Adding Records to Folders

Adding Records to Folders

Records contain the actual information you want to store, like account details, policy numbers, and login credentials.

What Are Records?

Records are individual entries with specific information. Each record has:

• A title (e.g., "FNB Cheque Account")
• A type (e.g., Bank Account, Insurance Policy)
• Relevant fields for that type

Creating a Record

1. Open the folder where you want to add the record
2. Click Add Record
3. Choose the record type
4. Fill in the required fields
5. Save the record

Record Types

Different record types have different fields:

• Bank Account - Account number, branch code, type
• Insurance Policy - Policy number, provider, coverage
• Property - Address, value, ownership details
• Investment - Account details, platform, holdings
• Login Credentials - Username, password, URL

Tips

• Keep updated - Update records when information changes
• Be thorough - Include all relevant details
• Use notes - Add additional context in the notes field