moving data to new laptop

Andy Wilkinson's Avatar

Andy Wilkinson

03 Dec, 2019 11:21 PM

I just replaced my old MacBook Air with a new one. Both are running Catalina. I have the latest version of MoneyDance on the old computer.

I downloaded MoneyDance from your website to the new computer, copied the two MoneyDance files from Documents on the old computer and put them in a DropBox folder so that I could open them on the new computer from DropBox. However, the new download of MoneyDance -- which hasn't yet asked for my registration number -- says it can't find the files on DropBox.

  1. 1 Posted by derekkent23 on 04 Dec, 2019 08:38 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Andy

    DO NOT try to open a data set stored in Dropbox with Moneydance you could corrupt your data.
    Move the data set folder to the Moneydance Document folder on you new computer and open that.

    If you then still want to use your older computer and run Moneydance on both then your can set up syncing as https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data

    Hope this helps.

  2. Support Staff 2 Posted by Maddy on 04 Dec, 2019 01:19 PM

    Maddy's Avatar

    Hi Andy,
    Thank you for contacting Moneydance support.

    To add to the useful information provided by derekkent23, it might be worth mentioning that If you'll be keeping the older computer, you can sync your data file so it's accessible from both systems. Any changes made on either computer will be synced with the other. For further information please refer to this article about "Syncing with Other Computers".

    If you want to just use the new system, on the older computer, open Moneydance and choose Help --> Show Documents Folder. A window will open displaying your .moneydance data file. You should take a copy of this file, and move it to the new computer.
    On the new computer, move the .moneydance file to the location you want it to be stored. Then double click the .moneydance file to access your data. Alternatively, open Moneydance and choose File --> Open --> Open Other (or 'Open Other' from the Welcome window).

    If you prefer, you can use backup files to transfer your data. Open Moneydance and choose File --> Export Backup. This will create a .moneydancearchive backup file that you can move to the new computer using a USB, shared folder or whichever method you prefer.
    On the new computer, double click the backup file to restore your data. Alternatively, open Moneydance and choose File --> Restore from Backup (or 'Import New Account Set' from the Welcome window).
    When you restore your data in this way, a new data file is created in the default location for use going forward. The default location is accessible from Moneydance via Help --> Show Documents Folder.
    When you're happy with the data thats populated into Moneydance, you can remove the backup file you transferred from the older computer.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  3. 3 Posted by dawilkinson on 04 Dec, 2019 04:11 PM

    dawilkinson's Avatar

    Thank you so much!  I’ll give this a try.

    Andy Wilkinson

  4. System closed this discussion on 04 Mar, 2020 04:20 PM.

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