Ipad app cannot find file

Audrey Stewart's Avatar

Audrey Stewart

15 Sep, 2022 09:55 PM

Since you changed data files to save on local hard drive and advise NOT to use Dropbox as a sole backup (and how do you do both backups to iCloud/dropbox AND local drive automatically?), the sync to my iPad no longer works.
How do I remedy this? Do I move the file to iCloud folder or in fact use a Dropbox folder? Sorry, I am too dumb to understand all your threads of explanations from 2017 with other uses and apply it. I need a simple answer. I am using all up to date software and apps.

  1. 1 Posted by dtd on 15 Sep, 2022 11:16 PM

    dtd's Avatar

    just a user. Simplest explanation:

    Backup and Sync are two TOTALLY different things.

    It appears you are thinking they are related. That may help you figure out which is which versus commingling them.

    As to sync, decide: do you want icloud or dropbox (I prefer dropbox). That will simplify your decision path.

    As to backup - backup wherever you want.

  2. Support Staff 2 Posted by Maddy on 16 Sep, 2022 10:10 AM

    Maddy's Avatar

    Hi Audrey,
    Thank you for contacting Moneydance support.

    Firstly, if you are still running Moneydance 2017 and you wish to sync your data file/s with other devices, we would recommend upgrading Moneydance.

    According to our records your license key is valid for use with Moneydance 2017, Moneydance 2019 and Moneydance 2020.

    If you wish to upgrade to Moneydance 2020.2 (1929), you can download it here.

    Alternatively, if you would prefer upgrading to Moneydance 2022, you can enter your current license key into the 'Upgrading?' box on this page to redeem a 50% discount. After purchasing, you'll be sent a new license key via email.

    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, iCloud etc.. The file should remain on your local system if your data is being synced or shared as outlined here.

    In order to switch to iCloud Drive Sync (if this is the method you intend to use) 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.

    In regard to backing up, 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.

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

    Maddy, Infinite Kind Support

  3. 3 Posted by Audrey Stewart on 16 Sep, 2022 03:15 PM

    Audrey Stewart's Avatar

    Thank you so much for this helpful information. I am using Moneydance 2022.5 (4091). This new edition is where I started having confusion:

    1. It is recommended you should NOT move your data file to shared folder location. Therefore, I now have mine stored on my Mac hard drive.

    2. To sync with a mobile device (iPad), I must move the data file to a shared folder location, in my case, I would prefer iCloud.
    Your instructions say, “to ensure the data file you wish to sync is in the default location”. In my case, I would assume this would be in my ICloud?

    I am afraid to do #2 because it is recommended in #1 NOT do it. Can you please clarify?

    (I only have one iCloud account)

    Your help is greatly appreciated!

  4. 4 Posted by derekkent23 on 16 Sep, 2022 08:25 PM

    derekkent23's Avatar

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

    You are misinterpreting 2#

    Default location refers to the default location Moneydance uses by default on your hard drive. Do not move your Data Set. When you follow the instruction to set up syncing the Moneydance sync engine expects to find the Data Set on your hard drive in the default location. See https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data

    Hope this helps.

  5. 5 Posted by Audrey Stewart on 16 Sep, 2022 09:03 PM

    Audrey Stewart's Avatar

    It worked! Thank you so much. I successfully synced with iCloud. I appreciate the clarification (and you taking the time!

  6. 6 Posted by derekkent23 on 17 Sep, 2022 07:31 AM

    derekkent23's Avatar

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

    Glad I was able to help.

    Have Fun, Stay Safe.

  7. Maddy closed this discussion on 20 Sep, 2022 09:49 AM.

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