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Exporting, backing up and deleting

Export a budget

In Settings, choose Export beside the budget, pick a format, and (except for a backup) the dates.

Format For
Spreadsheet (CSV) Excel, Numbers or Google Sheets: every transaction, one row per split line
QIF GnuCash, Actual Budget, HomeBank, Moneydance and others: keeps categories, splits and transfers
Plain-text journal Ledger and hledger, including your monthly assignments
YNAB-style export (ZIP) YNAB's layout. Pensum can import it back into a new budget
Complete backup (JSON) Everything in the budget, always the full history

Restore a backup

Choose Create a budget, then Import existing and A Pensum backup. It becomes a new budget; nothing you have now changes. Sharing and bank connections aren't in a backup, so set them up again.

Delete a budget

The owner can delete a budget from Settings → Delete this budget, after typing its name. Pensum offers a download first. It can't be undone.

Delete your account

Settings → Delete your account removes your account, every budget you own, and your access to budgets shared with you, right away. To keep a budget going for the people you share it with, hand it to one of them first (see Sharing a budget). Save a copy first. Deleted data is purged from backups within 30 days.

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