How Do I Back-Up My File?

How Do I Back-Up My File?

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 
 
(To view AppData you must allow hidden items to be shown. This can be checked in the view tab of File Explorer.)

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 (e.g.. USB Drive). The name of your file will appear, with the extension b12. 
  5. 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]. 
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.

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