I was a little confused that I couldn't see a running balance in my
accounts until I realized that it's only shown in a specific sort order.
I think it would actually be useful to be able to see the running
balance no matter the sorted order, but until then maybe we should
clarify in the documentation.
1. Moved _Filtering_ from _Reports & Filters_ to _Accounts &
Transactions_ as it's are more natural place to have the filter
documentation.
2. Renamed _Reports & Filters_ to just _Reports_
3. Moved _Schedules_ out of _Budgeting_ to better reflect the sidebar
items in the program.
4. Based on feedback from Michael Burnside on Discord, moved the
envelope budgeting docs higher up in the menu. What he wrote on Discord:
_I think the Envelope Budgeting doc should be moved up in the list. It's
important to understand the method and the "Why" first, so that users
can make sense of the tool and the "how". I know there's a link at the
top of the Starting Fresh article, but people tend to go top to bottom
in the contents (if they're reading at all)._
5. Moved _A Tour of Actual_ out of _Getting started_ as it's marketing
and not getting started with the program.
6. Moved _Starting Fresh_ higher up to differentiate between the tech
stuff and the why stuff.
**There is no change in content - just trying to make the menu a better
place to navigate**
---------
Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
I have added a _Roadmaps for new users_ to help people decide on their
next step. The roadmaps are primarily aimed at non-technical people.
I saw the reason for doing this after getting a few questions for
non-techies people I know about "ehhh... where do I start?" ... "I did
install the desktop software, how to get this into my cell phone", etc.
---------
Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
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>
I have added this page because I think the software used for envelope
budgeting should definitively have some documentation on how to actually
do envelope budgeting.
---------
Co-authored-by: Ruben Olsen Lærk <ruben.olsen@dnb.no>
mostly some more detailed advice in the starting fresh doc. Im trying to
make the budgeting advice be more centralized instead of being in random
places
A few minor tweaks
A few call outs that simplefin is not just a community thing anymore
I think this fixes an issue where the links on the page don't work if
you get to the page via discord link.
The root issue is the same as
https://github.com/facebook/docusaurus/issues/2298
We may need to go through and update the links in the website, or maybe
someone can take the time to migrate the website to docusaurus v3.
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>
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.
