Backup Files

John Donovan's Avatar

John Donovan

20 Oct, 2019 03:13 PM

When trying to backup Moneydance, I am unable to download from my Apple iCloud account the file "Our Moneydance.moneydance", which I believe is the book of my accounts. Every other. Moneydance related file I can download from iCloud, but not this one. Where else is this file stored so I can back it up again? I want to back it up to an external drive before I upgrade Mac OS 13, but am concerned something willhappen when I do that upgrade without having access to that file.

  1. 1 Posted by John Donovan on 20 Oct, 2019 03:18 PM

    John Donovan's Avatar

    Wen Moneydance does a backup, is it for the COMPLETE FILE AND ACCOUNT INFO, or are there separate backups for separate accounts, budgets, etc?

  2. 2 Posted by derekkent23 on 20 Oct, 2019 04:32 PM

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    I am not support staff, just a user.

    A Moneydance backup is a complete backup of your data set.

    Moneydance 2019 has two methods for making a backup.

    The backup location can be found under HELP – SHOW BACKUP FOLDER. In both cases you can select the backup location and as such it is good practice to set the location on a cloud server such as Dropbox, in case your hard drive fails.

    Manual backup. A manual backup can be made under FILE (MONEYDANCE on Mac) – BACKUP EXPORT. The file naming convention is yourdatasetname-yyyymmdd-tttt.moneydancearchive

    Automatic backup is set under FILE – PREFERENCES – BACKUPS. Auto backup makes a backup every time you close Moneydance. Moneydance only keep the last auto backup of the day, overwriting any previous auto backups for that day. You can set the number of backups to be kept. When this number is exceeded the oldest backup is deleted. The file naming convention is yourdatasetname.yyyy-mm-dd.moneydancearchive

    When you FILE – RESTORE FROM BACKUP you do not overwrite your existing data set. This is in case you later find you need access to your old data set A new data set is created with the naming convention – from manual backup yourdatasetname-yyyymmdd-tttt.moneydance the date time code taken from the backup file - from auto backup yourdatasetname (plus at number) e.g. yourdatasetname 2.moneydance The default data set location can be found under HELP – SHOW DOCUMENT FOLDER. You can delete old data sets you no longer want. You can rename a restored data set with Moneydance closed as you would any other folder provided you retain “.moneydance” extension. A data set is a folder not a file containing other folders and files. When you open Moneydance it will open in the “Welcome to Moneydance” window with the data set name listed on the right.

    Hope this helps

  3. 3 Posted by John Donovan on 21 Oct, 2019 12:53 PM

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    ++++++++++++++++++++
    John Donovan
    [email blocked]
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    > Begin forwarded message:
    >
    > From: derekkent23 <[email blocked]>
    > Subject: Re: Backup Files [General Questions #91289]
    > Date: October 20, 2019 at 12:33:00 PM EDT
    > To: [email blocked]
    > Reply-To: [email blocked]
    >
    Thank you for the clarifications. So, if I manually take a backup, and went to the documents folder, everything but the just-taken backup could be deleted? The just-taken backup would included all the files, including the budget and all accounts? I realize that if I deleted everything else, I’d only have one copy, not the several I’d had during regular backups.

  4. 4 Posted by derekkent23 on 21 Oct, 2019 02:03 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    A data set is the way Moneydance stores all your data, accounts, budgets, etc.Your data set is a folder containing other folders and files. It naming convention is yourdatasetname.moneydance. Its default location can be found under HELP – SHOW DOCUMENT FOLDER. A backup is simple a compressed data set resulting in a single file. Its default location can be found under HELP - SHOW BACKUP FOLDER. You can delete old, no longer used, data sets. Provided you are certain you have a backup you can delete your current data set, but I am not certain why you would want to? When you RESTORE FROM BACKUP in Moneydance it uncompressed the file to restore the original data set, puts a copy in the default location HELP - SHOW DOCUMENT FOLDER and then opens it in Moneydance.

    Hope this helps

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