No option to move system to drop box.

Tim Nichols's Avatar

Tim Nichols

03 Oct, 2021 02:24 PM

I can open my file that I've had for years local but when I choose Syncing from the file menu the Don't Sync is grayed out I am not able to move to a synced file. I can create an new file but then I restore the syncing issue is back, no option to change to syncing. I even payed to upgrade to the current version thinking this was the issue, nope. Let me know how to fix this.

Thank you,

  1. 1 Posted by Tim Nichols on 03 Oct, 2021 02:32 PM

    Tim Nichols's Avatar

    All set I exported as a qif then imported it and it. Now allows me to sync.

  2. 2 Posted by derekkent23 on 03 Oct, 2021 02:36 PM

    derekkent23's Avatar

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

    When the sync method is greyed out it means it’s a Secondary data set that way synced to a Primary data set using FILE (MONEYDANCE on Mac) – NEW – OPEN SYNCED FILE or a restored backup of the same.
    Try installing the Toolbox extension (by Stuart) under EXTENSIONS - MANAGE EXTENSIONS then run Toolbox. On opening Toolbox it will tell you it’s a secondary data set then you can you use a Toolbox feature to convert it into a primary data set.

    EDIT our posted crossed by using QIF you will have lost a lot of data. I suggest you go back to your secondary data set and use Toolbox, no data is lost this way.

    Hope this helps

  3. 3 Posted by Tim Nichols on 03 Oct, 2021 02:39 PM

    Tim Nichols's Avatar

    Thank you, I ended up just exporting as a qif then created a new synced setup then imported the qif. All working now.

    Thank you

  4. Support Staff 4 Posted by Ethan on 03 Oct, 2021 07:10 PM

    Ethan's Avatar

    Hi Tim,

    I'm glad to hear that it seems to be sorted out. However, I would point out that the method you used would result in some amount of data loss. If you only had relatively simple checking accounts, everything may have come over ok. But QIF files don't contain information about budgets, bank connection information, reminders, and many other features in Moneydance (those file types simply aren't designed to hold that kind of information). If none of that information is important to you, you can continue with what you have, but I would advise trying the suggestion Derek described above if you use any functions in Moneydance beyond simply tracking bank accounts.

    Infinite Kind Support

  5. 5 Posted by Tim Nichols on 03 Oct, 2021 07:42 PM

    Tim Nichols's Avatar

    Yes, I see it didn’t keep my reminders. I’m going to try the tool box fix method.

    Thank you,

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