tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/7592-toolbox_move-investments-warning-re-dropbox-locationInfinite Kind: Discussion 2023-06-11T15:20:17Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-11T17:48:36Z2023-03-11T17:48:36ZToolbox_Move Investments: Warning re Dropbox location<div><p>OK, firstly, yo do not need the main toolbox for this.. On the Extensions menu, there should be an option called 'Toolbox: Move Investment Transactions' - use that.</p>
<p>As for the alias issue... Are you using MD Syncing via Dropbox? Are you syncing to another device; are you sure it's still working? On the top menubar there is a tick box called update mode. Select this. Then click the Advanced Menu and then run 'Repair migrated Dropbox location 'alias' (MacOS & only when problem detected)'</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-11T19:59:29Z2023-03-11T19:59:29ZToolbox_Move Investments: Warning re Dropbox location<div><p>Thank you Stuart.<br>
Yes, I am using MND Syncing via Dropbox. My main/primary device is a MacBook Pro, my 2nd device is an iMac. they sync with no problem. I am also using sometimes the iOS Moneydance app,, with no problems.<br>
Now then, “top menu bar” of what app ?; don’t see this in Finder or MD…<br>
Best<br>
Fred</p>
<p>On Mar 11, 2023, at 18:48, Stuart Beesley (Mr Toolbox) <a href="mailto:tender+d9d9f9a750@tenderapp.com">tender+d9d9f9a750@tenderapp.com</a> wrote:</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-11T21:33:50Z2023-03-11T21:33:50ZToolbox_Move Investments: Warning re Dropbox location<div><p>And which sync method? DB Folders or DB connection?</p>
<p>The top menubar of toolbox.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-11T22:13:35Z2023-03-11T22:13:35ZToolbox_Move Investments: Warning re Dropbox location<div><p>DB Connection</p>
<p>Found the checkbox/menu bar. Will try it tomorrow</p>
<p>Thanks<br>
Fred</p>
<p>On Mar 11, 2023, at 22:33, Stuart Beesley (Mr Toolbox) <a href="mailto:tender+d9d9f9a750@tenderapp.com">tender+d9d9f9a750@tenderapp.com</a> wrote:</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-12T07:26:06Z2023-03-12T07:26:06ZToolbox_Move Investments: Warning re Dropbox location<div><p>Ok. So at one point you must have used DB Folders and it’s detecting the issue. For now with DB Connections you sync should be fine, but run the alias fix anyway for the future.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-12T10:16:01Z2023-03-12T10:16:01ZToolbox_Move Investments: Warning re Dropbox location<div><p>Good morning Stuart,<br>
(I am living now in Nice, France, so it is mid Sunday morning here) Used the Toolbox to fix the alias with no problem. Thank you for your support. (I didn’t see the Update checkbox at first because the Toolbox problem reports were masking the Toolbox app window… silly me)</p>
<p>Also successfully transferred the six holdings from one to another account.</p>
<p>If I may, one more question:<br>
Besides fund holdings, we also moved cash from one account to the another. How do you suggest I should to this move of cash in MD? This is not "initial cash"; both accounts existed before for many years and thus had correct cash balances.</p>
<p>Happy Sunday !<br>
Fred</p>
<p>On Mar 12, 2023, at 08:26, Stuart Beesley (Mr Toolbox) <a href="mailto:tender+d9d9f9a750@tenderapp.com">tender+d9d9f9a750@tenderapp.com</a> wrote:</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-12T10:25:17Z2023-03-12T10:25:17ZToolbox_Move Investments: Warning re Dropbox location<div><p>To transfer cash in Moneydance when entering the transaction you use the category field to indicate the source or destination of the funds, depending on which account you are initiating the transaction in.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-12T10:44:18Z2023-03-12T10:44:18ZToolbox_Move Investments: Warning re Dropbox location<div><p>Currently in sunny Marbella - 23 degrees.</p>
<p>I would probably do a Xfr transaction with the source category set to the target account.</p>
<p>Or use move transactions utility to move the cash txns.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-12T15:04:27Z2023-03-12T15:04:27ZToolbox_Move Investments: Warning re Dropbox location<div><p>All done, all ok. Thank you again for this fantastic Tool and your outstanding support.<br>
F<br>
22 deg in Nice</p>
<p>On Mar 12, 2023, at 11:44, Stuart Beesley (Mr Toolbox) <a href="mailto:tender+d9d9f9a750@tenderapp.com">tender+d9d9f9a750@tenderapp.com</a> wrote:</p></div>Fredtag:infinitekind.tenderapp.com,2009-01-14:Comment/582321922023-03-12T15:17:11Z2023-03-12T15:17:11ZToolbox_Move Investments: Warning re Dropbox location<div><p>… got to 28 yesterday!</p>
<p>Toolbox 🧰 +1 😃</p></div>Stuart Beesley (Mr Toolbox)