Before you start
Decide what should be visible in normal workspace views and what must stay protected. Sensitive access details belong in encrypted/private areas, not ordinary notes or shared exports.
Detailed steps
Open Safebox or a protected Held Away/Legacy action
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Choose add private vault item
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Enter label, category and protected details
Enter the values exactly as they appear in your source material. Include enough detail that you or an advisor can later understand what the record is and why the value is credible.
Save and confirm the item remains behind private unlock
Save only when the record reflects the source. After saving, the change can affect Net Worth, Capital Review, Forecast, exports and shared views.
Field guide
Who can see the record in normal use.
Keep private operational details out of standard fields.How the information can be understood later.
Document non-secret context clearly.Sensitive details encrypted behind private controls.
Never store raw secrets in regular notes.What a trusted person may receive.
Match the role and relationship deliberately.Decision rules
What it adds
- Separates sensitive access details from normal workspace data.
- Supports continuity without exposing secrets in dashboards.
What it does not do
- Vault storage is only useful if the Recovery Key remains recoverable.
- It should not replace legal or external password-management planning.
Common mistakes
What to check
- Do not store secrets in normal notes as a workaround.
- Use clear labels that do not expose the secret itself.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Create a Private Vault Item produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this security guide when source evidence changes.