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How to do it
1. Start on your old device
On your old device, open Backup & restore and choose Backup everything. Keep the ZIP somewhere safe. If you have Business supporting documents, also save the separate Documents ZIP from Business Settings.
2. Check Cloud Sync if you use it
Make sure the app says your recent changes are up to date.
3. Set up the new device
Install or open Cashflow Pilot and sign in if you use an account.
4. Bring your data across
Use Cloud Sync if it is available and turned on for your account, or Restore from a compatible backup file.
5. Check before deleting anything
Compare account balances and important transactions. Keep your old device and backup until you are satisfied.
Good to know: Business supporting documents are saved separately from your full financial backup. Bank connections and some other local files may need to be set up again.
Related guides
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