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Fixing #582 Migration Link Broken by clarifying the content. #600

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Jan 6, 2025
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Fixing #582 Migration Link Broken by clarifying the content. #600

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Fixing #582 Migration Link Broken by clarifying the content.
RubenOlsen Jan 5, 2025
12cabe0
Other parts of the documentation pointed to the wrong URLs - this has…
RubenOlsen Jan 5, 2025
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5 changes: 3 additions & 2 deletions docs/faq.md
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Expand Up @@ -10,9 +10,10 @@
it is much easier to not pull in historical data. First, set up your account(s) with a correct opening balance on a recent date, then set up bank sync. Only
transactions after the opening balance date will be synced, making reconciliation easy.

- **Q.** _Can I import my Actual Budget from the hosted instance of Actual to my Self Hosted version_

**A.** Yes, this has been added to the web version recently, see [our documentation on migrating from the subscription service](./migration/actual-import.md).
- **Q.** _Can I import my Actual Budget from the hosted instance of Actual to my Self Hosted version_.

**A.** The hosted subscription service was shut down in 2024, but if you are still using he old Actual Budget Desktop App, we have a [migration guide in place for this](/docs/migration/#migration-from-the-old-actual-budget-desktop-app).

- **Q.** _How do I update my version of Actual after it has been updated?_

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4 changes: 2 additions & 2 deletions docs/install/index.md
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Expand Up @@ -19,9 +19,9 @@ The standard way of using Actual is to set up a personal server and use a web br

If you are okay with not having sync, auto-save, or backups then the easiest and fastest way to get started is by using the Actual [web app](https://app.actualbudget.org). This solution requires less setup but more maintenance.

All data is saved to your local browser. The Actual web app never has access to any of your personal data. It is recommended that you save your data (from the [settings](../backup-restore/backup) menu) after every session. If your browser memory is cleared, your data will be lost, so a backup is crucial.
All data is saved to your local browser. The Actual web app never has access to any of your personal data. It is recommended that you save your data (from the [settings](/docs/backup-restore/backup) menu) after every session. If your browser memory is cleared, your data will be lost, so a backup is crucial.

Using a new device or browser requires you to [import](../migration/actual-import#import-backup-file) the saved file for each new device or browser. Remember that these new devices and browsers will not sync without a server set up, so anything you modify on one browser will not appear on others.
Using a new device or browser requires you to [restore](/docs/backup-restore/restore) the saved file for each new device or browser. Remember that these new devices and browsers will not sync without a server set up, so anything you modify on one browser will not appear on others.

:::caution

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24 changes: 14 additions & 10 deletions docs/migration/index.md
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Keeping your existing transaction history is important. If you already use a different app, you probably want to migrate it over into Actual.

Right now, only YNAB4 is officially supported. However, the [API](../api/index.md) allows anyone to write a custom importer. We will work with the community to help write other importers soon.
Right now, only YNAB4 is officially supported. However, the [API](/docs/api/index.md) allows anyone to write a custom
importer. We will work with the community to help write other importers soon.

## Migration from the old Desktop App

:::note
Are you coming from the original, managed Actual subscription service? That used an older version of the desktop app which doesn't have the export button, but you can log in to the Web version at app.actualbudget.com to export your data in a format suitable for importing in your new instance. See [Backups](../backup-restore/backup.md) and [Restoring](../backup-restore/restore.md).
## Migration from YNAB

Instead of creating an export from the Web app, you can also create a zip archive of your budget folder, which is equivalent. The folder is located at `~/Documents/Actual/My-Budget-abc123` by default on macOS and Linux. The resulting zip file can be imported into Actual via the Web app.
:::note
* [Migration from YNAB4](/docs/migration/ynab4)
* [Migration from nYNAB](/docs/migration/nynab)

## Migration from other apps

:::note
There are guides [here](../advanced/index.md) for some advanced migration tasks.
:::

## Migration from the old Actual Budget Desktop App

Are you coming from the original, managed Actual subscription service? That used an older desktop app version,
which doesn't have the export button. You can also create an equivalent zip archive of your budget folder.
The folder is at `~/Documents/Actual/My-Budget-abc123` by default on macOS and Linux. The the resulting zip file
can be imported into Actual via the Web app.

See [Restoring](/docs/backup-restore/restore.md) how to restore that data in the new open source version.
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