Add a vault for someone you look after

One account can hold several vaults. Each vault has its own records, categories and shares, and you switch between them in a click. Extra vaults are part of Premium.

Steps

1. Click your vault name at the top of the sidebar. On a phone, tap the vault name at the top of Home.
2. Choose Add vault.
3. Give it a Vault name, for example “Emma” or “Side business”, and click Create vault.
4. The new vault opens empty. Add items to it the same way as your own; see Add an item.

Good to know

• The vault menu lists every vault with a check beside the one you’re in. Manage vaults renames or removes them.
• Someone else can be made custodian of a vault, which shows up for them under Vaults you manage.
• The vault assistant can answer across all your vaults with the All vaults toggle.

Try it

The demo page has a vault you can click through. Open it on Home and try these steps there; nothing you do is saved.