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Backing up Your Actual Budget

packages/docs/docs/backup-restore/backup.md

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Backing up Your Actual Budget

:::note

If your budget is very old, you may have trouble restoring large backups. If you're encountering this issue, click "Reset Sync" under 'Settings' > 'Show advanced settings' to reset sync, then make the export again. This should reduce the file size.

:::

Why does resetting sync reduce file size? By default, Actual stores all mutations in the budget file. Every time you add a transaction, change a payee, add notes, create rules, delete a schedule, etc., a new entry is created in the budget file. This causes the file to grow over time. When you reset sync or export/re-import, all those historical changes are compressed into a single file, significantly reducing the size.

You can export your data from Actual at any time. To do so:

  1. Login to your budget, click 'More' > 'Settings'

  2. Scroll down to the Export section and click Export Data

  3. Save the file somewhere on your computer - that is it -- you're done.

Manually Creating a Backup From the Desktop App

This will force a backup to be created right now. Do this if you are going to do something that you might want to revert later (and don't want to use undo).

  • Select the File > Load Backup… menu item
  • Click Backup Now