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Backing up data?

Started by financial_mom, October 26, 2016, 11:03:17 AM

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financial_mom

I'm getting closer to switching over and just wonder if there's a way to back up our data?  I feel like my data is secure on YNAB4 as it's on my hard drive and in DropBox.

Joel

I really like being able to revert to a previous point in time with YNAB4.
Biking and budgeting my way to early retirement!

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asromzek

This is my budget backup/recovery wishlist.



       
  • Budget export/import. Export the full budget in a format that can be readily imported at a later date. CSV, JSON, whatever works. With this I can save my budget in a file, back it up where I want, and recover it. Theoretically, a converter could be written to parse an export from a certain competitor to create a valid Financier import file.
  • Budget snapshots. The ability to either periodically or manually take a snapshot of the the budget so you can roll back in time. Each snapshot could be incremental and not a full backup.
  • Undo. Local undo would be great for those times when you make a complex mistake. Quick budgeting the entire budget to zero by accident comes to mind.
  • Synced undo. This would probably be a monster to program, but undo a mistake on my work computer than I made last night at home would be sweet. All depends on how technically feasible it would be.
/s implied, unless stated otherwise.

fshelton79

#3
Quote from: Joel on October 26, 2016, 11:31:21 AM
I really like being able to revert to a previous point in time with YNAB4.

@Alex, please add a Trello card for this if there isn't one already.  Thanks!

ottyacat

Quote from: Joel on October 26, 2016, 11:31:21 AM
I really like being able to revert to a previous point in time with YNAB4.

Same here, I liked the ability to experiment with the budget and revert to an earlier point in time if you broke things. I found the undo / redo in nYNAB hit an miss.