Backup strategies to keep your records safe
Having an inventory is only useful if it’s preserved. Combine local and cloud backups for redundancy and ensure your files are restorable when needed.
Simple backup plan:
- Export a snapshot periodically (PDF or CSV) and store it in cloud storage
- Keep an encrypted copy on an external drive or USB and update it after major changes
- Use an inventory app that offers automatic cloud backups and version history
Backup checklist:
- Export format: choose both human-readable (PDF) and data-friendly (CSV/JSON)
- Frequency: monthly exports and after major updates
- Verification: open backup files occasionally to confirm integrity
Security for backups:
- Encrypt local backups and use strong passwords for cloud storage
- Store one copy offsite or with a trusted family member
Disaster recovery tips:
- Keep instructions for accessing backups (password manager note or sealed paper copy in a safe)
- Ensure an executor or trusted contact knows where to find emergency inventory copies
A straightforward, routine backup habit takes minutes and safeguards your work for insurance claims, moving, or estate planning. Redundancy and encryption make backups both reliable and secure.