> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/data-and-sharing/backup-and-import.md).

# Import, Export, and Migration

These features are available in **Settings**.

## Export Records

1. Open **Export**.
2. Choose a book, date range, or another export scope.
3. Generate the export file.
4. Use the system share sheet to save it to Files or send it to another app.

{% hint style="warning" %}
A record export is useful for saving details or external analysis, but it is not a complete data backup.
{% endhint %}

## Import Records

1. Open **Import**.
2. Tap **Select CSV** and choose the CSV file to import.
3. Map the date, amount, and type fields, then map currency, book, account, category, tag, and other fields as needed.
4. Configure text mappings for income and expenses and review the parsing preview.
5. Check the valid-item count, start the import, and then review the completed count and any failures.

A standard import only processes rows that clearly match Income or Expense. Other record types are ignored. If a nonempty book, account, or currency field cannot be matched, that row is not imported. An unmatched category keeps its name, while an unmatched tag is ignored.

{% hint style="info" %}
Test the date format, amount signs, and currency codes with a small sample before importing the full file.
{% endhint %}

## Import from Daak

Files exported from the previous app must be selected through **Import from Daak**. Standard record import and previous-version migration use different formats and cannot be interchanged.

| Content                                                                         | Migration result                                          |
| ------------------------------------------------------------------------------- | --------------------------------------------------------- |
| Books, accounts, categories, tags, and cards                                    | Reuses items with the same name and creates missing items |
| Records and images                                                              | Adds them without clearing existing Daak 2 data           |
| Custom currencies and related content                                           | Not imported                                              |
| Recurring records, templates, Shopping List, savings plans, and budget settings | Not imported                                              |

{% hint style="warning" %}
Do not import the same migration file more than once. If Daak reports an invalid migration file, confirm that it came from a supported Daak version and that its contents are intact.
{% endhint %}

## Manual Backup and Restore

1. Open **iCloud** and tap **Back Up Data** to create a backup.
2. Tap a backup to restore, export, or delete it.
3. You can also tap **Import Backup** and choose a backup from Files.

Manual backups are stored in iCloud Drive and include only non-shared data that can be restored on the current device. Content still being shared is not included. After restoration, local data returns to the backup time and continues syncing to other devices through iCloud.

{% hint style="danger" %}
Check the backup date and scope before restoring. After restoration, data on every device may sync back to the selected backup time.
{% endhint %}


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