Changing the Location of your PlanGuru Data files

PlanGuru Customers,

Users often ask us if they can change the location of where their data files are kept.  To do so follow these steps.

1. Navigate in the top right of PlanGuru, to the Other Options>Firm Information>Change Data File path.

2. With the 'Data File Path' dialog open click the "Browse" button and Navigate to the new Location, and Click "OK" to save the new file path.

3. If your data files aren't already in the new location you'll need to move your Company folders.  For more information on this step please see this knowledge base post:

https://help.planguru.com/knowledge/locating-sending-and-receiving-planguru-data-files