Wealthfolio logo Wealthfolio
Download
Docs
Export & Backup

Export & Backup

Export your data to CSV, JSON, or a full SQLite database for backup, migration, or analysis in another tool.

Your Wealthfolio data is yours. You can export it in three formats depending on what you need to do.

1 · Run an export

  1. Settings → Exports.
  2. Pick your format (CSV, JSON, or Full database).
  3. Pick what to export (Accounts, Activities, Goals, Assets, Quotes, etc.).
  4. Pick the destination folder.
  5. Export.
Wealthfolio Exports

2 · Pick the right format

FormatWhen to use
CSVLoading into a spreadsheet, sharing one table with someone, importing into another tool.
JSONProgrammatic processing, scripts, custom dashboards. Preserves nested structures CSV flattens out.
Full databaseComplete backup or migration to a new machine. One SQLite file (or .sql dump) containing every table and every row.

For a backup before a big change (a major version upgrade, a bulk delete, a tax-time checkpoint) → use Full database. It’s the only format that round-trips losslessly.

3 · Round-trip restore

To restore from a full-database export:

  1. Close Wealthfolio.
  2. Locate your data directory:
    • macOS: ~/Library/Application Support/com.teymz.wealthfolio/
    • Windows: %APPDATA%\Wealthfolio\
    • Linux: ~/.local/share/com.teymz.wealthfolio/
  3. Move the existing wealthfolio.db aside (rename it; don’t delete it until you’ve verified the restore).
  4. Copy your exported database into the same location, renaming it to wealthfolio.db.
  5. Reopen Wealthfolio.

Self-hosted: stop the container, replace the file at the path in WF_DB_PATH (default /data/wealthfolio.db), start the container.

CSV / JSON exports don’t round-trip to a full database. They’re for partial reuse, not full restoration.

4 · Where the database file lives if you’d rather copy it

You don’t have to use the export feature to back up. You can copy the SQLite file directly. Same paths as above. Stop the app first (or use SQLite’s online backup mechanism via the CLI if you need a hot copy).

5 · Scheduled exports?

There’s no built-in scheduler today; exports are manual. If you need automated backups:

  • Self-hosted: snapshot the data volume with your container/host’s backup tool (e.g. restic, borg, Proxmox snapshots, Unraid backup plugins).
  • Desktop: include the Wealthfolio data directory in your normal backup tool (Time Machine, Windows File History, Restic).

Both approaches give you point-in-time recovery without trusting any cloud, and they keep working even if Wealthfolio’s export UI changes.

Settings Connect & Broker Sync