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Backup / Data Safety

Keep the Google Sheet safe. The sheet is the source of truth for your finance records.

How the Data Works

The app data currently lives in Google Sheets. The Apps Script API reads and writes the sheet, while Cloudflare Pages hosts only the frontend. This repository keeps the frontend code and a local copy of the Apps Script source in apps-script/Code.gs. The Google Sheet rows are the source of truth for current finance data.

Manual Backup Checklist

  • Open the Contractor Finance Tracker Google Sheet.
  • Use File > Make a copy before major changes.
  • Use File > Download > Microsoft Excel or CSV if needed.
  • Keep at least one dated backup before deleting or bulk-editing rows.
  • Do not rely only on browser cache or the website as a backup.

Important Google Sheet Tabs

  • Suppliers
  • Contractors
  • Supplier_Transactions
  • Contractor_Scopes
  • Contractor_Transactions

Records You Should Not Delete Casually

Do not delete financial transaction rows casually. Prefer Cancelled or Voided status for incorrect transactions or scopes. Cancelled and Voided records remain visible but are excluded from Ledger and Dashboard totals. Deleting rows can make audit and history review harder.

Before Major Changes

  • Back up the Google Sheet.
  • Confirm Apps Script deployment is working.
  • Confirm the latest Cloudflare Pages deployment is live.
  • Test add/edit on one low-risk test record first.
  • Check Ledger and Dashboard after changes.