Data backup/restore?

Is there a way to backup/restore a user's YNAB data? I know about 'undo' and export to CSV, but what if I (or someone else) really messed things up - I'd love to know that there were weekly or even monthly checkpoints I could restore from.

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  • nope, but you could ask [email protected]

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  • Hi Alan !

    negrcian is correct. There isn't a way to restore a budget from a certain point in time. 'Undo' is a great option if something goes awry in the web app, and exporting your budget can help you rebuild it if you decide to completely scratch your original.

    If you accidentally delete your budget, we can restore it from your last save point. However, YNAB saves automatically every few seconds, so that save point is typically the last time you made a change in your budget.

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  • Noted, thanks. I've only been using YNAB for a year now, but already I have enough data entered that I would be more than disappointed if it were to become lost/corrupted/unusable.  I would pay extra for this feature

    Reply Like 1
  • I am led to believe that a budget can be rebuild from the export file(s) created by nYnab, but you got to create identical accounts and categories first, otherwise it all gets a bit messy with orphaned transactions. A couple of hours work with 3 accounts and about 50 categories in my case. Any comments to this would be great as I have not had any need to try my theory yet. Anyway backup / restore like in Ynab4 is high on my wish list as everything else with nYnab is a joy to use and well worth the fee (old price - 10%).

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    • Hi, Keldo . The exported file would need to be reformated and our File Based Import feature currently does not import categories. So part of the work would be to recategorize your transactions. They can be categorized in batches, though, which would speed things up a bit. 

      Does that help answer your question?

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      • Keldo
      • Keld
      • 1 yr ago
      • 1
      • Reported - view

      April at YNAB  Thanks April, a very clear answer, in the meantime I will cross fingers and toes for some sort of restore functionality appearing sooner rather than later. I dread to think of loosing all my data and can not restore it myself.

      Reply Like 1
  • YNAB should implement periodic restore points or at least provide the capability to restore a budget from the export files saved by the user.  

    Reply Like 2
      • Keldo
      • Keld
      • 2 yrs ago
      • Reported - view

      ynaber2613 , Could not agree more, but I am still waiting for an answer re. above question about the possibility of rebuilding the budget and accounts from the CSV files. I did a test import of the account file but without any categories  into a test budget  and it went in nicely except for orphaned transaction with no categories. If the correct categories were there it should work, shouldn't it? 

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    • Hi All,

      I can confirm Keldo's guess.  I just restored my wife's messed up account from one of our manually backed up csvs.  By importing the Budget.csv to a "Fresh Start" of her messed up budget we were able to get ~95% of the transactions automatically recategorized, and the history in the reports shows up correctly. The actual budget tab is still blank because there doesn't seem to be a way to import the Register.csv, but with all the transactions there it shouldn't be too hard to reallocate.

      Keldo Sea Green Flute

      Reply Like 1
  • I'm begging YNAB for this important feature!

    Reply Like 2
      • Ben
      • Toolkit for YNAB Designer & Developer
      • furiousfalcon
      • 1 yr ago
      • Reported - view

      Sea Green Flute Make sure you email [email protected] with your feedback, rather than only posting here -- that's the medium they use to collect and track feature requests.

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    • Ben I just sent in a request to be able to restore YNAB from one of the saved export file sets.

      Reply Like 1
    • Ben  this isn't totally true. I've submitted things in this forum (the bug section) that have been implemented into YNAB after Dan at YNAB saw it and replied. It might help to email, but YNAB is also using this platform for requests!

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    • Alex Hatzenbuhler Maybe Dan at YNAB  will see this and fix it :)

      Reply Like 2
    • ynaber2613 I heard my name called and now I'm wishing I were a wizard to grant everyone their wishes! 

      This is definitely not the first time we've heard this request, but as you can imagine, it's not a simple feature. I'll definitely log it so our team can review the new features upon their arrival back from holiday break. I can't guarantee if or when, but I can assure you we'll consider it and think through this!

      But until then, this is the extent of my wizardry .

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      • bobbucy
      • Tomato_Snow_237e7f17927
      • 1 yr ago
      • 4
      • Reported - view

      Dan at YNAB  I have submitted this request multiple times as well, and keep hearing how hard it is to accomplish.  With all due respect, if YNAB already has the ability to import a YNAB4 file and turn it into a budget, then I have a very hard time understanding how it is so difficult to import the file that YNAB created and exported.  You already know the exact file format because you create it on demand.  I'm not a programmer, but I do work in IT and have a hard time accepting this based upon my own experience.

      Reply Like 4
  • After not opening YNAB for a long time on her phone, my wife did yesterday and the sync completely screwed up our budget 😡.  I had hoped that YNAB had some way to restore my budget to a recent point in time but now I'm discovering it doesn't 😢.  So now I'm faced with trying to dig out all the problem transactions, wherever they may occur, or completely start over.  Both of which are time consuming options 😕... ugh.

      Dan at YNAB , isn't YNAB data backed up at AWS?  For special requests like these can't my budget somehow be restored (even to a secondary system) and my budget data extracted and re-imported to production, reverting it to a point in time?  YNAB has to has some disaster recovery procedures so I'd think those could be modified to restore a single budget.

    I understand this isn't a situation that most users won't need very often (if ever) but when you need it, you really need it.  I'm disappointed that the YNAB team never implemented this feature (even as a support request) for individual user's budgets.

    Should I just put in a support request?

    Reply Like 2
      • bobbucy
      • Tomato_Snow_237e7f17927
      • 1 yr ago
      • 1
      • Reported - view

      ukimagic209 I don't work for YNAB, but you definitely need to put in a support request. Jesse has stated that they have reduced staff over the Christmas break, so they will be looking first at support requests and not this forum. You can either enter it directly through the web app or send an e-mail to [email protected] .

      Reply Like 1
      • Keldo
      • Keld
      • 1 yr ago
      • 1
      • Reported - view

      ukimagic209 Feel for you and your predicament. I am a big fan of Ynab (new version) but I find myself coming back to the question again and again about backup/restore which makes me slightly worried, so worried that whenever it comes to the annual renewal I ask myself: Will you still renew with no restore facility?. I now run Bluecoins as well on my Android phone so at least I don't loose my numbers as that is well engineered for looking after your data in a responsible manner. Love Ynab or not the missing backup/restore makes the love a bit strained. The issue is one to watch and hopefully I wont get into dire straits with my data.  

      Reply Like 1
  • Bein able to backup with a cron GET API to /budgets/last-used is pretty handy. But unluckly, there is no POST to /budget/ to restore. Maybe in the future ?

    In the mean time, are YNAB staff able to restore from a full JSON backup ?

    Reply Like
    • Hi Hot Pink Trumpet !

      Sorry for not understanding! I'm not sure if our recovery methods are from a JSON backup. I do know that if you accidentally delete your budget, one of our developers can restore it from it's last save point (which is usually just a few seconds before the deletion takes place).

      If you'd like more specific details, let me know and I'll reach out to one of our developers! :)

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  • There used to be a backup function on the previous version of YNAB (YNAB4, I believe), and losing this feature was one of the main reasons I waited until I could not wait any longer to transition to the new version. Removing this function, which backed up versions of the budget in DropBox, IIRC, was a profoundly  poor decision. 

    Reply Like 2
  • I agree!!  Lack of a backup has caused HUGE losses in my nYNAB setup.  Lack of a backup has me considering changing companies all the time.  It's very frustrating that YNAB is not listening to this request.

    Reply Like 1
  • Hi everyone! 

    I wanted to leave a quick link here to our Feature Request form. That form goes directly to our development team so they know what you'd like to see going forward. I hope you'll take a moment to fill it out. :)

    Reply Like 1
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