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document multi-user usage of same budget file #496

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Jan 9, 2025
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1 change: 1 addition & 0 deletions docs/budgeting/joint-accounts.md
Original file line number Diff line number Diff line change
Expand Up @@ -11,6 +11,7 @@ One approach is maintaining a common budget where both partners share a single b
This method promotes transparency and ensures both parties agree regarding financial goals, expenses, and income.
A shared budget fosters collaboration but requires consistent communication to keep everything current. It will help
you both set clear boundaries for individual and shared expenses while working together toward common financial objectives.
See [Multi-user](/docs/getting-started/sync#multi-user-support) regarding simultaneous edits.

Alternatively, you can track your partner’s contributions within your personal Actual Budget file. This allows you to
maintain individual control over your finances while still acknowledging and accounting for your partner’s financial
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4 changes: 4 additions & 0 deletions docs/getting-started/sync.md
Original file line number Diff line number Diff line change
Expand Up @@ -90,3 +90,7 @@ Unfortunately, Actual detected an inconsistency in your synced data. This only h
### Update required

While syncing, your device received data that it couldn't apply because your version of Actual is out-of-date. You need to update Actual and it will then sync successfully.

## Multi-user Support

The same budget file may be opened and edited simultaneously from two separate browsers, even by two different people on different client computers. This should work unless the edits conflict. To be safe, avoid simultaneous usage of the same budget file.
Comment on lines +93 to +96
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Could the section here be removed and the text moved into joint-accounts.md where the link is currently?

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I suggest leaving it here (to get it out the door) - but also have a variant of the same in the joint accounts.md file. If you agree, @matt-fidd, I further suggest opening an enhancement request. There is no shame in repeating ourself (a little bit).

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I'm fine either way, FWIW

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I suggest leaving it here (to get it out the door) - but also have a variant of the same in the joint accounts.md file. If you agree, @matt-fidd, I further suggest opening an enhancement request. There is no shame in repeating ourself (a little bit).

Yeah, let's leave it here for now. We can revisit when proper multi user is released first party