Available nowCapehelm is on the Mac App Store.
Capehelm
Download on the Mac App StoreDownload
Menu

Getting Started

Creating a Finance Document

A Finance Document is the Capehelm package you choose when you begin working with your personal finances.

Quick answer

Choose Create New Finance Document during setup, use the standard macOS save panel, and select CAD or USD for the document.

Choose how to begin

Capehelm’s setup presents two paths: Create New Finance Document and Open Existing Finance Document. Choose Create New Finance Document when you are starting a separate personal finance workspace. Choose Open Existing Finance Document only when you already have a Capehelm .pfinance package.

Create the document

  1. Select Create New Finance Document.
  2. Use the standard macOS save panel to choose a name and a location you control.
  3. Choose CAD or USD when Capehelm asks for the Finance Document’s currency.
  4. Complete setup to open the new Finance Document in Capehelm.

Already have a Capehelm document?

Use Open Existing Finance Document instead of creating another one. Capehelm works with .pfinance packages selected through the macOS file picker.

Keep going

Getting StartedOpening an Existing Finance Document

Switch to an existing .pfinance package from Settings.

TroubleshootingFinance Document Will Not Open

Recover when Capehelm cannot open a selected or remembered .pfinance package.

Getting StartedBacking Up Capehelm

Use Backup Status to create a backup or open the full backup manager.

Still need help?

Tell us what happened.

Email [email protected] and describe what you were trying to do, what happened, and any error message Capehelm displayed. Please write the error in the email instead of attaching sensitive files or screenshots.

Email Capehelm Support