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Vaults

The purpose of vaults is to store your funds for any future expenses. Save up money for vacation, house renovation or start an emergency fund.

Vaults, same as categories, can be added to a budget. This means that you can attach a percent of income or flat amount every month, which will be added to your vault when creating a new budget (see budgets section for more information).


Table of contents

  1. Create vault
  2. Edit vault
  3. Archive vault
  4. Restore archived vault
  5. Delete vault

Create vault

To create a new vault:

  1. Click on “Vaults” in a navigation bar. Click vaults
  2. Click “New vault” button on the right side. Click new vault
  3. Enter vault title, description (optionally) and amount. If you don’t know the exact amount, select “Use unlimited amount” checkbox. Fill vault form
  4. Click “Save vault” button and your vault will be created. Saved vault

Edit vault

To edit a vault:

  1. Click on “Vaults” in a navigation bar. Click vaults
  2. Open a vault that you want to edit by clicking on it. In this case we’ll edit “Vacation” vault. Select vault
  3. On the right side click “Actions” and select “Edit”. Select edit
  4. Make your changes and save.

Archive vault

To archive a vault:

  1. Click on “Vaults” in a navigation bar. Click vaults
  2. Open a vault that you want to archive by clicking on it. In this case we’ll archive “Vacation” vault. Select vault
  3. On the right side click “Actions” and select “Archive”. Select archive

When vault is archived, it’s balance will be moved to reserve, but vault will remember balance it had before it was archived.


Restore archived vault

You can always restore archive vault if it wasn’t deleted. To restore archived vault:

  1. Click on “Vaults” in a navigation bar. Click vaults
  2. Click “Open archive” on the right side. Open archive
  3. Open a vault that you want to restore by clicking on it. In this case we’ll restore “Vacation” vault. Select archived vault
  4. Click “restore it” link. Restore vault

If vault had funds, you will be asked if you want to restore vault and recover original balance by withdrawing funds from reserve, or you want to recover vault empty instead.


Delete vault

To delete a vault, you first need to archive it. After that:

  1. Click on “Vaults” in a navigation bar. Click vaults
  2. Click “Open archive” on the right side. Open archive
  3. Open a vault that you want to delete by clicking on it. In this case we’ll delete “Vacation” vault. Select archived vault
  4. Click “Delete permanently” link. Delete vault