Moving of Data Folder

Brian Taylor's Avatar

Brian Taylor

03 Sep, 2020 10:39 AM

Hi,
Since an update of Window 10, I have been experiencing minor problems with Moneydance, which lead me to checking where the MoneyDance data folder was located (By pressing Help). To my surprise it was not located to where I had previously selected using the information contained in your link:-
 https://infinitekind.tenderapp.com/kb/file-locations-and-changes/moving-files
My MoneyDance data folder appears to be located in a nonexistent folder, (See attached), which Windows 10 Search cannot find. The interesting thing is that the folder has the name of my Microsoft account (1066bht) and the first part of my eMail address ([email blocked].
I have tried repeatedly to move the location (from folder 1066bht), to a second hard drive, using the procedure in your link.
However, when I get to the “Welcome to Moneydance" window, and proceed from 'Open Other' option and navigate to my file at the new location, it does not recognise the content of that folder, and returns to the “Welcome to Moneydance" window!
I have tried uninstalling/reinstalling Moneydance, but this does not resolve the issue (There is also a problem with this, as the latest download of Moneydance does not allow me to reactivate my paid for version of Money Foresight, which is now an integral part of MoneyDance, on a 3 month trial).
I would appreciate your thoughts on this issue. Specifically, how can I make the Welcome to Moneydance" window recognised the copy of the MoneyDance folder, transferred to the new location
Regards
Brian Taylor

  1. 1 Posted by Kevin Stembridg... on 19 Sep, 2020 03:47 PM

    Kevin Stembridge's Avatar

    Hi Brian,

    Late to the party here but could you elaborate on what you mean when you say Moneydance does not allow you to active Money Foresight?

    Cheers,
    Kevin

  2. 2 Posted by avp2 on 19 Sep, 2020 04:21 PM

    avp2's Avatar

    Could it be you are using a Microsoft logon account, vs local account on your computer? If so, your MD data file may be on a MS server somewhere.

    If you do use a MS account, you might want to tell MD to save its backup to your local drive (in preferences) because it can be opened by MD just like your main file and its location is user specified. Mine is actually on a USB stick so I can remove it for travel and use it with Windows or Mac copies of MD. Of course, if you do use the backup for your main file, you would have to do a restore or copy to your main to avoid having to reenter work.

  3. 3 Posted by General on 19 Sep, 2020 04:42 PM

    General's Avatar

    Hi Kevin,

    My main problem with Moneydance (MD)as described; namely I am not able
    to relocate the documents folder.

    With regard to Money Foresight, (MF).

    When I tried to clean install of the latest release of MD, from your web
    site in order to try and clear the problem above, I found that it had
    the latest release of MF installed, as a trial version.

    I think that this was for 30 day, after which, I would have to procure a
    FULL licence!

    I could not see any way of removing the installed latest version of MF,
    and installing my downloaded older version MF, which is the previous
    version, for which I have a full licence.

    As I am satisfied with my current version of MF, I am reluctant to have
    to pay the full cost of the latest version.

    Previously, there was an option, in MD to remove and then install MF,
    which suited me, as then I could pay a small update fee, if I thought
    that there was some benefit for updating MF.

    Regards

    Brian Taylor

  4. 4 Posted by Kevin Stembridg... on 19 Sep, 2020 09:10 PM

    Kevin Stembridge's Avatar

    Hi Brian,

    That sounds very strange. I wasn't aware that a new install of MD includes any extensions pre-installed. And I certainly don't want you to have to pay for an upgrade.

    You can download any older version of MF using the following URL (replace 51 with the version you want).

    http://moneyforesight.com/api/download/51

    The you can install it the old fashioned way, using 'Add From File' from the Moneydance extension manager.

    Let me know if you have any trouble.

    Regards,
    Kevin

  5. 5 Posted by Brian Taylor on 19 Sep, 2020 09:26 PM

    Brian Taylor's Avatar

    Hi avp2,

    Thank you for your message, and your suggestion:-

     "Could it be you are using a Microsoft logon account, vs local account on your computer? If so, your MD data file may be on a MS server somewhere."

    If this is the case, I am not sure how this could have happened, as I originally located my MD data folder onto one of my internal hard drives; I can only assume that the transfer took place during one of Microsoft's major updates.

    The big question, is how do I transfer this back onto one of my internal hard drives

    I have attached two more images:-

    First:- 1066bht, which is one up on the data folded image, in my original post

    Second Desktop, which is two on the data folded image, in my original post (The highest level)

    As stated earlier, I have searched for the folder 1066bht, and Windows search cannot find it; so it looks as if you may be correct in that it is a MS (presumably cloud) account; but how did it get there and how do I get it back.

    Your other point, I do already back MD to an external Hard drive, but use this only to restore, should there be a corruption in MD.

    Appreciate any further thoughts

    Brian

  6. 6 Posted by Brian Taylor on 19 Sep, 2020 09:47 PM

    Brian Taylor's Avatar

    Hi Kevin,

    Thank you for the link for Money Foresight, but I already have a copy of 52, for which I have a licence.

    The latest version of Moneydance came with Money Foresight 53.

    The problem I had with Moneydance, latest version, is that I could not find a means of removing version 53, and installing 52 - I could not see the remove/install option in manage extensions No sign of Add from File.

    This is all from memory, as I am reluctant to try installing the latest version of MoneyDance, just in case I run into further problems

    Brian

  7. 7 Posted by Brian on 20 Sep, 2020 08:19 AM

    Brian's Avatar

    Hi avp2,

    Thank you for your input.

    Yes, I think you are correct, I think that my MD data folder has been transferred to MS Cloud; possible initiated by a MS major update, not by any action by me!

    The big question is how I restore the MD data folder back onto my PC.

    I already back up MD, onto a local drive, as you suggest, but this does not solve the issue of restoring the MD data folder back to a local drive on my PC.

    I have attached two more images, of the folders immediately above the suspect cloud MD data folder, (shown in my first post) hoping that this might help someone find a solution to this issue.

    Thanks again for your suggestions

    Brian

  8. 8 Posted by Brian on 20 Sep, 2020 08:24 AM

    Brian's Avatar

    Hi avp2,

    Thank you for your input.

    Yes, I think you are correct, I think that my MD data folder has been transferred to MS Cloud; possible initiated by a MS major update, not by any action by me!

    The big question is how I restore the MD data folder back onto my PC.

    I already back up MD, onto a local drive, as you suggest, but this does not solve the issue of restoring the MD data folder back to a local drive on my PC.

    Thanks again for your suggestions

    Brian

  9. 9 Posted by General on 20 Sep, 2020 01:09 PM

    General's Avatar

    Hi Kevin,

    Just to let you know that I have managed to download/install the latest
    version of MoneyDance, without the pre installed Money Foresight.

    Sadly on installation, it did not give me the option of where to install
    the MoneyDance data folder,

    Unfortunately the Data folder is still located, as previously stated in
    my first post; and cannot be relocated.

    Looks as if I will have to live with this, unless someone comes up with
    a solution.

    Regards

    Brian

  10. 10 Posted by -Kevin N. on 20 Sep, 2020 02:31 PM

    -Kevin N.'s Avatar

    Hi Brian,

    Just to clarify, per your screenshot, are you trying to move:

    A) the .moneydance folder?
    B) one of the Moneydance Accounts 20181218-0810 2 2 2 2 2 2.moneydance folders?
    C) the Personal Finances.moneydance folder?

    -Kevin N. (not a member of MD support)

  11. 11 Posted by General on 20 Sep, 2020 04:13 PM

    General's Avatar

    Hi Kevin,

    I have tried both A&B, but I must admit that I am a bit confused, as
    each time I close and open MD, the list keeps increasing

    I the following link shows how I get to what I call the Data folder

    https://www.loom.com/share/7a869769c0ea464d831fff2d4e64fcec

    It also shows the high level folder; the top one appearing to be my
    Desktop.

    Appreciate any more thoughts

    Regards
    Brian

  12. 12 Posted by Brian on 20 Sep, 2020 04:20 PM

    Brian's Avatar

    The middle image above (Understanding Credit accosts) was added by mistake!

  13. 13 Posted by -Kevin N. on 20 Sep, 2020 05:10 PM

    -Kevin N.'s Avatar

    Hi General / Brian,

    Performing step A) is NOT something that should be attempted.

    The .moneydance folder is a folder created by Moneydance by default. If you move it, Moneydance will just recreate it the next time that you start the program. This may or may not account for some of the additional data files created in the 'Documents' folder.

    Moneydance looks to the .moneydance folder for it's settings when starting. Leave the .moneydance folder where it is.

    Make sure Moneydance is closed.

    Try moving the Moneydance Accounts 20182012-0810 2 2 2 2 2 2 2.moneydance data file folder.

    For the purpose of this test, move the Moneydance Accounts 20182012-0810 2 2 2 2 2 2 2.moneydance folder to someplace that you're sure to have the required permissions. e.g. your Windows Desktop.

    Now see if you can use the 'Open Other' option in Moneydance to navigate to and access the Moneydance Accounts 20182012-0810 2 2 2 2 2 2 2.moneydance data file.

    -Kevin N. (not a member of MD support)

  14. 14 Posted by General on 20 Sep, 2020 05:20 PM

    General's Avatar

    Hi Kevin,

    Thank you for your suggestions and advice; I will try this out tomorrow,
    and up date you.

    Please not that I have deleted the video, as information on my accounts
    could be used by Scammers

    Regards

    Brian

  15. 15 Posted by General on 21 Sep, 2020 02:51 PM

    General's Avatar

    Hi Kevin,

    It looks as if your suggestion has paid off.

    My “Financial Data” is now being saved, on closure of MD, to one of my
    two internal hard drives, with the “MD Backup”, being saved to the other
    internal hard drives (My operating system is on a dedicated SSD).

    What surprised me a little, is that if I go to HELP, and then “Show
    Documents Folder”, this takes me back to “1066bht >> moneydance >>
    Documents”, which is now empty.

    I had expected, HELP and then “Show Documents Folder”, to take me to
    where my “Financial Data” was stored; presumably this is not the case?

    Appreciate any comment on this!

    The only other issue, I have is with “MD Backup”.

    Despite setting “MD Backup” to “Keep no more than 5 Backups”, MD keeps
    creating a new backup, ever time MD closes down, without deleting older
    backups.

    Hence, I have to delete old MD Backups, manually.

    Appreciate any comment on this!

    I have attached some images relating to the above.

    I’m most grateful for you help, resolving my primary issue.

    Kindest Regards

    Brian

    ------ Original Message ------
    From: "General" <[email blocked]>
    To: "MoneyDance" <[email blocked]>
    Sent: 20/09/2020 18:20:01
    Subject: Re[2]: Moving of Data Folder [Problems #62993]

    >Hi Kevin,
    >
    >Thank you for your suggestions and advice; I will try this out
    >tomorrow, and up date you.
    >
    >Please not that I have deleted the video, as information on my accounts
    >could be used by Scammers
    >
    >Regards
    >
    >Brian
    >

  16. 16 Posted by -Kevin N. on 21 Sep, 2020 04:11 PM

    -Kevin N.'s Avatar

    Hi Brian,

    I'm glad to hear that you were able to this sorted.

    With regards to the Moneydance menu item Help > Show Documents Folder, this opens to the default location for Moneydance data files. If I remember correctly, there is an improvement ticket in the queue for Moneydance to 'learn' where a user's data file is stored once it is moved so that the menu item takes you there but I don't see this as a high priority request. So you can take the ticket with a grain of salt.

    Regarding the number of backups being created, I can't see the entire name of the data file (per the screenshot) to see if indeed more than 5 backups of any given data file is being created. If I may make a suggestion, shorten the name of the original data file to something that is more manageable. Keep in mind that doing so will create a new set of 5 backup data files reflecting the new name.

    -Kevin N. (not a member of MD support)

  17. 17 Posted by General on 21 Sep, 2020 06:03 PM

    General's Avatar

    Hi Kevin,

    Thank you for your message, and your suggestion to shorten the name of
    the Backup file

    I couldn't find anyway to do this from within MD; however did so within
    the saved folder

    Not sure if this is the correct method, but I renamed the most recent
    backup (at 1300) to MD Backup.

    Having renamed the backup, I restored from this back, and everything
    appeared OK.

    I then close MD, and then viewed the content in the Backup Folder.

    If you take a look at the attached, you can see.

    The renamed backup at 1300 today

    Followed by two other line entries, both at 18:30, today, each having a
    different name.

    I notice that if you look back, at earlier dates, there are other
    duplications, but not all!

    As you can see, there are more that 5 backups, even if you count two
    simultaneous backups as one.

    This begs another question. With the two simultaneous backups of
    different names, which one should you select, if you wish to restore.

    Gosh, isn't life complicated; especially for an 82 year old, like me!

    Appreciate any further comments

    Regards

    Brian

  18. 18 Posted by Brian on 21 Sep, 2020 06:08 PM

    Brian's Avatar

    Kevin,

    Immediately after sending the message above, I closed MD, and viewed the MD BU folder; this time there was only one additional line entry

    MD Backup.2020-09-21

    So confusing

  19. 19 Posted by -Kevin N. on 22 Sep, 2020 03:01 AM

    -Kevin N.'s Avatar

    Hi Brian,

    Thank you for your message, and your suggestion to shorten the name of the Backup file

    Actually, my suggestion was to shorten the name of the original data file, not the backup.

    You are correct that this can not be accomplished within Moneydance and should be performed using Windows' File Explorer.

    Renaming the original data file to, let's say, Moneydance Accounts - without all of the extraneous numbers would be fine. Make sure to retain the file extension when renaming the data file.

    The end result should be Moneydance Accounts.moneydance

    Do not change the names of the backups.

    An additional note: After renaming the data file, you'll need to use the 'Open Other' option in Moneydance, one more time to navigate to the original data file that you just renamed. Going forward, Moneydance will open the original data file by default.

    Yep, life can get complicated alright. I'm 64, so hang in there, us old-timers will hopefully get to the bottom of this. : )

    -Kevin N. (not a member of MD support)

  20. 20 Posted by General on 22 Sep, 2020 09:12 AM

    General's Avatar

    Hi Kevin,

    Thank you for your assistance.

    So far everything appears OK and I shall monitor over the next few days.

    I am not too worried about MD Backup, as I have a secondary back up
    system running twice a day; namely, Macrium Reflect, Home addition.

    I use MR to back up different sections of my personal folders, such a my
    mail, documents, pictures, and of course MD & MF, all of which are
    located on my internal hard drives.

    With some, like my mail (eM Client) and MD, I also include the relevant
    folders contained in the operating system, located on the SSD (Such as
    C:/users/owner/moneydance).

    I have tested recovery this morning, using both MR & MD backups, and
    both worked perfectly (Belt and Braces)

    Thanking you again, for your assistance.

    Regards

    Brian

  21. Maddy closed this discussion on 22 Sep, 2020 10:02 AM.

  22. Brian Taylor re-opened this discussion on 27 Sep, 2020 08:47 AM

  23. 21 Posted by Brian Taylor on 27 Sep, 2020 08:47 AM

    Brian Taylor's Avatar

    Hi Kevin,

    Just to let you know, that MD is now working perfectly, with all of the issues resolved.

    I have just verified that MD backups are now being deleted, after the prescribe setting (5 in my case), and that the data folder, is where I specified (and it can be moved, without any problems).

    I am most grateful for your assistance in this matter.

    Regards

    Brian T

  24. 22 Posted by -Kevin N. on 27 Sep, 2020 02:51 PM

    -Kevin N.'s Avatar

    Hi Brian,

    You're welcome. I'm glad to hear that we were able to get this sorted.

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

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