Create your first collection

Create a collection to keep records that share the same fields together.

Create a collection

1. Tap Add Collection in the collection list. New Collection appears.
2. Enter the collection’s name in Name.
3. Tap Done. The new collection is selected, and its name appears in the collection list.

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Leading and trailing spaces are removed when you save. A name can’t contain only spaces, so if you can’t confirm creation, enter a non-space character in Name. Open the collection to add records. If the collection doesn’t appear on another device, see Records don’t appear on another device.

Choose a template

Choose a template to add a set of fields for your purpose. Fields hold values such as amounts and dates for each record.

1. Open the collection you created and tap its name at the top.
2. Tap Edit Collection. If there are no active fields, Choose a Template appears.
3. Tap a suitable template. To choose all fields yourself, select Blank.
4. Review the fields in the collection editor and tap Done.

Choose a template through Edit Collection after creating the collection. You can also open Edit Collection by touching and holding a collection in the collection list.