Syncing with the Mobile App

If you are running Moneydance 2019 or a newer version you can sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted internal syncing engine.

Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy.

IMPORTANT -

Before you set up syncing, you must ensure the .moneydance data files you'd like to share are not already located in any shared folder like Dropbox, OneDrive, iCloud etc. If your data file is stored in (or being accessed/backed up by) any shared folder service, this can lead to problems like data corruption and data loss. If your file is shared, you must move the file onto your local system before proceeding.

You should not rely solely on syncing to back up your data.
We always recommend backing up your main data set regularly, and with whatever backup method you use to protect your financial information. Automatic backups can be enabled within Preferences > Backups, and manual backups can be created using File > Export Backup.

Enable Syncing -

Open Moneydance to view the file you'd like to share, and navigate to File > Syncing.
Then pick a sync method. To sync with a mobile device, you must choose Dropbox Folder, Dropbox Connection or iCloud Drive.

Dropbox Folder
Sync using the Dropbox folder on this computer. This will allow Moneydance to process synced data even if you're not connected to the Internet at the time.
This option will only be available if you have the Dropbox client installed on your computer (in the default location).

Dropbox Connection
Sync by connecting to your Dropbox account. Moneydance will communicate with the Dropbox service if you authorise it to access your files.
You will be redirected to the Dropbox website where you'll be given an authorisation code that you should enter into Moneydance.

iCloud Drive
This sync method is specifically designed for Apple devices and it can only be used with one iCloud account at a time.
This sync option is available in Moneydance 2022 and newer versions.

You'll then be prompted to create an Encryption Password if you haven't already.
The encryption password should be a unique password and something you choose. It is not your Dropbox account password, and should not be the same as any other password for your own security.

Open Sync Data using the App -

If you haven't already, you should install the free mobile app on your mobile device.
The app is available via the iOS Mac App if you're using an iPhone, iPad, or iPod touch.
Or you can download it from the Google Play Store if you're using an Android device.

Once installed, open the app and you'll see "Dropbox" and "iCloud" options.
Select the sync method you enabled on the computer.

  • If you choose Dropbox, select "Connect to Dropbox" and log in to your Dropbox account.
  • If you choose iCloud, you'll need to log in to iCloud on the device you're using.

You'll then be shown a list of any data files that are available for syncing.
Select the data file you want to access and enter the encryption passphrase.

Then wait a moment while your data populates into the app.
It may take a few moments for the initial sync to complete and for your account information to display.

You can find more information about using the mobile app in this article.

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