diff --git a/.github/actions/spelling/allow/keywords.txt b/.github/actions/spelling/allow/keywords.txt index e38a95fce..76e44eaca 100644 --- a/.github/actions/spelling/allow/keywords.txt +++ b/.github/actions/spelling/allow/keywords.txt @@ -24,6 +24,7 @@ clsx codemirror Coinbase commandlet +Coverflex Crd crdt creditcards diff --git a/docs/community-repos.md b/docs/community-repos.md index d896899a9..ca275199b 100644 --- a/docs/community-repos.md +++ b/docs/community-repos.md @@ -23,6 +23,18 @@ The following are implementations of bank syncing using the Actual API. For inst * **Plaid bank sync** - https://github.com/youngcw/actualplaid + +## Other Importers + +Actual is used by some people to track money not necessarily found in bank accounts. This can be crypto currency +tracking, loyalty card paybacks, prepaid cards, etc. + +* **Coinbase data puller** - https://github.com/SwadeDotExe/Coinbase-To-ActualBudget + - *This script pulls data from a USD and BTC wallet in Coinbase and keeps a wallet in Actual Budget synchronized with this balance.* +* **Portuguese meal cards from My Edenred and Coverflex** - https://github.com/rodriguestiago0/actual-mealcards + - *This script will track Portuguese prepaid meal cards from My Edenred and Coverflex providers* + + ## Budget Migration Actual currently has official support for migrating budgets from YNAB4 and nYNAB. The following are available for migrating from other budget apps. @@ -43,8 +55,6 @@ Actual currently has official support for migrating budgets from YNAB4 and nYNAB - *Collection of helper scripts to track home prices and car values, add loan interest transactions, track investment accounts, etc.* * **Actual Tasks** - https://github.com/rodriguestiago0/actual_task - *Two utilities to help fix payees and calculate mortgages.* -* **Coinbase data puller** - https://github.com/SwadeDotExe/Coinbase-To-ActualBudget - - *This script pulls data from a USD and BTC wallet in Coinbase and keeps a wallet in Actual Budget synchronized with this balance.* * **Easy category archive function** - https://github.com/rvisharma/actual-archive-category - *This tool moves transactions over to an _archive_ category, and then deletes the category.* * **Actual Budget Backup** - https://github.com/rodriguestiago0/actualbudget-backup diff --git a/docs/faq.md b/docs/faq.md index 3846ef2df..868456d92 100644 --- a/docs/faq.md +++ b/docs/faq.md @@ -10,9 +10,10 @@ it is much easier to not pull in historical data. First, set up your account(s) with a correct opening balance on a recent date, then set up bank sync. Only transactions after the opening balance date will be synced, making reconciliation easy. -- **Q.** _Can I import my Actual Budget from the hosted instance of Actual to my Self Hosted version_ - **A.** Yes, this has been added to the web version recently, see [our documentation on migrating from the subscription service](./migration/actual-import.md). +- **Q.** _Can I import my Actual Budget from the hosted instance of Actual to my Self Hosted version_. + + **A.** The hosted subscription service was shut down in 2024, but if you are still using he old Actual Budget Desktop App, we have a [migration guide in place for this](/docs/migration/#migration-from-the-old-actual-budget-desktop-app). - **Q.** _How do I update my version of Actual after it has been updated?_ diff --git a/docs/install/index.md b/docs/install/index.md index 29da35969..c968a12f7 100644 --- a/docs/install/index.md +++ b/docs/install/index.md @@ -19,9 +19,9 @@ The standard way of using Actual is to set up a personal server and use a web br If you are okay with not having sync, auto-save, or backups then the easiest and fastest way to get started is by using the Actual [web app](https://app.actualbudget.org). This solution requires less setup but more maintenance. -All data is saved to your local browser. The Actual web app never has access to any of your personal data. It is recommended that you save your data (from the [settings](../backup-restore/backup) menu) after every session. If your browser memory is cleared, your data will be lost, so a backup is crucial. +All data is saved to your local browser. The Actual web app never has access to any of your personal data. It is recommended that you save your data (from the [settings](/docs/backup-restore/backup) menu) after every session. If your browser memory is cleared, your data will be lost, so a backup is crucial. -Using a new device or browser requires you to [import](../migration/actual-import#import-backup-file) the saved file for each new device or browser. Remember that these new devices and browsers will not sync without a server set up, so anything you modify on one browser will not appear on others. +Using a new device or browser requires you to [restore](/docs/backup-restore/restore) the saved file for each new device or browser. Remember that these new devices and browsers will not sync without a server set up, so anything you modify on one browser will not appear on others. :::caution diff --git a/docs/migration/index.md b/docs/migration/index.md index 4dc4e84f5..c03660f9b 100644 --- a/docs/migration/index.md +++ b/docs/migration/index.md @@ -2,18 +2,22 @@ Keeping your existing transaction history is important. If you already use a different app, you probably want to migrate it over into Actual. -Right now, only YNAB4 is officially supported. However, the [API](../api/index.md) allows anyone to write a custom importer. We will work with the community to help write other importers soon. +Right now, only YNAB4 is officially supported. However, the [API](/docs/api/index.md) allows anyone to write a custom +importer. We will work with the community to help write other importers soon. -## Migration from the old Desktop App -:::note -Are you coming from the original, managed Actual subscription service? That used an older version of the desktop app which doesn't have the export button, but you can log in to the Web version at app.actualbudget.com to export your data in a format suitable for importing in your new instance. See [Backups](../backup-restore/backup.md) and [Restoring](../backup-restore/restore.md). +## Migration from YNAB -Instead of creating an export from the Web app, you can also create a zip archive of your budget folder, which is equivalent. The folder is located at `~/Documents/Actual/My-Budget-abc123` by default on macOS and Linux. The resulting zip file can be imported into Actual via the Web app. -:::note +* [Migration from YNAB4](/docs/migration/ynab4) +* [Migration from nYNAB](/docs/migration/nynab) -## Migration from other apps -:::note -There are guides [here](../advanced/index.md) for some advanced migration tasks. -::: + +## Migration from the old Actual Budget Desktop App + +Are you coming from the original, managed Actual subscription service? That used an older desktop app version, +which doesn't have the export button. You can also create an equivalent zip archive of your budget folder. +The folder is at `~/Documents/Actual/My-Budget-abc123` by default on macOS and Linux. The the resulting zip file +can be imported into Actual via the Web app. + +See [Restoring](/docs/backup-restore/restore.md) how to restore that data in the new open source version.