Managing files

A file is your data that consists of all budgets, transactions, accounts, and everything else. You can create as many files as you want. This lets you create multiple budgets, isolate accounts, and more.

Creating a new file

Desktop

• On the desktop app, go to the file management screen from the File > Open file… menu item, or press
  Cmd

  o
  .
• Click Create new file.

Mobile

• Close the current file by going to settings and pressing Close.
• Press Create new.

Delete a file

• On desktop, click the X next to the file on the file management screen.
• On mobile, on the file management screen, swipe the file to the left to delete it.

Renaming a file

Open the file, and click on the name in the top left of the app. You will be able to rename it. Renaming is not supported on mobile yet.