General / Setting

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
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
Downloading your vaultbox
To download a copy of your vaultbox, go to your Settings, then click Download vaultbox. The file will be downloaded as a zip file.  The zip file c...
Wed, 31 Mar, 2021 at 5:52 PM
Inactivity state configuration
Inactivity state configuration has 2 purposes: 1)to set a reminder for yourself to login into your account to update your financial details and 2)in case an...
Wed, 31 Mar, 2021 at 5:53 PM