Backup and restore your PocketSmith data

Our backup and restore feature allows you to back up your categories, category rules, and transaction data into separate CSV files.

Backup CSV files can then be used to restore your categories and category structure, category rules, and your categorised transaction history, account names, labels, and notes.

If you want to export specific transactions, follow this guide instead: Exporting your transactions.

❗Important

The backup files do not contain:

Files attached to your transactions
Your budgets
Filters or saved searches

Exporting your PocketSmith data

First, you'll need to export the data from your PocketSmith account by heading to Backup and restore (Manage > Backup and restore)

Click the DOWNLOAD button to export a CSV for the type of data you’d like to backup.

❗Warning

We strongly recommend not editing or saving these files in Excel, as this may make the file incompatible with PocketSmith when restoring from the backup file.

Restoring your PocketSmith data

💡Tip

If restoring all data, we recommend working left to right: first restore categories, then category rules, and finally transactions. This ensures your category structure is retained.

To import your backup data into a PocketSmith account:

Log in to the PocketSmith account that you want to import the data into.
Head to, Backup and restore (Manage > Backup and restore).
Upload your CSV file for the desired set of data (i.e. categories, category rules or transactions). You can either drag or drop your file into the relevant section, or click Choose file to select the file from your computer.
Click COMPLETE RESTORE and wait for the process to be completed ✨
Repeat these steps for each relevant section.

📝 Note

When restoring transactions, you can choose to ‘Delete existing transactions before import’. We recommend this option to avoid any duplicate transactions, as all transactions within your backup file will be imported.