I skim read the changelogs for breaking changes but mostly just YOLO it whenever I’m in the mood to update or a new monthly release drops.
That said, the VM that runs HAOS and the Z2M addon is snapshotted every night with two week’s worth of retention, and I let HA do its own scheduled backups in case a snapshot restore doesn’t work for whatever reason. So far I’ve never had a need for either but I rest easy knowing the options are there.
Just a PSA for anybody reading the thread, though it doesn’t really help with the question at hand… On the very slim chance that your workplace uses Bitwarden Enterprise it’s worth knowing that every licensed user gets a free family plan that can be tied to an existing personal account, provided it’s hosted in the same region.
We do use it but very few of our own users are even aware of the perk so I like to spread it around when I get the chance!