Vault Item Approach

  1. last year
    Edited last year by Chuck

    You would think using the vault would be easy, but I'm struggling with an entry (or potential entries). Here's the situation:

    I use a brick and mortar bank, but do most of my banking online. At various times, depending on what I'm doing, I require the following bank info:

    Bank name
    website
    username
    password
    PIN
    routing number
    account number (i have multiple accounts)
    physical address
    phone number

    Where I'm hung up is the Vault Item Type. No Type handles everything cleanly.

    My initial thought was use the "Website" type, but that only has entries for basic website login info. I would have to use the Notes and Comments tab for the other info.

    General Type: login info only, with a misc details field and the Notes and Comments tab.
    Banking Tab: address, phone, website, account type (1 only), account number, and the Notes and Comments tab.
    ATM Card Type: not really applicable
    Credit Card type: not really applicable
    Office/Business Type: address, phone, and the Notes and Comments tab.
    Software Type: not really applicable

    What I need is a combination Website/Banking tab that allows multiple accounts. Otherwise, I need to change my approach. I don't think multiple entries (ie one for the website and one for the bank, is the right answer). Any suggestions?

  2. Chris

    13 Aug 2017 Developer, Moderator, Beta Tester

    I think I may have to include a new Vault Type ... "Custom" where you would be able to define your own field names and fill in the fields as you see fit. Something like the extra fields in the "Contacts" section.

    I'll work on this development and see how possible this is. In the meantime, I would suggest using the "Banking" type and use the field "Account type" as your "Routing details/number".

    Use the Notes/Comments for any other data that doesn't fit, such as "Opening times" etc.

  3. What about a custom tab with custom fields for each existing type?

  4. Chris

    16 Aug 2017 Developer, Moderator, Beta Tester

    I think a Custom tab would work better. Many thanks for the idea. :)

 

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