Use of Dropbox

Jordi's Avatar

Jordi

13 Feb, 2020 08:10 AM

Hi
How can I use with the same set of data from different computers using Dropbox ??
Thanks in advance

  1. 1 Posted by dwg on 13 Feb, 2020 08:12 AM

    dwg's Avatar

    I'm a fellow user.

    There are articles in the Knowledge Base that covers the setup of syncing on different systems, see:

    https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data

  2. Support Staff 2 Posted by Maddy on 13 Feb, 2020 11:50 AM

    Maddy's Avatar

    Hi Jordi,
    Thank you for contacting Moneydance support.

    You should ensure you're running the *same version and build * of Moneydance on any computers you want to sync with.
    To check which version you're using, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Open Moneydance to access the file you'd like to share. Choose File --> Syncing. In this window you should pick a sync method.

    If you have the Dropbox client installed on your computer (in the default location) you'll see the 'Dropbox Folder' sync method.
    If you choose the 'Dropbox Connection' sync method, you'll be prompted to visit the Dropbox site and retrieve an authorisation code that you can enter into Moneydance.
    If you want to use a shared folder service other than Dropbox, choose the 'Shared Folder' sync method and navigate to the shared folder you prefer to use.

    You should also create and enter a syncing encryption password if you haven't already.

    On the other computer, open Moneydance and choose File --> New (or 'Create a new account set' from the Welcome window). Select 'Open Synced File'. Choose the same sync method as the original computer and authorise if required. Select your data file, and enter the sync encryption password to match the original computer.

    By following these steps, each computer will have it's own copy of your data file, and also backup files. Any changes are shared with the other computer using the sync files within the shared folder you picked. If you enter a test transaction on either computer, you'll see it appear on the other after a few moments.

    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 rbh1628 on 14 Feb, 2020 06:47 PM

    rbh1628's Avatar


    On Feb 13, 2020, at 6:50 AM, Maddy <[email blocked]> wrote:

    // Please reply above this line 
    ================================================== 

    From: Maddy (Support staff)

    Hi Jordi,
    Thank you for contacting Moneydance support.

    You should ensure you're running the *same version and build * of Moneydance on any computers you want to sync with.
    To check which version you're using, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Open Moneydance to access the file you'd like to share. Choose File --> Syncing. In this window you should pick a sync method.

    If you have the Dropbox client installed on your computer (in the default location) you'll see the 'Dropbox Folder' sync method.
    If you choose the 'Dropbox Connection' sync method, you'll be prompted to visit the Dropbox site and retrieve an authorisation code that you can enter into Moneydance.
    If you want to use a shared folder service other than Dropbox, choose the 'Shared Folder' sync method and navigate to the shared folder you prefer to use.

    You should also create and enter a syncing encryption password if you haven't already.

    On the other computer, open Moneydance and choose File --> New (or 'Create a new account set' from the Welcome window). Select 'Open Synced File'. Choose the same sync method as the original computer and authorise if required. Select your data file, and enter the sync encryption password to match the original computer.

    By following these steps, each computer will have it's own copy of your data file, and also backup files. Any changes are shared with the other computer using the sync files within the shared folder you picked. If you enter a test transaction on either computer, you'll see it appear on the other after a few moments.

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

    --
    Maddy, Infinite Kind Support

    On Thu, Feb 13 at 12:12 AM PST, dwg wrote:

    I'm a fellow user.

    There are articles in the Knowledge Base that covers the setup of syncing on different systems, see:

    https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data

    Having trouble reading this? View this discussion online: Use of Dropbox.

    To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page


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