Re: Syncing MD 2017.8

mcarpenter4's Avatar

mcarpenter4

08 Feb, 2019 04:35 PM

RE:From: derekkent23

I am not support staff, just a user.

I am assuming you are running either Moneydance 2017 or 2019?
What version and build of Moneydance are you running. e.g. 2019.1(1855).
It important that both computers are running the same version and build.
What are your computers operating system.
As your computer is the one that's up to date it needs to be the primary computer.
If you look under FILE - SYNCING can you change the syncing method or is it grayed out. If its greyed out the first step would be to convert the data set from a secondary to a primary data set. I can provide instructions.
I would recommend once you have got your data set sorted out you reset syncing and use the syncing method Dropbox folder. Again I can provide instructions.

Provide the information I have requested and I will post the next step.

Hi Derek,
We are both running version 2017.8 on both machines. My boss was the primary machine but now I have the main updated data on my machine. I have a PC and he has a MAC. Our syncing method is grayed out on my machine.

  1. 1 Posted by derekkent23 on 08 Feb, 2019 06:00 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Make a FILE – EXPORT BACKUP on your PC.

    Then both update to 2017.10(1706) from https://infinitekind.com/download_2017

    You need to convert your secondary data set to a primary data set as follows.
    To use the file md2017_convert_secondary_to_master.py, first download it to your computer and then follow these steps:

    1. In Moneydance, select Window --> Python Scripting.
    2. In the window that opens, select 'Open Script' then navigate to the .py file wherever you saved it on your system.
    3. Select 'Run' to execute the file.
    4. Wait a few moments until you see a message on screen, confirming the script has run successfully.
    5. Close Moneydance and then reopen it.

    Under FILE – SYNCING you should find that the syncing method is no longer greyed out.
    From now on your computer is the primary computer.

    if syncing was already set up it needs to be reset. If not follow http://help.infinitekind.com/kb/syncing-and-sharing-data/syncing-wi...

    The following assumes you are using Dropbox Folder with the same Dropbox account or you set ".moneydancsync" folder when it is created to be shared between accounts, It also assumes Dropbox client is installed on all computers.

    The next step is to reset syncing.
    1. If you have mobile devices use there setting menu to disconnect.

    1. Set primary computer “Sync Method” to “Don’t Sync” under FILE – SYNCING, then click OK.

    2. On your primary computer use FILE – EXPORT BACKUP to save a backup in case something goes wrong.

    3. On your second computer click on HELP – SHOW DOCUMENT FOLDER to open a file explorer, close Moneydance and delete your data sets “yourdatasetname.moneydance”.

    4. 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.

    5. In your second computer 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. Wait until the same Dropbox folder appears on your second computer, again watch the Dropbox icon this time on your second computer and wait till it states “Up to Date”.

    9. On your second computer 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 mcarpenter4 on 08 Feb, 2019 08:52 PM

    mcarpenter4's Avatar

    Can we do all the things you mention without the upgrade to 2017.10? Our Tech dept. does not allow us admin rights for downloads.

  3. 3 Posted by mcarpenter4 on 08 Feb, 2019 08:57 PM

    mcarpenter4's Avatar

    I'm doing the upgrade now. It let me for some reason.

  4. 4 Posted by mcarpenter4 on 12 Feb, 2019 04:58 PM

    mcarpenter4's Avatar

    Derek,
    Thank you thank you thank you. My boss said he is so thankful and would love to take you out for dinner. You have made our lives so much easier. Your instructions were perfect, and worked exactly like you said. I am so grateful. I am in such a good mood.

    You Rock.

  5. 5 Posted by derekkent23 on 12 Feb, 2019 05:13 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Really glad I was able to help and thanks for the words of appreciation.
    Probably in different time zones.
    I live in the UK.

    Have Fun.

  6. 6 Posted by mcarpenter4 on 06 May, 2019 02:08 PM

    mcarpenter4's Avatar

    Hello again,

    I was wondering if you could advise me on the following questions:

    1. I am currently the "primary" computer on a (2 computer share) of
    Moneydance 2017.10. My boss is the secondary. I am no longer going to use
    MD with him as I got a new job, so I need to transfer my MD to a new girl.

     A. How should we share the data with her. What steps do we need to take to
    get it off my machine, and on to hers and synced with my boss who is
    currently the "secondary' machine?

  7. 7 Posted by derekkent23 on 07 May, 2019 02:46 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi, three steps.
    1. Stop syncing.
    2. Transfer primary data set.
    3. Start syncing.

    Stop syncing.
    1. On the primary computer set FILE – SYNCING to DON’T SYNC.
    2. On the primary computer do a FILE -EXPORT BACK to somewhere you can find the backup. The backup has the naming convention yourdatasetname-yyyymmdd-tttt.moneydancearchive Copy this file to the new primary computer.
    3. On the secondary computer click HELP – SHOW DOCUMENT FOLDER. Close Moneydance and delete the secondary data set. The data set naming convention is yourdatasetname.moneydance.
    4. Using your new 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.
    5. In your second computer 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.

    Transfer primary data set.
    1. Install 2017.10 on the new primary computer from https://infinitekind.com/download_2017
    2. On the new primary computer start Moneydance it should open in the welcome window, click “Import new account set” and navigate to the Moneydance backup file created on the old primary computer and open it. Check all looks the same as on your old primary computer.

    Start Syncing.
    1. On your new primary computer under FILE - SYNCING, set your “Encryption Passphrase”, set “Sync Method” to “Dropbox Folder”, click OK.
    2. Wait for Dropbox folder “.moneydancesync” and its contents to be created. Check the Dropbox icon states “Up to Date”. This can take some time.
    3. Wait until the same Dropbox folder appears on your second computer, again watch the Dropbox icon this time on your second computer and wait till it states “Up to Date”.
    4. On your second computer starting Moneydance should open it in the welcome window, click on “Create a new account set”.
    5. Select “Open Synced File” and use dropdown to select “Dropbox Folder” then click NEXT.
    6. You should see a search screen headed “Select a synced document to open”
    7. After a short search delay, it should then list your un-synced data set name used on your new primary computer.
    8. Highlight your data set name and click NEXT.
    9. Enter the encryption password, the “Encryption Passphrase” you set on your new primary computer under FILE – SYNCING.
    10. 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.

    The new primary computer and the second computer should now be syncing the old primary computer is no longer syncing. You can uninstall Moneydance if you wish.

    You may want to check the licencing agreement at https://infinitekind.tenderapp.com/kb/purchasing-and-upgrading/lice... when you consider how to enter a licence key on the new second computer. Any keys purchased now will only work with Moneydance 2019. When syncing you should always use the same version and build of Moneydance on both computers.

    Hope this helps

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