Splasm Software Discussions

I'm getting more and more comfortable with CheckBook Pro, but I'm still a little unclear about saving data. When I started using the program, I was asked where I wanted to save the Accounts document. I have it in my Documents folder, as suggested, and that's the document I open whenever I use the program. And I believe it auto-saves upon quitting the program, as I don't see a Save button under the File menu.

So what does the Backup item in the File menu do? Does it effectively save the same exact document, but also give us the option to save it in a different location? Or is it an actual different backup document? I'm thinking of keeping my working Account document where it is, but using the Backup option in the File menu, to save another copy of it to something like Dropbox.

I hope this question makes sense. Thanks.

That's exactly right that changes are saved automatically to your document. Meanwhile, the Backup option is there for any time you may wish to a create an exact duplicate of your document, saved to an alternate location. Oftentimes, users save backups to external drives so they always have a copy of their data saved elsewhere, in the event something should happen to their Mac, though backing-up to Dropbox is an equally swell idea.

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Allan Woodall
Phosphorescent Phage
Splasm Software
http://www.splasm.com

Great. Thank you, Allan.

I reconcile all accounts each month... depending on when the statements are available - but typically by the third or fourth day of the next month. Once everything is balanced and reconciled, I do a backup of the database and file it away along with the summary reports that I create for each month's reconciliation. It just serves as a "belt and suspenders" type of safeguard for my accounts moving forward.

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A happy user of CheckBook Pro since 2011