Your vaultbox

Folder for adding Your account articles

Managing your deputies
At the heart of vaultbox security are deputies.  Your designated deputies are the people who can come together to unlock your vaultbox in the event of you l...
Fri, 9 Jul, 2021 at 2:54 PM
Adding an asset or a liability
From the Registry tab on the left, you can see a list of your Assets & Liabilities.  To get started, click the 'Create new' button in the top ...
Thu, 30 Sep, 2021 at 5:45 PM
Linking assets or liabilities together
Some assets and liabilities are logically linked together - for example a mortgage linked to the relevant property, or a group of assets you intend to sell ...
Thu, 30 Sep, 2021 at 5:54 PM
Adding a file to vaultbox
Click Files to load up the file explorer in vaultbox: (Note that the folder structure is just a suggestion - you can create, rename or delete any fold...
Wed, 31 Mar, 2021 at 5:45 PM
Creating a text file within vaultbox
You can create a document directly within vaultbox. Go to Files then navigate to the folder where you want to create your document.  Click Create new th...
Wed, 31 Mar, 2021 at 5:46 PM
Handling secret documents
Sometimes a document is so secret that once locked away, it can only be viewed once a deputy have unlocked it.  An example of this would be something like y...
Wed, 31 Mar, 2021 at 5:47 PM
Setting a file as a favourite
If you have a document you refer to frequently, you can set it as a 'Favourite' for easy access. Find the file in the file explorer, and click...
Wed, 31 Mar, 2021 at 5:47 PM
Restoring a deleted File, Contact or Registry entry
Go to Trash on the left-hand menu.  You will see your deleted files, contacts and registry entries. By clicking the 'Actions' icon next to an ...
Wed, 31 Mar, 2021 at 5:48 PM
Assets / liabilities balance movements over time
Assets and liabilities balance may go up and down over time due to various reasons such as increased valuation, new deposits or loan repayments. We will...
Wed, 31 Mar, 2021 at 5:50 PM
Introduction to Positions and Valuations
Some assets can be bought and sold to increase or reduce your position - for example equities.  The value of the position can increase due to increase in th...
Wed, 31 Mar, 2021 at 5:51 PM