Using the platform covers the day-to-day Actuals application: how you work in each menu area after data is connected.
How you connect systems and choose an integration method lives under 
Data integration. This section follows the app navigation.
Data integration. This section follows the app navigation.Workflow
- Import ā credentials, sources, files, and raw data
- Transformation ā map raw data into Actuals transactions
- Reconciliation ā match and validate
- Reporting ā insight into results
- Export ā send data out
Also covered: Administration (tenant/org settings) and Profile settings (your user preferences).
New to the redesigned UI? Start with 
What's new in navigation.
What's new in navigation.Pages in this section
plain textUsing the platform āāā Import āāā Transformation āāā Reconciliation āāā Reporting āāā Export āāā Administration āāā Profile settings
Import
Transformation
Reconciliation
Reporting
Export
Administration
Profile settings