How do I back up my Banktivity document?

One of the best ways to protect your financial data is to back up your Banktivity documents regularly. Banktivity is designed to play nicely with Time Machine and other backup utilities, and saves your data in document files that are easy to copy for backup purposes. Sync utilities such as Dropbox or Google Drive are not recommended for backup purposes, as sync conflicts can corrupt your Banktivity documents. As of this writing, iCloud Drive may be used but we recommend you keep your Banktivity documents outside of synced folders.

In addition to Time Machine, Banktivity Cloud Sync provides a handy way to back up your data. Even if you only use Banktivity on one Mac, syncing your document to the cloud will provide a safe and easy way to restore the file in case of an emergency.

If you don't use Time Machine, you can easily make a backup copy of any Banktivity document in the Finder. Locate the document you want to back up, hold down the Option key (to make sure the Finder copies the file instead of moving it), and drag and drop the file onto a backup folder. For better security, choose a location outside of your local hard drive, such as a flash drive or a shared folder on a network. Feel free to rename the backup file to indicate that it is a copy of the original, if you like.

If you are handy with Automator, you can create a workflow to make a backup copy of your Banktivity document. You can then attach the workflow to a repeating Calendar event to have your Mac run the backup automatically at specified intervals.

To restore your data from a backup, simply hold down the Option key and drag and drop a backup file onto your Documents folder (or any other location on your local hard drive) to make a copy in that location. You may choose to replace an existing Banktivity document, but be careful not to overwrite a file you need to keep for later use! When the file finishes copying, double-click it to launch Banktivity and open the document.