Records Master: Keep all your important documents in one place
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Keeping track of all your important documents is always tricky. There's nothing worse than losing one that you desperately need - but storing them on your hard drive can compromise their security. Records Master is a secure file manager that allows you to collect important records - whether it's bank statements, investment records, or receipts - in PDF format. It's supposed to allow easy addition of new documents as well as offering you the ability to associate notes with files or folders, produce reports, and even integrate it with banking websites to automatically download statements.
From the start, however, I found Records Master a very awkward and difficult program to work with. Even the lengthy program description was hard to digest, and when it came to testing the program itself, I was left thoroughly unimpressed. I was expecting a user-friendly way of adding documents, but Records Master is one of those programs where you just have to work things out for yourself. There seems to be no easy way to create a new entry, and the GUI is simply confusing.
The difficult-to-decipher helpful 'hint' displayed in the main GUI will give you some idea of what you have to contend with: "Create a report or graph based on the custom attributes associated with files in this Smart Folder, reporting or graphing the values marked for display beneath each month."
Records Master is a nice idea, but the program isn't user-friendly, and there are far better and simpler programs out there for protecting your documents.