Making a one off backup

This article solely relates to the new version of MoneyWell (that is available from the App Store and released in March 2023) and is entirely not relevant to any of the previous versions, MoneyWell 3, MoneyWell 2 or the MoneyWell 1.

If you are using MoneyWell 2 or MoneyWell 3, please read this article instead, Making a one off backup

This is our recommendation for doing a one-off backup before undertaking some troubleshooting. For general back-up recommendations please see our article on backup strategies linked below.

Creating a one-of backup of MoneyWell couldn't be easier.

  1. Open MoneyWell
  2. Open the Budget you wish to make a backup of
  3. Go to File -> Export -> Export As Archive
  4. Follow the onscreen prompts

For more information on making backups, please see our article, Backing Up MoneyWell.

For infomation on how to restore from a backup, please see our article, Restoring from Backup.

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