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Saving Your Document

The file is automatically saved when you exit MoneyWorks, close the document using the Close document command, or shortly after the last user disconnects.

If you are the only user, you can force a save of your file, by using the Save command—this will safely update the original document with your changes. To remind you to save, you can set the automatic prompt in the Saving Preferences so that a regular reminder message is given.

To save your document:

  1. Choose File>Save or press Ctrl-S/⌘-S

The document will be saved for you. Depending on the size of your document, this may take a few seconds.

The save command is not always available—it is disabled for example, if you are in the middle of entering a transaction or doing a bank reconciliation.

Note: If you are creating or modifying a custom report, an analysis report, or a form, the save command will save the report/form, and not the document.