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Do I need to set up Moneydance + for every device

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Michael J Lantz

29 Nov, 2022 12:35 PM

Issues:

Trying to run my Moneydance on two devices. Looks like a need another Plaid license for the second device, is that accurate? If so, not happy.

Second issue: Every couple days i have to "relink" my Chase accounts? Why is that and am I doing something wrong?

Thanks

1. 1 Posted by Stuart Beesley ... on 29 Nov, 2022 12:42 PM

   

   Not true.... If you are syncing the same dataset to other desktops then the md+ information will sync and the setup will be there on all devices.

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2. 2 Posted by Michael Lantz on 29 Nov, 2022 02:31 PM

   

   Not my experience: First unit was Mac (M1) and the Second unit was a Backup
   import to a Microsoft Surface Unit. Asked my me to sign up for Plaid on the
   second Unit

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3. 3 Posted by Michael Lantz on 29 Nov, 2022 02:34 PM

   

   Didn't respond to this question:
   Second issue: Every couple days I have to "relink" my Chase accounts? Why
   is that and am I doing something wrong?
   \
   Is this an ongoing issue with Chase?

   Mike

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4. 4 Posted by Stuart Beesley ... on 29 Nov, 2022 03:10 PM

   

   What do you mean by a 'backup import'? What menu option did you use?
   If you mean File/Export Backup and then File/Restore from Backup then it should be fine.
   If you mean some form of QIF export and import... Correct, no chance that would work.

   Can I ask why you did export/import? To create synchronised datasets you should be using File/Syncing....

   No idea on Chase... I'm sure others will respond...

   (not support, just a fellow user)

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5. 5 Posted by Michael Lantz on 29 Nov, 2022 03:40 PM

   

   Did as you suggested and it works!

   Also set up my File/Syncing

   Thanks so much.

   Mike

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6. Maddy closed this discussion on 07 Dec, 2022 03:39 PM.