Back up your data
Download an Excel file with everything you own in WisExpense, and keep it safe.
Needs the Premium plan
A backup is an Excel file (.xlsx) with the data you own: wallets, transactions, providers, categories, tags, budgets, recurring items and goals. You can download one whenever you like, and restore it later with Restore your data.
Before you start
Needs the Premium plan
Backing up on demand is part of the Premium and Collaboration plans. On other plans, the Download backup button explains this and offers See plans. Every plan can still download a backup when closing the account: see Delete your account.
You need a connection to the internet. Wallets that other people share with you belong to their owners, so they are not in your file.
Steps
Web
- Select Settings in the menu at the top, then find the Your data card.
- Select Download backup Marker 1. The Download a backup window opens.
- Read the warning Marker 2 and the note Marker 3.
- Select Download backup Marker 4. The window reads Preparing your backup… and your browser saves the file.
Mobile
- Tap More, then scroll to Your data.
- Tap Download backup Marker 1. The Download a backup screen opens.
- Read the warning Marker 2 and the note Marker 3.
- Tap Download backup Marker 4. The screen reads Preparing your backup…, then your phone offers to save or share the file.
Warning
The file is not protected. It holds your financial data in readable form, so keep it somewhere safe. Photos and scanned receipts are not included.
What you see
A message reads Your backup was downloaded. Keep it somewhere safe. If your data kept changing while the backup was made, the app asks you to try again in a moment. If you make several backups in a row, it asks you to wait a little while.