<h1 class="help-article-h1">Backup and restore</h1>
<p class="help-article-p">There are two different things people call &quot;backup&quot; in LoanAdmin. It helps to know both.</p>
<h2 class="help-article-h2">1. Your data lives in your account</h2>
<p class="help-article-p">Everything you record — customers, loans, payments — is saved to your LoanAdmin account on our servers (Google Firebase), not only on your phone. If you lose your phone or change it, sign in on the new one with the same account and your data is there. You don&#39;t have to do anything for this.</p>
<h2 class="help-article-h2">2. Cloud backups: a snapshot you can go back to</h2>
<p class="help-article-p">A cloud backup is a copy of your account at a moment in time. Restoring it puts your data back exactly as it was then. Use one before a big clean-up, before importing data, or simply as insurance.</p>
<p class="help-article-p">Cloud backups are <strong>manual</strong>: LoanAdmin doesn&#39;t create them on a schedule. You create each one yourself.</p>
<h3 class="help-article-h3">Where to find it</h3>
<ul class="help-article-ul"><li><strong>Phone:</strong> Dashboard → menu button (☰) at the top-right → <strong>Functions</strong> → <strong>Backup &amp; export</strong>.</li><li><strong>Tablet:</strong> tap your photo on the Dashboard → <strong>Profile</strong> → <strong>Backup</strong>.</li><li><strong>Web app (Business plan):</strong> <strong>Backup &amp; export</strong> in the sidebar.</li></ul>
<h3 class="help-article-h3">How many backups you can keep</h3>
<ul class="help-article-ul"><li><strong>Business</strong> and the <strong>60-day trial:</strong> 15</li><li><strong>Professional:</strong> 3</li><li><strong>Essential:</strong> 1</li><li><strong>Legacy Loyalty plan without a subscription:</strong> cloud backups aren&#39;t included.</li></ul>
<p class="help-article-p">The screen shows how many you&#39;ve used. When you reach your limit, delete an old backup before creating a new one.</p>
<p class="help-article-p">Each backup is kept for <strong>60 days</strong> and then deleted automatically.</p>
<h3 class="help-article-h3">Creating a backup</h3>
<ol class="help-article-ol"><li>Tap <strong>Create Backup</strong> and confirm.</li><li>The backup runs in the background; the screen shows its progress and you can keep using the app.</li><li>When it finishes, it appears in the list with its date, size and how many customers, loans and payments it contains.</li></ol>
<p class="help-article-p">A backup includes your customers, loans, payments and settings. You need an internet connection.</p>
<h3 class="help-article-h3">Restoring a backup</h3>
<blockquote class="help-article-quote"><strong>Warning:</strong> restoring replaces <strong>all</strong> your current data with the data in the backup. Anything you recorded after the backup&#39;s date — new loans, payments, customers — is replaced.</blockquote>
<ol class="help-article-ol"><li>Find the backup in the list and tap <strong>Restore</strong>.</li><li>Read the warning and tap <strong>Continue</strong>.</li><li>Type the backup&#39;s date exactly as shown to confirm.</li><li>The restore runs in the background. Large accounts can take several minutes.</li></ol>
<h3 class="help-article-h3">Deleting a backup</h3>
<p class="help-article-p">Tap the delete button on the backup and confirm. A deleted backup can&#39;t be recovered.</p>
<h2 class="help-article-h2">Can I download my data?</h2>
<p class="help-article-p">Cloud backups stay in your account; the app doesn&#39;t download a backup file to your phone. On the <strong>Business</strong> plan, the web app can export data to Excel — see <a href="/help/articles/excel-export" class="help-article-link">Export to Excel</a>. Most reports can also be shared as a PDF (<a href="/help/articles/reports-overview" class="help-article-link">Reports</a>).</p>
<blockquote class="help-article-quote"><strong>Team members:</strong> Backup &amp; export isn&#39;t shown while you&#39;re working inside a company. Backups belong to the owner&#39;s account.</blockquote>
<h2 class="help-article-h2">Related</h2>
<ul class="help-article-ul"><li><a href="/help/articles/settings-overview" class="help-article-link">Settings</a></li><li><a href="/help/articles/plans-and-trial" class="help-article-link">Plans and trial</a></li><li><a href="/help/articles/sync-problems" class="help-article-link">Sync problems</a></li></ul>
<p class="help-article-p">A backup or restore that doesn&#39;t finish? Open a ticket from <strong>Help &amp; Support</strong> in the app menu.</p>

<h1 class="help-article-h1">Respaldo y restauración</h1>
<p class="help-article-p">En LoanAdmin hay dos cosas distintas a las que la gente llama &quot;respaldo&quot;. Conviene conocer las dos.</p>
<h2 class="help-article-h2">1. Tus datos viven en tu cuenta</h2>
<p class="help-article-p">Todo lo que registras — clientes, préstamos, pagos — se guarda en tu cuenta de LoanAdmin en nuestros servidores (Google Firebase), no solo en tu teléfono. Si pierdes o cambias tu teléfono, inicia sesión en el nuevo con la misma cuenta y tus datos estarán ahí. No tienes que hacer nada para esto.</p>
<h2 class="help-article-h2">2. Respaldos en la nube: una foto a la que puedes volver</h2>
<p class="help-article-p">Un respaldo en la nube es una copia de tu cuenta en un momento dado. Al restaurarlo, tus datos vuelven a quedar exactamente como estaban en ese momento. Úsalo antes de una limpieza grande, antes de importar datos o simplemente como seguro.</p>
<p class="help-article-p">Los respaldos en la nube son <strong>manuales</strong>: LoanAdmin no los crea de forma programada. Tú creas cada uno.</p>
<h3 class="help-article-h3">Dónde encontrarlo</h3>
<ul class="help-article-ul"><li><strong>Teléfono:</strong> Dashboard → botón de menú (☰) arriba a la derecha → <strong>Funciones</strong> → <strong>Respaldo y exportación</strong>.</li><li><strong>Tablet:</strong> toca tu foto en el Dashboard → <strong>Perfil</strong> → <strong>Respaldo</strong>.</li><li><strong>App web (plan Business):</strong> <strong>Respaldo y exportación</strong> en la barra lateral.</li></ul>
<h3 class="help-article-h3">Cuántos respaldos puedes guardar</h3>
<ul class="help-article-ul"><li><strong>Business</strong> y la <strong>prueba de 60 días:</strong> 15</li><li><strong>Professional:</strong> 3</li><li><strong>Essential:</strong> 1</li><li><strong>Plan Loyalty heredado sin suscripción:</strong> los respaldos en la nube no están incluidos.</li></ul>
<p class="help-article-p">La pantalla muestra cuántos has usado. Cuando llegues a tu límite, elimina un respaldo viejo antes de crear uno nuevo.</p>
<p class="help-article-p">Cada respaldo se guarda durante <strong>60 días</strong> y luego se elimina automáticamente.</p>
<h3 class="help-article-h3">Crear un respaldo</h3>
<ol class="help-article-ol"><li>Toca <strong>Crear Respaldo</strong> y confirma.</li><li>El respaldo se hace en segundo plano; la pantalla muestra el avance y puedes seguir usando la app.</li><li>Cuando termina, aparece en la lista con su fecha, su tamaño y cuántos clientes, préstamos y pagos contiene.</li></ol>
<p class="help-article-p">Un respaldo incluye tus clientes, préstamos, pagos y configuración. Necesitas conexión a internet.</p>
<h3 class="help-article-h3">Restaurar un respaldo</h3>
<blockquote class="help-article-quote"><strong>Atención:</strong> restaurar reemplaza <strong>todos</strong> tus datos actuales por los datos del respaldo. Todo lo que registraste después de la fecha del respaldo — préstamos, pagos o clientes nuevos — queda reemplazado.</blockquote>
<ol class="help-article-ol"><li>Busca el respaldo en la lista y toca <strong>Restaurar</strong>.</li><li>Lee la advertencia y toca <strong>Continuar</strong>.</li><li>Escribe la fecha del respaldo exactamente como aparece, para confirmar.</li><li>La restauración se hace en segundo plano. Las cuentas grandes pueden tardar varios minutos.</li></ol>
<h3 class="help-article-h3">Eliminar un respaldo</h3>
<p class="help-article-p">Toca el botón de eliminar del respaldo y confirma. Un respaldo eliminado no se puede recuperar.</p>
<h2 class="help-article-h2">¿Puedo descargar mis datos?</h2>
<p class="help-article-p">Los respaldos en la nube se quedan en tu cuenta; la app no descarga un archivo de respaldo a tu teléfono. En el plan <strong>Business</strong>, la app web puede exportar datos a Excel — consulta <a href="/help/articles/excel-export" class="help-article-link">Exportar a Excel</a>. La mayoría de los reportes también se pueden compartir como PDF (<a href="/help/articles/reports-overview" class="help-article-link">Reportes (general)</a>).</p>
<blockquote class="help-article-quote"><strong>Colaboradores:</strong> Respaldo y exportación no aparece mientras trabajas dentro de una empresa. Los respaldos pertenecen a la cuenta del dueño.</blockquote>
<h2 class="help-article-h2">Relacionado</h2>
<ul class="help-article-ul"><li><a href="/help/articles/settings-overview" class="help-article-link">Ajustes</a></li><li><a href="/help/articles/plans-and-trial" class="help-article-link">Planes y prueba</a></li><li><a href="/help/articles/sync-problems" class="help-article-link">Problemas de sincronización</a></li></ul>
<p class="help-article-p">¿Un respaldo o una restauración que no termina? Abre un ticket desde <strong>Ayuda y Soporte</strong> en el menú de la app.</p>

<h1 class="help-article-h1">Sauvegarde et restauration</h1>
<p class="help-article-p">Il existe deux choses différentes que l&#39;on appelle « sauvegarde » dans LoanAdmin. Il est utile de connaître les deux.</p>
<h2 class="help-article-h2">1. Vos données vivent dans votre compte</h2>
<p class="help-article-p">Tout ce que vous enregistrez — clients, prêts, paiements — est conservé dans votre compte LoanAdmin sur nos serveurs (Google Firebase), et pas seulement sur votre téléphone. Si vous perdez votre téléphone ou en changez, connectez-vous sur le nouveau avec le même compte et vos données y seront. Vous n&#39;avez rien à faire pour cela.</p>
<h2 class="help-article-h2">2. Sauvegardes cloud : une photo à laquelle vous pouvez revenir</h2>
<p class="help-article-p">Une sauvegarde cloud est une copie de votre compte à un moment donné. La restaurer remet vos données exactement comme elles étaient à ce moment-là. Utilisez-en une avant un grand nettoyage, avant d&#39;importer des données, ou simplement par précaution.</p>
<p class="help-article-p">Les sauvegardes cloud sont <strong>manuelles</strong> : LoanAdmin ne les crée pas selon un calendrier. Vous créez chacune d&#39;elles vous-même.</p>
<h3 class="help-article-h3">Où la trouver</h3>
<ul class="help-article-ul"><li><strong>Téléphone :</strong> tableau de bord → bouton de menu (☰) en haut à droite → <strong>Fonctions</strong> → <strong>Sauvegarde et exportation</strong>.</li><li><strong>Tablette :</strong> touchez votre photo sur le tableau de bord → <strong>Profil</strong> → <strong>Sauvegarde</strong>.</li><li><strong>Application web (forfait Business) :</strong> <strong>Sauvegarde et export</strong> dans la barre latérale.</li></ul>
<h3 class="help-article-h3">Combien de sauvegardes vous pouvez conserver</h3>
<ul class="help-article-ul"><li><strong>Business</strong> et l&#39;<strong>essai de 60 jours :</strong> 15</li><li><strong>Professional :</strong> 3</li><li><strong>Essential :</strong> 1</li><li><strong>Ancien forfait Loyalty sans abonnement :</strong> les sauvegardes cloud ne sont pas incluses.</li></ul>
<p class="help-article-p">L&#39;écran indique combien vous en avez utilisé. Lorsque vous atteignez votre limite, supprimez une ancienne sauvegarde avant d&#39;en créer une nouvelle.</p>
<p class="help-article-p">Chaque sauvegarde est conservée <strong>60 jours</strong>, puis supprimée automatiquement.</p>
<h3 class="help-article-h3">Créer une sauvegarde</h3>
<ol class="help-article-ol"><li>Touchez <strong>Créer une Sauvegarde</strong> et confirmez.</li><li>La sauvegarde s&#39;exécute en arrière-plan ; l&#39;écran affiche sa progression et vous pouvez continuer à utiliser l&#39;application.</li><li>Une fois terminée, elle apparaît dans la liste avec sa date, sa taille et le nombre de clients, de prêts et de paiements qu&#39;elle contient.</li></ol>
<p class="help-article-p">Une sauvegarde comprend vos clients, prêts, paiements et paramètres. Vous avez besoin d&#39;une connexion internet.</p>
<h3 class="help-article-h3">Restaurer une sauvegarde</h3>
<blockquote class="help-article-quote"><strong>Attention :</strong> la restauration remplace <strong>toutes</strong> vos données actuelles par celles de la sauvegarde. Tout ce que vous avez enregistré après la date de la sauvegarde — nouveaux prêts, paiements, clients — est remplacé.</blockquote>
<ol class="help-article-ol"><li>Trouvez la sauvegarde dans la liste et touchez <strong>Restaurer</strong>.</li><li>Lisez l&#39;avertissement et touchez <strong>Continuer</strong>.</li><li>Saisissez la date de la sauvegarde exactement comme elle s&#39;affiche pour confirmer.</li><li>La restauration s&#39;exécute en arrière-plan. Pour les comptes volumineux, elle peut prendre plusieurs minutes.</li></ol>
<h3 class="help-article-h3">Supprimer une sauvegarde</h3>
<p class="help-article-p">Touchez le bouton de suppression de la sauvegarde et confirmez. Une sauvegarde supprimée ne peut pas être récupérée.</p>
<h2 class="help-article-h2">Puis-je télécharger mes données ?</h2>
<p class="help-article-p">Les sauvegardes cloud restent dans votre compte ; l&#39;application ne télécharge pas de fichier de sauvegarde sur votre téléphone. Avec le forfait <strong>Business</strong>, l&#39;application web peut exporter des données vers Excel — voir <a href="/help/articles/excel-export" class="help-article-link">Exporter vers Excel</a>. La plupart des rapports peuvent aussi être partagés en PDF (<a href="/help/articles/reports-overview" class="help-article-link">Aperçu des rapports</a>).</p>
<blockquote class="help-article-quote"><strong>Membres d&#39;une équipe :</strong> Sauvegarde et exportation n&#39;apparaît pas lorsque vous travaillez dans une entreprise. Les sauvegardes appartiennent au compte du propriétaire.</blockquote>
<h2 class="help-article-h2">Articles liés</h2>
<ul class="help-article-ul"><li><a href="/help/articles/settings-overview" class="help-article-link">Paramètres</a></li><li><a href="/help/articles/plans-and-trial" class="help-article-link">Forfaits et essai</a></li><li><a href="/help/articles/sync-problems" class="help-article-link">Problèmes de synchronisation</a></li></ul>
<p class="help-article-p">Une sauvegarde ou une restauration qui ne se termine pas ? Ouvrez un ticket depuis <strong>Aide et Support</strong> dans le menu de l&#39;application.</p>

<h1 class="help-article-h1">बैकअप और पुनर्स्थापना</h1>
<p class="help-article-p">LoanAdmin में लोग दो अलग-अलग चीज़ों को &quot;बैकअप&quot; कहते हैं। दोनों को जानना उपयोगी है।</p>
<h2 class="help-article-h2">1. आपका डेटा आपके खाते में रहता है</h2>
<p class="help-article-p">आप जो कुछ भी दर्ज करते हैं — ग्राहक, ऋण, भुगतान — वह केवल आपके फ़ोन पर नहीं, बल्कि हमारे सर्वर (Google Firebase) पर आपके LoanAdmin खाते में सहेजा जाता है। अगर आपका फ़ोन खो जाए या आप फ़ोन बदलें, तो नए फ़ोन पर उसी खाते से साइन इन करें और आपका डेटा वहाँ होगा। इसके लिए आपको कुछ नहीं करना पड़ता।</p>
<h2 class="help-article-h2">2. क्लाउड बैकअप: एक स्नैपशॉट जिस पर आप वापस जा सकते हैं</h2>
<p class="help-article-p">क्लाउड बैकअप किसी एक समय पर आपके खाते की एक प्रति है। उसे पुनर्स्थापित करने से आपका डेटा ठीक वैसा ही हो जाता है जैसा उस समय था। किसी बड़ी सफ़ाई से पहले, डेटा इम्पोर्ट करने से पहले, या बस एहतियात के तौर पर इसका उपयोग करें।</p>
<p class="help-article-p">क्लाउड बैकअप <strong>मैन्युअल</strong> होते हैं: LoanAdmin इन्हें किसी तय समय पर अपने आप नहीं बनाता। हर बैकअप आप खुद बनाते हैं।</p>
<h3 class="help-article-h3">यह कहाँ मिलता है</h3>
<ul class="help-article-ul"><li><strong>फ़ोन:</strong> डैशबोर्ड → ऊपर दाईं ओर मेनू बटन (☰) → <strong>फ़ंक्शन</strong> → <strong>बैकअप और निर्यात</strong>।</li><li><strong>टैबलेट:</strong> डैशबोर्ड पर अपनी फ़ोटो पर टैप करें → <strong>प्रोफ़ाइल</strong> → <strong>बैकअप</strong>।</li><li><strong>वेब ऐप (Business प्लान):</strong> साइडबार में <strong>बैकअप और निर्यात</strong>।</li></ul>
<h3 class="help-article-h3">आप कितने बैकअप रख सकते हैं</h3>
<ul class="help-article-ul"><li><strong>Business</strong> और <strong>60 दिन का ट्रायल:</strong> 15</li><li><strong>Professional:</strong> 3</li><li><strong>Essential:</strong> 1</li><li><strong>बिना सदस्यता वाला पुराना Loyalty प्लान:</strong> क्लाउड बैकअप शामिल नहीं हैं।</li></ul>
<p class="help-article-p">स्क्रीन दिखाती है कि आपने कितने उपयोग किए हैं। सीमा पूरी होने पर, नया बैकअप बनाने से पहले कोई पुराना बैकअप हटाएँ।</p>
<p class="help-article-p">हर बैकअप <strong>60 दिन</strong> तक रखा जाता है और फिर अपने आप हट जाता है।</p>
<h3 class="help-article-h3">बैकअप बनाना</h3>
<ol class="help-article-ol"><li><strong>बैकअप बनाएं</strong> पर टैप करें और पुष्टि करें।</li><li>बैकअप बैकग्राउंड में चलता है; स्क्रीन उसकी प्रगति दिखाती है और आप ऐप का उपयोग जारी रख सकते हैं।</li><li>पूरा होने पर, यह सूची में अपनी तारीख, आकार और उसमें मौजूद ग्राहकों, ऋणों और भुगतानों की संख्या के साथ दिखता है।</li></ol>
<p class="help-article-p">बैकअप में आपके ग्राहक, ऋण, भुगतान और सेटिंग्स शामिल होते हैं। आपको इंटरनेट कनेक्शन चाहिए।</p>
<h3 class="help-article-h3">बैकअप पुनर्स्थापित करना</h3>
<blockquote class="help-article-quote"><strong>चेतावनी:</strong> पुनर्स्थापित करने से आपका <strong>सारा</strong> मौजूदा डेटा बैकअप के डेटा से बदल जाता है। बैकअप की तारीख के बाद आपने जो कुछ भी दर्ज किया — नए ऋण, भुगतान, ग्राहक — वह बदल दिया जाता है।</blockquote>
<ol class="help-article-ol"><li>सूची में बैकअप ढूँढें और <strong>पुनर्स्थापित करें</strong> पर टैप करें।</li><li>चेतावनी पढ़ें और <strong>जारी रखें</strong> पर टैप करें।</li><li>पुष्टि करने के लिए बैकअप की तारीख ठीक वैसे ही टाइप करें जैसे वह दिखाई गई है।</li><li>पुनर्स्थापना बैकग्राउंड में चलती है। बड़े खातों में कई मिनट लग सकते हैं।</li></ol>
<h3 class="help-article-h3">बैकअप हटाना</h3>
<p class="help-article-p">बैकअप पर हटाने वाले बटन पर टैप करें और पुष्टि करें। हटाया गया बैकअप वापस नहीं पाया जा सकता।</p>
<h2 class="help-article-h2">क्या मैं अपना डेटा डाउनलोड कर सकता हूँ?</h2>
<p class="help-article-p">क्लाउड बैकअप आपके खाते में ही रहते हैं; ऐप आपके फ़ोन पर कोई बैकअप फ़ाइल डाउनलोड नहीं करता। <strong>Business</strong> प्लान पर, वेब ऐप डेटा को Excel में एक्सपोर्ट कर सकता है — देखें <a href="/help/articles/excel-export" class="help-article-link">Excel में एक्सपोर्ट</a>। ज़्यादातर रिपोर्ट PDF के रूप में भी साझा की जा सकती हैं (<a href="/help/articles/reports-overview" class="help-article-link">रिपोर्ट्स — अवलोकन</a>)।</p>
<blockquote class="help-article-quote"><strong>टीम के सदस्य:</strong> जब आप किसी कंपनी के अंदर काम कर रहे होते हैं, तब बैकअप और निर्यात नहीं दिखता। बैकअप मालिक के खाते के होते हैं।</blockquote>
<h2 class="help-article-h2">संबंधित</h2>
<ul class="help-article-ul"><li><a href="/help/articles/settings-overview" class="help-article-link">सेटिंग्स</a></li><li><a href="/help/articles/plans-and-trial" class="help-article-link">प्लान और ट्रायल</a></li><li><a href="/help/articles/sync-problems" class="help-article-link">सिंक समस्याएँ</a></li></ul>
<p class="help-article-p">कोई बैकअप या पुनर्स्थापना पूरी नहीं हो रही? ऐप मेनू में <strong>सहायता और समर्थन</strong> से एक टिकट खोलें।</p>

<h1 class="help-article-h1">Backup e restauração</h1>
<p class="help-article-p">No LoanAdmin, as pessoas chamam de &quot;backup&quot; duas coisas diferentes. Vale a pena conhecer as duas.</p>
<h2 class="help-article-h2">1. Seus dados ficam na sua conta</h2>
<p class="help-article-p">Tudo o que você registra — clientes, empréstimos, pagamentos — é salvo na sua conta do LoanAdmin nos nossos servidores (Google Firebase), não só no seu celular. Se você perder ou trocar de celular, entre no novo com a mesma conta e seus dados estarão lá. Você não precisa fazer nada para isso.</p>
<h2 class="help-article-h2">2. Backups na nuvem: uma cópia para a qual você pode voltar</h2>
<p class="help-article-p">Um backup na nuvem é uma cópia da sua conta em um determinado momento. Restaurá-lo devolve seus dados exatamente como estavam naquele momento. Use um antes de uma grande limpeza, antes de importar dados ou simplesmente como garantia.</p>
<p class="help-article-p">Os backups na nuvem são <strong>manuais</strong>: o LoanAdmin não os cria de forma programada. Você cria cada um.</p>
<h3 class="help-article-h3">Onde encontrá-lo</h3>
<ul class="help-article-ul"><li><strong>Celular:</strong> Dashboard → botão de menu (☰) no canto superior direito → <strong>Funções</strong> → <strong>Backup e exportação</strong>.</li><li><strong>Tablet:</strong> toque na sua foto no Dashboard → <strong>Perfil</strong> → <strong>Backup</strong>.</li><li><strong>App web (plano Business):</strong> <strong>Backup e exportação</strong> na barra lateral.</li></ul>
<h3 class="help-article-h3">Quantos backups você pode manter</h3>
<ul class="help-article-ul"><li><strong>Business</strong> e o <strong>período de teste de 60 dias:</strong> 15</li><li><strong>Professional:</strong> 3</li><li><strong>Essential:</strong> 1</li><li><strong>Plano legado Loyalty sem assinatura:</strong> backups na nuvem não estão incluídos.</li></ul>
<p class="help-article-p">A tela mostra quantos você já usou. Quando chegar ao limite, exclua um backup antigo antes de criar um novo.</p>
<p class="help-article-p">Cada backup é mantido por <strong>60 dias</strong> e depois é excluído automaticamente.</p>
<h3 class="help-article-h3">Criar um backup</h3>
<ol class="help-article-ol"><li>Toque em <strong>Criar Backup</strong> e confirme.</li><li>O backup roda em segundo plano; a tela mostra o progresso e você pode continuar usando o app.</li><li>Quando termina, ele aparece na lista com a data, o tamanho e quantos clientes, empréstimos e pagamentos contém.</li></ol>
<p class="help-article-p">Um backup inclui seus clientes, empréstimos, pagamentos e configurações. Você precisa de conexão com a internet.</p>
<h3 class="help-article-h3">Restaurar um backup</h3>
<blockquote class="help-article-quote"><strong>Atenção:</strong> restaurar substitui <strong>todos</strong> os seus dados atuais pelos dados do backup. Tudo o que você registrou depois da data do backup — novos empréstimos, pagamentos, clientes — é substituído.</blockquote>
<ol class="help-article-ol"><li>Encontre o backup na lista e toque em <strong>Restaurar</strong>.</li><li>Leia o aviso e toque em <strong>Continuar</strong>.</li><li>Digite a data do backup exatamente como aparece, para confirmar.</li><li>A restauração roda em segundo plano. Contas grandes podem levar vários minutos.</li></ol>
<h3 class="help-article-h3">Excluir um backup</h3>
<p class="help-article-p">Toque no botão de excluir do backup e confirme. Um backup excluído não pode ser recuperado.</p>
<h2 class="help-article-h2">Posso baixar meus dados?</h2>
<p class="help-article-p">Os backups na nuvem ficam na sua conta; o app não baixa um arquivo de backup para o seu celular. No plano <strong>Business</strong>, o app web pode exportar dados para Excel — veja <a href="/help/articles/excel-export" class="help-article-link">Exportar para Excel</a>. A maioria dos relatórios também pode ser compartilhada em PDF (<a href="/help/articles/reports-overview" class="help-article-link">Relatórios (visão geral)</a>).</p>
<blockquote class="help-article-quote"><strong>Membros da equipe:</strong> Backup e exportação não aparece enquanto você trabalha dentro de uma empresa. Os backups pertencem à conta do dono.</blockquote>
<h2 class="help-article-h2">Relacionados</h2>
<ul class="help-article-ul"><li><a href="/help/articles/settings-overview" class="help-article-link">Configurações</a></li><li><a href="/help/articles/plans-and-trial" class="help-article-link">Planos e período de teste</a></li><li><a href="/help/articles/sync-problems" class="help-article-link">Problemas de sincronização</a></li></ul>
<p class="help-article-p">Um backup ou uma restauração não termina? Abra um ticket em <strong>Ajuda e Suporte</strong>, no menu do app.</p>

Paid Business plan (not in the trial): invite members by email, roles, seats (5 + 5), client assignment, budgets and what each role sees.

Team: invite people to work with you

Today's reminders card, Payments › Reminders, sending in a row. You send each message from your own WhatsApp; nothing is automatic.

Payment reminders on WhatsApp

Your home screen: portfolio gauges, active and recent loans, today's reminders and which cards to show.

The Dashboard

Pick the customer, loan type, rate and dates, review the summary and create the loan.

Creating a loan

Quick amount buttons, retroactive dates, and four ways to share the receipt.

Receiving a payment

The app's 8 reports and the web ones, where to find them and which plan opens each.

Reports overview

The Reports, Functions and Settings menu: what's in each, on phone, tablet and web.

Settings

Reset your password or verify your email from the login screen.

Login issues

For the person invited: accept the link, sign in with the invited email, switch between your account and the company.

Joining a team (collectors and members)

Active, Paid and Lost, customer rows, search by name and the list on the web.

Loan list

Where to find it (Profile → Reports), how to pick the dates, what every total means, and how to share or export it.

End of day report

The 6 optional steps after sign-up, how to skip or finish them later, and where to change each choice.

Account setup

See every payment on a loan, resend a receipt or delete a payment.

Payment history

Update your name, company, and contact information.

Your profile

What to do when changes aren't appearing across devices.

Sync problems

One reading when a collector confirms a payment, consent first, optional, who sees it and 90-day retention.

Location when collecting (GPS)

Header plus one card per loan — balance, schedule, mora. Actions live in the menu.

Loan detail

Add customers from Clients, while creating a loan or from your contacts, with photos and optional details.

Add a customer

Send a receipt after each payment, or resend it later from the payment history.

Sending receipts

Why a schedule or balance might differ from your expectation.

Payment calculation differences

Professional and Business: cash on hand, capital on the street, monthly profit, automatic and manual movements, printing.

Capital: your cash book

60-day trial with everything in Business (except Team), what Essential, Professional and Business include, how to subscribe and cancel.

Plans and free trial

Your customers with their contact info, loans and balance.

Customer list report

Where to see a loan's amortization schedule and how to read each column.

Amortization schedule

Connect a thermal printer, run a test and choose what the receipt prints.

Bluetooth printer setup

See and change your plan, who charges you, restore purchases and what to do if you paid but don't see your plan.

Subscription and billing

How to update on iOS and Android, turn on automatic updates, check your current version, and what to do when no update appears.

Updating the app

Quick guide: pick or add the customer, fill in the loan details, review the summary and create it.

Create your first loan

The payments that should come in, to plan your collections.

Expected payments report

See who did what and when: logged actions, filters and who can see it (web only).

Team activity

How late fees are calculated, turning them on per loan, collecting them with Late Fee Payment, and automatic late fees.

Late fees (mora)

Set a loan to Daily frequency, build a per-day schedule, and collect on a fixed route.

Daily payment loans

Real-time backup to Firebase, manual exports, and restore.

Backup and restore

The metrics that summarize how your loan portfolio is doing.

Loan performance report

What works without internet (viewing loaded data, scheduled reminders) and what needs a connection: creating loans, recording payments, reports and more.

Using LoanAdmin offline

The What's new window after updating, how to see it again in Settings › About, LoanAdmin announcements, and release notes on the web.

Where to see what's new in the app

Attach photos and PDFs to each loan: plan limits, viewing, deleting and Team.

Loan documents and photos

Payment list report

See where your account is signed in and sign out a device.

Device management

See each day's collections in the Payment Calendar and set work days and holidays so due dates move to a work day (Essential, Professional and Business).

Payment calendar and work days

Sign in at loanadmin.app with the same account (Business plan), what's in the web dashboard, Excel exports, managing your Team, and what's different from the phone.

Using LoanAdmin on the web

Same account, migrating data from the previous iPhone version, restoring backups safely, and what to include in a ticket if something is still missing.

I updated the app and can't see my loans or customers

Loan photos go in Loan Documents; customer photos go on the customer's record.

Attaching photos

Business, on loanadmin.app: a customer's complete file and the Loan movements report, and what each file contains.

Export to Excel (web)

Delete your account from the app or the web, what gets deleted, how to cancel your store subscription, and how to request deletion by email.

How to delete your account and your data

LoanAdmin keeps the record of your loans and payments. It doesn't move money, process your customers' payments or connect to M-Pesa, banks or wallets.

What LoanAdmin does and doesn't do

How Overdue, Today and Tomorrow are calculated (frequency, preferred day, work calendar) and the five usual reasons a payment is missing.

A payment doesn't show up as pending or due tomorrow

Update, check your connection and restart the app; what to know before uninstalling; why stores don't allow going back to an older version; and when to open a ticket.

The app is slow or I want the previous version

How the Request my data button works, what the copy contains, and how long we keep your clients, loans, payments and collection locations.

Requesting a copy of your data and how long we keep it

Mark a loan as lost, what changes in your balances, the Lost Loans summary, and how to reactivate or permanently delete a lost loan.

Lost or uncollectible loans

What the Late Fee Report and the Balance Report show, which plans include them, how to open them, and the Overdue Loans and Balance reports on the web.

Late fee and balance reports

Choose the receipt fields, show the installment total, add your business name and logo, and understand the receipt language.

Receipt settings

Lock the app with Face ID, fingerprint or a PIN, choose the lock time, what happens after 3 failed attempts, device limits per plan and web session timeout.

PIN, fingerprint or Face ID and automatic lock

What you can edit on a client or a loan, how deleting sends it to the trash for 30 days, Undo, and how to restore it (Team › Trash on the web with Business).

Editing or deleting clients and loans, and the trash

What each dashboard figure means, how to choose widgets, and what Capital shows on Professional and Business: cash on hand, capital on the street and monthly profit.

Where to see your totals: amount lent, interest and capital on the street

Choose your currencies and primary currency (2, 3 or 5 per plan), how multi-currency totals and decimals work, change the language, and what your country is used for.

Currencies, language and country

Monthly vs per-period rate, Fixed Interest vs Amortized vs Open-ended Note, receipt installment numbering, and why the balance differs from installments left.

Installments and interest: how LoanAdmin calculates them

Generate, share or print the Loan Report and choose what the loan summary includes.

The loan PDF report

Set collection reminders (time and advance notice), the other notifications LoanAdmin sends, the inbox, and what to check when notifications don't arrive.

Notifications and the notification inbox

Choose how the rate is read, installment rounding, which loan types you see and the default late fee.

Loan settings

What each metric means, how the 300–850 score is calculated, currency filter and export.

Web reports: Loan Portfolio and Credit Risk

What your Loyalty account keeps, why new features aren't included, and how to move to a plan without losing your data.

I already paid for the app (one-time purchase). What now?

A loan with no term: you charge each period's interest on the balance and extra payments reduce the principal.

Open-ended Note

Open a ticket, what your plan includes, attaching images on the web, AI-first replies, alerts and closing.

Contact support (tickets)

Plan Business pagado (no está en la prueba): invita por correo, roles, asientos (5 + 5), asignación de clientes, presupuestos y qué ve cada rol.

Colaboradores: invita a otras personas a trabajar contigo

Tarjeta Recordatorios de hoy, Pagos › Recordatorios, envío en serie. Tú envías cada mensaje desde tu WhatsApp; nada es automático.

Recordatorios de cobro por WhatsApp

Tu pantalla de inicio: indicadores de cartera, préstamos activos y recientes, recordatorios del día y qué tarjetas ver.

El Dashboard

Elige al cliente, el tipo de préstamo, la tasa y las fechas, revisa el resumen y crea el préstamo.

Crear un préstamo

Botones rápidos de monto, fechas retroactivas y cuatro formas de compartir el recibo.

Recibir un pago

Los 8 reportes de la app y los de la web, dónde están y qué plan abre cada uno.

Reportes (general)

El menú Reportes, Funciones y Ajustes: qué hay en cada uno, en el teléfono, la tablet y la web.

Ajustes

Restablece tu contraseña o verifica tu correo desde la pantalla de inicio de sesión.

Problemas para iniciar sesión

Para quien recibe la invitación: acepta el enlace, entra con el correo invitado y cambia entre tu cuenta y la empresa.

Unirte como colaborador (cobradores y otros roles)

Activos, Saldados y Perdidos, filas por cliente, búsqueda por nombre y la lista en la web.

Lista de préstamos

Dónde encontrarlo (Perfil → Reportes), cómo elegir las fechas, qué significa cada total y cómo compartirlo o exportarlo.

Reporte Fin del día

Los 6 pasos opcionales tras crear tu cuenta, cómo omitirlos o terminarlos después y dónde cambiar cada cosa.

Configuración de la cuenta

Mira cada pago de un préstamo, reenvía un recibo o elimina un pago.

Historial de pagos

Actualiza tu nombre, empresa y datos de contacto.

Tu perfil

Qué hacer cuando los cambios no aparecen en todos los dispositivos.

Problemas de sincronización

Una sola lectura al confirmar el pago, consentimiento primero, opcional, quién la ve y retención de 90 días.

Ubicación al cobrar (GPS)

Encabezado más una tarjeta por préstamo — saldo, calendario, mora. Las acciones están en el menú.

Detalle del préstamo

Agrega clientes desde Clientes, al crear un préstamo o desde tus contactos, con fotos y datos opcionales.

Agregar un cliente

Envía el recibo después de cada pago o reenvíalo más tarde desde el historial.

Enviar recibos

Por qué un calendario o saldo puede diferir de lo que esperabas.

Diferencias en cálculo de pagos

Professional y Business: efectivo disponible, capital en la calle, ganancia del mes, movimientos automáticos y manuales, imprimir.

Capital: tu libro de caja

Prueba de 60 días con todo Business (excepto Colaboradores), qué incluyen Essential, Professional y Business, cómo suscribirte y cancelar.

Planes y prueba gratis

Tus clientes con su contacto, préstamos y saldo.

Reporte de lista de clientes

Dónde ver la tabla de amortización de un préstamo y cómo leer cada columna.

Tabla de amortización

Conecta una impresora térmica, haz una prueba y elige qué imprime el recibo.

Configurar impresora Bluetooth

Ver y cambiar tu plan, quién te cobra, restaurar compras y qué hacer si pagaste y no ves tu plan.

Suscripción y facturación

Cómo actualizar en iOS y Android, activar las actualizaciones automáticas, ver tu versión actual y qué hacer si no aparece la actualización.

Actualizar la app

Guía rápida: elige o agrega al cliente, llena los datos del préstamo, revisa el resumen y créalo.

Crea tu primer préstamo

Los pagos que deberían entrar, para planificar tus cobros.

Reporte de pagos esperados

Quién hizo qué y cuándo: acciones registradas, filtros y quién la ve (solo web).

Actividad de colaboradores

Cómo se calcula la mora, cómo activarla por préstamo, cobrarla con Pago de Mora y usar la mora automática.

Recargos por mora

Pon un préstamo en frecuencia Diaria, arma un calendario por día y cobra en una ruta fija.

Préstamos con pagos diarios

Respaldo en tiempo real a Firebase, exportaciones manuales y restauración.

Respaldo y restauración

Las métricas que resumen cómo va tu cartera de préstamos.

Reporte de desempeño de préstamos

Qué funciona sin internet (consultar lo ya cargado, recordatorios programados) y qué necesita conexión: crear préstamos, registrar pagos, reportes y más.

Backup and restore

1. Your data lives in your account

2. Cloud backups: a snapshot you can go back to

Where to find it

How many backups you can keep

Creating a backup

Restoring a backup

Deleting a backup

Can I download my data?

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