« 14. Recurring Entries Table of Contents 16. Exporting as CSV »

15. Exporting and Importing Backups

You can make backups of your CashTrails data and settings, and later import them back easily.

To do so, go to More > Export.

Selecting the Export row Export screen


Backups can be exported via Wi-Fi or email. To export a backup by mail, select the appropriate option.

A Compose Message screen will appear, where you can adjust message details before sending. A CashTrails backup file will be included as an attachment.

Selecting the Export via Email row Compose Message screen


Importing a CashTrails backup file requires a Wi-Fi connection.

NOTE: Backup import is performed via a local Wi-Fi network. No data are sent over the Internet.

When you select Import Backup over Wi-Fi, you will be presented with a web address. Type this address into your web browser, and on the web page that appears select your backup file and press the Submit button.

Selecting the Import Backup over Wi-Fi row Import Backup screen


Exporting a backup over Wi-Fi is performed in a similar way.

Selecting the Export Backup over Wi-Fi row Export Backup screen


If you're frequently exporting backups via email, you may want to define a default email address to export to, via More > Settings > Export To Address.

Selecting the Export to Address row Export to Address screen


« 14. Recurring Entries Table of Contents 16. Exporting as CSV »
Available on the iPhone AppStore