Confused

Andrew Apps's Avatar

Andrew Apps

05 Dec, 2019 05:33 PM

I'm not technically minded and having problems syncing my macbook and iphone together. I have drop box set up on both but completely confused now. Can anyone help please? in plain non tech language?

  1. 1 Posted by derekkent23 on 06 Dec, 2019 09:29 AM

    derekkent23's Avatar

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

    The Moneydance mobile app you would have installed on your iPhone has an embedded Dropbox API (Application Program Interface) and thus does not use the separate Dropbox app it sounds like you have installed on your phone. If Moneydance is the only reason you have Dropbox installed on your phone you can if you want uninstall it to save space. As you have installed Dropbox on your computer then the syncing method you should use in Moneydance is Dropbox Folder. Note the other Moneydance Dropbox syncing method, Dropbox Connection also uses an embedded Dropbox API and some people use this method so they don’t have to install Dropbox client app on there computer, just have at least a free Dropbox account.

    1. On your computer under FILE (MONEYDANCE on Mac)- SYNCING, set your “Encryption Passphrase”, set “Sync Method” to Dropbox Folder and click OK.
    2. Wait for Dropbox folder “.moneydancesync” and its contents to be created in your Dropbox folder. Check the Dropbox icon states “Up to Date”. This can take some time. Note on Mac “.moneydancesync” can be hidden, try in your Finder window, typing CMD-Shift-G and then pasting ~/Dropbox/.moneydancesync/ into the box to unhide.
    3. On your iPhone start the Moneydance app. You should see the Dropbox icon. Click on this and follow the on-screen instruction to allow Moneydance access to you Dropbox account.
    4. At some point you will be asked for the Moneydance Encryption Password (Passphrase) you entered in step 1.
    5. Initial syncing of your data can take some time, be patient.

    Hope this helps

  2. 2 Posted by Andrew apps on 06 Dec, 2019 09:35 AM

    Andrew apps's Avatar

    Brilliant and thank you
    Andrew

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  3. Support Staff 3 Posted by Andrew on 06 Dec, 2019 09:36 AM

    Andrew's Avatar

    Hi Andrew,

    Please open Moneydance on the computer, to access the file you'd like to share. Choose File --> Syncing.
    In this window you should pick a Dropbox sync method. If you choose 'Dropbox Connection', you'll be prompted to visit the Dropbox site and retrieve an authorisation code that you can enter into Moneydance.
    You should also create and enter a syncing encryption password if you haven't already.

    When you open the mobile app, click on the blue 'Dropbox' title and logo at the top of the screen. This will allow you to connect with Dropbox and access your sync files. You should pick the file you want to view, and enter the syncing encryption password to match the computer.

    The steps to sync with a mobile device are also outlined in this article from the knowledge base.

    Hopefully this information is useful. If you have any other questions please let us know.

    --
    Andrew, Infinite Kind Support

  4. 4 Posted by Andrew apps on 06 Dec, 2019 09:38 AM

    Andrew apps's Avatar

    Brilliant and thank you

    Andrew Apps

    Mortimer Cottage
    Westmoor
    Mansel Lacy
    Herefordshire
    HR4 7HN

    [email blocked]

    This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please let the sender know as soon as possible. The recipient should check this email and any attachments for the presence of viruses. The sender accepts no liability for any damage caused by any virus transmitted by this email.

  5. Andrew closed this discussion on 23 Dec, 2019 11:41 AM.

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