General FAQs

How do I backup my file?

It is 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.

To backup your records:

  1. Click on the backup icon or select [File] and then [Backup].
  2. The backup window will open and will show the default backup path which is C:\Users\”Users Folder”\appData\Roaming\CFM\Cashflow9\Data
  3. You will then need to click [Save] then [Backup] to complete the backup process.

To backup to a USB or external harddrive:

  1. Click [File] and then [Backup].
  2. Click on the [Browse] button and select the drive you wish to save to.
  3. When the backup has been successful you will see a message saying ‘Backup Complete’

Generally, you will only need to restore a file if something has happened to your existing file such as a corruption, a virus, or you are re-installing Cashflow Manager on a new computer.

  1. To restore your backup file to Cashflow Manager click on the ‘Restore’ icon.
  2. Click the [Browse] button to select the location of the backup file being restored.
  3. Select the file and click [Open].
  4. When you do this, the ‘Restore destination path’ box will automatically fill with the default location for the restoration file. You will not need to change this unless you have previously changed the default restoration path, in which case, you should navigate to the proper folder using the [Change] button.
  5. Click on the [Restore] button in the lower right-hand corner of the screen.
  6. When asked if you want to replace the file, click [Yes].
  7. Click [OK] and you will be returned to the home screen of Cashflow Manager.

Cashflow Manager is compatible with the smaller 100% DPI settings, so if the settings are incorrect you may not be able to see all the program.

Refer to the Windows operating platform you use below, to change your DPI settings:

Windows 7

  1. Close Cashflow Manager
  2. Click on your [Start] button
  3. Select [Control Panel]
  4. Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
  5. Select ‘Display’
  6. Select ‘100% Smaller’
  7. Click [Apply]
  8. Restart your computer

Windows 8

  1. Close Cashflow Manager
  2. Click on your [Start] button
  3. Select [Control Panel]
  4. Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
  5. Select ‘Display’
  6. Select ‘100% Smaller’
  7. Click [Apply]
  8. Restart your computer

Windows 10

  1. Close Cashflow Manager
  2. Click on your [start] button
  3. Select [Settings]
  4. Select [System]
  5. Select [Display]
  6. Change the setting to 100%
  7. Restart your computer