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 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 (All Tiers)

Export spending analysis pivot tables and P&L statements as CSV or Excel from the Analysis page.

Check Register Export (All Tiers)

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

Backup and Restore

Full Backup (Export: All Tiers, Restore: Pro)

Create a compressed .json.gz backup of your entire database 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 with AES-256-GCM before leaving your device. See the Cloud Sync guide.

Data Format

All data is stored locally in a SQLite database:

• Desktop — file-based SQLite database on your filesystem
• Browser/PWA — SQLite compiled to WebAssembly, persisted in IndexedDB

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:

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

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