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Documentation
User Manual
Every screen in the order you will use it, then every field on every record — what it means, where it appears, and how to add fields and layouts of your own.
No email address required. It is the same document we ship with the application.
Pages88
Version1.0
FormatPDF · 5.8 MB
Contents
- 01Setting up your vault
- 02Finding your way around
- 03How to read any screen
- 04Adding what you own
- 05Every field on an asset
- 06What you owe
- 07Every field on a debt
- 08Insurance
- 09Every field on a policy
- 10Documents
- 11Passwords and IDs
- 12Fields of your own
- 13Layout — the order of the boxes
- 14Types and categories of your own
- 15Naming the people who inherit
- 16Estate, heir sheets and the emergency sheet
Before you open it
Read before anything else
Your master password is the only key to your vault. There is no server, no account and no reset link, so there is nobody — including us — who can recover it for you. Write it down and keep it somewhere safe before you put anything into the vault.
The screenshots are real
They come from the actual application. The figures in them are invented — it is a demo vault, not anybody's finances.