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sync with microsoft one drive

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Luca

07 Dec, 2020 01:15 PM

At the moment I synchronise Moneydance with dropbox but I would like to do it with microsoft one drive? Is it possible? What is the procedure to do so?

Thanks in advance.

Luca

1. 1 Posted by derekkent23 on 07 Dec, 2020 03:01 PM

   

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

   Moneydance, syncing to another computer using the Sync Method, Shared Folder.
   With "Shared Folder" Moneydance syncs using a folder that is shared across computers. To be used with Shared Folder a cloud service must provide a method to install a Cloud Folder or Virtual Drive on your computers. I have tested Dropbox, OneDrive, Google Drive, Box.com and pCloud and they all work.
   Remember you can only sync to mobile devices, phones, etc. instead of or as well as other computers using Dropbox (Syncing Method Dropbox Folder and Dropbox Connection). The Moneydance mobile APP uses an embedded Dropbox API to sync with Dropbox. Note: if you have Dropbox Client installed in a location other than the standard location on your C drive e.g. another drive you can sync to Dropbox using Shared Folder and syncing to mobile devices will still work. The syncing method Dropbox Folder only works when Dropbox client is installed in the standard location.
   Moneydance Sync method Shared Folder setup.
   Download and install l the cloud server app of you chose. See General information, Test results and Conclusion sections below.
   1. Use your file browser to create a new folder in the cloud server folder. Name this folder for example “Moneydance Shared Folder”.
   2. In this step it’s important to set your passphrase before changing the sync method. Open Moneydance on your primary computer under FILE (MONEYDANCE on Mac) - SYNCING, click “Change Passphrase”. Then type in a passphrase and enter it by clicking OK. Then set “Sync Method” to “Shared Folder” using the dropdown.
   3. A new box appears “Select Shared Folder”, click on this box.
   4. A file browser screen will appear. Navigate to the shared folder you created. In this example “Moneydance Shared Folder” and click “Open”, then click OK. Moneydance will create an alphanumeric folder in your selected folder to hold your syncing data. Allow time for this folder and its contents to be synced to your second computer.
   5. 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
   6. Select “Open Synced File” and use dropdown to select “Shared Folder” then click NEXT.
   7. Click “Select Shared Folder”. A file browser screen will appear. Navigate to the folder you have designated as a shared syncing folder. In this example highlight “Moneydance Shared Folder” and click “Open”. Don’t select the alphanumeric folder that was created in the shared folder or enter this folder, just select the shared folder itself, in this example “Moneydance Shared Folder”.
   8. The screen should now show you are connected to your designated shared folder “Connected: Select Shared Folder”, click “NEXT”.
   9. You may see a search screen headed “Finding synced files” which will be followed by “Select a synced document to open”
   10. Highlight the data set name you want to sync with and click NEXT.
   11. Enter the encryption password, the “Encryption Passphrase” you set on your primary computer under FILE – SYNCING. When entered correctly the FINISH button is ungreyed.
   12. Then click on FINISH. You should see the message “Performing initial sync this may take a while”.
   Wait to syncing is complete.
   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

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2. Melissa closed this discussion on 29 Jan, 2021 02:22 AM.