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.
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
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.
On your phone use its setting menu to disconnect.
Ensure on your primary computer, now the iMac that “Sync Method” is set to “Don’t Sync” under FILE – SYNCING, then click OK.
On your primary computer use FILE – EXPORT BACKUP to save a backup in case something goes wrong.
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”.
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.
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.
On your primary computer under FILE - SYNCING, set your “Encryption Passphrase”, set “Sync Method” to “Dropbox Folder”, click OK.
Wait for Dropbox folder “.moneydancesync” and its contents to be created. Check the Dropbox icon states “Up to Date”. This can take some time.
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”.
On your second computer starting Moneydance should open it in the welcome window, click on “Create a new account set”.
Select “Open Synced File” and use dropdown to select “Dropbox Folder” then click NEXT.
You should see a search screen headed “Select a synced document to open”
After a short search delay, it should then list your un-synced data set name used on your primary computer.
Highlight your data set name and click NEXT.
Enter the encryption password, the “Encryption Passphrase” you set on your primary computer under FILE – SYNCING.
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.
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
Hi Derek, You helped me with syncing issues in the past. I want to upgrade
my imac os from El Capitan to Catalina. Will Moneydance 2017.10 run on this
OS? Should I upgrade Moneydance to 2019.3 first? If I do upgrade, what is
the best and easiest way to get my macbook pro and android phone synced
again running 2019.3. Any help would be appreciated. Thanks, Joe
The first version of Moneydance qualified with Catalina is 2019.3. As far as I am aware no testing has been done with any 2017 release. We do know of various issues occurring with older versions of Moneydance on Catalina, so I believe it would be prudent to upgrade Moneydance first.
This is a suggested approach to performing system upgrades when you are using syncing in Moneydance version 2017 or newer. The goal of the approach is to start with consistent data across all systems, upgrade without touching any data and finish the upgrade with all systems having been updated and the data and environment in the same state as when the upgrade was commenced.
The steps are:
1. The first step is to start Moneydance on each system and ensure that all syncing has completed. Thus you should have identical data on each system, all transactions should be present on every system.
2. Take a backup of your data and put it in a safe place.
3. The next step is to shut down Moneydance on each system, during the upgrade you do not want Moneydance running on any other system that participates in the data syncing.
4. Perform the upgrade on each system in turn, with this system being the only one running Moneydance.
5. Once all systems have been upgraded you should be able to start Moneydance on each system and ensure the software is working correctly and that the data is also correct.
From observation the approach often used is to disable syncing on each machine, perform the upgrade and then re-implement syncing. However I believe the above procedure should work and in any case you have your backup so you are in no worse a position should you have a problem.
I purchased the upgrade but I cannot find the place to enter the new
license key. Instructions say start moneydance, select help->Register
Moneydance menu item. Enter key in registration window. When I click Help
it does not give me any options to enter the key. I've searched everywhere.
The version I have is 2017.10. I entered my key from that version and it
said that I can purchase the upgrade for half price. I did that. Do I leave
the older version on the computer when I download the newer version? When I
download and enter the key will my data from the older version populate the