Answers to common questions, and how to reach us if you need more help.
Yes. Clearly Budget stores everything — accounts, transactions, categories, budgets — locally on your device. Nothing is sent to a server, because there is no server. See the Privacy Policy for full details.
Open Settings → Data → Back Up Data to export everything to a file you can save wherever you like (iCloud Drive, Files, email, AirDrop). On your new phone, use Settings → Restore from Backup and select that file.
When you turn on Rollover for a category, any unused portion of that month's limit automatically carries into next month's available budget for that category.
When adding a transaction, turn on Repeat and choose Weekly, Biweekly, Monthly, or Yearly, along with the date it should land on. Future occurrences are generated automatically. Editing a recurring series later only changes future occurrences — past transactions are never rewritten.
Yes. The Transactions tab has an Export button that lets you generate a CSV file filtered by account and time period.
Please email juanm1024@gmail.com with as much detail as you can — what happened, what you expected, and your iOS version. Screenshots are always helpful.