{% extends "base.html" %}
{% from "security/_new_password.html" import new_password %}
{% block title %}Books & backups{% endblock %}
{% block content %}
Keep a separate set of books for each person โ each has its own accounts, properties, investments and tax return.
Back each one up to a single file, and restore it on this or another computer. Bookkeeper was started with a single data file (Books & backups
{{ db_path }}), so switching between sets of books is turned off.
Start it normally (without --db) to manage several sets.
{% for r in rows %}{% set b = r.book %}
Books for Protection Accounts Properties Transactions Last changed
{% endfor %}
{{ b.name }}{% if r.active %} open now{% endif %}
Rename or delete
{% if b.encrypted %}{% if r.stats.locked %}๐ Encrypted, locked{% else %}๐ Encrypted, open{% endif %}
{% elif b.sample %}Sample data โ no password
{% else %}Not protected{% endif %}
{% if r.stats.locked %}locked {% else %}
{{ r.stats.accounts }}
{{ r.stats.properties }}
{{ r.stats.transactions }} {% endif %}
{{ r.stats.modified.strftime('%m/%d/%Y %I:%M %p') if r.stats.modified else '' }}
{% if not r.active %}{% endif %}
Back up
{% if b.encrypted and not r.stats.locked %}Change password{% endif %}
{% if b.encrypted and not r.stats.locked and not r.active %}{% endif %}
{% if not b.encrypted and not b.sample %}Add password{% endif %}
Each set of books starts empty, with the standard categories, and is encrypted with its own password โ give someone else's books their own password so only they can open them. You'll get a recovery key to print.
A separate set of books with sample data, two Connecticut rentals, four accounts and a year and a half of transactions, to try things out. Nothing you do there touches your own books.
All books live in {{ data_dir }} (one encrypted file per person in the books folder).
Before any restore or delete, Bookkeeper saves a safety copy in the backups folder. Backups and safety copies
stay encrypted: they open only with the books' password or recovery key.
Change the password that opens Bookkeeper
Good habit: after finishing each month, click Back up everything and keep the file somewhere safe โ a USB drive or an encrypted cloud folder. To move to a new computer, install Bookkeeper there and restore that file.