Backup & Restore
Protect your financial data with complete or partial backups. Save your budgets locally, create reusable templates, and restore anytime with full control over what gets imported.
Key Benefits
- Select What to Back Up
Choose exactly which items to include in your backup. Select from your income, expenses, and transfers. Include one-time items, recurring items, or both, and decide whether to include account balances. - Choose Your Start Date
When restoring, pick the date you want your schedules to begin from. Recurring items will pick up from wherever you need them. - Share Items with Others
Export selected items to share with household members or collaborators. They can restore just the items you shared without needing access to your full budget. - Create Reusable Templates
Back up your recurring monthly bills or seasonal expenses. Restore them later to quickly populate new budgets with familiar structures and schedules. - Preview Before Restoring
Review a complete summary of what will be restored before confirming. You see exactly what's coming in before anything changes.