How to open/sync money files between Mac OS and Windows

Eunji Park's Avatar

Eunji Park

29 Apr, 2024 11:29 PM

I would like to know how to open and sync my money files used on macOS on Windows.

  1. 1 Posted by dwg on 29 Apr, 2024 11:33 PM

    dwg's Avatar

    The procedure to sync between systems is outline in the Knowledge Base article:

    https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data/syncing-with-other-computers

  2. 2 Posted by Marianne on 02 May, 2024 06:25 PM

    Marianne's Avatar

    I've read that article but it's a little confusing.
    I have Moneydance set up on my Mac and iPhone, and I want to set it up on my windows computer, but there's something I'm not understanding with the instructions.

    It says "you must ensure the .moneydance data files you'd like to share are not already located in any shared folder like Dropbox, OneDrive, iCloud etc". But then it says below to use one of those sync methods.

    Does it mean you have to switch from your current sync method (iCloud) to a place on your cimouter, and THEN pick another storage place?

    Is Dropbox the best (only?) place to use if you're syncing a Windows computer, Mac computer, and IPhone? Is OneDrive also acceptable?

  3. 3 Posted by Marianne on 02 May, 2024 06:26 PM

    Marianne's Avatar

    sigh, "computer", not "cimouter" ;-)

  4. 4 Posted by dtd on 02 May, 2024 06:28 PM

    dtd's Avatar

    Your second paragraph - don't put .moneydance data files in the cloud. That means your actual dataset. Syncing will send transaction files that all other synced items will access.

    Dropbox is the best place to syncing a windows computer/mac/iphone, as it works with all three.

  5. 5 Posted by Marianne on 02 May, 2024 06:36 PM

    Marianne's Avatar

    Yes, I have mine in iCloud which has worked fine with my 2 Apple devices.

    But isn't it the same thing they're talking about in the next paragraph.? Do I need to use dropbox for syncing but make sure the dataset is still stored on my imac?

  6. 6 Posted by dtd on 02 May, 2024 06:47 PM

    dtd's Avatar

    Having your main database (.moneydance) in iCloud versus on the computer itself (not in the iCloud folder) is flirting with data corruption, based on the way the Moneydance file is stored. Glad it has worked fine up until this point.

    If you weren't about to add a windows computer, you could use iCloud for those transaction files the document mentions, which would then be shared between the two devices.

  7. 7 Posted by Marianne on 02 May, 2024 07:35 PM

    Marianne's Avatar

    Ah, you're right. My files are on my computer. I'm syncing through iCloud but I'll go back to Dropbox. Thanks!

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac