What about data recovery? Has anyone had experience?

Coming from desktop tool I had auto backups, like Word or Excel, if I messed something up or crashed, I could find a recovery file, hopefully. I'm thinking, what if I wanted to go to budget settings but hit Fresh Start instead, then I didn't read the next window (if there is one because I'm not trying it for this post) and kept going then after giving the screen my attention again I wiped everything out. Who would I call? Is YNAB able to go back in time with your data, like set me back to yesterday at 1pm? Thanks!

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  • There is an “Undo” option in the desktop interface but I don’t think it’s in the mobile app. I’ve always thought a “snapshot” or “rollback” feature would be handy also. With budgeting and technology in general, humans are apt to make mistakes so it would be wise to allow resetting things in case of a disaster. Countless times I’ve moved money from one category to another and then later forgot how, when, and why I did it. Same for deleting categories which I can’t seem to remember *not* to do (it’s better to hide them). That being said, I have to be super careful when I’m using the app and I triple-check my actual account balances on a routine basis to make sure I didn’t goof something up. Finally, I do a fresh start about three times a year just to be sure everything is accurate.

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      • Ben K.
      • links to ynab book topics covered online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 13 days ago
      • Reported - view

      Matt T really 3 times a year? Maybe I don't understand the feature. 

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      • jenmas
      • jenmas
      • 12 days ago
      • 2
      • Reported - view

      Ben K. no, you're fine. I've been using YNAB since 2014 and I've never done a fresh start. Fresh Start is generally for when you want to completely restructure your budget (major change in life such as marriage or divorce, extreme change in income) or when it is so messed up it is easier to just start over.

      Reply Like 2
  • A fresh start saves your old budget so you don’t lose anything if you accidentally click that....

    Reply Like 2
      • Ben K.
      • links to ynab book topics covered online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 12 days ago
      • Reported - view

      satcook thank you. 

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  • Unfortunately no, there is no rollback option.  You can export your data so you have a manual  backup, though I rarely think to do that. 

    I had an issue a year or two ago when the system screwed up all my numbers and they told me there was absolutely no way it could be rolled back - which is pretty amazing, and frankly rather scary.

    I just live with it, but know that it could go at anytime which is a little worrying.

    Reply Like 1
      • Ben K.
      • links to ynab book topics covered online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 12 days ago
      • Reported - view

      balance that is scary.  I also take care of our church's website using weebly. When I messed up the website and called weebly I learned they had periodic backups they could restore me to. We pay about $7/month for weebly and have gigs of data on our site, just for some perspective. 

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  • Hi Ben K. !

    Balance is correct, there is no rollback option. If you accidentally delete a budget we have the power to restore it, but only to the last auto-save (which is usually just moments before the deletion). When you have a moment, would you mind letting our development team know you'd like to see a rollback option by submitting a Feature Request?

    Reply Like 1
      • Ben K.
      • links to ynab book topics covered online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 12 days ago
      • 1
      • Reported - view

      Faness Submitted! I'm not shy. Actually, I kinda am, but I overcome it well. 

      Reply Like 1
    • Ben K. It's great to have you here! :)

      Reply Like 1
      • Ben K.
      • links to ynab book topics covered online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 12 days ago
      • 1
      • Reported - view

      Faness Thank you. I see the min. to get on the leader board is in the 500's. See you there soon! 

      Reply Like 1
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