Files
actual/packages/docs
Matiss Janis Aboltins a43b6f5c47 [AI] Experimental CLI tool for Actual (#7208)
* [AI] Add @actual-app/cli package

New CLI tool wrapping the full @actual-app/api surface for interacting with
Actual Budget from the command line. Connects to a sync server and supports
all CRUD operations across accounts, budgets, categories, transactions,
payees, tags, rules, schedules, and AQL queries.

* Refactor CLI options: replace `--quiet` with `--verbose` for improved message control. Update related configurations and tests to reflect this change. Adjust build command in workflow for consistency.

* Refactor tests: streamline imports in connection and accounts test files for improved clarity and consistency. Remove dynamic imports in favor of static imports.

* Enhance package.json: Add exports configuration for module resolution and publish settings. This includes specifying types and default files for better compatibility and clarity in package usage.

* Update package.json exports configuration to support environment-specific module resolution. Added 'development' and 'default' entries for improved clarity in file usage.

* Enhance CLI functionality: Update configuration loading to support additional search places for config files. Refactor error handling in command options to improve validation and user feedback. Introduce new utility functions for parsing boolean flags and update related commands to utilize these functions. Add comprehensive tests for new utility functions to ensure reliability.

* Update CLI TypeScript configuration to include Vitest globals and streamline test imports across multiple test files for improved clarity and consistency.

* Update CLI dependencies and build workflow

- Upgrade Vite to version 8.0.0 and Vitest to version 4.1.0 in package.json.
- Add rollup-plugin-visualizer for bundle analysis.
- Modify build workflow to prepare and upload CLI bundle stats.
- Update size comparison workflow to include CLI stats.
- Remove obsolete vitest.config.ts file as its configuration is now integrated into vite.config.ts.

* Enhance size comparison workflow to include CLI build checks and artifact downloads

- Added steps to wait for CLI build success in both base and PR workflows.
- Included downloading of CLI build artifacts for comparison between base and PR branches.
- Updated failure reporting to account for CLI build status.

* Update documentation to replace "CLI tool" with "Server CLI" for consistency across multiple files. This change clarifies the distinction between the command-line interface for the Actual Budget application and the sync-server CLI tool.

* Refactor configuration to replace "budgetId" with "syncId" across CLI and documentation

* Enhance configuration validation by adding support for 'ACTUAL_ENCRYPTION_PASSWORD' and implementing a new validation function for config file content. Update documentation to clarify error output format for the CLI tool.

* Enhance configuration tests to include 'encryptionPassword' checks for CLI options and environment variables, ensuring proper priority handling in the configuration resolution process.

* Update nightly versioning script to use yarn

* Align versions

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-03-18 18:22:38 +00:00
..
2026-03-03 01:23:12 +00:00
2026-03-18 08:37:04 +00:00
2025-12-13 23:18:13 +00:00

Actual Budget Community Documentation

This repo is the Actual Budget community documentation website, built using Docusaurus 3, a modern static website generator.

Docusaurus 3 uses Node.js, so if you are running Actual on your local machine, you should be able to easily run Docusaurus 3.

Welcome

Firstly, thank you for stopping by and giving up some of your time to either check out the documentation we have already produced or pick off some of the issues and help create some new documentation for our future users. Check out the guidelines for more information on how the documentation is structured and tips for consistent formatting.

Installation Methods

Actual Budget can be installed on many different platforms. However, at this time, the official Actual Budget documentation only supports the following methods:

  • Local Installation (on your own machine)
    • Actual-server
    • Desktop apps
  • Fly.io
  • PikaPods
  • Docker

If you would like to write documentation for another installation variant, please feel free to continue to do this and host it on your own personal blog, Medium, Tumblr, or any other short-form publication service. We will be more than happy to add a link to that from our documentation. Open a PR and add it to the list in the installation overview.

However, in doing so, you would become responsible for these instructions. If they become out of date or people want in-depth help with them, we will point them to you for assistance if the community is unable to help. If lots of people report issues with them, we may have to remove the link altogether.

Contributing 

Please review the contributing documentation on our website: https://actualbudget.org/docs/contributing/

Issues

If you know of a part of Actual that isn't documented and you would like to know more about that part of the software, open an Issue and one of the documentation team will get to it. Or have a go at writing it yourself; we could really use all the help we can get.

Pull Requests

When submitting a pull request, please make sure that your contributions are complete. I am checking this repo regularly, so if I see an open PR, the likelihood of me pulling it and merging it is high.

Documentation submitted will be proofread and amended before merging. Please don't take this personally if any of your documentation gets amended; we just want to make sure all documents are ready to go before merging them into master.

Installing the Docs

Firstly, pull this repo into a local area on your machine, navigate to that directory, and run the following command:

$ yarn

Local Development

To start Docusaurus 3 navigate to the folder where the repo resides from a command prompt and issue the following command.

$ yarn start

This command starts a local development server and opens up a browser window. Most changes are reflected live without having to restart the server.

Build

$ yarn build

This command generates static content into the build directory and can be served using any static contents hosting service.

Deployment

Using SSH:

$ USE_SSH=true yarn deploy

Not using SSH:

$ GIT_USER=<Your GitHub username> yarn deploy

If you are using GitHub pages for hosting, this command is a convenient way to build the website and push to the gh-pages branch.

Writing Good Release Notes

For general guidelines, see Contributing section of the documentation. The Documentation site is not versioned in the same manner as the rest of the project. The Documentation website is more of a living document. Merges into master will have the title and PR# as commit message, with the PR description as extended git commit description.