Back to Knowledge Base

Adding Your First Entry

What is an entry?

An entry is a single item in your vault: a piece of information, a set of instructions, or a place to attach documents. You might create an entry for "Primary bank account," "Where the will is kept," or "How to access my email." Each entry has a title, optional notes, and can include attached files (PDFs, images).

Choose a category

Local Legacy Vault organizes entries into categories so your family can find things quickly. When you add an entry, pick the category that fits best:

You can change the category later. For more detail, see Understanding Categories.

Steps to add your first entry

1 Open the right category

From the main vault screen, open the category where you want the entry (e.g. Financial or Personal).

2 Tap or click Add

Use the Add or New Entry button in that category. A new blank entry form opens.

3 Give it a clear title

Use a title your family will recognize, e.g. "Main checking account" or "Where the safe is." Avoid vague names like "Important info."

4 Add notes or instructions

In the notes field, write what your family needs to know: account numbers (if you choose to store them), step-by-step instructions, or where to find something. Be specific so they don't have to guess.

5 Attach documents (optional)

You can attach PDFs, images, or other files to the entry. Useful for statements, scans of deeds, or a photo of where something is stored. Attachments are stored encrypted inside your vault.

6 Save

Save the entry. It will appear in that category. You can edit or add more entries anytime.

Tips for a useful first entry

Tip: Your vault is stored only on your device and is encrypted with your master password. No one can read it without your password. Back it up regularly; see Backing Up Your Vault.

Still Have Questions?

I'm here to help. I typically respond within 24 hours.

Contact Support