I am unable to upload images from my fork. They are here:
[images](https://github.com/Juulz/docs/tree/master/static/img/credit-cards)
Updated Credit Cards:
- Rewrote index.md to explain how Actual treats credit cards
- Split off Paying in Full - Within the Budget and rewrote with
screenies
- Rewrote Carrying debt with screenies
Please add Citi and Citibank to allowed words. Thank you.
---------
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
The current roadmap only contained a subset of the options for setting
up a server. Rather than maintain two copies of the same information (or
preferring one method over the other), I think it's best to simply link
to the relevant section.
Relates to https://github.com/actualbudget/actual/pull/5925
Documentation improvements:
* Added `balance` as a supported template variable, describing its type
and value in the template variables table.
* Updated spacing to fix some markdown lints.
---
category: Enhancements
authors: [AndrewG147]
---
Transfers can now be created from split transactions (changed in
[25.9.0](https://github.com/actualbudget/actual/pull/5604)). The former
condition is not valid anymore
Users will attempt to install actual, and connect it, but then find they
cannot sign up, so pointing this out earlier is a good thing.
Ideally in the docs page actual should stop advertising it at all, and
simply leave the instructions there for people who already have
accounts, but not mention it in the features and such.
I could not find instructions on the [Budget
Templates](https://actualbudget.org/docs/experimental/goal-templates)
experimental feature docs page for how to enable the feature. I did not
look closely enough at the advanced settings to realize I had to click a
link, even though I had looked at the setting page.
After asking in discord, I was told how to enable the feature, and even
found that there was a parent page [Experimental
Features](https://actualbudget.org/docs/experimental/) which had the
instructions I would have needed.
This PR simply adds a short sentence with a link back to that root page
on the experimental features pages. This would have helped me find my
own solution without needing to ask.
I did not add anything to the [Pluggy.ai
Setup](https://actualbudget.org/docs/experimental/pluggyai) page because
it has the blurb `Pluggy integration is experimental at this point, so
before you can use it you need to enable it under Settings -> Advanced
Settings -> Experimental Features -> Pluggy.ai Bank Sync` in the page
and didn't have the same callout sections at the warning callout
sections as the other pages at the top.
Completed the beginning introduction of Restoring a Backup doc
**P.S. The first screenshot illustrating where to close the finance file
needs to be updated to comply with that in the current version.**
<img width="384" height="402" alt="截屏2025-08-15 09 48 32"
src="https://github.com/user-attachments/assets/c44012df-ecc3-4d76-8280-858001c68aa8"
/>
I changed two docs pages - multi user and oauth (opeid provider).
There were some minor inconsistencies and errors. I also fixed the
redirect URI from `<domain>/path/openid/callback` to
`<domain>/openid/callback` as the first one was incorrect for my
keycloak instance.
---------
Co-authored-by: Ruben Olsen Lærk <ruben@lku.no>
The search tool we use has always been a bit clunky for me. There's no
keyboard shortcut support, it doesn't look great, doesn't support react
19, and I had to write a theme sync function for it to work properly
with Docusaurus V3.
The package I've upgraded here fixes all those issues. I've also updated
all the packages to the latest version, and aligned the node support
with the Actual repo.
**Old (very inaccurate search):**
<img width="885" height="573" alt="image"
src="https://github.com/user-attachments/assets/eae157de-8282-412f-b89c-618f3e3e99e5"
/>
**New:**
<img width="676" height="605" alt="image"
src="https://github.com/user-attachments/assets/145db22f-8216-4e3f-9a98-a8bd469f1494"
/>
It also comes with a fancy new search page when you click _See all
results_
> [!NOTE]
> Important This will need a decent amount of testing of images, links,
sidebar, rss feed, etc
Upgrading Docusaurus to the latest.
- We can now use Mermaid diagrams
- It's supposed to have better performance
- It's actively supported (v2 wasn't)
Throughout this PR you'll notice
- Formatting updates (they are required for the build process)
- Some CSS updates - some default styling was changed in the plugins we
use. The updates I've made should make the style near identical to
what's currently live
- Some updates & fixes to bring our docs in line with the v3 way of
writing
Overall, the docs should look the same.
## Known issues:
- The top page nav is flickering when clicking links in the top page
nav. It's happening on the main Docusuarus website
https://docusaurus.io/blog
- If we upgrade we'll have to accept it until they fix it on their end
I encountered this issue when I [created a
PR](https://github.com/actualbudget/actual/pull/5479) to add a new bank
to Actual.
The docs were instructing me to first create the PR and then generate
the docs.
At the same time, when I tried to open the PR, the default template
message was instructing me to generate the release notes *before*
opening the PR.
```
<!-- Thank you for submitting a pull request! Make sure to follow the instructions to write release notes for your PR — it should only take a minute or two: https://github.com/actualbudget/docs#writing-good-release-notes. Try running yarn generate:release-notes *before* pushing your PR for an interactive experience. -->
```
I am not sure who is telling the truth here, but given the emphasis that
the template put on *before* I am inferring that the docs had the wrong
order. If this is not the case, of course feel free to nuke this PR and
update the GitHub template instead.
Add documentation for notes tagging and how to change their colors.
---------
Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
Co-authored-by: Ruben Olsen Lærk <ruben@lku.no>
