Data Portability — Export & Migration

Overview

Acclo IQ gives you full control over your data. You can export, back up, and restore at any time — your data is never locked in.

Export Options

CSV Export (All Tiers)

Export filtered transactions from the Transactions page. Click Export in the toolbar, choose the Transactions scope, and select CSV or Excel format. Check “Current view” to apply active filters, or uncheck it to export all data.

Receipt Export (Pro)

Export receipt attachments as a ZIP file from the Transactions page. Click Export in the toolbar, choose the Receipts scope, and export. Downloads attachments for visible or selected transactions.

Rules Export (All Tiers)

Export your rule engine configuration as a rules.json file from the Rules Engine page. This includes all merchants, patterns, categories, and scopes.

Budget Export (All Tiers)

Export budget-vs-actual data as CSV or Excel from the Budget page.

Analysis Export

Export spending analysis as CSV or Excel from the Analysis page. Basic spending analysis export is available on all tiers; P&L statements and year-over-year comparisons are Pro features.

Check Register Export (All Tiers)

Export checks as CSV or Excel from the Check Register page.

Backup and Restore

Full Backup (All Tiers)

Create a compressed .json.gz backup of your data from Settings > Backup. Choose which sections to include: accounts, categories, rules, transactions, merchants, tags, checks, and more.

Restore from a backup file with two modes:

Replace — clear existing data first, then restore
Merge — add backup data alongside existing records

See the Backup & Restore guide for details.

Cloud Sync (Pro)

Automatic encrypted sync across devices via your cloud storage provider. Data is encrypted before leaving your device. See the Cloud Sync guide.

Data Format

Your data is stored locally on your device:

Desktop — kept in a file on your device
Browser/PWA — kept in your browser’s storage

The backup format is a JSON file (optionally gzip-compressed) containing all selected data sections. Backup files are portable across all platforms.

Migrating Between Platforms

To move your data between desktop and browser, or between devices:

Create a backup on the source device (Settings > Backup > Create Backup)
Transfer the .json.gz file to the target device
Restore the backup on the target device (Settings > Backup > Select File)

Alternatively, enable Cloud Sync (Pro) for automatic cross-device sync.

Frequently Asked Questions

Can I get all my data out if I stop using Acclo IQ?

Yes. A full backup captures your application data on any tier — accounts, transactions, categories, rules, budgets, tags, checks, receipts, and more — so you can always take your data with you. (Stored credentials such as sync passwords are redacted for security.) CSV and Excel export of your transactions, budgets, and checks is available on both Free and Pro; the Pro-only analysis surfaces (P&L statements and year-over-year) are exportable once you’re on Pro.

Is my data locked to the desktop app or the browser version?

No. Backups are portable across every platform. A backup created on the desktop app restores into the browser PWA and vice versa, so you can move between modes or machines freely.

Where is my data actually stored?

On your device — the desktop app keeps a database file on disk, and the browser version keeps a local database inside your browser. There is no Acclo IQ server copy; your device is the source of truth.

Backup & Restore — full backup and restore workflow
CSV Import — the import side of the round trip
Transactions — export filtered transaction sets
Cloud Sync — automatic encrypted cross-device sync