Import and export your data

Your data belongs to you. Verdly’s import and export tools share a single, simple JSON format so you can take a backup, move between accounts, or seed a new account from a spreadsheet you’ve prepared yourself.

Where to find it

In the webapp, open Preferences and scroll to the Import / Export section.

Export

Press Export. Verdly downloads a single file called verdly-export.json containing every snapshot on your account, the categories and holdings inside each snapshot, and any notes you’ve written.

Import

Press Import, choose a verdly-export.json (or a hand-written file that follows the same shape), and Verdly will validate it before making any changes.

The file is an array of period entries. Each entry has a date, an optional note, and an array of categories. Each category has a name, a type of either asset or debt, and an array of holdings — each holding has a name and a numeric value.

[
  {
    "date": "2024-01-20",
    "note": "Optional period note",
    "categories": [
      {
        "name": "Cash",
        "type": "asset",
        "holdings": [
          { "name": "Savings Account", "value": 5000 }
        ]
      },
      {
        "name": "Credit Cards",
        "type": "debt",
        "holdings": [
          { "name": "Visa", "value": 1200 }
        ]
      }
    ]
  }
]

If everything validates, Verdly tells you how many snapshots, holdings, categories and notes were imported. New categories and holdings are created on the fly as needed; existing ones are reused, so you don’t end up with duplicates after restoring a backup.

Validation errors

If any period in the file is malformed, the import is rejected as a whole and Verdly shows a per-row breakdown listing the problems. Common issues include missing dates, holdings without a numeric value, or categories with an unrecognised type. Fix the file and re-upload to retry.