Open Settings after the moon icon and download a full JSON backup before clearing browser data or restoring another file. Saved records use IndexedDB. Review the three local daily recovery copies, weekly backup reminder and storage meter in Settings. Restore preview shows counts; merge keeps existing holdings by portfolio and asset ID and skips matching transaction fingerprints. CSV import lets you map columns, set timezone assumptions, review valid and rejected rows, then explicitly confirm the merge. It does not automatically modify holdings.
Opening saved data…
Privacy mode is on. Financial details are hidden.
USER GUIDE
Protecting records and importing transactions
HELPFUL ANSWERS
Frequently asked questions
Answers for Protecting records and importing transactions.
How should I use this guide?
Read the steps alongside the relevant tool. Use Help & guide on that tool for its current workflow, then try labelled sample records before entering your own.
Can I keep this guide open while using a tool?
Yes. Open the tool in another tab if useful. Avoid editing the same saved workspace from multiple tabs at once; stale writes are blocked to protect your records.
Where are my records saved?
Saved financial records stay in this browser on this device. Use Settings to download a full JSON backup. Clearing browser site data can delete local records.
Can I try the website without entering real information?
Use Load sample data to open a fictional sample portfolio. Review / clear samples shows the affected records before clearing them. Real records remain separate; cleared samples are recoverable for 30 days.
What is the difference between a report and a backup?
PDF, Excel and CSV reports contain the selected results or records. A full JSON backup preserves the workspace, settings and supported record types for restoration. Confirm a downloaded file was actually saved.
Will my old website data appear here?
On the same browser profile and exact origin, legacy local-storage data migrates when the new database is first created. If this database already exists, import an old version 13 JSON backup through Settings. Original calculation summaries appear on their calculator pages; missing inputs are not invented.