Guides
Practical walkthroughs for common tasks in the new Actuals UI.
How-tos
Create a credential
Create a source
Upload a fileSection docs
If you want to… | Go to… |
Understand navigation changes | |
Sign in (password, MFA, Okta SSO) | |
Learn matching / explanations | |
Connect credentials and sources | |
Choose an integration method / vendor connector | |
Map and transform data | |
Work exceptions and packages | |
Open dashboards / monitoring | |
Download exports | |
Company settings, users, rules | |
Personal profile / password | |
Security, SSO / Okta | |
Contact support / FAQ |
Legacy guides
Some older how-tos may still refer to Configuration paths on the published site. Prefer Docs v2 how-tos and section pages. When you follow an older guide, replace Configuration → … with the matching Import / Transformation / Reconciliation / Administration path from the navigation guide.
Related
Documentation — in-app path to the docs site