File settings

View and update the general settings for files including the file's location, password and default currency.

SEE Finance Document Settings

File Location

With the file open, you can click on the name of the file at the very top center of the window to be shown a popover for the file's name and location.

Rename Document Popover

File Password

With the file open, select "Password..." from the program's File menu. Then you can set or remove the file's password protection.

Change Password

Default currency

With the file open, select "Settings..." from the program's File menu. Then you can 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.