Cloud Backup & Restore

Why "Snapshot Backups" instead of "Real-time Sync"?

Many apps use "incremental sync," which often leads to messy data conflicts, duplicated entries, and corrupted ledgers when switching devices or editing past transactions.

To ensure your financial records remain 100% accurate, Give & Take utilizes a more secure and robust "Full Snapshot Backup" mechanism. Every backup is a complete, frozen-in-time copy of your ledger. You can seamlessly travel back to multiple historical versions and restore them without data loss.

☁️ How to Backup Your Data to the Cloud

If you are a Pro member, we highly recommend backing up your data regularly to prevent loss from device damage or misplacement.

1. Tap the menu icon on the Home screen and go to "Settings".
2. Under the "Data Security" section, tap "Backup to Cloud".
3. Set a Backup Password (Crucial):
   • A bottom sheet will prompt you to enter a password.
   • Activate End-to-End Encryption (E2EE): By entering a custom password, your data is encrypted locally on your device using financial-grade AES-256-GCM before it ever reaches the cloud.
   • Leave Blank for Quick Backup: If you prefer convenience over extreme privacy, you can leave it blank. Your data will still be stored safely via standard secure protocols.

⚠️ ZERO-KNOWLEDGE WARNING: If you choose to set a backup password, you must remember it! Your password is the ONLY key capable of decrypting this data. We (the developers) DO NOT store your plaintext password on our servers. If you forget this password, it is mathematically impossible for anyone, including us, to recover your encrypted backup.

🔄 How to Restore Data from the Cloud

Whether you got a new phone or simply want to roll back to a previous state, restoring is effortless.

1. Log in to your account on the new device and navigate to "Settings".
2. Tap "Restore from Cloud".
3. Select a Historical Version: A list will appear showing the "Recommended Restore" (most recent) alongside multiple "Historical Backups" (we keep up to 7 of your recent snapshots).
4. Tap the version you need. If you set a password during that specific backup, the app will ask you to enter it for local decryption.
5. Once verified, your ledgers are instantly restored!

Local Export & Import

If you prefer to keep your data completely off our cloud, Give & Take offers robust local data management. Under "Settings" > "Local Management," you can export your entire database file and save it directly to your phone's storage, iCloud Drive, or your personal hard drive.