New Computer

Ian Bickers's Avatar

Ian Bickers

19 Oct, 2020 04:02 PM

Hello - I am in the process of getting a new laptop and have had Moneydance on this one for a couple of years now (its excellent by the way) and wonder how i get it on my new one. I've looked in the app store and it wants to charge me again - can you advice??

Ian

  1. Support Staff 1 Posted by Melissa on 03 Dec, 2020 08:51 PM

    Melissa's Avatar

    Hi Ian,

    Please accept my sincere apologies for the delay getting back to you. I’m afraid that your request for assistance was missed by the support team, and it’s only now we’ve been able to work through the backlog of older discussions. I must apologise again for the poor level of service and lack of support you have received. I’d like to provide assistance if you’re still in a position to work through these issues. Please be assured we are putting systems in place to ensure a higher level of service and speedier responses.

    Wondering how are you doing with syncing Moneydance from your computer to another computer?

    If you are still struggling, I would like to provide some guidelines which might be useful to you.

    You should ensure you're running the same version and build of Moneydance on any computers you want to sync with.
    To check which version you're using, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Open Moneydance to access the file you'd like to share. Choose File --> Syncing. In this window you should pick a sync method.

    If you have the Dropbox client installed on your computer (in the default location) you'll see the 'Dropbox Folder' sync method.
    If you choose the 'Dropbox Connection' sync method, you'll be prompted to visit the Dropbox site and retrieve an authorisation code that you can enter into Moneydance.
    If you want to use a shared folder service other than Dropbox, choose the 'Shared Folder' sync method and navigate to the shared folder you prefer to use.

    You should also create and enter a syncing encryption password if you haven't already.

    On the other computer, open Moneydance and choose File --> New (or 'Create a new account set' from the Welcome window). Select 'Open Synced File'. Choose the same sync method as the original computer and authorise if required. Select your data file, and enter the sync encryption password to match the original computer.

    The steps to sync with another computer are also outlined in this article from the knowledge base.

    By following these steps, each computer will have it's own copy of your data file, and also backup files. Any changes are shared with the other computer using the sync files within the shared folder you picked. If you enter a test transaction on either computer, you'll see it appear on the other after a few moments.

    Hope this information helps. Please do keep us updated with the progress and let us know again if you need further assistance or have any other queries. Thank you.

    --
    Melissa, Infinite Kind Support

  2. System closed this discussion on 04 Mar, 2021 09:00 PM.

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