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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.
  • An audit log is kept beside the book, recording each edit.