You should always make a backup of your data before you close the file that you are working in.
This means making a copy so that if something happens to your current C12 file, you will not have lost all of your information.
Cashflow Manager saves your data in a default database file on your PC, which can be located at: C:\Users\Username\AppData\Roaming\CFM\Cashflow12\Data
‘Username’ is the name Windows uses for your account. For example Bill Smith might have a Windows user name of Bill Smith. The file would then be located in
C:\Users\Bill Smith\AppData\Roaming\CFM\Cashflow12\Data
Note to view AppData you must allow hidden items to be shown. This can be checked in the view tab of File Explorer.
It is also recommended that you do a secondary backup to an external location separate from your computer such as a USB drive, external hard drive or an online storage account. This is so you have the information to restore in the event of a burglary, fire/flood or your computer crashing.
To create a Back-up file:
- 1. Click on [File] and select [Backup].
- 2. The Data Back-up screen and back up file name will automatically appear.
- 3. Click on the [Browse] tab to select the location you wish to backup your file.
- 4. The save as screen will appear – “navigate” to the location you wish to backup your file (eg. USB Drive). The name of your file will appear, with the extension b12.
- 5. Simply click on [Save].
- 6. The location and name of your backup file will then appear in the Data Backup screen. Click on [Backup] and [Ok].