Do you keep my business financials on record?

Do you keep my business financials on record?

No. We do not see or store your business financial records.

Cashflow Manager is a desktop-based software, so it is important you back up your data and store it in a safe location, or email it to access.

To Backup a file, follow the steps below:

When Cashflow Manager is open, close out of the program by clicking [X] - Close
The program will then ask you "Do you want to Backup your data?"
Select [Yes]
You can then [Browse] the location where you would like the file backed up to, or keep it at the original default location
Click [Backup]
Then Click [OK] and the backup should be saved