File settings

View and update the general settings for files including the file's location, password and default currency. Tap Action Button underneath the main account list and then choose the "Document Info" option.

Document Action Button

Document Info

In the Document Info view you can review the general info for the file.

Document Info

File Location

If the "Location" shows "iCloud" then the file is stored on iCloud. If the "Location" shows "Device" then the file is stored somewhere other than on iCloud such as within the app itself or some other custom location.

File Password

Tap "Password" in the "Settings" section to set or remove the file's password protection.

Change Password

Default currency

Tap "Currency" in the "Settings" section to set the file's default currency.

Document Currency

Note Note: The file's default currency is used for the pre-selecting the currency for new accounts, reports, budgets and other items throughout the program.