I can't sync my Mac with Moneydance for windows

j.a.vassiliou's Avatar

j.a.vassiliou

23 Sep, 2019 02:29 PM

I managed to sync my windows pc and iPhone with dropbox, but I can't sync my Mac pc...

  1. 1 Posted by derekkent23 on 23 Sep, 2019 02:41 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    When you try to sync you Mac are you using MONEYDANCE - NEW - OPEN SYNCED FILE - NEXT
    If you are at what point do things go wrong.
    What version and build of Moneydance are you running on both your computers, e.g. 2019.4(1888).
    What syncing are you using?

    Hope this helps.

  2. Support Staff 2 Posted by Maddy on 24 Sep, 2019 09:24 AM

    Maddy's Avatar

    Hi John,

    We are sorry to hear about the problem you have encountered.

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers.
    To add to this useful information I thought it's worth mentioning that 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.

    The steps to sync with another computer are also outlined in this article from the knowledge base.

    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 j.a.vassiliou on 24 Sep, 2019 10:44 AM

    j.a.vassiliou's Avatar

    Thank you! Everything is working fine now.

  4. Support Staff 4 Posted by Maddy on 24 Sep, 2019 10:45 AM

    Maddy's Avatar

    You are welcome We are very pleased to hear that.
    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  5. Maddy closed this discussion on 24 Sep, 2019 10:45 AM.

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