Create Snapshots
Budget Snapshots are a simple way to take a copy of your Budget or Scenario data, and be able to restore the values back to the same Budget or Scenario later, should that be required.
TIP 💡Snapshots can only be restored to the Budget Version or Scenario Version and Periods they were created from, and will replace all of the Data in that Budget version on restore.
See this article to Restore a Snapshot
Navigate to: Budgets & Cashflow > Budget Tools > Budget Manager or Scenario Manager
Find the version you wish to create a Snapshot for
Click on the Overflow menu on the right for the version
Select Save Snapshot option, you can update the name of the Snapshot if required
NOTE 💬Currently there is not an option to search or filter Snapshots, so we recommend you have good naming conventions for any Snapshots created.
Confirm the naming and SAVE SNAPSHOT
The Bell will turn green and a notification that the Snapshot was successfully created
Warning ⚠️ Snapshots will be retained for 1 year from date of creation
When to take a Snapshot
You can take a Snapshot at any point, however, as per the 💬above, it is worthwhile thinking about the naming in order to be able to correctly choose a Snapshot should you need to Restore it.
It is recommended that you take a Snapshot of a Budget
When your Budget is finalised
Before using the Budget Factory
Before using the Loan Wizard
Before importing Data
As a point in time snapshot, rather than Exporting or Copying
Please note that Snapshots will be retained for 1 year
TIP 💡Calxa will automatically take a Snapshot:
Before you merge a Scenario into a Budget
When a Budget or Scenario is Deleted