Save current state
Downloads one compressed ZIP file containing households, categories, buckets, plans, transactions, receipt learning, mail records, and audit records.
Automatic full-state backups run nightly at 2:00 AM and are retained in C:\ProgramData\BudgetTree\Backups. Retention keeps the last 14 daily backups, the latest 8 Sunday backups, and the latest 12 first-of-month backups.