English · Русский · Deutsch · Español · Français · 日本語 · 中文

Backups and export

Walletable keeps your data on the iPhone, which means a backup is not an optional nicety — it is the only thing standing between you and a lost phone. Settings → Backup has automatic backups, manual ones, and restore.

Where backups go

To your iCloud Drive when it is available, and to the app's own local folder when it is not. iCloud Drive is the one that survives a lost phone, so it is worth checking that it is on.

A backup is a file. You can pick it yourself when restoring, which is also how a backup moves between devices without iCloud — share the file and open it on the other iPhone.

How to turn on automatic backups

  1. Open Settings → Backup.
  2. Tap Auto backup and choose Every day or Every week.
  3. Tap Update backup once to make the first one now, rather than waiting.
  4. Check the Last backup date under the buttons — that is your proof it is working.

Restoring on a new iPhone

Install Walletable, and on the first screen choose Restore or sign in instead of setting up wallets. Or, if you are past that, open Settings → Backup → Restore and pick the backup file.

Restoring overwrites everything local with what is in the backup, and the app warns you before it does. That is the point of a restore, but it means restoring on a phone that already has newer transactions loses them.

Export to CSV and Excel

Open a transactions list — from the Debts tab → Transactions, or from a wallet — and share it. Three formats: Excel, CSV, and plain text.

The export follows whatever the list is showing, so filter first and export second: one wallet, one period, one category. CSV is the one to use if the numbers are going into something else.

How to export the list to CSV, Excel or text

  1. Open the list you want: tap a wallet for its own transactions, or the Debts tab → Transactions for everything.
  2. Filter it down — wallet, type, category, person, period. The export takes exactly what the list shows.
  3. Tap share and choose the format: Share Excel, Share CSV, or Share Text.
  4. Send the file wherever you need it. CSV is the one to pick if the numbers are going into another program.

Questions

Is a backup the same as iCloud sync?

No. A backup is a file written on a schedule you choose, and nothing is synced continuously. The one thing that does sync is a shared wallet, because another person has to see it.

Can I delete everything and start over?

Yes. Settings → Backup → Delete local data removes everything on the device. Shared data is separate: Settings → Account → Delete shared data removes shared wallets and their transactions from the cloud for everyone who had them, and cannot be undone.

Does export include debts and transfers?

It includes what the list you are exporting includes. Filter the list to the types you want — expenses, debts and loans, transfers — and the export matches.

Will my data survive reinstalling the app?

Only through a backup. Deleting an app removes its local data, so restore from the backup afterwards — which is the reason to turn automatic backups on now rather than later.

More help

Recording money · Several currencies · Debts and loans · Bank SMS · Charts and runway · Shared wallets · Widget and Siri

Download App: App Store

Support: Get help

Privacy Policy: Read

© 2026 Walletable. All rights reserved.