Difference between revisions of "Backup"

Revision as of 09:46, 30 March 2021

Introduction

Backing up your GnuCash data is important to protect and secure your financial data from potential equipment failure or data corruption.

GnuCash does not directly provide back up services for this type of failure. Recovering data in the event of equipment failure depends on having a robust backup process that includes offsite storage of up-to-date copies of your data. You are strongly advised to implement such processes.

GnuCash Data Files

Determining what are the GnuCash data files depends on the type of backend used to store the book information.

XML (default)

GnuCash makes local backups for you every time it saves your file. You must save your file (by clicking the Save button or using Autosave functionality in the preferences). It does this by renaming the previous version of the file with a date-time-stamp and a new .gnucash suffix. For example, if your data file is named MyAccounts.gnucash, one of the backups might be named MyAccounts.gnucash.20140131150812.gnucash.

SQL

GnuCash automatically saves any changes to the sql data stores as you work on your book. For this reason, there are no backup files with the SQL backends. Note that, even though there are no automatic backup files generated when using SQLite backend, GnuCash will still generate .log files with changes. While it might possible to replay .log files on top of an sql book, this is not officially supported and in some cases may even have adverse effects. One option, in case of data loss, would be to convert the sqlite book to XML and replay the transactions log on top of that and then re-save the file again with SQLite. More info in the related bug.

SQLite3

You should use a timed backup program to copy your account file in some way, or make manual file copies.

MySQL or Postgresql

You should perform backups on the database in accordance with the recommended best practices appropriate to the server. We're not competent to advise you about this beyond recommending that you make backups.

As noted above, it is strongly recommended that whatever backup plan you use includes a provision for offsite backups. Imagine a fire in your home. A good option is one of the many cloud storage services like DropBox, Google Drive, or Carbonite. Those are just popular examples; there are dozens of such services, and we can make no recommendation of one over another.

There is a free 3rd party tool for creating GnuCash backups called BackupGnuCash. See Published_tools.

Related Files

Of course, you should save your actual data files, although it is up to you whether you save the backup and log files (.gnucash or .xac, .log). See above for more on the subject.

In addition to the actual data file, however, there are a number of files that store your preferences, user interface settings, and saved reports. It is advisable to back these resources up as well.

Configuration Locations identifies the OS-dependent locations of all the different files, as well as their names.

Additional information you need to save includes general configuration data, preferences data, theming data, and online banking settings.

General Configuration data

Gnucash 3.0 and newer

The contents of GNC_DATA_HOME and GNC_CONFIG_HOME.

Gnucash 2.x and older

Linux

HOME/.gnucash - most of your preferences, adjusted report settings, column withs, window positions, etc.

Windows

HOME\.gnucash

MacOS

HOME/Library/Application Support/Gnucash

Preferences data

Preferences from Edit->Preferences (like history, sign reversals, auto save interval, etc.) are stored using GSettings (for GnuCash 2.6 and newer) or GConf (for GnuCash 2.4 and older).

GSettings

Linux and similar

GSettings uses dconf as backend. You can use the dconf tool to dump all the preferences:

dconf dump /org/gnucash/

Windows

Gsettings uses the Windows registry as backend. You can make a backup of the HKEY_CURRENT_USER\Software\GSettings\org\gnucash\ registry key using the regedit command (Registry Editor).

MacOS

GSettings uses the system's native defaults. You can use the defaults tool to dump all the preferences:

defaults read -app Gnucash

GConf

The GConf settings are stored in HOME/.gconf/apps/gnucash/

Online Banking data

If you are using AqBanking online banking, the stored settings are placed in a specific folder.

Linux and MacOS

HOME/.[aq]banking holds your online banking settings. In older versions it was named .banking but .aqbanking is the current name.

Windows

HOME\aqbanking

Theming Data

If you

made changes to the GTK configuration (settings.ini or gtk.css) or

have installed custom themes and/or icon themes

you may want to back up the contents of the following directories as well: GTK_DATA_HOME, GTK_CONFIG_HOME, USER_CONFIG_HOME/themes and USER_CONFIG_HOME/icons.

For Gnucash 3.x GTK3 or

older versions GTK2 have more info on when these directories are used.

Restoring

Restoring a data file is simply a matter of removing the defective file and renaming one of the backup files to that, then starting GnuCash or using File>Open and selecting the file from the File Chooser. Do note that, if you simply run GnuCash, it will always open the file that was last opened (if any). This may be important if you tend to open different book files.

To restore from an offsite backup, just copy the remote file back into the directory where the original is.

Mac OS

On Macs, a GnuCash file cannot be opened by clicking on it. GnuCash *always* opens the last-used data file. To swap files on a Mac, one has to use File -> Open and navigate to the file one wants to use.

Also, dragging the .gnucash file over the Gnucash app will not Open the file, unlike what is normally the case for Mac apps. You still need to use the File Open option from the GnuCash menu.