Getting started — onboarding for the new Actuals app.
Use these pages if you are new to Actuals or to the redesigned UI. Open the app: next.actuals.io.
In this section
What's new in navigation — how the redesigned UI maps from the old app
Sign in — email/password, MFA, Okta SSO
Methodology — matching and explanations
Guides — common task walkthroughs
Support Center — how to get help
Suggested path
- Sign in and land on Overview
- Skim What's new in navigation
- Connect data under
Data integration, then follow
Using the platform
- For SSO / security, see
Security & Privacy
Profile settings live under Using the platform (account menu in the app).