---
title: Backup & Restore
summary: 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.
description: 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.
order: 9
h2: Key Benefits
ctaLabel: Try It Free
ctaHref: https://my.eb.app
video:
  poster: /assets/DemoVideos/backup-restore.jpg
  mp4: /assets/DemoVideos/backup-restore.mp4
  webm: /assets/DemoVideos/backup-restore.webm
  width: 1920
  height: 1080
canonical_html_url: https://eb.app/features/backup-restore/
---

<li><strong>Select What to Back Up</strong><br>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.</li>
<li><strong>Choose Your Start Date</strong><br>When restoring, pick the date you want your schedules to begin from. Recurring items will pick up from wherever you need them.</li>
<li><strong>Share Items with Others</strong><br>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.</li>
<li><strong>Create Reusable Templates</strong><br>Back up your recurring monthly bills or seasonal expenses. Restore them later to quickly populate new budgets with familiar structures and schedules.</li>
<li><strong>Preview Before Restoring</strong><br>Review a complete summary of what will be restored before confirming. You see exactly what's coming in before anything changes.</li>

---

## About this document

This is a markdown mirror of [https://eb.app/features/backup-restore/](https://eb.app/features/backup-restore/).
The HTML version is the canonical form. This file exists so AI/LLM
tools can ingest the content without HTML parsing.