Saving

Owned by Zane Ullman
Last updated: May 04, 2023
1 min read

IMPORTANT NOTE ABOUT SAVING: The Money.Net application does NOT auto-save by default.


This is an intentional feature so that the many small adjustments made in daily use, such as moving from screen to screen, putting in temporary tickers, or even just resizing a component slightly will not change your default views and components. Please get used to saving any changes you would like saved, such as after customizing components, settings, or portfolios.


  • Click the Save icon (floppy disk) located in the top menu to Save Workspace.
  • Please see the sample to the right.

A confirmation message (shown to the right) will display on the Taskbar, which is located on the bottom of your screen.