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Code Issues 3.0k Packages Projects Releases 58 Wiki Activity

[PR #7720] [CLOSED] [WIP] Docs: add step-by-step onboarding guide #89528

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opened 2026-05-22 13:58:18 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-05-22 13:58:18 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/7720
Author: @SeanFjellman
Created: 5/5/2026
Status: ❌ Closed

Base: master ← Head: docs-onboarding-setup-guide

📝 Commits (5)

  • b129c5f Docs: add step-by-step onboarding guide
  • dc1a4cf [autofix.ci] apply automated fixes
  • 1393193 Fixed some md syntax issues, and added password manager clarification
  • 99758d3 [autofix.ci] apply automated fixes
  • 6b33d02 Added link for development setup documentation

📊 Changes

2 files changed (+88 additions, -0 deletions)

View changed files

📝 packages/docs/docs-sidebar.js (+1 -0)
➕ packages/docs/docs/getting-started/onboarding-guide.md (+87 -0)

📄 Description

Description

This PR adds an initial step-by-step onboarding guide for new Actual users.

The guide helps new users choose a setup path, set a server password, log in, add an account, create a local account, review available funds, and understand where to go next. It is intended as a first version of the larger onboarding guide discussed in the issue.

I also added the new guide to the docs sidebar so it appears under Getting Started.

Related issue(s)

Partially addresses #6190

Testing

  • Ran the docs site locally.
  • Verified the new onboarding guide page renders correctly.
  • Verified the guide appears in the left sidebar under Getting Started.
  • Walked through the local Actual setup flow to compare the guide steps with the interface.
  • No actual test have been written.

Checklist

  • Release notes added (see link above)
  • No obvious regressions in affected areas
  • Self-review has been performed - I understand what each change in the code does and why it is needed

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/7720 **Author:** [@SeanFjellman](https://github.com/SeanFjellman) **Created:** 5/5/2026 **Status:** ❌ Closed **Base:** `master` ← **Head:** `docs-onboarding-setup-guide` --- ### 📝 Commits (5) - [`b129c5f`](https://github.com/actualbudget/actual/commit/b129c5f5f36ae35401bb707578154e8654191094) Docs: add step-by-step onboarding guide - [`dc1a4cf`](https://github.com/actualbudget/actual/commit/dc1a4cfa94e79df6e198aee3676da591bfc2046a) [autofix.ci] apply automated fixes - [`1393193`](https://github.com/actualbudget/actual/commit/13931939ad435432d6b3f2f9bf44680bf67ca032) Fixed some md syntax issues, and added password manager clarification - [`99758d3`](https://github.com/actualbudget/actual/commit/99758d3e9cada67bd289cedd928c83bbeb5cd747) [autofix.ci] apply automated fixes - [`6b33d02`](https://github.com/actualbudget/actual/commit/6b33d024d260fe1548366b679e027931f32bf9cc) Added link for development setup documentation ### 📊 Changes **2 files changed** (+88 additions, -0 deletions) <details> <summary>View changed files</summary> 📝 `packages/docs/docs-sidebar.js` (+1 -0) ➕ `packages/docs/docs/getting-started/onboarding-guide.md` (+87 -0) </details> ### 📄 Description ## Description This PR adds an initial step-by-step onboarding guide for new Actual users. The guide helps new users choose a setup path, set a server password, log in, add an account, create a local account, review available funds, and understand where to go next. It is intended as a first version of the larger onboarding guide discussed in the issue. I also added the new guide to the docs sidebar so it appears under Getting Started. ## Related issue(s) Partially addresses #6190 ## Testing - Ran the docs site locally. - Verified the new onboarding guide page renders correctly. - Verified the guide appears in the left sidebar under Getting Started. - Walked through the local Actual setup flow to compare the guide steps with the interface. - No actual test have been written. ## Checklist - [ ] Release notes added (see link above) - [x] No obvious regressions in affected areas - [x] Self-review has been performed - I understand what each change in the code does and why it is needed --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-05-22 13:58:18 -05:00
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Reference: github-starred/actual#89528
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