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
Create vault
To create a new vault:
- Click on “Vaults” in a navigation bar.
- Click “New vault” button on the right side.
- Enter vault title, description (optionally) and amount. If you don’t know the exact amount, select “Use unlimited amount” checkbox.
- Click “Save vault” button and your vault will be created.
Edit vault
To edit a vault:
- Click on “Vaults” in a navigation bar.
- Open a vault that you want to edit by clicking on it. In this case we’ll edit “Vacation” vault.
- On the right side click “Actions” and select “Edit”.
- Make your changes and save.
Archive vault
To archive a vault:
- Click on “Vaults” in a navigation bar.
- Open a vault that you want to archive by clicking on it. In this case we’ll archive “Vacation” vault.
- On the right side click “Actions” and 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:
- Click on “Vaults” in a navigation bar.
- Click “Open archive” on the right side.
- Open a vault that you want to restore by clicking on it. In this case we’ll restore “Vacation” vault.
- Click “restore it” link.
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:
- Click on “Vaults” in a navigation bar.
- Click “Open archive” on the right side.
- Open a vault that you want to delete by clicking on it. In this case we’ll delete “Vacation” vault.
- Click “Delete permanently” link.