Ilium Software for Mac OS X eWallet Users Guide and Reference
Below you will find brief information for eWallet Version 8.0. This software securely stores your important personal information like credit cards, passwords, and account details. Organize your data with categories and nested categories, protecting your information with a password and AES encryption. Sync your wallet across multiple devices using SyncPro and cloud services. Generate strong passwords using PassBuilder and customize cards with icons and backgrounds.
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eWallet
for Mac OS X
Version 8.0
Ilium Software
eWallet: Users Guide and Reference
Ilium Software
Publication date January 27, 2016
Copyright © 1997–2016 Ilium Software, Inc.
eWallet, eWallet GO!, SyncPro and Ilium Software are registered trademarks and PassBuilder is a trademark of Ilium Software, Inc. Third-party product and brand names may be trademarks or registered trademarks of their respective owners. The appearance of these trademarks in eWallet does not constitute an endorsement of eWallet or Ilium Software. Furthermore, all images distributed with eWallet are for personal use only.
Table of Contents
6.3.1. Configuring Sync - Start with Cloud Wallet .......................................... 29
6.3.2. Configuring Sync - Start with Local Wallet ........................................... 30
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Chapter 1. eWallet Overview
1.1. Welcome to eWallet!
Welcome to Ilium Software’s eWallet
®
, the award-winning way to safely and conveniently store your important, confidential information on your Mac, Windows PC, Android device, iPhone, iPod touch and iPad.
This manual contains documentation for many of the features and functions of Ilium Software’s eWallet for Mac (iMac, MacBook Air, or MacBook Pro).
You can also find step-by-step instructions for using many of eWallet’s features in the online
eWallet Tutorials.
Thank you for choosing eWallet.
1.2. Supported Platforms
eWallet is available on several platforms, including iOS (iPhone, iPad, and iPod touch), Android, Mac, Windows PC (desktop), and Windows PC Store (modern/metro/full screen).
Please see the main eWallet web page
1 for a list of platforms and system requirements.
1.3. How to Use this Document
You can either read through this document, or use it as a reference by looking up the partic-
ular features that you want in the Table of Contents or Index. The section Getting Started
with eWallet (page 3), contains basic instructions for using eWallet.
Using eWallet contains detailed information about all of the features and functions of eWallet.
If you’d like step-by-step instructions for using many of eWallet’s primary features, check out the online eWallet Tutorials.
Ilium Software, the makers of eWallet, are committed to providing both high-quality software and excellent technical support.
1 http://www.iliumsoft.com/ewallet
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Chapter 2. Getting Started with eWallet
Ilium Software’s eWallet
® is an electronic wallet for your most important personal information
(credit cards, calling cards, passwords, PINs, account numbers and more). Like a real wallet, eWallet keeps your information in cards. You can have several related pieces of information on a card. For example, on a password card, you might have a username, a password and a
URL. You can also personalize cards with icons, colors, and pictures.
To help keep your cards organized, the cards you create are stored in categories. Wallet files can have many different categories, and you can put any kind of card in any category.
In addition, you can nest categories, allowing you to place categories within categories. Like you do with files in folders on your Mac, you can organize your eWallet cards and categories however makes the most sense to you, and change how you have them organized as needed.
You can have as many different wallets as you want, and keep different information in each one. For example, you might want to have a personal wallet file for your own cards, but an office wallet file that you share with an assistant or other members of your team. You can place copies of the same cards in different files as appropriate. For example, you might want your business credit card listed in both of your wallet files for extra convenience.
You should protect your wallet file with a password. With a password protected wallet you must enter the wallet’s password before you can see the information on any of the cards in that wallet. We recommend that you password-protect all of the wallets that you keep important personal information in.
You can also choose to have a wallet that does not use a password. Anyone can open a wallet that does not use a password. We strongly recommend that you set a password for any wallet that contains personal information.
More detailed information about passwords, wallet files, categories, and cards is found in the sections below.
2.1. Starting eWallet
When you start eWallet for the first time, you’ll be prompted if you want a sample wallet or not. If you say yes, eWallet will ask you to save the Sample Wallet in the Documents folder, and then will open it. If you say no, you'll get the chance to browse for an existing wallet, or create a new one.
When you’re ready to add your own information, you can add new categories and cards to wallet and organize the information in a way that fits your needs.
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Chapter 2. Getting Started with eWallet
2.2. Adding Your Own Cards
Cards in eWallet are just like the cards you carry in your real wallet. Create cards for each of the important pieces of information you want to carry with you.
Select the category you would like to add a card to, and then click the New Card button on the toolbar or in Edit menu.
When adding a new card, eWallet will prompt you to select a type of card. After that, you can enter the specific information that you want to appear on the card.
eWallet gives you many options for personalizing your cards. The way you access these options vary depending on the device you are using.
When creating a new card, or editing an existing card, select the Edit (pencil) button in the lower right corner of the window, (or press the secondary mouse button and select Edit) to change the information on your cards.
2.3. Changing and Deleting Cards
You can make changes to an existing card at any time.
Chapter 2. Getting Started with eWallet
Click on the card in the Card List that you wish to edit, and then select the Edit (pencil) button in the lower right corner of the window (or press the secondary mouse button and select Edit). To change the appearance of a card in, once in Edit mode, select the Appear-
ance button to change the appearance of the card.
You can also delete cards that you are no longer using.
In the Card List, press the secondary mouse button on the card you want to delete and select
Delete from the context menu.
2.4. Adding, Changing and Deleting Categories
It’s just as easy to add, delete and change your eWallet categories as it is for cards. To add a new category to eWallet:
Click the New Category button on the toolbar.
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Chapter 2. Getting Started with eWallet
You might also need to change an existing category, perhaps to give it a new name or change the icon. You might also want to delete a category you are no longer using. Editing a category doesn't change the card it contains, but deleting a category deletes all the cards in that category as well.
To change a category, press the secondary mouse button on the category and select Edit.
To delete a category, click on the category in the Card List and then press the secondary mouse button and select Delete.
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You can change the name of a category and the icon associated with it. Default Card Type lets you select the default card type selected when you create a new card in that category.
You can always change the card type for the new card, and you’re not required to have all the same types of cards in a category. This just controls the default type eWallet selects when you make a new card. You can still pick any of eWallet’s available card types from the list when creating a new card, regardless of the default type for the category.
2.5. Nested Categories
eWallet allows you to further refine your card organization with nested categories. Similar to the way folders can contain other folders on your Mac, categories can contain other categories, or subcategories. Subcategories allow you to keep similar types of information in one place (Credit Cards for example) but also organize them in a way that’s useful to you
(Business and Personal.)
Click on a category in the Card List where you want to create the subcategory, and then click the New Category button on the toolbar. To make an existing category a subcategory on your Mac, simply drag the category onto another category. The category you dragged becomes a subcategory of the category it is dropped on.
Chapter 2. Getting Started with eWallet
2.6. Protecting Your Information
Anytime you open a password protected wallet, eWallet will ask you for the password. Until the correct password is provided, eWallet will not display any of the wallet’s contents.
Once opened, your wallet remains unlocked until:
• you close eWallet on your Mac
• you lock the wallet file by selecting the Lock button on your Mac
• eWallet automatically locks your wallet file if you’ve chosen to have it do so (See below for information about how to do this)
Important
We recommend always locking your wallet file when you’re not actively using it.
You can also choose to create a wallet without a password. This is useful for storing nonconfidential information that you want easy access to. For instance, contacts, family pictures, clothing sizes, and emergency phone numbers are all information you might want to put into a wallet that does not require a password.
You can change the password for any wallet, or add a new password to an unprotected wallet by clicking the Security Manager button on the toolbar, or by selecting Security
Manager… from the File menu. When changing the password for a password protected wallet, eWallet will ask for the original password first.
You can also set eWallet to lock automatically from the Security Options for the wallet by clicking the Security Manager button in the toolbar, or by selecting Security Manager… from the File menu. From there, you can select timeout locking and other security features.
Read more about these options in Chapter 4, eWallet Security (page 19).
2.7. Selecting a Wallet Password
Choose a password for your wallet that’s easy for you to remember but would be hard for anyone else to guess. It is best (most secure) to choose a password that is at least twelve characters long and contains at least one non-alphanumeric character. One convenient way to do this is to choose two unrelated words and separate them with a dash, asterisk or other non-alphanumeric. For example, "clock-kitten" would be a reasonable password.
Optionally, you can set a password hint for your wallet when you set or change your password.
Choose something that will remind you of your password, but will not give your password away to someone other than yourself.
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Chapter 2. Getting Started with eWallet
Please note that if you forget the password for a password protected wallet, you will not be able to access any of the information in that wallet. Choose your passwords carefully. Also, if you do run into trouble, remember that passwords are case-sensitive — if your password is not being accepted, check that your Caps-Lock is not on.
2.8. Getting Started Summary
At this point, you should know:
• the difference between cards and categories in eWallet
• how to create and change eWallet cards
• how to protect the information in your eWallet files
The rest of this document contains more detail about eWallet’s features, functions and options available. You can read through them, just use them for reference, or just read the sections you’re interested in.
You’re now ready to begin using eWallet with your own information. You can either decide how you want to organize your information and create categories first, or just start creating cards and move them into specific categories using cut and paste later.
Chapter 3. Using eWallet
While using eWallet, keep in mind that some options may be unavailable or work differently depending on what kind of object (card, category, etc.) you have selected or are viewing.
Use the secondary mouse button on objects to bring up a context menu for that object, or hover over an object to bring up a tool tip describing that item.
3.1. eWallet Files
Files are the topmost level of information used by eWallet. In eWallet, we call files wallets.
Just like any other file on a Mac, wallets are completely separate from one another. You can have as many wallets as you want, each with different kinds of information. For example, you might have one wallet for work and one for personal information. Each wallet has its own password.
If you ever lose track of your wallet files, doing a Search on your Mac for:
.wlt
will typically find every wallet on your computer.
Opening Wallets is handled differently on different devices. When you run eWallet, however, it will automatically attempt to open the last wallet you used. You may never need to open your wallets any other way.
Double clicking on a wallet file will open a wallet in eWallet. You can also open wallets by clicking on the File menu and then selecting Open… from the menu.
You can make changes to your wallet files using copy, delete, rename, or move files using
Finder in the same way that you make changes to other file types on your computer.
You can Create New Wallets to store your information if you like. Click the File menu and select New from the menu.
Password protected wallets have one password. eWallet will prompt you to select this password when you first create a new wallet. The password is required to view the contents, or change the password, of a password protected wallet.
On your Mac you can copy or move cards between eWallet wallets using your system clipboard (Copy/Paste or Cut/Paste).
See Also:
Chapter 4, eWallet Security (page 19)
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Chapter 3. Using eWallet
Chapter 6, Synchronization (page 25)
3.2. eWallet Categories
In eWallet, you use Categories to organize your information. Every wallet must have at least one category, and you can have many different categories in a wallet.
Use categories to organize your cards in a way that makes sense to you. You can place any kind of card in any category, and as many or as few cards as you want in a category.
Each category has the following properties:
• Name: the name of the category
• Icon: the icon representing the category
• Default Card Type: this lets you select the initial card type selected when you create a new card in that category. You can always choose a different type when you create the card, and you can have many different types of cards in a single category. This pick just controls the initial setting for new cards. You can pick any of eWallet’s available card types.
You can edit the properties for a category at any time. You can also nest your categories to further organize your information.
See Also:
Chapter 4, eWallet Security (page 19)
3.3. eWallet Cards
eWallet stores your information in cards. Think of cards just like the cards in a real wallet.
Each card will contain several pieces of related information. For example, a password card might have a username, a password and a URL. You can also personalize cards. Each card must be placed in a category, but categories can contain many different types of cards. Organize your cards in whatever way makes the most sense to you.
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Chapter 3. Using eWallet eWallet Card View
You can move your cards between categories at any time. You can move cards between categories using drag and drop. You can also use your system clipboard (cut / copy / paste) to move cards around. Edit, delete, rename, cut, or copy cards by selecting the card and then right-clicking on the card to show the context menu.
3.3.1. Card Types
eWallet provides 31 different card types (also called templates) for you to choose from when making a new card (listed below).
Each card has fields and labels appropriate for the kind of information generally kept on that card type. For example, a credit card provides fields for:
• the card provider
• the card type, number and expiration date
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Chapter 3. Using eWallet
• the name on the card
• your Personal Information Number (PIN)
• the customer service telephone number
But you can always enter any kind of information in any field on any card and even rename fields to suit your needs.
You’ll notice the Fields area is broken up into two sections: the Card Face Fields section and the Details Pane Fields section. The Card Face Fields typically contain the items you would see on the physical card itself (card number, expiration date, etc.) while the Details
Pane Fields can be used for the additional information that goes with the card such as a
URL, username and password. You can enter any additional information you might want in the Notes area of any card.
Each card type has a default icon associated with it, but you can change the icon if you like. In the Card List click on the card whose icon you want to change, then use the secondary mouse button and select Edit.
The following card types are provided in eWallet:
• Bank Account - Account numbers for your financial accounts
• Calling Card - Telephone calling cards, with access numbers and PINs
• Car Info - Information found on your vehicle registration, plus insurance
• Cellular Phone – Store your critical mobile phone information
• Clothes Sizes - For you, and for the people you buy clothes for
• Combination Lock – The combination for any locks or lockers you may have
• Contact - Names and phone numbers for personal contacts
• Contact Lens Prescription - Prescription information for contact lenses, in case you need to replace them when away from home
• Credit Card - Credit card numbers and info, including PINs
• Driver's License – You can also use this card for medical and other licenses
• Email Account – System URLs, names and passwords for your email accounts
• Emergency Numbers – Fire, ambulance, police and other emergency telephone numbers
• General Purpose – 6 card fields and 25 details fields you can customize
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Chapter 3. Using eWallet
• Health Numbers – Insurance, Hospital, prescription, group numbers, etc.
• ID Card – National ID Card or other general purpose ID Card
• Insurance Policy - Auto, Life, Home and other policies, with the number to call for claims
• Internet Settings – System URLs, names and passwords for your ISP accounts
• Lens Prescription – Prescription information for eyeglasses in case you need to replace them when away from home
• Library Card – Number and PIN
• Membership Info - Frequent flier (airline) numbers, video rentals, store discount, nonprofits, and more
• Note Card – A card for any unformatted information
• Passport Info – Everything on your passport, very important to have a copy
• Password – Usernames and passwords you may have on all the computer systems you use
• Picture Card – On the platforms that support picture cards, select any picture that fits on your screen, in bmp or jpg format
• Prescription – Dosage and other information for prescription drugs
• Serial Number – Your purchases, including serial numbers, model numbers and purchase date and location information
• Social Security Number – Use this for other identification numbers too
• Software Serial Number – Registration codes, purchase dates and other software product information
• Voice Mail Info – All the access numbers, passwords and commands you need
• Voter Card – Do you remember where to vote from election to election?
• Web Site – URL and user or password information for any web sites you log into
3.3.2. Field Options
eWallet gives you the option to change the label or type for any field in a card. For instance, you might find that a particular card does not have as many hidden fields as you might like,
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Chapter 3. Using eWallet or perhaps you don't need a URL on the card but you do want an additional phone number field. By editing the options for a field, you can create exactly the sort of card you need.
In the Card List click on the card you want to edit, select the Edit (pencil) buttonin the lower right corner of the window, (or press the secondary mouse button and select Edit) to display the fields. Use the Customize Selected Field area to change the field name and field type.
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When setting a type for a field, you can choose from the following field types.
• Date - A field formatted for dates. This field allows you to enter the information in date format (e.g., mm/dd/yy).
• eMail - A live email link. When clicking on the contents of this field, eWallet will trigger your default email software and prepare an outgoing email using this address.
• Hidden - A hidden field. Adds a button to the card used to show or hide the contents of this field.
Chapter 3. Using eWallet
• Numeric - A field formatted to only accept numbers.
• Phone Number - A live phone number link. On devices that include a phone, tapping this live link will automatically dial the number listed as the content of this field. On a
Mac, if Skype is installed, selecting this link will make a call using Skype, as long as the number is formatted internationally, e.g., +17345551212.
• Text - A plain text field. Enter whatever text you like.
• Web Link - A live link to a web site. Tapping on this link will automatically open a website on your default browser using the content of this field as the URL.
• AutoPass Password - Tells eWallet to use the contents of this field for the password when using AutoPass on your Mac.
• AutoPass Username - Tells eWallet to use the contents of this field for the username when using AutoPass on your Mac.
• AutoPass Web Link - Tells eWallet to open the website listed in this field and use the fields on this card defined as AutoPass Username and AutoPass Password to fill in the login fields for that site.
3.3.3. Card Properties
In addition to the fields (containing data) in your eWallet cards, you can also control card colors, card icon, and other aspects of the card’s appearance. If appropriate for the card type and platform, you can also set whether a card is scrollable, whether a hidden field (for example, a PIN) is initially displayed, and whether the icon displays on the card face itself.
Some appearance options are not available on some platforms.
To change the appearance settings for your cards, go to the Card List and click on the card whose appearance you want to change, put the card in Edit mode, then select the Appearance button .
The appearance settings allow you to set the card’s background color, color gradients, text color, icon and related settings. Most of these features are available on most devices.
There are a number of settings you can choose from. If the card has hidden fields, such as a password, PIN or lock combination, you can choose whether the field should be hidden when the card is first displayed (Hide), showing (Show), or displayed in the same state it was when you last displayed the card (Remember). You can also select the color for the text and card background, as well as the icon associated with the card.
You can also choose between Square and Round corners for the card when it is displayed using Card View. Choose to Show the Icon on the Card to display the card’s icon on the
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Chapter 3. Using eWallet card itself in Card View. Choose List View to present the card in a grid style format, rather than the traditional card style format.
The option to add a Background Picture to your cards is available for most types of cards on most platforms. You can use either regular Bitmap files, with the .bmp extension, or
JPEG files, with the .jpg extension. You can choose to Insert the picture to copy the file into your wallet. Inserted images will sync to some, but not all devices.
Some devices offer a Picture Position button that allows you to choose how the graphic is positioned on the card. You can choose to Center the picture or to display it in the Upper
Left, Upper Right, Lower Left or Lower Right corner of the card. You can also choose to Tile the picture over the entire area of the card. If the card is a Credit Card, on some devices you can also choose to use the graphic to replace the default credit card logo (Replace
Logo). See Section 3.3.5, “Background Graphics” (page 16) for complete information.
3.3.4. File Attachments
On Mac, eWallet allows you to attach files to your cards so that you can keep important images and documents close at hand. Files you attach to a card will be encrypted and synchronized. You can attach any type of file to your wallet including documents, pictures, sound files, and more.
To attach a file to a card, click the Attach button on the Design ribbon.
Attachment files must be extracted to be viewed. To extract an attached file, click the Attachment graphic in the , status bar, then save the attachment to your Mac. Note that attached files are synchronized as part of your wallet file, but adding and extracting attachments may not be available on all platforms.
3.3.5. Background Graphics
On some platforms, you can customize the appearance of your eWallet cards by adding
pictures to the background. eWallet supports both bitmap and jpeg image types, and on iPhone and iPod touch it supports images taken with the camera as well as images stored in the gallery and photo library on the device.
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Chapter 3. Using eWallet
Inserting a picture, copies the entire picture into your wallet and it will automatically synchronize the image to eWallet on any other devices that support background images. If the wallet is moved, copied, synchronized, or backed up, all inserted pictures will be moved, copied, synchronized, and backed up as well.
Another advantage of inserting pictures is that the pictures are encrypted along with the rest of the information in your wallets.
The following table shows sizes (in pixels) for card displays:
Device
Windows PC
Mac iPhone or iPod touch
Card Size
312 x 184
312 x 184
292 x 182
Credit Card Logo Size
95 x 55
95 x 55 n/a
The listed card sizes will create an appropriately sized background image.
The listed Credit Card Logo sizes will make a credit card logo of a size similar to the ones we automatically display for many credit card types in the Credit Card template.
You can get pictures from any source, as long as they’re in the previously mentioned formats.
Many websites have pictures available for free download. Ilium Software also offers free
Mac card backgrounds for download on our website.
3.4. AutoPass
eWallet for Mac has a feature called AutoPass for cards that have URLs, usernames and passwords. With AutoPass enabled, eWallet will attempt to fill-in the username and password fields for you when you launch the web page from the eWallet card. Currently this feature is available for Safari, Chrome and FireFox. If you are using a different default browser such as Opera, we suggest disabling AutoPass. To disable AutoPass, click the Preferences... menu item under the eWallet menu and then check the Disable AutoPass box.
3.5. Shortcuts
Shortcuts allow you to have your card information in more than one category without having to duplicate the information. To create a shorcut to a card, use the secondary mouse button to click on the card in the card listand select Create Shortcut. Shortcuts have a special icon in the card list to help identify them. You can delete shortcuts the same way you would delete a card. Deleting a shortcut will not delete the card it points to but deleting a card will automatically delete any of its shortcuts.
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Chapter 3. Using eWallet
3.6. Exiting eWallet
On Mac you can close eWallet in the same fashion that you close many other applications on your Mac: by pressing Command-Q when eWallet is the frontmost application.
3.7. Global Preferences
Click the Preferences... menu item under the eWallet menu to get to application preferences.
Sync preferences are under the Sync Manager.
3.8. Updates
On Mac, if you purchased a license for eWallet from the Mac App Store, the store itself will notify you of any updates and should allow you to download new versions.
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Chapter 4. eWallet Security
eWallet protects your wallet information in 2 ways:
• by requiring a password before displaying any cards in a password protected wallet
• by encrypting (making unintelligible) the information in cards in password protected wallets in your wallet file. This means that the information in the file is translated into a secret code so that it can’t be read by any other program.
For quick access, you can create a wallet that does not require a password, but information in that wallet is accessible to anyone who opens the wallet.
We recommend using wallets without passwords only for general, non-confidential information.
eWallet uses the Advanced Encryption Standard (AES) encryption algorithm, with a 256-bit key to encrypt the data in your cards in password-protected wallets. AES is considered one of the very best encryption algorithms.
You can explicitly lock your wallet at any time, by choosing the Lock button on eWallet's toolbar.
A password is required to open any password protected wallet. eWallet will prompt you for a password when you first open a password protected wallet. After entering the correct password, you may use all of the wallet’s features until it is locked again.
You can increase the security of eWallet using the available security options. Click the
Security Manager button in the toolbar, or by selecting Security Manager… from the
File menu.
The security options include:
• Having eWallet close and lock your wallet after a specified amount of time if it doesn’t get any user input. Whether the wallet is active or minimized, the wallet will automatically lock. Once the wallet is closed and locked, the password is required to access the wallet again. Choosing this option will help prevent someone from being able to see your information if you’ve unintentionally left your wallet open.
• Having eWallet lock out wallet access if a specified number of incorrect password attempts are made. Once the wallet’s access is locked, no attempts to open the wallet are allowed for a specified period of time. You can choose how many incorrect password attempts will be allowed before the wallet’s access is locked, and how long the wallet’s access stays locked once the limit has been reached. This will make it more difficult for someone to
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Chapter 4. eWallet Security try to break into your wallet by guessing several passwords or using a piece of software that automatically enters passwords. However, this will also make it more difficult for you to try multiple passwords if you misplace or forget yours, so use this option with care.
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Wallet Security Settings
You can change the password or add a new password for any wallet. When changing the password for a password protected wallet, eWallet will ask for the original password first.
Click the Security Manager button on the toolbar, or by selecting Security Manager… from the File menu to change a password.
Choose a wallet password that’s easy for you to remember, but would be hard for anyone else to guess. It is best to choose a password that is at least twelve characters long and contains at least one non-alphanumeric character. One convenient way to do this is to choose two unrelated words and separate them with a dash, asterisk or other non-alphanumeric. For example, "clock-kitten" would be a reasonable password. Please note that if you forget a password, you will not be able to access the information in your wallet file. Choose your passwords carefully. Remember that passwords are case-sensitive — if your password is not being accepted, check that your Caps-Lock is not on.
See Also:
Protecting Your Information (page 7)
Chapter 5. PassBuilder
PassBuilder™ allows you to generate a password within eWallet.
5.1. Using PassBuilder
1. Edit a card and select the field where you would like to store the password and click
Generate Password toward the bottom of the Edit panel.
2. You will be presented with the PassBuilder window which will allow you to choose several options.
3. Pressing Generate Password will build a password to your specification.
4. You can then press Insert Password and Close to copy your new password into your wallet card, replacing any previous value in the field.
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Chapter 5. PassBuilder
5.2. PassBuilder Options
5.2.1. Password Length
The length of the generated password can be up to 30 characters.
5.2.2. Allowed Characters
• Lowercase Letters (a-z) — The password can include lowercase English characters.
• Uppercase Letters (A-Z) — The password can include uppercase English characters.
• Numbers (0-9) — The password can include numbers (digits). In addition, selecting this option will ensure that at least one character in the generated password is a number.
• Punctuation — The password can include any of the punctuation characters included in this field. PassBuilder defaults to including:
! @ # $ ^ & * ( ) - =
but you can change the field to anything you like.
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Chapter 5. PassBuilder
5.2.3. Memory Aid
• None — This option will generate the most secure password but at the expense of being harder to remember.
• Mnemonic Sentence — With this option, PassBuilder will also generate a sentence that could help you to remember the password. For example, if PassBuilder generates the password Bni, it would show you the mnemonic sentence was Brian nibbled icons. Any
Numbers or Punctuation will be added to the end of the sentence.
When selecting this option, you will also be presented with two additional buttons: the
Copy Memory Aid to Clipboard button will copy the mnemonic sentence to the clipboard for your use in other software and the Append Memory Aid to Card Note button will add the mnemonic sentence to the end of your card notes.
• Pronounceable — The Pronounceable option is based on the U.S. governments FIPS
181 specification for creating pronounceable passwords. The key advantage is that a
Pronounciation Aid will be displayed that uses syllables to help you remember your password. Any Numbers or Punctuation will be prepended and/or appended to the password.
• Dictionary — The Dictionary option starts with a word from a built-in dictionary. Additional characters are then mixed into the password to fill it out to the requested Length.
If the Warped option is checked, certain characters will be changed so the password is still readable, but it would be harder for someone to guess. For example, an a might be changed to an @ and a s might be changed to a 5 or a z.
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Chapter 6. Synchronization
Synchronization is the process of keeping wallets that are stored in multiple locations updated with the same information. This way, if you make a change to a wallet on your mobile device, the next time you view the same wallet on another mobile device or your desktop/laptop computer, your change will be there.
With SyncPro Synchronization, you can make simultaneous changes to different cards on your Mac, a remote location, a USB drive, or mobile device and all the changes will be synchronized. SyncPro goes through all the cards and matches the changes between the locations.
Even if you've made changes in three different locations (on your Mac, iPhone, and an Android device for instance) SyncPro will go through and combine all the changes you've made.
eWallet 8.0 for Mac synchronizes your information with a built-in sync engine called SyncPro
® and offers three different kinds of sync: Cloud sync, Device Sync, and Folder sync. SyncPro’s cloud sync on Mac allows backing up to a cloud service (currently Dropbox or iCloud) as well as using the cloud service to sync with eWallet on other devices (currently Android, iPhone, iPad and iPod touch and other Mac computers and Windows PCs). Device Sync offers a syncing method that occurs directly between two devices using a local WiFi network.
SyncPro also offers synchronization to a folder, which can be very handy in an office environment.
eWallet’s Sync Manager will help configure the kind of sync you want for your wallet. Once it’s configured, you just press the Sync Now button to synchronize your wallet. Some of the sync types can also happen automatically when eWallet opens and closes.
SyncPro synchronization is setup, run, and managed in the Mac version of eWallet. Click the Sync Setup button on the toolbar or select Sync Manager… from the Synchronize
25
Chapter 6. Synchronization menu to change synchronization settings for your open wallet file. To change settings for another wallet file, first open the file, and then use the same options.
6.1. SyncPro Synchronization
With SyncPro synchronization, you can make simultaneous changes to different cards on your Mac, an Android OS device, an iOS device (iPad, iPhone, or iPod touch), other computers/disks on a network, or any other storage device attached to your computer and all changes will be synchronized.
6.1.1. Synchronization Setup
To setup synchronization for an an Android device, iPad, iPhone, iPod touch, different computer, or external storage device, open the Sync Manager window by clicking the Sync
Manger button on the toolbar or by selecting Sync Manager… from the Synchronize menu. You will see the following areas and buttons in the Synchronization Setup display.
26
• Sync Location: These are devices that are ready to synchronize with eWallet. They may or may not be set to synchronize with the particular wallet you have open. If eWallet does not automatically display the device you would like to synchronize with, you can click the
Add to add a new "location" (device/service/folder, etc.) to this list. For Android, iPad, iPhone and iPod touch the name displayed is the device name.
• Add: This button allows you to add additional locations (devices, services, etc.) that you
would like to synchronize wallets to. For more information on this, see Section 6.2,
“Adding Sync Locations” (page 27).
• Edit: This button allows you to edit the details for a Sync Location on the list or change
the Sync direction (the direction eWallet sends data when you sync).
Chapter 6. Synchronization
• Remove: This button removes a Sync Location from the list. If you remove a location, you can always add it to the list again using the Add button.
Synchronization
Directions
Wallet Synchronizes with Sync Location
Wallet overwrites
Sync Location
Sync Location overwrites Wallet
None
When to use
You often change data both on the Mac and in the wallet stored at the Sync Location.
You only make changes on the Mac and never make changes directly to the wallet stored at the Sync Location. This is useful if you wish to save a backup to a different folder on your PC or a remote sync location.
You only make changes to the wallet stored at the Sync Location and never make changes to the wallet on your Mac. You might choose this to synchronize a company wallet on a server to the Mac you are using.
No synchronization will occur.
To run synchronization either click on the Sync Now button on the toolbar or select Sync
Now from the Synchronize menu.
Remember that your eWallet passwords need to be the same on any wallets that sync with each other.
6.1.2. Change the Sync Direction
There are times when you may want to change the direction eWallet is synchronizing. That is to say, you may want to only transfer the information in one direction or the other, rather than truly synchronizing the wallets. To change the direction your information is synching, follow the steps below.
1. Open eWallet on your Mac and click the Sync Manager button on the toolbar or select
Sync Manager... from the Synchronize menu.
2. Select the location you want to change and press the Edit button.
3. Select the way you would like your information to synchronize from the context menu that comes up.
6.2. Adding Sync Locations
You can setup eWallet to synchronize with additional devices, services and locations using the Add button. eWallet can synchronize with Android devices, iPhones, iPod touch, iPads,
USB drives, computers/disks on a network. You can even set eWallet to synchronize a
27
Chapter 6. Synchronization wallet to a different folder on the same computer as a means of making a regular backup of your data.
To add a new Sync Location do the following:
1. Open the Sync Manager dialog by selecting the Sync Manager button on the toolbar or by selecting Sync Manager… from the Synchronize menu.
2. Click the Add button.
3. Click the button for the type of location you would like to add.
4. Follow the instructions on the screen for adding a location of that type. Note that for some locations, such as Android, iPhone and iPod touch, you may need to perform additional steps on the device to add it as a new location. The instructions eWallet provides will let you know if this is necessary.
At the end of the setup process, eWallet may ask if you would like to synchronize. You can synchronize immediately or click No and synchronize later. Whenever you synchronize your wallets in the future, the wallet will be synchronized to the new location as well.
If you’ve made a mistake when entering the path or address for another computer or a remote location, you can correct it by selecting the Sync Location and then clicking the Edit button.
To synchronize with another computer, you must use the proper formatting.
• Networked Computer/disk: /<Volumes>/<Name>/<directory1>...
Example
(/Volumes/Server/wallets)
• Removable Drive (Ex: USB): /<Volumes>/<USB Name>/<directory1>... Example
(/Volumes/USB1/wallets)
• Local Folder: /<directory1>/<directory2>... (Example: /Users/jim/Documents/Wallets)
6.2.1. Hints & Tips
• You can only synchronize the data if you have write access to both locations. Otherwise, you will want to choose one of the Overwrite sync directions.
• Create a central wallet for multiple users by placing the master wallet in a read-only folder on the network and having each user synchronize with Sync Location overwrites Wallet.
• Synchronize data to a folder on the same Mac (or even better, another Mac or PC) is a
way to easily make a backup of your information. Section 6.3, “Cloud Sync” (page 29) is
another method of keeping a backup.
28
Chapter 6. Synchronization
• Combine two wallets on the same Mac by giving them the same name and password, synching them to one another one time, and then removing the Sync Location.
6.3. Cloud Sync
eWallet’s SyncPro engine on Mac has a cloud sync option. With cloud sync there is no need for a direct connection between devices to sync – and of course you can also use cloud sync as one method of creating backup files of your wallet and get it stored safely off-device and off-site. With eWallet for Mac you have the option of using either Dropbox or iCloud services.
My Wallet.cwlt
My Wallet.wlt
on work PC or Mac
My Wallet.wlt on iPhone or Android
My Wallet.wlt on iPad/tablet
My Wallet.wlt
on home PC or Mac
Using the Cloud Sync option, the cloud version of your wallet file (.cwlt extension when used with Dropbox) can be considered the “master” version that can be used to keep devices with this feature up-to-date. Once you’ve configured your wallet to sync with the cloud, sync can pretty much happen automatically. There are two ways to do the initial setup: start with a cloud wallet or start with your local wallet (as outlined below).
6.3.1. Configuring Sync - Start with Cloud Wallet
1. Start eWallet and close/lock any wallet that might be open
2. Start the Sync Manager from the toolbar area or by selecting Sync Manager… from the Synchronize menu
29
Chapter 6. Synchronization
3. Press the Dropbox or iCloud button
4. For Dropbox: If necessary, enter any appropriate credentials and allow access to Dropbox; otherwise select your Sync Location and press Next
5. Select the cloud wallet that you want to sync with and press Next to turn on sync for that wallet
6. For Dropbox: Enter the password for the cloud wallet and press Next
7. Select the location you'd like to store the local wallet and press Save
8. Press Close in the Setup Complete panel and then Close in the Sync Manager panel
6.3.2. Configuring Sync - Start with Local Wallet
1. Start eWallet and open the local wallet you want to sync with
2. Start the Sync Manager from the toolbar area or by selecting Sync Manager… from the Synchronize menu
3. If your Dropbox or iCloud account is not listed as one of the Sync Locations: a. Press Add b. Select Cloud Sync c. Select the Dropbox or iCloud button d. For Dropbox: If necessary, enter any appropriate credentials and allow access to
Dropbox; otherwise select your Sync Location and press Next e. Choose the Select the open wallet option button and press Next f. Press Close in the Setup Complete panel and then Close in the Sync Manager panel
4. If your Dropbox or iCloud account is listed as one of the Sync Locations: a. Select the Dropbox or iCloud Sync Location (the sync direction is likely "None" at this point) b. Select Edit c. Change the Sync Direction to "This wallet synchronizes with..." and press the OK
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Chapter 6. Synchronization
6.3.3. Sync with Cloud Wallet
You should now be good to go! You can always sync your wallet by pressing the Sync Now button at the top of eWallet. By default, eWallet will automatically sync with your cloud wallet when you start eWallet and when you close it. The automatic syncing can be changed in the SyncPro Options panel, available from the Sync Manager.
6.4. Device Sync - Android
eWallet offers full synchronization with your Android device using a local wireless network.
Use SyncPro to quickly and easily synchronize as many wallets as you like directly with your
mobile device. A more automatic alternative to this direct method is covered in Section 6.3,
The simplest way to set up synchronization with your Android device is to start eWallet on your device and then press the Sync button (a pair of circling arrows.) eWallet on the Android device will walk you through the entire process. The instructions below provide detailed information about the various steps in that process.
6.4.1. Android Wireless Sync Basics
The following is basic information and frequently asked questions that may help troubleshoot any problems you are having with synchronizing with your Android device.
• Wireless Networks: In order to synchronize eWallet on your Mac with eWallet on your
Android device, both devices will have to be connected to the same wireless network.
The Mac that you are using may be connected directly to the network (not wirelessly) but the Android device must connect wirelessly to use WiFi sync.
31
Chapter 6. Synchronization
• Ad Hoc Wireless Networks: It is possible to synchronize your Android device to your
Mac using an Ad Hoc Wireless Network. Ad Hoc Wireless Networks are temporary networks that allow two computers to communicate. For more information on creating an
Ad Hoc Wireless Network, see the Windows documentation on your Mac.
• Public Wireless Networks: Although it is always safest to synchronize using a personal or Ad Hoc Wireless Network, it is possible to synchronize using some public networks.
It is possible, however, that when synchronizing over a public network that someone might attempt to intercept files being transferred, including your wallet. As a result we
strongly recommend that you do not synchronize on public wireless networks.
• Creating a Partnership: For your security, eWallet requires that you create a partnership with your Android device within the eWallet program on the Mac. This ensures that when you synchronize, your wallet is always synchronizing with the exact same computer you expect it to. If you wish to synchronize eWallet on your Android device with eWallet on other computers as well, you will need to create partnerships with eWallet on those computers as well. When you set up sync eWallet will walk you through this process, or you can refer to the instructions for creating partnerships below.
• Synchronizing: In order to create a partnership or synchronize with your Android device, you must activate sync on both your Mac and Android device. To activate sync on your
Android device, simply press the Sync button (a pair of circling arrows) in eWallet on the device. To activate sync on the Mac, click the Sync Now button in the toolbar.
6.4.2. Create a Partnership
Before you can synchronize eWallet on the Mac with eWallet on your Android device, you must first create a partnership between the two devices in eWallet. This is a security measure than ensures that whenever you sync, your wallet is always synchronizing with the computer you think it is.
Follow the steps shown below to create a new partnership in eWallet between your Mac and your Android device.
1. On your Android device, start eWallet, press the Sync button (an icon with two circling arrows.)
2. Open eWallet on your Mac with the wallet you want to sync with* and click the Sync
Manager on the Home ribbon.
*If you don't already have the wallet you want on your Mac (say you started with Android
and the wallet is only on that device), then create a new, empty wallet (page 9) on your
Mac making it the same file name (e.g., "My Wallet") and using the same password as what you have on your Android device.
3. In the Sync Manager window, click on the Add button.
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Chapter 6. Synchronization
4. Choose the Device Sync button, then click on the button that shows a picture of an
Android device.
5. At the Add Android Sync window, select your device from the list provided and click
OK.
6. At the Enter Authorization Code window, enter the five digit authorization code that now appears on your Android device, then click Submit.
7. When asked by the Mac version of eWallet if you want to Synchronize, click Yes.
6.4.3. Synchronize Your Wallet
Once you've created a partnership between your Android device and your Mac, you can synchronize your wallet whenever you need to. The key to synchronizing is that you must start sync on both your Mac and your Android device. Follow the steps below to synchronize your wallets.
1. On your Android device, start eWallet, press the Sync button (an icon with two circling arrows.)
2. Open eWallet on your Mac and click the Sync Now button on the toolbar.
Once you've completed these steps, eWallet will do the rest. If you are synchronizing more than one wallet you may be prompted on the Mac side about whether you want to sync some of the wallets or all of the wallets.
6.5. Device Sync - iOS
eWallet offers full synchronization directly with your iOS device (iPad, iPhone and iPod touch) using a local wireless network. Use SyncPro to quickly and easily synchronize as many wallets as you like with your mobile device. A more automatic alternative to this direct
method is covered in Section 6.3, “Cloud Sync” (page 29).
The simplest way to set up synchronization with your iOS device is to start eWallet on your device and then press the Sync button (a pair of circling arrows.) eWallet on the iOS device will walk you through the entire process. The instructions below provide detailed information about the various steps in that process.
6.5.1. iOS Sync Basics
The following is basic information and frequently asked questions that may help troubleshoot any problems you are having with synchronizing with your iOS device.
• Wireless Networks:In order to synchronize eWallet on your Mac with eWallet on your iPad, iPhone or iPod touch, both devices will have to be connected to the same wireless
33
Chapter 6. Synchronization network. The Mac that you are using may be connected directly to the network (not wirelessly) but the iOS device must connect wirelessly. The reason for this is that Apple does not currently allow devices to talk to other computers and applications, via the USB cable.
• Ad Hoc Wireless Networks:It is possible to synchronize your iOS device to your Mac using an Ad Hoc Wireless Network. Ad Hoc Wireless Networks are temporary networks that allow two computers to communicate. For more information on creating an Ad Hoc
Wireless Network, see the Apple documentation on your Mac.
• Public Wireless Networks:Although it is always safest to synchronize using a personal or Ad Hoc Wireless Network, it is possible to synchronize using some public networks.
It is possible, however, that when synchronizing over a public network that someone might attempt to intercept files being transferred, including your wallet. As a result we
strongly recommend that you do not synchronize on public wireless networks.
• Creating a Partnership: For your security, eWallet requires that you create a partnership with your iOS device within the eWallet program on the Mac. This ensures that when you synchronize, your wallet is always synchronizing with the exact same computer you expect it to. If you wish to synchronize eWallet on your iOS device with eWallet on other computers as well, you will need to create partnerships with eWallet on those computers as well. When you set up sync eWallet will walk you through this process, or you can refer to the instructions for creating partnerships below.
• Synchronizing: In order to create a partnership or synchronize with your iOS device, you must activate sync on both your Mac and iOS device. To activate sync on your iPhone, iPad, or iPod touch, simply touch the Sync button (a pair of circling arrows) in eWallet on the Apple device. To activate sync on the Mac, click the Sync Now button in the toolbar.
6.5.2. Create a Partnership
Before you can synchronize eWallet on the Mac with eWallet on your iOS device, you must first create a partnership between the two devices in eWallet. This is a security measure than ensures that whenever you sync, your wallet is always synchronizing with the computer you think it is.
Follow the steps shown below to create a new partnership in eWallet between your Mac and your iOS device.
1. On your iOS device, start eWallet and then press the Sync button (an icon with two circling arrows.)
2. Open eWallet on your Mac with the wallet you want to sync with* and click the Sync
Manager on toolbar.
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Chapter 6. Synchronization
*If you don't already have the wallet you want on your Mac (say you started with your
iPhone and the wallet is only on that device), then create a new, empty wallet (page 9)
on your Mac making it the same file name (e.g., "My Wallet") and using the same password as what you have on your iOS device.
3. In the Sync Manager window, click on the Add button.
4. Choose the Device Sync button, then click on the button that shows a picture of an iPad and iPhone.
5. At the Add iPhone, iPad or iPod touch Sync window, select your device from the list provided and click OK.
6. At the Enter Authorization Code window, enter the five digit authorization code that now appears on your iOS device, then click Submit.
7. When asked by the Mac version of eWallet if you want to Synchronize, click Yes.
6.5.3. Synchronize Your Wallet
Once you've created a partnership between your iOS device and your Mac, you can synchronize your wallet whenever you need to. The key to synchronizing is that you must start sync on both your Mac and your iOS device. Follow the steps below to synchronize your wallets.
1. On your iPad, iPhone or iPod touch, start eWallet and then press the Sync button (an icon with two circling arrows.)
2. Open eWallet on your Mac and click the Sync Now button on the toolbar.
Once you've completed these steps, eWallet will do the rest. If you are synchronizing more than one wallet you may be prompted on the Mac side about whether you want to sync some of the wallets or all of the wallets.
6.6. SyncPro Options
You can control when SyncPro synchronization occurs and if you want to confirm each synchronization. Note that SyncPro will check all your SyncPro wallets when synchronization occurs but will only synchronize the wallets that need it.
Synchronization Occurs:
Cloud sync:
When I start eWallet
When I close eWallet
SyncPro cloud sync is initiated when eWallet on the Mac starts.
SyncPro cloud sync is initiated when eWallet on the Mac quits.
Other Sync:
35
Chapter 6. Synchronization
When I start eWallet
When I close eWallet
SyncPro synchronization will occur for (locations that don't require interaction)whenever eWallet on the Mac starts.
SyncPro synchronization will occur (locations that don't require interaction) when eWallet on the Mac quits.
Confirmation:
Always
Never
Always prompt for confirmation before SyncPro runs.
Never prompt for confirmation before SyncPro runs.
Only when I have multiple files synchronizing
Select this confirmation option to prompt for confirmation if you have more than one wallet file to be synchronized.
36
Chapter 7. More eWallet Features
Backups
For extra safety, we encourage you to make backups of your eWallet files (as well as all of your important information). These backups, like backups of any of your other important files, should be saved somewhere offsite on a reliable media.
eWallet also has an automatc backup copie feature will will make a copy of your wallet after you close it and can keep a number of these copies around in case you need them. A goood example of using this feature is if you recently deleted a card you didn't mean to; in that case you might find the card in the copy. This feature is a convenience though and not meant to replace doing a real backup as described earlier. This copy is stored in:
~/Library/Containers/com.iliumsoft.ewallet.mac/Data/Library/Application \
Support/Ilium Software/eWallet/Wallet Backups.
You can also make a backup copy manually. On a Mac, select Save As… from the File menu and choose eWallet File… for the format.
Search
In eWallet on you can use the Search or Find feature to search all of the cards in a wallet for a particular piece of information. Search will return results as you type, returning the name of the card as well as its category.
Smart Copy
You can right-click on a value on your card or in the Details pane and then use Copy <field
name> to copy that value to the clipboard.
When you use the Copy <field name> command on a credit card’s card number, only the digits will be copied to the clipboard. Spaces are removed using this copy command to make pasting to forms on web sites easier.
Recent Cards
Clicking the Recent Cards button . below the list of cards is a handy way to show you the list of cards you've recently accessed, sorted with most recent at the top.
37
Chapter 7. More eWallet Features
Printing
Export
You can print your wallet from your Mac using eWallet's Print menu selections in the eWallet File menu. You can print your entire wallet or a selection of cards.
You can export your eWallet information to a text file from eWallet by using Save As... a text file on a Mac for printing or extra backup. This will copy all the information on each card in your wallet to the file you specify. Please note that exported information is not secure, and that any colors, graphics and attached files associated with a card are not exported. Also, it is not possible to import this data back into eWallet. See the instructions for Making a
Backup for ways to backup the actual wallet file.
38
Appendix A. Customer and Technical Support
A.1. How to Contact Ilium Software
Information and Sales
For Technical or Customer Support, Sales or general queries, please visit our web site.
If you have a question, the best way to reach us is via the contact information below.
Support
For Technical or Customer Support, visit our Support
1 area, or reach us using the contact information below.
Contact Information
Web:
Email:
Mail:
Use our secure web server at www.iliumsoft.com
www.iliumsoft.com/contactus
Ilium Software
3759 Prospect Rd.
Ann Arbor, MI 48105 USA
1 http://www.iliumsoft.com/support
39
40
Index
A
B
C
card
adding, 5 changing, 5 deleting, 5
copy
D
devices
E
F
G
I
iOS, 33 iPad, 33 iPhone, 33 iPod touch, 33
N
O
options
P
password
platforms
preferences
Q
R
S
41
Index
T
U
42
Download
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Key features
Securely store personal information
Organize information with categories
Create cards for various information types
Personalize cards with icons and images
Protect information with passwords
Sync data across devices
Frequently asked questions
You can store various personal information like credit cards, calling cards, passwords, PINs, account numbers, and more.
You can organize your information using categories and create cards within those categories. You can also make subcategories to further refine your organization.
You can protect your wallet file with a password. With a password protected wallet you must enter the wallet's password before you can see the information on any of the cards in that wallet. We recommend that you password-protect all of the wallets that you keep important personal information in.
Yes, eWallet offers synchronization features to keep your data consistent across your Mac, Windows PC, Android device, iPhone, iPod touch and iPad.
