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FinvestLens

Basics

Saving and keeping the book safe

Saving, autosave, locking, network drives, and the audit log.

Saving

Your changes are held in a working copy and written back to the file when you press ⌘S, when autosave runs, or when you close the book. Autosave and its interval live in Settings ▸ General.

Sharing a book across machines

A book can live on a NAS or shared folder. FinvestLens takes a lock while it is open so a second machine cannot overwrite your work; if the app behind a lock has gone away, you can break the lock and open anyway.

Locking the screen

Security ▸ Lock Now (⇧⌘L) hides the book until you authenticate. Turn on Require Authentication to Open to be asked every time.

If something looks wrong

  • ⌘Z undoes anything, including an import.
  • Book ▸ Repair Book runs the same checks as GnuCash's Check & Repair, and changes nothing until you choose Clean Up.
  • Repair Book also names any transaction posted in an impossible year. A mistyped year hides well — the entry still balances and still reconciles, it has just left the period it belongs to, so it drops out of every report that goes by date. It is reported rather than corrected, because only you know which year was meant.
  • An audit log is kept beside the book, recording each edit.