Shifting from iMac to iPad
I've used Moneydance on my iMac for years... and I'm now switching to use it on (and only on) an iPad. I've never figured out how to reinitiate my records in each new year... so my current file is filled with transactions for over 6 years!
When I trash my iMac and shift to my iPad Pro I'd like to start over... and also learn how to begin anew each calendar year.
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1 Posted by Rusty on 15 Aug, 2023 08:20 PM
First of all, do you recommend Moneydance on an iPad?
2 Posted by Stuart Beesley ... on 15 Aug, 2023 08:21 PM
Not if you want the full Moneydance experience. There is only the mobile app which allows basic bank register entries. No investment accounts. No reports, nothing else.
3 Posted by Stuart Beesley ... on 15 Aug, 2023 08:22 PM
There is no way to delete old transactions as an arching type function.
4 Posted by dwg on 15 Aug, 2023 11:01 PM
The current Mobile app requires a desktop system to function, it is not a standalone program.
Support Staff 5 Posted by Maddy on 16 Aug, 2023 12:36 PM
Hi Rusty,
I can see you’ve received some replies from our knowledgeable Moneydance customers and it appears you’ve been given all the information you need.
The Moneydance mobile app is a free companion to the desktop version of Moneydance and is meant to allow entry and modification of transactions while on the go, as outlined in this article.
Your iPad requires the mobile app and a desktop installation is also required for syncing your data, as indicated here.
Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
6 Posted by Rusty Schweicka... on 16 Aug, 2023 01:18 PM
Maddy closed this discussion on 18 Aug, 2023 12:01 PM.