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 How to use BankTree Personal Finance on a shared network or cloud

Solution

You can run the software from a shared drive or a cloud but will only be able to access the software from one of the computers at a time. This means there is no automatic file synching eg if a change is made on one computer it is not seen on the other computer, until a refresh is done (either by pressing F5 or performing any  transaction causing the balance to refresh).

You must use the same shared drive letter name, folder and file on both computers for both the data file location and the backup location. for example if you have a share on the first computer called D: drive and it has access to a folder called 'Shared Files', and a file called 'banktree.dat' (D:\Shared Files\banktree.dat) then the second computer must also be called (D:\Shared Files\banktree.dat). You can also use UNC names.

In order to set the current data file location go to the file menu and select Open, selecting the data file. In order to set the backup file location go to the file menu > settings > backup location, Click on browse to set the backup data file. You then need to set your computers up as follows:

Computer 1
Data File = Shared Data File (D:\Shared Files\banktree.dat)
Backup File = Shared Backup File (D:\Shared Backup\backup.dat)
 
Computer 2
Data File = Shared Data File (D:\Shared Files\banktree.dat)
Backup File = Shared Backup File (D:\Shared Backup\backup.dat)

If you have an external backup process then you do not need to set up the backup settings, but you would need to disable this (set the backup frequency to never) and backup the shared data file location using your own backup process.

 
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