no sync options

joe elwood's Avatar

joe elwood

19 Oct, 2019 11:02 PM

when I click File>Syncing it goes to Sync settings but I don't have any Sync Method options. all it says is Sync Method: Don't Sync

  1. 1 Posted by derekkent23 on 20 Oct, 2019 07:26 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    At some point where you syncing?
    The situation you describe of not being able to change the sync method is what you would expect to see on a secondary computer were the syncing was setup using FILE (MONEYDANCE on Mac) – NEW – OPEN SYNCED FILE. This is also what you would expect to see if you restored a backup from a secondary computer data set.
    If this is what is happening there is a way to convert a secondary data set to a primary data set so that the syncing method can be change. Post if you need help to do that.

    Hope this helps.

  2. 2 Posted by Joe Elwood on 21 Oct, 2019 03:33 AM

    Joe Elwood's Avatar

    Thanks for your response. It reads like you know exactly what my problem
    is. Yes it was syncing before. Yes I was syncing
    Mac's and an android phone. I did restore from a backup at one time, not
    sure which computer. The iMac is my go to but it is the one that gives me
    no options. The macbook gives me the sync options but won't sync. I hope I
    did not confuse things but if there is any help you can offer I would
    appreciate it. Thank you

  3. 3 Posted by derekkent23 on 21 Oct, 2019 07:26 AM

    derekkent23's Avatar

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

    Sound like you have two Apple computers and Android phone.

    When to set up syncing, one computer is the primary computer, the one set up using FILE – SYNCING. The other is a secondary computer, set up using FILE – NEW – OPEN SYNCED FILE. If you restore a backup from a secondary computer the syncing method is set to Don’t Sync and cannot be changed. You restored a secondary data set backup. One way this could have happened is if your automatic backup saves to the same location, say in Dropbox. The primary and secondary auto backups saved on the same day have the same name. One overwrites the other. So, if the last backup was of the secondary computer then when you restored the syncing method would have been stuck at Don’t Sync.

    It sounds like you would prefer to use your iMac as your primary computer.

    This is a two-step process. Convert your iMac data set from a secondary to a primary data set then reset syncing.

    On your iMac first do an EXPORT - BACKUP in case something goes Wrong.

    To convert a secondary data set to a primary data set you need to run the attached script md2017_convert_secondary_to_master.py in Moneydance 2019. Don’t worry it states 2017.
    With your data set open click WINDOW - SHOW MONEYBOT CONSOLE use OPEN SCRIPT to select the script and click RUN. Wait for the script to complete its run, it can take a minute. Close and reopen Moneydance. You should now be able to change the syncing method.
    You now need to reset syncing as follows.

    1. On your phone use its setting menu to disconnect.

    2. Ensure on your primary computer, now the iMac that “Sync Method” is set to “Don’t Sync” under FILE – SYNCING, then click OK.

    3. On your primary computer use FILE – EXPORT BACKUP to save a backup in case something goes wrong.

    4. On your second computer, now your macbook click on HELP – SHOW DOCUMENT FOLDER to open a file explorer, close Moneydance and delete your data sets “yourdatasetname.moneydance”.

    5. Using your primary computer in the Dropbox folder delete the folder “.moneydancesync”. Watch the Dropbox icon and wait till it states “Up to Date”. This can talk some time.

    6. In your second computer check that in the Dropbox folder, that the folder “.moneydancesync” has been automatically deleted. You need to give Dropbox a short time to complete this deletion.

    7. On your primary computer under FILE - SYNCING, set your “Encryption Passphrase”, set “Sync Method” to “Dropbox Folder”, click OK.

    8. Wait for Dropbox folder “.moneydancesync” and its contents to be created. Check the Dropbox icon states “Up to Date”. This can take some time.

    9. Wait until the same Dropbox folder appears on your second computer, again watch the Dropbox icon this time on your second computer and wait till it states “Up to Date”.

    10. On your second computer starting Moneydance should open it in the welcome window, click on “Create a new account set”.

    11. Select “Open Synced File” and use dropdown to select “Dropbox Folder” then click NEXT.

    12. You should see a search screen headed “Select a synced document to open”

    13. After a short search delay, it should then list your un-synced data set name used on your primary computer.

    14. Highlight your data set name and click NEXT.

    15. Enter the encryption password, the “Encryption Passphrase” you set on your primary computer under FILE – SYNCING.

    16. Then click on FINISH. Wait for your data to be synced.

    You may find a lot of old, maybe closed accounts or other accounts you have removed from the side bar reappearing in the second computers side bar. Use the “+” sign at bottom of side bar then ADVANCED to tidy up the side bar.

    1. Now set up syncing on your phone.

    Hope this helps.

  4. 4 Posted by Joe Elwood on 17 Dec, 2019 04:49 AM

    Joe Elwood's Avatar

    I could not figure out from your directions how to run the script. I
    contacted Infinitekind and they were able to help me with that. I spent a
    LOT of time trying to get the devices to sync using their instructions to
    no avail. I decided to look at your instructions to sync and was up and
    running in about five minutes. Thank you so very much for taking the time
    to respond to my emails. Happy Holidays and best regards, Joe Elwood

  5. 5 Posted by derekkent23 on 17 Dec, 2019 10:32 PM

    derekkent23's Avatar

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

    If you are running 2017 that would explain why my description did not fit what you were seeing as far as running the script.

    Glad I was able to help with the rest.

    Have Fun.

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