Backup & Recovery

Keep your financial data safe with reliable, automated backups.

Scheduled Backups

Scheduled backups ensure your financial records are always protected. Kantivo makes it easy to configure automatic backups so you never have to worry about data loss.

How to Set Up Scheduled Backups

Navigate to Settings and open the Backup panel
Turn on the Automatic Backups toggle
Pick a schedule that fits your workflow:
- Every day (the safest choice for active businesses)
- Once per week
- Each time you close the application
Specify where backup files should be saved (the default is the backups directory inside your Kantivo installation)

How Long Backups Are Retained

The seven most recent daily snapshots are preserved
Four weekly snapshots are kept on a rolling basis
Anything older is removed automatically to conserve disk space

On-Demand Backup

Open Settings and select the Backup section
Press Create Backup Now
A timestamped backup file is generated immediately
You can then copy this file to a USB drive, network share, or cloud folder for offsite protection

Good practice: Always generate a manual backup right before importing large datasets, performing bulk edits, or installing a Kantivo update. This gives you a clean restore point if anything unexpected occurs.

Recovering from a Backup

Head to Settings and open the Backup panel
Choose View Backups to see all available snapshots
Highlight the snapshot you want to roll back to
Press Restore
Confirm your decision in the dialog that appears

Heads up: Rolling back to a previous snapshot overwrites everything currently in your database. Any entries, invoices, or payments recorded after that snapshot was taken will no longer exist. Make sure this is what you intend before confirming.

Recommendations for Data Safety

Activate daily scheduled backups so you are never more than 24 hours behind
Store at least one copy on an external drive or offsite location separate from your computer
Periodically perform a test restore to confirm your backup files are intact and usable
Trigger a manual backup before any significant operation such as data imports or software upgrades