Sync not agreeing with original file

Robert Caplan's Avatar

Robert Caplan

07 Oct, 2019 12:19 AM

I want to share my Moneydance file with multiple computers. I followed the instructions for synching the file using Dropbox. I then created a new account on the second computer via sync file. This was done apparently successfully, but not all transactions have been sync'ed so the balances on each account are different between the 2 computers.

- what happened?
- what do I need to do to correct this?

thanks.
Robert Caplan
[email blocked]

  1. Support Staff 1 Posted by Maddy on 07 Oct, 2019 10:05 AM

    Maddy's Avatar

    Hi Robert,

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

    Which version and build of Moneydance are you using?
    To check, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Can you let me know which operating system you're running on your computer/s?

    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

  2. 2 Posted by Robert Caplan on 10 Oct, 2019 12:21 AM

    Robert Caplan's Avatar

    Hi Maddy,

    Sorry I have been delayed in responding to you. Here is more background that you asked for:

    Computer A
    Computer B
    Computer
    MacBook Pro 13” (from 2011)
    MacBook Air (2018)
    Mac OS version
    10.13.6
    10.14.6
    Moneydance
    2019.3 (1880)
    2019.3 (1880)
    Dropbox
    82.4.155
    82.4.155

    Both computers are using “Dropbox Folder” as the sync method.

    I have followed the instructions for setting up synchronization and this is what I got. What should I do now?

    To summarize, the Moneydance file is synchronizing via Dropbox but the transactions are not identical in the shared file (or at least not displayed the same way). Balance for most accounts are significantly different.

    Attached are a screenshot of Dropbox for each computer:

    Computer A:

    Computer B:

    I see that the data-v1 file seems to have a conflict file as well. Could that be the cause? If so, what should be done to correct this issue?

    Thank you for your help.

    cheers, rob

    Robert Caplan
    [email blocked]
    650 504 6961

  3. Support Staff 3 Posted by Maddy on 10 Oct, 2019 09:33 AM

    Maddy's Avatar

    Thank you for the additional information, Robert.

    Firstly, please can you check if the side bar is set to display, “Current Balance”, “Balance” or “Cleared Balance” under Preferences-->General--> Side Bar Balance Type dropdown?.

    Note: by clicking on the underlined word Balance at the bottom of a register, you can see all three balance types.

    Also, can you describe the transactions that are different?

    Finally, you need to ensure the their register sort order is the same on all of your computers, so that you are looking at the same data, in the same way.

    Thank you

    --
    Maddy, Infinite Kind Support

  4. 4 Posted by Robert Caplan on 10 Oct, 2019 10:30 PM

    Robert Caplan's Avatar

    Hi Maddy,

    I have confirmed that side bar is set to display “Current Balance” in both computers. No change has been made.

    I have also confirmed that Registry sort order is the same on both computers: ascending transaction date.

    Regarding transactions, it appears every account has transactions that are not being sync’d. To represent the issue, I have included screen shots of the register for 1 of these accounts. As you can see, no transaction after 28-Mar-2018 has been sync’d, nor have the same transactions been marked as cleared:

    Computer “A”

    Computer “B”

    Please note, there are no further transactions included on Computer B” after 28-Mar-2018.

    I believe some conflict has occurred (which is noted in the dropbox files). So I think we should consider how do we erase what we have and start over. Please advise on instructions for removing the files in Dropbox, and any history, so that we can start fresh with a sync.

    cheers, rob

    Robert Caplan
    [email blocked]
    650 504 6961

  5. Support Staff 5 Posted by Maddy on 11 Oct, 2019 08:39 AM

    Maddy's Avatar

    We are sorry to hear the problem persists, Robert.

    I would recommend you reset your connection. This will involve disabling the current sync settings, deleting all trace of the sync from Dropbox, then setting up again from scratch.

    Before doing this, you should take a manual backup of each data file you use. To do this, open the file and choose File --> Export Backup. This will create a .moneydancearchive file that we can use to restore your data if there are any problems.

    I have provided the steps below:

    1. First disable Dropbox syncing in Moneydance via File --> Syncing. Change the sync method to "Don't Sync".
      Then close Moneydance and make sure the program is fully closed.

    2. Using a web browser navigate to the Dropbox website, and log in.
      Delete the entire .moneydancesync folder in your Dropbox folder.

    3. Then re-open Moneydance and navigate to File --> Syncing.
      Choose a sync method (you must select a Dropbox syncing method to sync with the mobile app).

    4. If you are syncing with the Moneydance mobile app - Sign out of Dropbox syncing on your mobile device and reconnect.
      If you have any un-synced transactions on your mobile devices then this process will delete any transactions not stored in the main data set. You'll want to manually enter any transactions like this before following the steps.

    5. When syncing with another computer, select File --> New, from the main program, or select "Create a new account set" from the Welcome window.
      Finally, select a sync method, choose your file, and enter the encryption password.

    Please let us know if the problem continues after following these steps, and we will troubleshoot further

    --
    Maddy, Infinite Kind Support

  6. 6 Posted by Robert Caplan on 11 Oct, 2019 03:32 PM

    Robert Caplan's Avatar

    Hi Maddy,
    Thanks for this. I will look into this over the weekend and send you a note as to how I fare.
    cheers, rob

    Robert Caplan
    [email blocked]
    650 504 6961

  7. 7 Posted by Robert Caplan on 12 Oct, 2019 07:08 PM

    Robert Caplan's Avatar

    Looks like I have been successful in getting this to work. Thank you for your assistance.
    cheers, rob

    Robert Caplan
    [email blocked]
    650 504 6961

  8. Support Staff 8 Posted by Maddy on 13 Oct, 2019 08:23 AM

    Maddy's Avatar

    You are welcome, Robert ! I'm 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

  9. Maddy closed this discussion on 13 Oct, 2019 08:23 AM.

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