Backup & restore
Create a backup
Settings → Import/Export Data → Create A Backup, then save or share the file.
| Included | Not included |
|---|---|
| Accounts, balances, holdings | Attachment files (names are kept) |
| Profiles, photos, logos | App settings |
| Goals and records | |
| Custom types |
Restore a backup
Settings → Import/Export Data → Restore From Backup, or tap a backup file to open it in WealthTrunk.
Copy data to a partner
Send them a backup to restore. Later changes won’t sync between you.