How to Import Your Legacy (v2) EnvelopeBudget Account

If you're currently using the previous version of EnvelopeBudget (v2), you can easily migrate your data to our completely rebuilt platform (v3). This new version offers improved performance, enhanced features, and a better user experience.

Exporting Your Data from v2 #

To begin the migration process, you'll need to export your existing budget data:

1. Log into your EnvelopeBudget v2 account
2. Navigate to your Budget Manager page
3. Look for the Export to EnvelopeBudget v3 button located below all your envelopes

4. Click the export button to generate and download your budget data as a .json file
5. Save this file to a location you'll remember (usually a Downloads folder)

Importing Your Data to v3 #

Once you have your export file ready:

1. Create your v3 account: If you don't already have one, sign up for a new account
2. Log into v3: Access your new EnvelopeBudget account
3. Import your data: Click on your budget name, select Import -> EnvelopeBudget

4. Upload your file: Select the .json file you downloaded from v2

Your envelopes, transactions, and budget structure will be transferred to the new platform, allowing you to continue managing your finances without missing a beat.

Need Help? #

If you encounter any issues during the migration process or have questions about the new features in v3, don't hesitate to contact us. We're here to ensure your transition is as smooth as possible.