Icloud syncing

Nigel Eves's Avatar

Nigel Eves

31 Jul, 2022 10:10 AM

Can we please get some instructions as to how to make this happen. Totally in dark at present.

  1. 1 Posted by david.shaw2000 on 31 Jul, 2022 10:33 AM

    david.shaw2000's Avatar

    Please can support update the knowledge base so that there is a detailed,
    step by step process written guide on how to use iCloud with MD 2022 - the
    installation/setup process and what you can AND can't do between MD and an
    iPhone. Thank you.

  2. 2 Posted by dwg on 31 Jul, 2022 10:44 AM

    dwg's Avatar

    I'm a fellow user.

    As far as I am aware general availability of the Mobile app that supports icloud has not yet occurred and the app still being field tested.

  3. 3 Posted by tim on 31 Jul, 2022 04:53 PM

    tim's Avatar

    Yes, please! MD user for over 10 years - I've been waiting for this functionality awhile and now the iCloud app and updated MD 2022 is out...we need instructions!


  4. 4 Posted by nigel on 25 Aug, 2022 09:14 AM

    nigel's Avatar

    still waiting for user guide

  5. Support Staff 5 Posted by Maddy on 25 Aug, 2022 12:57 PM

    Maddy's Avatar


    Sorry for the delay, please find the instruction required below:

    (hopefully I've not left anything out. If you feel we can add anymore information to it, please let us know and we will update it asap)

    In order to switch you sync method to iCloud Drive Sync you need to ensure that:

    • your computer is running Moneydance 2022.5 (4091)

    • the data file you wish to sync is stored in the default location on the computer where you set up the process.

    • your devices are using the same iCloud account - this is very important! It is not currently possible to sync to multiple iCloud accounts.

    We recommend creating a backup before proceeding save it to a location of your choice, eg.:your desktop (just in case).
    To create a manual backup, choose File --> Export Backup.

    Then you should navigate to File->Syncing and turn sync off by choosing Don't Sync - if you were using a different sync method previously, and restart Moneydance.

    Navigate to File->Syncing and choose iCloud Drive
    - Set or take note of your existing "Passphrase".

    On your iPad/iPhone you need to install the latest iOS mobile app.

    Launch the mobile app and choose the same file as your computer.
    Enter your Password to match the Passphrase on your computer.

    Finally, enter a "dummy"" transaction on each device and allow a few seconds for them to sync. They should display exactly the same transactions.

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

    Maddy, Infinite Kind Support

  6. System closed this discussion on 24 Nov, 2022 01:00 PM.

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