Stephen Wookey's Avatar

Stephen Wookey

29 Feb, 2024 09:28 PM

When I sync my Moneydance file from my iMac to iCloud drive, and then download the file on to my iPad, some of the categories are missing e.g.Investment accounts.

  1. 1 Posted by dwg on 29 Feb, 2024 10:36 PM

    dwg's Avatar

    The Mobile app does not support Investment accounts.

    The current app is a companion applications intended for on the move entry of transactions into accounts like Bank and Credit Cards.

    The app will display Bank accounts, Credit Card accounts, Asset accounts and Liability accounts only.

  2. Support Staff 2 Posted by Maddy on 01 Mar, 2024 11:18 AM

    Maddy's Avatar

    Hi Stephen,
    Thank you for contacting Moneydance support.

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers. For further information about syncing with the mobile app, please refer to this article:

    "Syncing with the Mobile App" here

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

    Maddy, Infinite Kind Support

  3. Maddy closed this discussion on 01 Mar, 2024 11:18 AM.

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