Getting started

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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

  • Sign inSign in — email/password, MFA, Okta SSO
  • GuidesGuides — common task walkthroughs

Suggested path

  1. Sign in and land on Overview
  1. Skim What's new in navigation
  1. Connect data under Data integrationData integration, then follow Using the platformUsing the platform
  1. For SSO / security, see Security & PrivacySecurity & Privacy
Profile settings live under Using the platform (account menu in the app).

Pages in this section

What's new in navigationWhat's new in navigationSign inSign inMethodologyMethodologyGuidesGuidesSupport CenterSupport Center