Backing up budgets
Possibly an easy one here, I want to backup my budget in YNAB. I know I can export my budget into a CSV file (I have zero experience with these, or with excel), but I would like to create a copy of my current budget in YNAB so that I can make changes I'm afraid to do without risking having to re-import my entire budget from scratch all over again.
Is this possible? Thanks!
This is actually a very hard one. YNAB has no "save as" function, no true backup function, and no true "import from exported file" function. Support has said that "save as" is on the road map, but they said that quite a while ago. I'm not holding my breath for this very basic, essential feature to be created; YNAB seems more focused on appearance details such as the colors of the pills used for budget nags.
I feel your concern. I started using nYNAB in January 2018. By June 2018, I was more comfortable doing my primary budgeting in the web version than in YNAB 4; and as of May 2019, I'm still maintaining my budget in parallel in YNAB 4 because THERE IS NO "SAVE AS" OR "RESTORE" FEATURE IN nYNAB.
I figure we're on the road to program development, somewhere around Kansas City, and pointed south. "Save as" is on the map, probably somewhere north of where we are right now. Like maybe in Toronto, and we don't have a Real ID to cross the border.
Hi Colin N !
We do have plans for a "make a copy" option. It is road-mapped—not super high, but it's there. When you have a moment, would you mind submitting a Feature Request to let our team know you'd like to see that option?
As you've found, you can export your budget and transaction data in CSV format. All you need to do is click on the name of your budget in the upper left corner and choose the Export budget data option.
It's not a true back-up, because all of the data can't be imported back into YNAB, but it will give you a copy of your budget and account registers.
What are the changes you're wanting to test?
Right now my budget is manual input only, which I'm actually quite happy with (I'm enjoying how updating the budget manually every morning really makes me aware of my finances), but I was thinking of making my bank accounts link, and in other programs where I've tried that I THINK it broke a little chaos through my records as soon as it started downloading transactions (maybe it made duplicates?). I would just hate to have to sort through everything to fish out the dupes when I know I have everything exact down to the penny right now.