setting up syncing between two Macbook Pros

mdowney's Avatar

mdowney

11 Jan, 2020 02:49 AM

Hi, I'm having trouble syncing financial information to my husband's computer through a shared dropbox folder.

I have followed the directions on your helpsite.
https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data/syncing-with-other-computers

Because I purchased Moneydance directly from you, I chose Dropbox folder. My husband's computer has the same version and build. We are using the same encryption passphrase. On my husband's computer, I navigated to File/New and selected Open Synced File and selected Dropbox Folder.

The problem begins when his computer is asked to select a data set. It prompts him only to select a data set that I shared with him last July. I can't remember which approach we used then, but think it was Dropbox Folder.

Having tried this a few times, his version now has several dataset files to potentially open. None are the one I'm trying to sync.

can you help?
thx,
Marta

  1. 1 Posted by derekkent23 on 11 Jan, 2020 08:22 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Marta

    The best way forward is to reset syncing as follows.

    When you sync you have one primary computer, syncing set up under FILE (MONEYDANCE on Mac) -SYNCING and one or more secondary computer, syncing set up under FILE (MONEYDANCE on Mac) - NEW – OPEN SYNCED FILE. Make sure your data set on your primary computer is up to date.

    1. Set primary computer “Sync Method” to “Don’t Sync” under FILE (MONEYDANCE on Mac) – SYNCING, then click OK.
    2. On your primary computer use FILE (MONEYDANCE on Mac) – EXPORT BACKUP to save a backup in case something goes wrong.
    3. If you have a one or more secondary computers on each click on HELP (MONEYDANCE on Mac) – SHOW DOCUMENT FOLDER to open a file explorer, close Moneydance and delete your second computers data sets “yourdatasetname.moneydance”.
    4. Assuming you have Dropbox client installed using your primary computer in the Dropbox folder delete the folder “.moneydancesync”. Watch the Dropbox icon and wait till it states “Up to Date”. This can talk some time. Note on Mac “.moneydancesync” is hidden, try in your Finder window, typing CMD-Shift-G and then pasting ~/Dropbox/.moneydancesync/ into the box to unhide. If you can’t find “.moneydancesync” you will need to sign into you Dropbox account delete “.moneydancsync” from there.
    5. If you have one or more secondary computers check that in the Dropbox folder that the folder “.moneydancesync” has been automatically deleted. You need to give Dropbox a short time to complete this deletion.
    6. On your primary computer under FILE - SYNCING, set your “Encryption Passphrase”, set “Sync Method” to “Dropbox Folder”, click OK.
    7. Wait for Dropbox folder “.moneydancesync” and its contents to be created. Check the Dropbox icon states “Up to Date”. This can take some time.
    8. On each of your second computers wait until the same Dropbox folder appears, again watch the Dropbox icon this time on your secondary computers and wait till it states “Up to Date”.
    9. On each or your secondary computers starting Moneydance should open it in the welcome window, click on “Create a new account set”.
    10. Select “Open Synced File” and use dropdown to select “Dropbox Folder” then click NEXT.
    11. You should see a search screen headed “Select a synced document to open”
    12. After a short search delay, it should then list your un-synced data set name used on your primary computer.
    13. Highlight your data set name and click NEXT.
    14. Enter the encryption password, the “Encryption Passphrase” you set on your primary computer under FILE – SYNCING.
    15. Then click on FINISH. Wait for your data to be synced.
      You may find a lot of old, maybe closed accounts or other accounts you have removed from the side bar reappearing in the second computers side bar. Use the “+” sign at bottom of side bar then ADVANCED to tidy up the side bar.

    Hope this helps.

  2. 2 Posted by mdowney on 11 Jan, 2020 09:57 PM

    mdowney's Avatar

    Derek,
    Thanks so much for your help.

    I completed all the steps successfully up to 12. The secondary computer could not find a synced document to open. “No synced documents were found.”

    Two other things.

    In setting up the shared Dropbox folder, I did have to manually share the folder with the secondary computer. I signed into Dropbox online, found the shared folder, and shared it with the secondary computer. The secondary computer got a message of the offer to share. I accepted the offer, adding it to that computer. After that was successfully completed, I then opened Moneydance, got the welcome screen, and tried to create the new account set. That’s when I got the message that no synced documents were found. I waited about thirty minutes before starting this response to you.

    Thinking that the primary computer may have set up the sync engine but not actually shared a dataset, I went back to Moneydance on the primary computer. The attached screenshot shows what is still there on the screen. It seems that clicking OK initiated the process for syncing through the Dropbox folder. But the window remains as it was. Clicking ok still produces nothing.

    One last thing. On the secondary computer, I tried “Open Synced File” through Dropbox Connection. That sent me to the window “Authorize with Dropbox.” I clicked on that and then clicked Allow when Dropbox told me that “Moneydance would like access . . . . “ It gave me a code to put into Moneydance. I went to Moneydance, put it in, and successfully connected, showing the email address associated with Moneydance on the secondary computer. That enabled Moneydance to go looking for synced documents. But again, “No synced documents were found.”

    So I’m now stuck. I think I’ve got the sync folders set up properly, but no syncing is actually happening.

    Help!!!! And thanks again!!!

    Marta

  3. 3 Posted by dwg on 12 Jan, 2020 02:37 AM

    dwg's Avatar

    I'm a fellow user.

    It sounds like you and your husband may have individual Dropbox accounts, is this the case?

    If it is, the way you have described the situation it that your Dropbox account is the primary account and where the primary machine syncs to and that you have now shared the Moneydance folder with your husbands Dropbox account.

    From what other users have posted this is workable configuration but the setup is different to the standard configuration described in the Moneydance Knowledge Base which uses a single Dropbox account.

    As I understand it you have to use the Folder method of replication, it does not appear to work using connection, I suspect if this is is the case it is something to do with permissions and/or file ownership.

    If this describes your setup then I would suggest on your Husband's machine, you choose the shared folder method and then navigate to the Dropbox folder and the Moneydance folder within this and see if this works for you.

    I'd appreciate any feedback you can provide, especially if it works for you, as my notes on this are a bit light on in some places.

  4. 4 Posted by derekkent23 on 12 Jan, 2020 09:08 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Marta

    Your paragraph starting “In setting up the shared Dropbox folder…” indicates the you and your husband may have individual Dropbox accounts, as dwg suggests, can you confirm this?

    Your paragraph starting “Thinking that the primary computer may…” are you saying clicking OK did not close the window?

    Can you confirm that on your husband’s computer the Dropbox folder is in the standard location on the C hard drive Users/user_name/Dropbox and not a non-standard location?

    Then a primary computer syncs to the “.moneydancesync” folder in Dropbox within that folder it creates another alphanumeric folder the contents of which is the synced data for the data set you are trying to sync. This folder contains a number of files including mdsyncinfo.txt and a folder v3 which contains yet more files. If you open mdsyncinfo.txt in a text editor you should see a line with the data set name. Can you confirm all these files/folders are being created in the “.moneydancesync” folder in your husbands Dropbox folder on his computer?

    Using Shared Folder as the syncing method on your husband’s computer as dwg suggests could well be the next thing to try.

    I can’t test this process a I only have a single Dropbox account.

    To try using Shared Folder on the secondary computer replace step 9 onwards in my earlier post with the following.

    1. On your second computer starting Moneydance should open it in the welcome window, click on “Create a new account set”. Or if it opens in to an existing account click FILE (MONEYDANCE on Mac) - NEW
    2. Select “Open Synced File” and use dropdown to select “Shared Folder” then click NEXT.
    3. Click “Select Shared Folder”. A file browser screen will appear. Navigate to “.moneydancesync” in the Dropbox folder and click “Open”. Don’t select the alphanumeric folder that was created in the ”.moneydancesync” folder or enter this folder, just select the “.moneydancesync” folder itself.
    4. The screen should now show you are connected to your designated shared folder “Connected: Select Shared Folder”, click “NEXT”.
    5. You may see a search screen headed “Finding synced files” which will be followed by “Select a synced document to open”
    6. Highlight the data set name you want to sync with and click NEXT.
    7. Enter the encryption password, the “Encryption Passphrase” you set on your primary computer under FILE – SYNCING. When entered correctly the FINISH button is ungreyed.
    8. Then click on FINISH. You should see the message “Performing initial sync this may take a while”.
    9. Wait for your data to be synced.
      You may find a lot of old, maybe closed accounts or other accounts you have removed from the side bar reappearing in the second computers side bar. Use the “+” sign at bottom of side bar then ADVANCED to tidy up the side bar.

    As dwg requested please provide feedback on what happens as this is a poorly documented setup you appear to have and I can’t test your situation.

    Hope this helps.

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