 46092def6b Deemphasize 'Cloud' usage in the Sync page (#255)
I'm trying to deemphasize the term 'cloud' here because I think it
implies that it's going somewhere unknown. It should be clear that it's
going to a users installed server, and nowhere else. Pikapods and
fly.io, I think would be classic examples where where the term 'cloud'
makes sense but wouldn't make sense if someone had it installed on a
local PC, NAS or Raspberry Pi.

I left a lot of the document alone further down because it seems like
there may be error messages within the app that use the term 'cloud'.

Maybe add an additional explainer in the section that explains the cloud
file?

**Came up in a discord support issue.
2023-10-09 07:58:38 -05:00
Musa AhmedandGitHub 5ccd7a7a32 Small Grammer Improvement (#269) 2023-10-04 17:40:09 +01:00
4b4914619c 🔖 (23.10.0) (#268)
- web: https://github.com/actualbudget/actual/pull/1757
- server: https://github.com/actualbudget/actual-server/pull/269
- docs: https://github.com/actualbudget/docs/pull/268

---------

Signed-off-by: check-spelling-bot <check-spelling-bot@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2023-10-04 17:33:32 +01:00
ClumsyandGitHub 0ae15a2eed Simplify updating docker to 1 command (#261) 2023-09-27 18:25:32 +01:00
Daniel PandGitHub faa1ed0bff Fix step to skip if no savings account. (#265)
I believe this was incorrect, as skipping step 6 would mean there isn't
anything put into the savings category.
2023-09-04 21:16:02 +01:00
7a90e1e2c7 🔖 (23.9.0) mobile transaction entry, privacy mode (#266)
**Feature highlight:**
- Mobile transaction entry - ability to enter transactions using the
mobile responsive version of Actual
- Privacy mode - ability to mask balance amounts in the app - allowing
to use the product in public environments

---

- web: https://github.com/actualbudget/actual/pull/1635
- server: https://github.com/actualbudget/actual-server/pull/259
- docs: https://github.com/actualbudget/docs/pull/266

---------

Signed-off-by: check-spelling-bot <check-spelling-bot@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2023-09-03 15:56:04 +01:00
keiandGitHub 43d5ef0ac0 Update index.md (#264)
Edit typo.
2023-08-27 21:48:39 +01:00
Seth GillettandGitHub 80c8c665f5 Add instructions to retrieve nYNAB budget using an API key (#263) 2023-08-25 17:43:45 +01:00
Matiss Janis AboltinsandGitHub 03f4f00547 📝 removing some outdated information (#259) 2023-08-14 20:51:49 +01:00
Matiss Janis AboltinsandGitHub 9c5e4bc7a1 📝 new core contributor guide (#256)
New Core Contributor Guide

Information that is useful to know when joining the team.
2023-08-10 17:22:31 +01:00
9ee18ad59a Updated text to GoCardless (#254)
I don't have a GoCardless account to update the images.  

Have the images fundamentally changed (besides saying GoCardless instead
of Nordigen)?

---------

Co-authored-by: Johannes Löthberg <johannes@kyriasis.com>
2023-08-10 10:47:46 -05:00
Matiss Janis AboltinsandGitHub ae2bedd681 🔖 (23.8.1) fix nYNAB import, mobile colors and other smaller fixes (#260)
- web: https://github.com/actualbudget/actual/pull/1475
- server: https://github.com/actualbudget/actual-server/pull/240
- docs: https://github.com/actualbudget/docs/pull/260
2023-08-07 18:54:27 +01:00
732f1e9391 🔖 (23.8.0) stability improvements and new experimental features (#257)
- web: https://github.com/actualbudget/actual/pull/1444
- server: https://github.com/actualbudget/actual-server/pull/238
- docs: https://github.com/actualbudget/docs/pull/257

---------

Signed-off-by: check-spelling-bot <check-spelling-bot@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2023-08-02 20:34:45 +01:00
8cebea3a25 Goals: add blurb for previous flag, clean up confusing note (#253)
Matches [#1403](https://github.com/actualbudget/actual/pull/1403)

Tweaked some things that I noticed that were confusing.

---------

Co-authored-by: shall0pass <20625555+shall0pass@users.noreply.github.com>
2023-07-29 13:15:37 -05:00
Johannes LöthbergandGitHub 5787ae51e5 Rewrite managing credit cards page (#252) 2023-07-27 09:13:28 -05:00
Johannes LöthbergandGitHub 8a9803fc5f Fix documentation for keeping negative balances in a category (#241) 2023-07-21 08:37:49 -04:00
Michael GillettandGitHub 894b137432 Issue 236 - Settings page images missing highlighted callouts (#249) 2023-07-19 09:07:49 -04:00
Johannes LöthbergandGitHub c1e801c487 Fix markup of release note template for contributing docs (#248) 2023-07-17 07:03:36 -04:00
Paul GauntlettandGitHub d32b0af92d Explanation of Filter Dropdowns (#247)
Added a note regarding the dropdown arrow by "Date" and "Amount"s in
view of a recent bug report that showed that these are not always easily
discovered..

PS Sorry to keep adding changes but I am trying to respond quickly to
@shall0pass comments on another issue
2023-07-15 19:05:06 +01:00
0137e6b2b3 Filters - Example of Date Dropdown (#246)
Add Screenshots re Date Dropdown to Docs

---------

Co-authored-by: Jed Fox <git@jedfox.com>
2023-07-15 17:36:10 +01:00
shall0passandGitHub f0e67d71d4 Spellchecker CI (#228) 2023-07-15 10:41:33 -04:00
Paul GauntlettandGitHub 181e30e168 Describe how to access "Settings" (#245)
A partial update to the text until the screenshots can be updated
2023-07-14 20:12:59 +01:00
Paul GauntlettandGitHub 9a24c1019d A tour of actual - small update (#244)
Part of these instructions referred to desktop app and are now amended
2023-07-14 20:12:39 +01:00
Paul GauntlettandGitHub 521aa787ac Update Docs re delete Rules (#243)
Update Docs re mechanics to delete Rules
2023-07-14 19:54:27 +01:00
Paul GauntlettandGitHub 5fedcde883 Update Docs re Global Keyboard Shortcuts (#242)
Update Documentation regarding Global Keyboard Shortcuts as these do not
work in the Web app
2023-07-14 19:52:32 +01:00
shall0passandGitHub f1f3079b0c Add 'update' subheadings for docker (#240) 2023-07-12 19:01:52 -04:00
Michael GillettandGitHub ce8ea5a534 created filters & reports category (#238) 2023-07-12 14:30:50 -04:00
Michael GillettandGitHub 48a4e02097 added section for saving filtered transactions for 23.7.1 update (#232) 2023-07-11 17:45:25 -04:00
Paul GauntlettandGitHub 073c78bce5 New Account - Add link to Bank Sync Notes (#235) 2023-07-10 14:22:31 -04:00
Paul GauntlettandGitHub 3cc42cd58c Category Functionality Notes Update (#233) 2023-07-10 11:24:40 -04:00
Paul GauntlettandGitHub 9bf146cd70 Change and Add Create Accounts Images (#231) 2023-07-09 15:10:33 -04:00