# Actual Budget •

[Actual Budget](https://actualbudget.org/) is a privacy-focused app for managing your finances using the 'envelope' budgeting method. Plan for expenses and view a running financial report. Using a paid third-party service you can configure automatically download transaction information from your bank to keep an archive of your personal finances.

# Overview

[![Screen Shot 2025-03-07 at 17.55.05.png](https://hub.subspace.services/uploads/images/gallery/2025-03/scaled-1680-/screen-shot-2025-03-07-at-17-55-05.png)](https://hub.subspace.services/uploads/images/gallery/2025-03/screen-shot-2025-03-07-at-17-55-05.png)

[Actual Budget](https://actualbudget.org/) is a privacy-focused app for managing your finances using the 'envelope' budgeting method. Plan for expenses and view a running financial report. Using a paid third-party service you can configure automatically download transaction information from your bank to keep an archive of your personal finances.

<p class="callout success">Tryout an [Actual Budget demo](https://demo.actualbudget.org/).</p>

- Built for end-to-end encryption to ensure your data security and can run while completely offline.
- Automatically sync transactions from your bank using the third-party [GoCardless](https://gocardless.com/en-us/) or [SimpleFin](https://www.simplefin.org/) services.
- View monthly information about your finances and build personalized reports.

# Media

## Screenshots

<p class="callout info">Actual Server v25.3.1</p>

<table border="1" id="bkmrk-" style="border-collapse: collapse; width: 100%; border-width: 1px; height: 59.6px; border-color: rgb(88, 110, 117);"><colgroup><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col></colgroup><tbody><tr style="height: 29.8px;"><td style="border-width: 1px; height: 29.8px; border-color: rgb(88, 110, 117);">[![Screen Shot 2025-03-07 at 17.55.05.png](https://hub.subspace.services/uploads/images/gallery/2025-03/scaled-1680-/screen-shot-2025-03-07-at-17-55-05.png)](https://hub.subspace.services/uploads/images/gallery/2025-03/screen-shot-2025-03-07-at-17-55-05.png)</td><td style="border-width: 1px; height: 29.8px; border-color: rgb(88, 110, 117);">[![Screen Shot 2025-03-07 at 17.55.17.png](https://hub.subspace.services/uploads/images/gallery/2025-03/scaled-1680-/screen-shot-2025-03-07-at-17-55-17.png)](https://hub.subspace.services/uploads/images/gallery/2025-03/screen-shot-2025-03-07-at-17-55-17.png)</td><td style="border-width: 1px; height: 29.8px; border-color: rgb(88, 110, 117);">[![Screen Shot 2025-03-07 at 17.55.22.png](https://hub.subspace.services/uploads/images/gallery/2025-03/scaled-1680-/screen-shot-2025-03-07-at-17-55-22.png)](https://hub.subspace.services/uploads/images/gallery/2025-03/screen-shot-2025-03-07-at-17-55-22.png)</td></tr><tr style="height: 29.8px;"><td style="border-width: 1px; height: 29.8px; border-color: rgb(88, 110, 117);">[![Screen Shot 2025-03-07 at 17.55.28.png](https://hub.subspace.services/uploads/images/gallery/2025-03/scaled-1680-/screen-shot-2025-03-07-at-17-55-28.png)](https://hub.subspace.services/uploads/images/gallery/2025-03/screen-shot-2025-03-07-at-17-55-28.png)</td><td style="border-width: 1px; height: 29.8px; border-color: rgb(88, 110, 117);">[![Screen Shot 2025-03-07 at 17.55.35.png](https://hub.subspace.services/uploads/images/gallery/2025-03/scaled-1680-/screen-shot-2025-03-07-at-17-55-35.png)](https://hub.subspace.services/uploads/images/gallery/2025-03/screen-shot-2025-03-07-at-17-55-35.png)</td><td style="border-width: 1px; height: 29.8px; border-color: rgb(88, 110, 117);">[![Screen Shot 2025-03-07 at 17.55.39.png](https://hub.subspace.services/uploads/images/gallery/2025-03/scaled-1680-/screen-shot-2025-03-07-at-17-55-39.png)](https://hub.subspace.services/uploads/images/gallery/2025-03/screen-shot-2025-03-07-at-17-55-39.png)</td></tr><tr><td style="border-width: 1px; border-color: rgb(88, 110, 117);">[![Screen Shot 2025-03-07 at 17.57.02.png](https://hub.subspace.services/uploads/images/gallery/2025-03/scaled-1680-/screen-shot-2025-03-07-at-17-57-02.png)](https://hub.subspace.services/uploads/images/gallery/2025-03/screen-shot-2025-03-07-at-17-57-02.png)</td><td style="border-width: 1px; border-color: rgb(88, 110, 117);">  
</td><td style="border-width: 1px; border-color: rgb(88, 110, 117);">  
</td></tr></tbody></table>

# Setup & Configuration

We need to install the service through Portainer and configure any necessary settings.

# Preparation

There are some things we need to do in preparation to install this service.

## Volumes

<details id="bkmrk-media-folders-radarr"><summary>Persistent Data</summary>

This is where the service will store its own application data and ensures we can quickly update the service image.

<p class="callout warning">Ensure your user has permissions to access the folder.</p>

</details>## Environment

<details id="bkmrk-tz-this-is-the-curre"><summary>TZ</summary>

This is the current time zone formatted using the [tz database.](https://en.wikipedia.org/wiki/List_of_tz_database_time_zones)

<p class="callout info">*For example:* America/Vancouver</p>

</details>

# Installation

The service can be installed through the Portainer web interface.

<p class="callout info">Learn about [creating a new stack](https://hub.subspace.services/books/portainer/page/creating-a-new-stack "Creating a New Stack").</p>

## Docker Compose

Use the following code to install the service:

```yaml
---
services:
  actual-server:
    image: docker.io/actualbudget/actual-server:latest
    container_name: actual-server
    network_mode: bridge
    environment:
      - TZ=America/Vancouver
    volumes:
      # Persistent Data
      - /srv/actual-budget:/data
    ports:
      - 5006:5006
    restart: unless-stopped
```

# Updating

<p class="callout success">Re-Deploy the Stack</p>

This service has been optimized for running in Docker.

This allows you to [re-deploy the stack through Portainer](https://hub.subspace.services/books/portainer/page/updating-a-stack "Updating a Stack") to download the latest updates.

# User Manual

# Development

<p class="callout info">This software is released under the [MIT license](https://opensource.org/license/mit). </p>

You can learn more about how to contribute to Actual Budget through their [documentation](https://actualbudget.org/docs/contributing/).

The development team also accepts [sponsorships](https://opencollective.com/actual).

# Resources

## Official

- [Official Documentation](https://actualbudget.org/docs/)
- [Official Discord](https://discord.gg/8JfAXSgfRf)
- [Official GitHub Repository](https://github.com/actualbudget/actual)
- [Official Website](https://actualbudget.org/)
- [Installation Guide](https://actualbudget.org/docs/install/)
- [Frequently Asked Questions](https://actualbudget.org/docs/faq)
- [General Troubleshooting](https://actualbudget.org/docs/troubleshooting/server)

## GoCardless

- [Official Website](https://gocardless.com/en-us/)
- [Privacy Center](https://gocardless.com/privacy/)
- [Frequently Asked Questions](https://gocardless.com/en-us/faq/merchants/)

## SimpleFin

- [Official Website](https://www.simplefin.org/)
- [Mission Statement](https://beta-bridge.simplefin.org/info/mission)
- [Privacy Statement](https://beta-bridge.simplefin.org/info/privacy)
- [Security Statement](https://beta-bridge.simplefin.org/info/security)
- [Protocol Documentation](https://www.simplefin.org/protocol.html)