Home → Syncing Moneydance with iPhone, iPod Touch, iPad, and Android Devices →

sync with iCloud

• Edit

Peter Albrecht

21 Apr, 2022 08:34 PM

Is there a comprehensive description on syncing using iCloud. All I can find chats that describe a procedure that is then modified by a reference to another procedure.
How do I setup an account and verify that is in iCloud.
How do I sync to to that file on a different device.
How do I verify that the whole process is working correctly.

1. Support Staff 1 Posted by Maddy on 22 Apr, 2022 10:23 AM

   

   Hi Peter,
   Thank you for contacting Moneydance support.

   iCloud Drive is Mac specific, as outlined in our blog and also in this article of the Knowledge base.

   You need to ensure that:

   • all the Mac computers you wish to sync your data file with are running the same build and version of Moneydance - e.g.: Moneydance 2022.3 (4072))
   • the data file you wish to sync is stored in the default location on the computer where you set up the process.
   • this computer is the primary

   Launch Moneydance and take a manual back up of the file you consider to be the most up-to date. Save it to e.g.your desktop - just in case!

   On the primary computer navigate to File->Syncing and choose iCloud Drive
   - Set or take note of your existing "Passphrase".

   On the secondary computer
   Navigate to File->New->Open synced file.
   Or from the Welcome to Moneydance window, choose Create a new account set and select Open Synced File

   • Choose the same sync method as the primary computer - iCloud Drive

   • Enter the same Passphrase to match the primary computer.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.
   .

   --
   Maddy, Infinite Kind Support

   • Edit

2. 2 Posted by Peter Albrecht on 28 Apr, 2022 01:01 AM

   

   This procedure does not work.
   1) the passphrase says it is for dropbox, I can’t change it.
   2) on the second computer when I sync the file is really messed up. Nothing like the original file. No data older than 4 months. None of the numbers match, The fields are all screwed up. Some entries show up in both Payments and Deposit columns

   Its a mess.

   Has anybody used this procedure successfully?

   Also the MD version you reference, 4072, is not a “stable” version but I used it anyway.

   • Edit

3. 3 Posted by Stuart Beesley ... on 28 Apr, 2022 07:04 AM

   

   4073 is out. It’s just a bug fixed version. It is stable and fine to use.

   You should reset sync and start again

   Backup first. Then on primary.
   Run toolbox extension. Enable hacker mode. Click hacker button. Select force reset sync. Restart MD.

   Now follow procedure above

   • Edit

4. 4 Posted by Peter Albrecht on 04 May, 2022 10:38 PM

   

   I am now using 2022.3(4077)

   I could not find hacker mode or a force reset. Where are these?

   I just tried toolbox and got a STOP-NOW notification. What now?

   I did try sync with the latest version but got only the first MD page which seems to be the latest info.

   • Edit

5. 5 Posted by Stuart Beesley ... on 05 May, 2022 05:27 AM

   

   You need to download the latest toolbox. Manage extensions, find toolbox, update.

   Toolbox options/Menus have been renamed.

   You should reset sync and start again

   Backup first. Then on primary.
   Run toolbox extension. Enable advanced mode. Click advanced button. Select force reset sync. Restart MD.

   • Edit

6. 6 Posted by Peter Albrecht on 05 May, 2022 10:12 PM

   

   Great!

   I get a note:
   The developer has put a stop order on Toolbox.

   And here I thought that I was almost there. I did mention this in my last note.

   What now???

   • Edit

7. 7 Posted by Stuart Beesley ... on 06 May, 2022 05:56 AM

   

   All you need to do is update toolbox from the manage extensions menu. Ok?

   • Edit

8. 8 Posted by Stuart Beesley ... on 06 May, 2022 05:57 AM

   

   Have you tried updating Toolbox first?

   • Edit

9. Support Staff 9 Posted by Maddy on 06 May, 2022 01:49 PM

   

   @Peter

   Upgrading to the latest preview version should hopefully fix the problem for you.
   Moneydance 2022.4 (4078) is now available to download from this page.

   Then, you should launch Moneydance and navigate to Extensions->Manage Extensions. The current Toolbox is version 1047.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

   • Edit

10. 10 Posted by Peter Albrecht on 11 May, 2022 07:36 PM

    

    At last!
    All the pieces fell into place.
    My sync with iCloud is working on my two computers.
    Thanks for your patience and help.

    • Edit

11. 11 Posted by Stuart Beesley ... on 11 May, 2022 07:42 PM

    

    Toolbox 🧰 +1 😃

    • Edit

12. Support Staff 12 Posted by Maddy on 12 May, 2022 09:13 AM

    

    Thank you for reporting back, Peter!

    I'm very pleased to hear that sync with iCloud is working as expected now.

    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

    • Edit

13. Maddy closed this discussion on 12 May, 2022 09:13 AM.