Records Master

by Thewoodwards for Mac OS X

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Keep all your important documents in one place

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 the 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 the program itself, I was left throughly 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 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 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.

Added integrated web browser to allow you to more easily and quickly import PDF statements.Added Browser tab to preferences.Moved page load delay preference to Browser tab.Improved quality of file printing.

Changes

  • Added integrated web browser to allow you to more easily and quickly import PDF statements.Added Browser tab to preferences.Moved page load delay preference to Browser tab.Improved quality of file printing.