[Feature] Improve the welcome screen and offer a more user friendly introduction #1455

Closed
opened 2026-02-28 19:44:01 -06:00 by GiteaMirror · 1 comment
Owner

Originally created by @MikesGlitch on GitHub (Sep 30, 2024).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

The first screens are very important - particularly now that the App is being found on the WIndows Store by non-technical users.

The first screen you see when you visit Actual is this:

image

It's not very user friendly. Most people don't know anything about servers or how to configure one. It's very matter of fact - "Where's the server?" - the user would assume that the app only works with a server, which is not true.

After that, before you create a budget you see a wall of text:

image

It's informative, but it's a lot of text and nobody's going to remember it.

I'd like to make these screens more user friendly.

Describe your ideal solution to this problem

I've come up with some mocks. They're very rough and open to improvement, particularly around the wording. I've created them in PenPot

Instead of the "Where's your server?" screen, we could ask the user how they wish to use the app. If they want to use the app on one device, they don't need a server. If they want multi-device support, they need a server.

image

Instead of the wall of text, we could ask the user what they wish to do - create a new budget, import an existing one or view the demo.

image

Teaching and learning

No response

Originally created by @MikesGlitch on GitHub (Sep 30, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [X] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? The first screens are very important - particularly now that the App is being found on the WIndows Store by non-technical users. The first screen you see when you visit Actual is this: ![image](https://github.com/user-attachments/assets/3672c083-9e90-4a3f-bf54-f3514b062a94) It's not very user friendly. Most people don't know anything about servers or how to configure one. It's very matter of fact - "Where's the server?" - the user would assume that the app only works with a server, which is not true. After that, before you create a budget you see a wall of text: ![image](https://github.com/user-attachments/assets/02f922f4-1956-4dd5-bf2c-500a9b9ef008) It's informative, but it's a lot of text and nobody's going to remember it. I'd like to make these screens more user friendly. ### Describe your ideal solution to this problem I've come up with some mocks. They're very rough and open to improvement, particularly around the wording. I've created them in [PenPot](https://design.penpot.app/#/workspace/97b0253e-42f9-817e-8004-e3bb9f76f731/2c6952ee-d00e-8160-8004-ce890312ae0d?page-id=ea80f9cb-c027-80b6-8005-0b0250d21092&layout=layers) **Instead of the "Where's your server?" screen**, we could ask the user how they wish to use the app. If they want to use the app on one device, they don't need a server. If they want multi-device support, they need a server. ![image](https://github.com/user-attachments/assets/9a2e0411-3996-4fad-9855-f841ef84c4a4) **Instead of the wall of text**, we could ask the user what they wish to do - create a new budget, import an existing one or view the demo. ![image](https://github.com/user-attachments/assets/b9d83ae4-dca2-4b93-9b53-89c450ab708b) ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 19:44:01 -06:00
Author
Owner

@github-actions[bot] commented on GitHub (Sep 30, 2024):

Thanks for sharing your idea!

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Sep 30, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
Sign in to join this conversation.
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: github-starred/actual#1455