Limited Backup

Ramone Brown's Avatar

Ramone Brown

13 Sep, 2022 09:11 PM

Recent issue with Syncing, with remote devices from desktop MacBook application. Despite the desktop indicating it is syncing & backing up when the Moneydance software is closing. It ONLY uploads the sync to Dropbox "if" I restart or shutdown my MacBook.

  1. Support Staff 1 Posted by Maddy on 14 Sep, 2022 09:23 AM

    Maddy's Avatar

    Hi Ramone,
    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 Moneydance --> About Moneydance

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

    • Is your data file stored in the default location?

    Please note: if you are syncing your data with a mobile device, or another system - you should NOT move your data file to a shared folder location, like Dropbox. The file should remain on your local system if your data is being synced or shared, as outlined here.

    • When you navigate to File->Syncing which sync method do you have selected? Dropbox Folder, Dropbox Connection, other?

    Please note: Moneydance creates an automatic backup file each time you close your file, until the set number exist, then each file will be updated in turn.

    When these files are stored in the default location, they're accessible from Moneydance via Help --> Show Backup Folder.

    In order to amend the backup file settings, you can choose Moneydance --> Preferences, then select the 'Backups' tab, as outlined in this article of the Knowledge Base.

    From this window, you can amend the backup location, and choose the maximum number of backups to be stored.

    It is possible to amend the backup location, to ensure the automatic backup files are sent elsewhere. For example, one could choose an external drive, or a shared folder location like Dropbox, iCloud etc. This will make your data accessible from another system, even if you were to encounter complete computer failure, for instance.

    You can also create manual backup files whenever you require, and store these files to a location of you choice. To create a manual backup file, you should choose File --> Export Backup. This will create a .moneydancearchive backup file - the same format as the auto backup files.

    In conclusion, syncing and backing up are two separate and different processes.

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

    Maddy, Infinite Kind Support

  2. System closed this discussion on 14 Dec, 2022 09:30 AM.

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