Sync between devices

Todd Miller's Avatar

Todd Miller

01 Jan, 2013 11:31 PM

Hello - I am a new user with hopes of whipping my finances in shape for the new year 2013. I just recently installed Moneydancer and am still learning the program. One thing I have struggled with is setting up the program to sync with my iMac, MacBook, and iPhone. I have installed dropbox and enabled syncing, however the data I see on my iMac is not showing on the MacBook. Can you give me some guidance in having all accounts sync'd across devices.

Thank You - Todd

  1. Support Staff 1 Posted by Ethan on 02 Jan, 2013 06:02 PM

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    Hi Todd,

    Dropbox syncing via the option in the Moneydance menu bar is for syncing between your desktop version of the program and your iPhone, not between two desktop versions of the program. Detailed instructions on setting up this method of syncing can be found at http://help.infinitekind.com/kb/iphone-ipad-and-ipod-touch-app-inst...

    To sync between two desktop computers, you will need to place your data file in your shared Dropbox folder. To move your data file, see the instructions at http://help.infinitekind.com/kb/moneydance-2012/how-to-move-your-da.... Once your data file is shared in Dropbox, you should use the "open other" option on the welcome screen on the other computer to point that installation of Moneydance to your data.

    Please let me know if I can be of further assistance,

    Ethan Tupelo
    Moneydance Support

  2. 2 Posted by Merlyn on 18 Jan, 2013 05:04 AM

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    I just started with MoneyDance and I have been able to get my mobile devices to sync with my MacBook through Dropbox. I have made changes on my phone, but it is not showing up on my Macbook. Am I missing something? How can I be sure that the new entries or updates make it back to my MacBook

  3. 3 Posted by Scott Meehan on 21 Jan, 2013 06:04 PM

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    Hi Todd,

    Are you using Moneydance by downloading it from our website or from purchasing it from the Mac App Store? Can you tell me what version of Moneydance you're using? This can be found by going to Help -> Console window in Moneydance.

    Scott Meehan
    Moneydance Support

  4. 4 Posted by Merlyn on 23 Jan, 2013 11:24 AM

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    Hi Scott, I down loaded it for the Mac App Store. I will check the version later this morning, but I am almost positive it is 12

  5. 5 Posted by Scott Meehan on 23 Jan, 2013 06:46 PM

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    Hi Todd,

    I believe the current version in the Mac App Store is 12.3, so that's probably what you're using. Unfortunately there's a bug in that version that's affecting syncing with iDevices via Dropbox. We've submitted a fixed version to Apple (12.4), which is currently being reviewed, so when they finish reviewing it you should be able to download it and get Dropbox syncing going. Hopefully it won't take very long for them to review it.

    Scott Meehan
    Moneydance Support

  6. 6 Posted by tracyf on 05 Feb, 2013 12:39 AM

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    I have version 12.4 from the apple app store. I want to sync wirelessly two different iphones. But, it doesn't give the option to sync that way--only from the drop box. When I downloaded the mobile app to the iphone, it said I could add an extension. But, there is no way to do that. What do I do?

  7. 7 Posted by Scott Meehan on 05 Feb, 2013 03:58 PM

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    Hi Tracy,

    Syncing with Dropbox is the only option for syncing with the Mac App Store version of Moneydance and we are also phasing out Wifi syncing in our direct download version, so we strongly recommend syncing with Dropbox as it's more reliable and more robust.

    As well, syncing via Dropbox uses end-to-end encryption, so the encryption code you enter in Moneydance is used on the Apple iDevice and nothing unencrypted passes through Dropbox. Your data set is also not stored on Dropbox, so only some transaction data and portions of your data is stored on Dropbox at any time, and only in an encrypted form.

    Please let us know if we can be of further assistance!

    Scott Meehan
    Moneydance Support

  8. 8 Posted by Sasha on 06 Feb, 2013 12:16 AM

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    Here's a variation on the Dropbox synch that I ran into today. Using MD11, I set up Dropbox synching to/from a Mac mini, a MacBook, and an iPad 2. All was well until I added a second iPad (mini) to the mix. I entered data on the desktop machine this morning. Both iPads were reporting synching, but not actually doing the deed. When I revved up the laptop, it synched the data perfectly, and then I watched with awe as the two little Pads updated themselves. So my current guess is either that there's a master/slave relationship between the computers or that I've set up a priority in some way. I tested with dummy data afterwards, and all went well, but I haven't yet done the acid test from the desktop. Any thoughts?

  9. 9 Posted by Scott Meehan on 06 Feb, 2013 04:36 PM

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    Hi Sasha,

    When you say that the iPads weren't actually syncing, were they not syncing to each other? Also, are the Mac mini and the MacBook sharing the same data set via Dropbox or some other network share method?

    Scott Meehan
    Moneydance Support

  10. 10 Posted by Sasha on 06 Feb, 2013 05:19 PM

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    Hey, Scott.

    Since the 2 iPads had the identical outdated data, I can't tell who was actually synching to whom. I thought the whole group should have been synching to the correct Dropbox file, since all are set to use Dropbox (encryption codes have been re-entered on both iPads). Dropbox, via an in-house wireless router, is the only data share system I use for Moneydance. What else should I be telling you?

  11. 11 Posted by Scott Meehan on 06 Feb, 2013 05:25 PM

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    Hi Sasha,

    The two iPads should sync together themselves and then whenever Moneydance is next opened the entire system should sync. It's possible if this didn't happen only that one time that there was a delay in the network or something else that is hard to isolate. And as long as you're sharing the same data set between both computers, it shouldn't matter which one Moneydance is opened on for the two iPads to sync to it. Is this still happening or did it just happen that one time?

    Scott Meehan
    Moneydance Support

  12. 12 Posted by Sasha on 06 Feb, 2013 06:06 PM

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    Still happening. The drill has been for data to be entered in the morning on the desktop, saved to Db. Later in the day, the data gets read by the iPad 2, with occasional offline entries (buying gas I.e.), synched when the iPad gets home. Your first sentence above implies that iPads don't synch back to Dropbox unless the metadata on MotherShip is open. Or on the laptop. If so, I now understand my problem: can't synch an iPad's data unless a full version is running. Do I read all this right? I've untangled version conflicts before, and hoped those days were over.

  13. 13 Posted by Scott Meehan on 06 Feb, 2013 11:41 PM

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    Hi Sasha,

    I'm not sure that I'm entirely clear on what you're trying to do. Moneydance does need to be open to sync the data from the iPads to it--it doesn't have to be open while you're entering transactions, but it has to open to read the sync data from the iPads and write the sync data for any new information entered in it. Where is the syncing breaking down exactly? And are the two installations of Moneydance sharing the same data set?

    Scott Meehan
    Moneydance Support

  14. 14 Posted by MTM on 07 Feb, 2013 12:57 AM

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    Sent from Todd's Mobile -

  15. 15 Posted by Sasha on 07 Feb, 2013 01:03 AM

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    The confusion is undoubtedly mine. There is one data set, which I want accessible to any of three devices: the desktop computer and the two iPads (I plan to retire the laptop if possible). I thought that using Dropbox, in addition to being y'all's recommended synching method, would cause MD to behave like my other Dropbox files, which can be accessed, modified, and replaced by any of the devices. Actually, what I've described is how I define synching; all of the devices access the same data set. So I envisioned the actual data as residing on DB's servers. Am I wrong, then?

  16. 16 Posted by Scott Meehan on 07 Feb, 2013 01:27 AM

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    Hi Sasha,

    There are two different things that are often referred to as Dropbox syncing, so there may be some confusion there. The first is sharing one data set between two computers on Dropbox, which it sounds like you're already doing. The second is using Dropbox syncing to sync to Apple iDevices--this actually functions differently from the first thing. It doesn't utilize the entire data set--the iOS apps don't use the entire data set and only have a subset of all the data available in your data set--and it generates transaction changes. So it has a certain amount of transaction data that comes from Moneydance (which is a date range that can be specified by going to File -> Syncing), then it creates encrypted change files that other iOS apps can read and use and which Moneydance, upon its next launch after the syncing data has been created, will integrate into the main data set. So the Apple iDevices don't actually interact directly with the data set you have stored on Dropbox, but utilize their own data in the .moneydancesync folder on your Dropbox folder, and require Moneydance as an intermediary to sync any data you enter on your iDevices to your main data set.

    I hope that clarifies things!

    Scott Meehan
    Moneydance Support

  17. 17 Posted by Sasha on 07 Feb, 2013 02:33 AM

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    Super clear, and I thank you. Hmmm. I'd better beef up the memory in the laptop!

    Many thanks.

    (from Astrid Farnsworth)

  18. Ethan closed this discussion on 07 Feb, 2013 02:41 PM.

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