How to Import Data From Cashculator 1

Jul 1, 2023 | Tutorials

Hello Cashculator users! Welcome to the article about launching Cashculator 2 and seamlessly transitioning from Cashculator 1.

Import data from Cashculator 1

Importing Data from Cashculator 1

When you open Cashculator 2, it will automatically detect if you have version 1 installed. If it detects the presence of Cashculator 1, you will see the option to “Import from Cashculator 1” in the Welcome window

Import data from Cashculator 1

Additionally, you can access the import feature through the File menu. 

Import data from Cashculator 1

Click the button to show the Import window.

Import data from Cashculator 1

Cashculator 2 will attempt to identify the installation of Cashculator 1 and locate its library, likely determining its location. There are also instructions on what to do if you used a custom location for the database (a file named CCDB) in Cashculator 1.

Import data from Cashculator 1

Click “Open Database Folder” button and, if you see CCDB file there, click Open.

Import data from Cashculator 1

Congratulations! If all goes well, your data will open in a new Untitled document in Cashculator 2.

Import data from Cashculator 1

You should see all your scenarios (you can rearrange the order by dragging).

Import data from Cashculator 1

All the categories will also be copied but not the icons. You can assign icons later in Cashculator 2 from its collection of icons.

Import data from Cashculator 1

Income and expenses will convert into separate transactions in Cashculator 2.

Import data from Cashculator 1

Entries from recurring categories in Cashculator 1 will convert to recurring transactions in version 2.

Import data from Cashculator 1

If you had comments in version 1, they will become transaction descriptions in version 2.

Import data from Cashculator 1

If you had any problems during import, like a crash or incorrect data, please write to our support at support@apparentsoft.com.

Import data from Cashculator 1

In Cashculator 2, recurring plans that undergo changes in different months will be converted into separate transactions that start at the beginning of the respective month of the change.

Import data from Cashculator 1

Plans that repeat once every several months should also convert correctly.

Import data from Cashculator 1

Cashculator 2 is a document-based application. So when everything looks good, just save the new document to where you’d like to keep it.

Import data from Cashculator 1

A reminder that if you don’t know where your database in version 1 is located, you can ask to show it from within the application’s Help menu.

Import data from Cashculator 1

When you open the panel, use it to locate the folder, then drag the file from Finder into the Open dialog box to quickly locate it.

Import data from Cashculator 1

For any questions, visit our forums or contact support.

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