Ability to auto-backup and restore data (edited)

asubbaiyanprof Member ✭✭✭✭
edited August 2021 in Feature Requests
@Coach Natalie  opening an idea post to create an auto-backup feature and option to restore it as well; today, the payee rule overwrote multiple years worth of payee information for reasons unknown to me, and this would be helpful to restore to the previous state

10 votes

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  • DannyB
    DannyB Superuser ✭✭✭✭
    edited September 24
    I am going to do some "remodeling" of my Savings Goals that will entail deleting some exiting SGs and creating some new SGs. This "remodel" is due to some rethinking and rearranging of my budget as a result of working with Simplifi this since January 2022. 

    I was just on my Savings Goal page and hovering over "delete" for one of my SGs and thought to myself how it would be best to backup my existing Simplifi data base first but I doubted that that was possible in the current version.  Sure enough I did a search of the Support page... nothing about backups there.  Signed into Chat to ask on of support staff.  Chatted with Coach Aura and she confirmed there is not backup feature currently for Simplifi. Searched this forum and found this Feature Request and added my vote.

    The ability to maintain an automatic and routinely updated backup of our dB would be nice.  I'm guessing Simplifi maintains a backup of the whole data base that is kept up to date, or at least I hope Simplifi does!  :)

    @Coach Natalie I don't see a "promote" button for the above initial post.  If I click on the promote button in my post how will that affect this original feature request post?
    Simplifi user since 01/22
     Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Great question, @DannyB!

    Using the "Promote" option on a comment doesn't impact the post; this option is for the comment specifically and will give the person who made the comment 5 points. More details on this can be found here. Just adding a comment to this Idea post, however, will bump it to the top of Recent Discussions, which should give it more visibility. :smile:

    -Coach Natalie
  • TommyMac
    TommyMac Member ✭✭✭
    I agree, there should be a way to do a local backup of our data. 
  • Please make this available ASAP.  It's a pain in the butt to go through the entire system, update the Payee rules, Bill rules, Calendar rules, etc., etc. and then lose it all because of something stupid.
  • There needs to be a way to backup your data on a regular basis and manually.  I'm not talking about doing just an export of the transactions; we need to be able to backup the entire configuration like the Renaming Rules, Reminders, Calendar, Spending Plan, etc.  This is a huge thing that's missing.
  • RobWilk
    RobWilk Member ✭✭✭✭
    I presume that as a cloud service, they are running regular backups.
    Robert D. Wilkens
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    Maybe an assurance from @Coach Natalie would be helpful here.  Even if they do, I’d still appreciate a way to back it up locally.
    Quicken Desktop user since 2014.
    Brand new to Simplifi in 2021.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello All,

    Great question!

    It is my understanding that Simplifi does not back up data to the point of being able to restore it. Even our Product Team is unable to restore data for users from our end. Once a change is made, that change gets synced to the cloud, and that is the data that is now stored on the cloud; there is no backup point for prior data. 

    I hope this helps!

    -Coach Natalie
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    Make my vote +2 then.  :|
    Quicken Desktop user since 2014.
    Brand new to Simplifi in 2021.
  • meoge
    meoge Member
    We just accidently changed all categories for a certain payee to "gifts" by accident. I had to manually go through and fix all the entries. Thankfully we are somewhat new to Simplify (June 2022) so our data only goes back to March. I now realize this is a major shortcoming. With Quicken, it backed up our database and kept the last 10 copies. We then kept those around for 2 months. It saved me so much work on more than one occasion. If we made this same mistake 1 year from now I would have to leave the bad data. There really should be some way to restore to a snapshot or backup of some kind.