Commit Graph

68 Commits

Author SHA1 Message Date
Matt Fiddaman
55e41fbf97 update reconciliation page (#633)
Closes https://github.com/actualbudget/docs/issues/485

This is probably hard to review through GitHub as the file name ordering
has been fixed too, best look at it through the deploy too.
2025-02-13 01:09:21 +00:00
Travis Lesicka
15b7169529 Add Page for Multi-Currency Support (#594)
Adding a page to Using Actual/Budgeting to demonstrate how to implement
multi-currency using Rule Templates.

---------

Co-authored-by: Ruben Olsen Lærk <ruben@lku.no>
2025-01-15 13:38:23 -07:00
youngcw
2682f3bca8 reworking template docs (#606)
This is the start of getting the existing template setup ready to
mainline. We can consider making each template type its own file if this
feels too long.

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Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-01-13 08:00:49 -07:00
Ruben Olsen Lærk
ee33b5c82b Export from commercial Actual Budget app-page and associated image is no longer relevant for the documentation. (#599)
Reason:  The commercial https://app.actualbudget.com has been axed. 

For export from the current open-source offering use the existing
documentation.

Replacment pages is found at
https://actualbudget.org/docs/backup-restore/backup and
https://actualbudget.org/docs/backup-restore/restore
2025-01-10 06:34:46 +01:00
lelemm
af64b7484d Multiuser and OpenId (#447)
Co-authored-by: Ruben Olsen Lærk <ruben@lku.no>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2025-01-07 07:54:04 -07:00
Joel Jeremy Marquez
c3590d8ce7 Use consistent terms regarding on-budget and off-budget accounts (#504)
Co-authored-by: Jeremy Marquez <jmarquez@starlinewindows.com>
Co-authored-by: Ruben Olsen Lærk <ruben@lku.no>
2025-01-03 08:26:31 +01:00
Adivardhan Maheshwari
2ed1add5bc Update reconciliation instructions and images to reflect current UI (#560)
When I setup my actual account, I noticed that there was no
reconciliation button as described in documentation. Found out after
hunting, that the UI has changed resulting in this issue. I have created
this PR to update that.

Let me know if the language or images need to be changed.

Caused because of: https://github.com/actualbudget/actual/pull/3684
2024-12-11 23:56:03 +00:00
Matt Fiddaman
9ae6481fd4 🔖 (24.12.0) (#545)
- web: https://github.com/actualbudget/actual/pull/3931
- server: https://github.com/actualbudget/actual-server/pull/515
- docs: https://github.com/actualbudget/docs/pull/545
2024-12-06 18:31:43 +00:00
Kayce Serafin
1d964978d6 [WIP] Update/docs (#494)
- Update image for months selector
- Remove extra semicolon
2024-11-25 16:25:43 -07:00
Julian Dominguez-Schatz
f5bfa4db8a 🔖 (24.11.0) (#481)
- web: https://github.com/actualbudget/actual/pull/3766
- server: https://github.com/actualbudget/actual-server/pull/492
- docs: https://github.com/actualbudget/docs/pull/481
2024-11-03 09:43:52 -05:00
wdpk
f13cc304ed basics of text style guide for consistent tone when writing. (#398)
add some basic guidelines about how to write the docs so a shared voice is heard when using the documentation.

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Co-authored-by: Zeus\Herb <herb@win.dows>
Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
Co-authored-by: Ruben Olsen Lærk <ruben@lku.no>
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
2024-09-13 08:36:16 +01:00
wdpk
bfe5414ec0 Update docs to be time-neutral by removing outdated references, update related screenshots to where these issues occured (#396) 2024-08-26 23:36:16 +01:00
Robert Dyer
baba070baf Update report budget docs (#425)
First, the way to enable it has changed so that is updated.

Second, the UI now calls it "tracking" and "envelope" budgeting, so the
text and filenames were updated to reflect the new "tracking" name.
2024-08-08 20:27:23 +01:00
Ruben Olsen Lærk
4356a23f9c Revamp of A tour of actual (#402)
The current Tour was lacking for people curious about what Actual looks
like, without going into "full teaching manual mode".

What I have done:

- Consistent screenshots
- Added some explanatory text and links to the actual manual pages

I am fully aware that there is a fine line between some of these pages
and manual pages.

Anyway - we should now have something to show the YNABers and MINTers of
the world :-)

Ideally, we should have a video introduction as the "tour" - but given
how much change we have in the program, this would kill the poor guy/gal
who wants to maintain such a video.

PS: I go on vacation on Saturday July 13th - so any changes I am not
able to do after that time.

---------

Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
2024-07-12 13:42:02 -07:00
youngcw
1211b086d7 Add a download page to the website (#359)
This is a super rough start for a download page for the website. Please
make contributions since this is pretty bad so far. Can you tell Im not
a front end dev? 😆

In order for the links to always work we either need to:
* Modify our electron build to not add versions to the filename
* Add some way for the page to know the current version and use that in
the requested filename

For now they are hard coded with the version so they wont work next
month unless something changes.

For now the OS logos are colored so that they can be seen in both light
and dark modes. Im sure there is a better way than making them purple.
2024-07-09 11:47:51 -07:00
Ruben Olsen Lærk
0026a02f76 Extended the PikaPods documentation for non-technical users (#393)
I have extended the PikaPods documentation to cater to non-technical
users. This should be quite straight forward.

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Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
2024-07-08 08:33:08 -07:00
wdpk
9d59672a60 Explain condition types on Rules and Filtering pages (#390)
Add information about "matches" being regex.

~~PR 9/10ths of the way there, still need to update screenshots. Is
there a style policy regarding dark/light mode screenshots? It seems
like currently it swaps between the two.~~

---------

Co-authored-by: Zeus\Herb <herb@win.dows>
2024-07-08 07:09:41 -07:00
Ruben Olsen Lærk
d54bdffc6b A go at Starting fresh (#389)
We now have quite a few changes - not only moving the *generic envelope
budget* stuff out.

In short:
* Added section on handling cash. The idea behind this is to give people
that are new to this kind of budgeting, an easy idea on what to do with
cash. Even seasoned Zero-Summers can forget about this simple trick :-)
* Amended Setting up your Budget Categories with a small tip.
* Added sub section Group Your Expense Categories. I have guided a lot
of people on using Zero-Sum software (Ynab, Financier - and now Actual)
- and the grouping I propose have shown to help people to not touch
category money they should not touch.
* Assigning Available Funds is a complete rewrite - this is "Tips" we
removed from the envelope-budget.md file - I will add a link back into
the getting-started document when both PRs has been done.
* Added a section on finding your budget number if you do not want, or
can use historical data
* Keep Budgeting was amended 
* Added a header before text on next step.

OBSERVATIONS: I think this document is too big - and it should be split
into it's 5 parts (+ introduction).

---------

Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
2024-07-05 13:39:39 -07:00
youngcw
5748e279f1 Actual vs YNAB blog post (#378)
Feel free to comment. I imagine we will be getting increased interest
over the next few days.
2024-07-01 17:37:55 -07:00
shall0pass
85f58ebcb4 Blog Post: Templates with a twist for weekly targets (#338) 2024-03-25 19:34:28 -05:00
DJ Mountney
b724708411 Add docs on ability to create transfer from two existing transactions (#321)
Docs for PR https://github.com/actualbudget/actual/pull/2398+

as part of the feature
https://github.com/actualbudget/actual/issues/1891+
2024-03-23 10:36:39 -07:00
shall0pass
eb0c5418c8 Add text to reconciliation section about lock icon (#319) 2024-02-27 10:49:29 -07:00
xentara1
6f42b9f6e3 Adding Create Schedule From Transaction (#303)
As discussed..
https://github.com/actualbudget/actual/pull/2222

---------

Co-authored-by: xentara1 <xentara1@xentara1.com>
Co-authored-by: alex Foreman <>
2024-02-27 10:45:43 -07:00
Redbox3070
e56103d456 Create page for custom reports (#316)
Custom reports documentation, pictures are still missing.

---------

Co-authored-by: Teprifer <34882928+Teprifer@users.noreply.github.com>
2024-02-21 12:31:49 -07:00
youngcw
f7d818529d add info on how to sync simplefin (#318)
The info on syncing with simplefin was really small in the docs, so I
fleshed it out more and added a picture.
2024-02-20 14:27:07 -07:00
Eric Karr
67f76080a9 Added VM specification to fly.toml to keep within Fly.io free allowances (#306) 2024-02-08 08:26:35 +00:00
Dan D
7968c18bcb Add Experimental SimpleFIN Sync to Docs (#312)
Added a new page in the docs under "Experimental", for SimpleFIN Sync. 

I used the existing GoCardless page as a starting point.
2024-02-06 18:14:48 -07:00
Jorim Tielemans
b210f45e21 Update bank-sync.md (#300)
Location in menu changed, also updated the screenshots.
2024-01-06 16:33:40 +00:00
youngcw
f4df1400cc add blog post about using goal templates (#291)
We have a blog, so I wrote a post for it.

Its about how I use the goal templates in the hopes that it will inspire
some people on how they can use goals and some budgeting strategy baked
in.

---------

Signed-off-by: check-spelling-bot <check-spelling-bot@users.noreply.github.com>
Co-authored-by: Matiss Janis Aboltins <matiss@mja.lv>
Co-authored-by: Matiss Janis Aboltins <MatissJanis@users.noreply.github.com>
2023-12-15 13:02:40 -07:00
youngcw
fe8df6c57c Add example rule for using imported payee contains (#293)
The question of not having contains under payee in rules gets asked a
lot. I added an example for it.

I also changed the name of that page to "Rules Examples" to be more
clear on what it is.
2023-12-15 12:01:30 -07:00
youngcw
5c1e1b7fd1 dark mode inclusion and dynamic homepage images (#290)
Added a dark mode callout in the feature list.

Working on dynamically switching between dark and light screenshots when
the page switches themes.

I pulled images from the VRT tests to use for dark images. They are
pretty close to the existing images, but from a slightly larger screen.
2023-12-12 13:38:02 -07:00
youngcw
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
youngcw
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
shall0pass
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)?

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Co-authored-by: Johannes Löthberg <johannes@kyriasis.com>
2023-08-10 10:47:46 -05:00
Michael Gillett
894b137432 Issue 236 - Settings page images missing highlighted callouts (#249) 2023-07-19 09:07:49 -04:00
Paul Gauntlett
0137e6b2b3 Filters - Example of Date Dropdown (#246)
Add Screenshots re Date Dropdown to Docs

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Co-authored-by: Jed Fox <git@jedfox.com>
2023-07-15 17:36:10 +01:00
shall0pass
f0e67d71d4 Spellchecker CI (#228) 2023-07-15 10:41:33 -04:00
Michael Gillett
ce8ea5a534 created filters & reports category (#238) 2023-07-12 14:30:50 -04:00
Michael Gillett
48a4e02097 added section for saving filtered transactions for 23.7.1 update (#232) 2023-07-11 17:45:25 -04:00
Paul Gauntlett
9bf146cd70 Change and Add Create Accounts Images (#231) 2023-07-09 15:10:33 -04:00
youngcw
e9e213148d check template blurb (#181) 2023-07-04 12:37:02 -04:00
Jed Fox
dae2eb210b Add redirects for all pages on the old actualbudget.com (#219) 2023-07-02 07:04:27 -04:00
Jed Fox
48fbda27fa Redirect /account/* to sunset domain (#210) 2023-06-19 20:54:23 +01:00
Rich Howell
8caa78b1f7 Blog (#196)
https://docusaurus.io/docs/blog
https://deploy-preview-196--actualbudget-website.netlify.app/
2023-06-13 20:14:36 +01:00
Jed Fox
899801ab0c Move the docs back to /docs, add in a version of the homepage (#193)
https://deploy-preview-193--zingy-bonbon-b1b286.netlify.app

---------

Co-authored-by: Rich Howell <github@codenameowl.com>
2023-06-13 05:51:08 +01:00
Jed Fox
5d433c617e Reorganize page URLs to match the sidebar (#185)
Principles:

- lowercase URLs only
- kebab-case
- generally match sidebar structure
2023-06-12 15:20:06 -04:00
Jed Fox
7f880446cc New Fly install doc (#127) 2023-06-12 06:29:47 +01:00
Rich Howell
50f31a7cf0 Replace Logo (#188)
Logo update
2023-06-11 06:36:58 +01:00
Jed Fox
83bb5f982a Update Nordigen setup process (#182)
The environment variables and config.json methods are now deprecated
since the secrets are stored in the database.


https://deploy-preview-182--zingy-bonbon-b1b286.netlify.app/accounts/connecting-your-bank/
2023-06-08 18:41:53 +01:00
shall0pass
497911bd99 End of month cleanup (#172)
This is a basic documentation page of the `End of month cleanup` feature
if it's chosen to be included.

PR: https://github.com/actualbudget/actual/pull/1016
2023-05-24 12:08:15 -04:00