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Export and back up your TradeChrona data

Create supported exports without including stored provider credentials.

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Goal

What this article helps you do

Keep a portable copy of supported journal data.

Before you start

Before you start

  • An authenticated account.
Instructions

Follow these steps

  1. 1

    Open Settings and choose Export.

  2. 2

    Select the supported format and data scope.

  3. 3

    Generate the export.

  4. 4

    Store it securely because journal notes and account records may be sensitive.

  5. 5

    Verify credentials and secret references are not included.

  6. 6

    Test restore only with a supported backup format and environment.

Expected result

What you should see

The export contains supported user data and excludes raw connection secrets.
Troubleshooting

Common mistakes

  • Emailing an unencrypted export publicly.
  • Assuming CSV includes every application object.
  • Deleting the account before verifying the export.