Actual Budget •
Actual Budget 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
Actual Budget 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. 

 Tryout an Actual Budget demo . 

 

 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 or SimpleFin services. 

 View monthly information about your finances and build personalized reports.

Media
Screenshots 

 Actual Server v25.3.1

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 

 

 Persistent Data 

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

 Ensure your user has permissions to access the folder. 

 

 

 Environment 

 

 TZ 

 This is the current time zone formatted using the tz database. 

 For example: America/Vancouver

Installation
The service can be installed through the Portainer web interface.  

 Learn about creating a new stack . 

 

 Docker Compose 

 Use the following code to install the service: 

 ---

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
Re-Deploy the Stack 

 This service has been optimized for running in Docker.

 

 This allows you to  re-deploy the stack through Portainer to download the latest updates. 

User Manual



Development
This software is released under the MIT license .  

 You can learn more about how to contribute to Actual Budget through their  documentation .  

 The development team also accepts  sponsorships .

Resources
Official 

 

 Official Documentation 

 Official Discord 

 Official GitHub Repository 

 Official Website 

 Installation Guide 

 Frequently Asked Questions 

 General Troubleshooting   

 

 GoCardless 

 

 Official Website 

 Privacy Center 

 Frequently Asked Questions 

 

 SimpleFin 

 

 Official Website 

 Mission Statement 

 Privacy Statement 

 Security Statement 

 Protocol Documentation