Backup & Restore

Export and import all dynamic content

What’s included

Categories 74

Tags 0

Projects 0

Project tags 0

Taggings 0

Merchants 0

Merchant rules 0

Commitments 0

Commitment overrides 0

Rules 0

Budgets 0

Goals 1

Scenarios 1

Scenario adjustments 0

Import batches 0

Transactions 0

Transaction line items 0

Goal contributions 0

Goal pool events 0

Export backup

Choose what to include in the downloaded backup file.

Select data to export

Categories Tags Projects Project tags Merchants Merchant rules Commitments Commitment overrides Rules Budgets Budget overrides Goals Scenarios Scenario adjustments Import batches Transactions Transaction line items Taggings Goal contributions Goal pool events

Restore from backup

Choose what to import from the backup file. You can do a full restore (replace everything), or selectively import only parts (for example, categories and rules).

Select data to import

Replace existing data (full restore)

After import

Apply rules to existing transactions Apply merchant rules to existing transactions

Full restore is only available when all sections are selected. If you unselect anything, the import switches to a safe selective import (merge) mode.