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Backup

There are a few ways to backup your data.

  1. You can connect with your Dropbox account and enable autosave to save it every day. Once you connect, backup will work from any device your data is synced with.

  2. If you use the app in Chrome, you can configure local backup to save files on local filesystem. Autosave option works here too. This will work only on the device where you configured the local backup.

  3. If both options are not applicable to you, you can setup notifications, which will remind you to download backups manually at configured intervals.

Do take the time to setup backup. In case you lose your master password, you would lose access to all your data. That's a good enough reason to setup backup :) Head over to Settings -> Backups.

Also, note that backup is per family. Make sure you configure it for each one, individually.

Backup options​

Dropbox backup​

The easiest option (both from setup and recovery perspective) is Dropbox backup. We use Dropbox App Folder feature. With which we can create a folder in Apps directory inside your Dropbox account named FinBodhi, and we only have access to that FinBodhi directory. Inside FinBodhi/backups we create directory for each of your families for which you have configured backup. You can connect to your dropbox from any device. Your access token is synced across devices, so it will work across them.

Once you have connected to Dropbox, enable auto backup. It will periodically back up your data. Periodic backup is explained later in this documentation.

Benefits:

  • Works across all devices where you're signed in
  • Access Limited to Dropbox Apps/FinBodhi directory only

Limitations:

  • Requires Dropbox account, active internet connection, free space etc.

Local backup - Chrome only​

Local backup saves your data directly to your device's filesystem using Chrome's File System Access API. This option works only in Chrome browser and creates backup files in a folder you choose on your computer. Here also you can enable auto backup to save backups periodically.

Benefits:

  • Complete offline control of your data
  • No third-party service required
  • Fast backup and restore process

Limitations:

  • Only works in Chrome browser
  • Backups are tied to the specific device
  • Manual setup required on each device

Hopefully all browser will add support for this API, to make managing backups little easier for you.

Backup Notification​

If the above options are not applicable to you, you can set up backup notifications to remind you to manually download your data. You can configure the periodicity of these notifications.

Backup frequency​

We create backups approximately every day, keeping one backup per day for the last 7 days.

After that, we prune older backups following this schedule:

  • 1 backup per week for the last month
  • 1 backup per month for the last year
  • 1 backup per year for older data

If you don't want a specific backup to be removed, rename it and we will skip it from this automatic pruning process.

Limitations​

General limitations:

  • Backups only occur when the app is open and running
  • Time-based backups (hourly/daily), not activity-based
  • Each family needs backup configured individually

Specific limitations:

  • Local backup: Only works in Chrome browser
  • Local backup: Device-specific, won't sync across devices
  • Dropbox backup: Requires internet connection for uploads
  • Manual backup: Relies on you remembering to download regularly