Skip to main content

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.

note

These instructions relate exclusively to the desktop application

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.

Delete a file​

  • On desktop, click the X next to the file on the file management screen.

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.