Authentication Setup

Actual Budget supports multiple authentication methods. This guide covers all available authentication options and their configuration.

Authentication Methods

The chart supports three authentication methods:

• Password: Traditional username/password authentication
• Header: Header-based authentication for reverse proxy setups
• OpenID Connect: OAuth2/OpenID Connect for enterprise SSO

Basic Authentication Configuration

login:
  method: password
  allowedLoginMethods:
    - password
    - header
    - openid
  skipSSLVerification: false

Password Authentication

The default authentication method using username and password:

login:
  method: password
  allowedLoginMethods:
    - password

info

When using password authentication, you'll create your account on first login through the web interface.

Header-Based Authentication

Use header-based authentication when running behind a reverse proxy that handles authentication:

login:
  method: header
  allowedLoginMethods:
    - header

tip

Header authentication is useful when you have an existing authentication system (like LDAP, OAuth proxy, etc.) that sets user headers.

OpenID Connect Authentication

Configure OpenID Connect for enterprise SSO integration. Actual Budget supports both discovery-based and manual endpoint configuration.

Discovery-Based Configuration

login:
  method: openid
  allowedLoginMethods:
    - openid
  openid:
    enforce: true
    providerName: "Your SSO Provider"
    discoveryUrl: "https://your-provider.com/.well-known/openid_configuration"
    clientId: "your-client-id"
    clientSecret: "your-client-secret"

Manual Endpoint Configuration

login:
  method: openid
  allowedLoginMethods:
    - openid
  openid:
    enforce: true
    providerName: "Custom OIDC Provider"
    authorizationEndpoint: "https://your-provider.com/oauth/authorize"
    tokenEndpoint: "https://your-provider.com/oauth/token"
    userInfoEndpoint: "https://your-provider.com/oauth/userinfo"
    clientId: "your-client-id"
    clientSecret: "your-client-secret"

OpenID Connect with Ingress

When using OpenID Connect with ingress, the chart automatically configures the server hostname:

ingress:
  enabled: true
  hosts:
    - host: actualbudget.yourdomain.com
      paths:
        - path: /
          pathType: ImplementationSpecific
  tls:
    - secretName: actualbudget-tls
      hosts:
        - actualbudget.yourdomain.com

login:
  method: openid
  allowedLoginMethods:
    - openid
  openid:
    enforce: true
    providerName: "Your SSO Provider"
    discoveryUrl: "https://your-provider.com/.well-known/openid_configuration"
    clientId: "your-client-id"
    clientSecret: "your-client-secret"

warning

The clientSecret will be stored in a Kubernetes Secret. Ensure your cluster has proper RBAC and encryption at rest configured.

Multiple Authentication Methods

You can enable multiple authentication methods simultaneously:

login:
  method: password  # Default method
  allowedLoginMethods:
    - password
    - openid
  openid:
    enforce: false  # Don't enforce OIDC, allow fallback to password
    providerName: "Optional SSO"
    discoveryUrl: "https://your-provider.com/.well-known/openid_configuration"
    clientId: "your-client-id"
    clientSecret: "your-client-secret"

SSL Verification

For development or self-signed certificates, you can disable SSL verification:

login:
  method: openid
  skipSSLVerification: true
  openid:
    # ... OIDC configuration

danger

Only disable SSL verification in development environments. Production deployments should use proper SSL certificates.

Environment Variables

The chart automatically sets the following environment variables based on your configuration:

Variable	Description	Source
ACTUAL_LOGIN_METHOD	Primary authentication method	login.method
ACTUAL_ALLOWED_LOGIN_METHODS	Comma-separated list of allowed methods	login.allowedLoginMethods
NODE_TLS_REJECT_UNAUTHORIZED	SSL verification setting	login.skipSSLVerification
ACTUAL_MULTIUSER	Multi-user mode flag	Auto-set for OIDC
ACTUAL_OPENID_*	OpenID Connect configuration	login.openid.*

Common OpenID Connect Providers

Google Workspace

login:
  method: openid
  allowedLoginMethods:
    - openid
  openid:
    enforce: true
    providerName: "Google Workspace"
    discoveryUrl: "https://accounts.google.com/.well-known/openid_configuration"
    clientId: "your-google-client-id"
    clientSecret: "your-google-client-secret"

Azure AD

login:
  method: openid
  allowedLoginMethods:
    - openid
  openid:
    enforce: true
    providerName: "Azure AD"
    discoveryUrl: "https://login.microsoftonline.com/your-tenant-id/v2.0/.well-known/openid_configuration"
    clientId: "your-azure-client-id"
    clientSecret: "your-azure-client-secret"

Okta

login:
  method: openid
  allowedLoginMethods:
    - openid
  openid:
    enforce: true
    providerName: "Okta"
    discoveryUrl: "https://your-domain.okta.com/.well-known/openid_configuration"
    clientId: "your-okta-client-id"
    clientSecret: "your-okta-client-secret"

Troubleshooting Authentication

Common Issues

1. OIDC Discovery Fails: Verify the discovery URL is accessible and returns valid JSON
2. Client ID/Secret Errors: Ensure credentials are correct and the application is properly configured
3. Redirect URI Issues: Configure the correct redirect URI in your OIDC provider (usually https://your-domain.com/oauth/callback)
4. SSL Certificate Issues: Use skipSSLVerification: true for development, proper certificates for production

Next Steps

• Configure storage and persistence
• Set up advanced configuration options
• Learn about troubleshooting common issues