MacOS Sonoma

Nicola Zanella's Avatar

Nicola Zanella

06 Aug, 2024 06:44 AM

Hello, is there any news about the iCloud sync problem with macOS Sonoma ?

I wouldn't switch to Dropbox and hope a solution is near to release.

Thanks.

Nicola Zanella

  1. 1 Posted by dtd on 06 Aug, 2024 06:54 AM

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    No change. Apple has changed how icloud works with sonoma. icloud with moneydance works, but it is slow.

    Don't expect that to change in the near future, especially since Apple rarely changes their direction.

  2. 2 Posted by Nicola Zanella on 08 Aug, 2024 06:36 AM

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    If I understand correctly, in response to a legitimate change in the operating system, you expect Apple to ensure backward compatibility instead of adapting MoneyDance. This doesn't seem like an effective approach, and as a user, I find it dangerous for the future and somewhat annoying.

    What will happen when Dropbox changes its APIs or makes the service paid? And when Apple decides to mandate a technical upgrade of iOS apps in the App Store? Or if Oracle changes its policies on Java?

    Will you expect them to revert to ensure backward compatibility with MoneyDance?

    The response you gave me ("iCloud with MoneyDance works, but it is slow.") is completely unacceptable as a user. It would have been better to say: "iCloud is no longer supported, we recommend switching to DropBox."

    I am very disappointed.

    Nicola.

  3. 3 Posted by dtd on 08 Aug, 2024 06:51 AM

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    first of all, i am a user, providing help. Your response is denigrating, and does not recognize my simple attempt to provide you information.

    So *I* am disappointed in your response.

    Apple totally changed how iCloud works, specifically in the concepts of very small files. Oh, why am I telling you anything more....

    Politeness brings help, denigration just makes people stop responding.

  4. 4 Posted by dwg on 08 Aug, 2024 07:18 AM

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    I'm a fellow Moneydance user.

    Dropbox have changed its API in the past and Moneydance made changes in response to this, this was quite a few years back now. It affected Dropbox connection. So The Infinite Kind have shown they are will to change and adapt Moneydance where they can.

    What Apple have done is change how it handles files within iCloud.

    Moneydance syncing has requirements in how files are handled and these do not match the direction Apple has chosen to take. The result is that although it still works it has a performance impact on Moneydance. The Infinite Kind can only go so far in trying to address this.

    Personally I would not care if iCloud syncing was dropped from Moneydance, especially if it is shown to be a less than optimal solution, it is not the first time it has been problematic, but there are Apple users that demand a totally Apple Eco solution, will not consider any alternatives, and it is provided for them.

    It could also be argued that any solution that does not support all 5 eco systems that Moneydance uses should not be supported, which would leave iCloud out.

  5. 5 Posted by Nicola Zanella on 08 Aug, 2024 12:55 PM

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    @dtd, please accept my apologies: misled by your username, I mistook your response for one from the support team. I obviously wouldn't have used that tone otherwise.

  6. 6 Posted by dtd on 09 Aug, 2024 04:52 AM

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    Thank you for the apology. I appreciate it.

  7. 7 Posted by Timppa on 13 Aug, 2024 10:30 PM

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    Can I add my disappointment with the iCloud issue?

    I have a multitude of other programs I use on a daily basis, in my personal and professional life, which have no issues syncing with iCloud on Sonoma.

    Apple is a pain to deal with, believe me I know, I support a fleet of their products. I'm sympathetic to the struggle of trying to keep up with their never ending API changes but Sonoma has been out for almost a year now. Longer if you count the beta. Is there a path to fixing this?

    I'd feel better about the "Just use Dropbox" advice given in every thread about the iCloud problem if Moneydance implemented FULL end-to-end encryption. It's not full E2EE though, the file structure, file names, metadata, those are all leaked to Dropbox. iCloud implements true E2EE and I would greatly prefer to use it over Dropbox. I would not even care if the files were encrypted by MD if stored in iCloud. I trust Apple. I pay them a lot of money.

    Different but related complaint: The mobile Moneydance app almost feels like abandonware, between the sync'ing issues and various UI glitches I encounter (especially with split transactions). The mobile app is the major differentiator left for me between Moneydance and GnuCash. I wish more attention could be given to fixing some of its shortcomings, including the iCloud sync problem. Remove mobile from the equation and GnuCash is a drop-in replacement for MD. I've used MD since the oughts and did not contemplate leaving until the last year or so. :(

  8. 8 Posted by dwg on 13 Aug, 2024 11:04 PM

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    I’m a fellow Moneydance user.

    A prime difference with Moneydance is that it is passing a large number of small incremental updates in order to facilitate updating multiple computers than can be simultaneously being used with the same data, so it is a concurrent multi user solution, this is quite different to the majority of applications that are using something like shared file storage. With most applications just a single file is being passed around at a time and there is no concurrent use or updating occurring.

    Any system that implements technologies like on demand file provisioning, that is a methodology commonly used to reduce storage requirements, will have a performance impact on Moneydance as it will be waiting on data to be provided across a network.

    As far as mobile devices are concerned, I have made a couple of posts about this. There is a project in progress to expand the capability on mobile devices i.e. those running IOS and Android.

    Through the Moneydance 2023 and 2024 releases the core Moneydance software is progressively being rewritten in a language that is support on these Operating Systems, much of the testing that has been done so far is to ensure there is no regression as the various modules of the software have been ported. This rewrite should facilitate a far more capable application on these devices and closer to a full version of Moneydance on devices like tablets. How far it will go on smartphones is still an unknown.

    There is no timeline on this work there is still much to be done.

  9. 9 Posted by Timppa on 13 Aug, 2024 11:24 PM

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    That's a lot of text to say "structural problem"

    All I want is the ability to sync transactions between TWO devices, my cell and PC, in a reasonable amount of time, without surrendering my privacy in the process. I'm not managing the accounting team for a major corporation. It's a PERSONAL Finance Manager.

    I could give you my own wall of text about experiences with applications that work in concurrent multi-user environments, via iCloud, without the problems currently vexing Moneydance. What's the point though?

    To repeat: All I want is the ability to sync between my phone and PC in a reasonable amount of time without surrendering my privacy in the process. The Dropbox solution does not protect my privacy. Not when so much data is leaked via file structure and file names. I dislike everything about it.

    I almost "fired" Moneydance in favor of GnuCash last year, because of a laundry list of limitations/frustrations that have slowly built up over the years. I stayed because Sean personally worked with me to get past the worst of them and assured me the rest would be fixed. Most of them were, he's a man of his word, right up until Sonoma "broke" sync'ing again.

    I've patiently waited for almost a year and there's no end in sight. :(

  10. Support Staff 10 Posted by Sean Reilly on 14 Aug, 2024 09:13 AM

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    Hi Timppa,

    To address your points, starting with end-to-end encryption: Moneydance uses end-to-end encryption for all of the data that is synced with the exception of 1) The name of the file, and 2) The timestamp of last modification. These are the only pieces of information which are not end-to-end encrypted. This information is necessary to see when setting up syncing on another device, so that you can tell which data set to open. Other than these two pieces of information, everything is end-to-end encrypted. The protection provided by iCloud and Dropbox is in addition to that - the file names and timestamps are protected by access to your Dropbox or iCloud account.

    Regarding iCloud Drive already being end-to-end encrypted, it isn't by default. Apple stores encryption keys on their servers and the contents of files in your iCloud Drive can be accessed by Apple, or by authorities that can compel Apple to provide the data. This doesn't apply to the end-to-end encrypted data that Moneydance reads and writes when syncing - nobody at Apple or Dropbox can access that unless they have your sync passphrase. You can choose to enable "Advanced Data Protection for iCloud" to turn on end-to-end encryption for iCloud Drive data, but that does not seem to be the default, and for most people is not ideal because it's an increased risk to losing your data completely if one or more of your devices are lost or destroyed.

    The other issue is performance of iCloud Drive syncing. I'm sorry to say that there's not much we can do on our side about this, but if someone is having ongoing problems with iCloud Drive syncing then I'd be happy to join them in a screen sharing session and we can go over the iCloud settings to try and optimise it for them. The Apple API that we have to work with is very limited and I've investigated this thoroughly (including long conversations with an Apple developer) and not found any way that we can improve the performance short of going to work at Apple and prioritising iCloud Drive syncing speed. The issue with Sonoma is especially frustrating because the speed at which files in iCloud Drive are made available on a new or upgraded computer is totally out of our hands. Apple is understandably more concerned with syncing Pages, Numbers, or other monolithic documents rather than Moneydance's fine-grained CRDT style syncing with additional end-to-end encryption.

    Finally, I totally agree that our mobile app for iOS is very dated and lacking substantial updates. We are working on it, but still unfortunately can't provide an ETA. If you have specific issues with it then please let me know (in another thread) and I'd be happy to make individual fixes or corrections.

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  11. 11 Posted by Timppa on 15 Aug, 2024 09:57 PM

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    Sean

    I simply don't regard it as true E2EE with the amount of data that's being leaked. Not only is it leaking the fact that it's financial data, it's leaking the names of attachments, which depending on the naming convention used by the end-user means they're potentially surrendering a _HUGE_ amount of privacy.

    You say it's protected by "access to your Dropbox or iCloud account", no, it's not, because Dropbox has no equivalent to Apple's Advanced Data Protection. Dropbox can access your data and freely confesses to doing so for a variety of reasons: https://help.dropbox.com/security/file-access

    I support an in-house CRDT system every single day in my professional life that operates via iCloud. We're a Mac shop and leverage that ecosystem extensively. I'll freely confess that I am not a developer, so I have no idea what our team has done differently, but I know we were rolling Sonoma out to production within three months of the release with minimal problems (none attributed to iCloud)

    Happy to spin up a thread about the various frustrating glitches I encounter in the iOS app.

    FWIW, I appreciate your reply.

  12. 12 Posted by Timppa on 02 Oct, 2024 08:55 PM

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    Has anyone tested this on Sequoia?

    I am working on Sequoia 15.0, iOS 18.0, and Moneydance 2024.1 (5118) and can confirm the iCloud syncing is more or less working as I'd expect. I had a strange permission issue setting it up, write errors in MD's logs, which was resolved by removing and re-adding the iCloud permission to Moneydance in macOS settings.

    It's somewhat slower (approximately 2 to 3 minutes) to sync the desktop app, on initial open, vs. Dropbox, but faster (literally instantaneous) to sync the mobile app on initial open.

    Personally, I can live with the slightly higher delay on desktop vs. Dropbox but could see it being problematic in a multi-user scenario. For a single person/proprietor it should work well, assuming my experience is typical.

  13. 13 Posted by ec on 10 Nov, 2024 05:30 PM

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    Sean
    Thank you for your post.
    I agree with the concerns expressed in this thread regarding Dropbox and avoid it.

    I purchased Moneydance (and upgraded and upgraded) because it was compatible with my Apple ecosystem. Now I find as I cannot sync without time lag to iCloud, syncing to devices is not an option, and thus I lose functionality for which I pay for.

    I want to move to another software but I have years of data in Moneydance and migration seems overwhelming. So I feel “stuck” staying with Moneydance.

    Can I suggest, given the large number of users having issues with Sonoma and iCloud syncing based on the numerous posts and threads, that rather than offering a screen sharing session to users at first instance, that you provide us with a list of optimised settings to apply to Apple and a troubleshooting guide to attempt first.

    If you cannot do this, then how does one request a screen sharing session with you?

  14. 14 Posted by Timppa on 10 Nov, 2024 06:26 PM

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    FWIW, I don't know if you can take the Sequoia upgrade, but it continues to work well for me with iCloud sync. macOS 15.1 and MD 2024.2 (5170).

    Computer -> Phone sync is immediate, faster than Dropbox.
    Phone -> Computer is a bit slower but always completes within 5 minutes.

    It's enough for me, I usually pull up the desktop app once or twice a work for serious work and there's enough I need to do that I'm not bored/idle waiting for the Phone -> Computer sync to happen.

    YMMV. :-)

  15. 15 Posted by dtd on 10 Nov, 2024 10:41 PM

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    I sync to other computers, (spouse, work) and dropbox delay (after about one week with those computers not on) - the sync delay is about 3 minutes. So, not THAT much different, though yes, icloud is definitely slower.

  16. 16 Posted by dtd on 10 Nov, 2024 10:46 PM

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    @ec - there are few financial software packages that allow automatic sync. If you are moving to another package, please post which packages are superior to Moneydance (I guess particularly in iCloud sync, since you don't want to pursue others like DropBox). Also other sync methodologies that do pass your privacy test.

    As best I know Quicken is still a "pass the whole file to another computer to copy it over on a USB drive".

    This is a serious question and request, as I haven't tried pursuing what you are pursuing.

  17. 17 Posted by ec on 18 Nov, 2024 03:19 PM

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    @dtd
    thanks for your replies. I haven't done any investigation for alternatives yet, as I don't know what to do. As I said, I feel stuck because of all my data in Moneydance.

    thanks for letting me know about the dropbox delay.

  18. 18 Posted by ec on 18 Nov, 2024 03:26 PM

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    @Timppa
    Thanks for the info on the syncing.
    I have taken the Sequoia upgrade.
    I have re-activated syncing to iCloud.
    For me, the main issue is the actual lag in MacOS when using Moneydance after enabling sync. I use moneydance daily to input numerous transactions and there are delays when moving between fields, when entering and exiting a field, etc.
    It feels like every keystroke is being synced as being inputted. This lag is very frustrating.
    I don't know what the solution is and am wondering if I should disable wifi while inputting transactions and then re-enabling wifi when finished.

  19. Support Staff 19 Posted by Sean Reilly on 18 Nov, 2024 03:59 PM

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    Hi @ec,

    There certainly shouldn't be any lag due to syncing when recording data in moneydance. The syncing all occurs on background threads. If there are delays in keystrokes then there is something else going on and I'd be happy to help you debug that. I'm confident that disabling wifi wouldn't help, but if you do that and it works then I'd love to hear about it!

    The first thing I recommend checking is that you have the latest version of Moneydance which is 2024.2 (build 1572). There shouldn't be any delays when using this version, but there are a couple of things to try, including removing the forecasting graphs from the summary page from your settings (under the Summary Page tab). If you could also let me know which extensions you use, there might be some useful information there. I would recommend removing any extensions which you don't regularly use.

    If you are using the latest version of Moneydance, you can affect the iCloud Drive syncing by doing the following:
    1. Open Moneydance and select the Help->Console Window menu 2. In the tiny button at the bottom left corner of that window, there's an icon with a circle containing three dots. Click, and from the menu that appears, select the Sync Folder->Show in Finder menu. 3. In the Finder window that is opened, you'll see one or more opaquely named folders, with the sync folder for the currently open data file selected. 4. If you right-click (control click) on that folder you can see a popup menu that includes some options specific to iCloud Drive, including "Keep Downloaded". Clicking on that tells macOS to pre-download that folder, which should be a sticky setting. That will probably speed up syncing because your Mac won't have to wait until moneydance requests those files to pull them down from the iCloud Drive servers.

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  20. 20 Posted by ec on 18 Nov, 2024 04:52 PM

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    @Sean Reilly

    Hello Sean
    Thanks for your reply. In answer to your questions, I reply:
    1. I have the latest Money danceupdate
    2. I have 2 extensions installed, Balance Predictor and Toolbox
    3. On the summary page I have Reminder Review Chart and Foresight Forecast.
    4. Disabling wifi when inputting data into Moneydance made no difference to the time lag experienced.

    I selected the "Sync" folder in Finder and enabled "Keep Downloaded".
    I then closed and re-opened Moneydance.
    Changing this setting made no difference to the time lag occurring when using Moneydance in MacOS.

    The time lag only occurs when I have enabled "syncing to iCloud".
    When I disable syncing, the time lag in Moneydance disappears.

    I first reported this issue to yourselves on 30 October 2023 (#87415). The agent responded that it was a known issue and to disable iCloud syncing. She said she would flag the issue and let me know when a new upgrade was available.
    At the time, there were other users reporting the same issue as me.
    This is the post name: Lastest version running slow on Sonoma
    https://infinitekind.tenderapp.com/discussions/problems/93282-lastest-version-running-slow

    So, for me, after a year waiting and upgrading to the latest version, there is no improvement with lagging in Moneydance and therefore enabling syncing functionality is not really an option so I cannot benefit from all the functionality I have paid for.
    I will have to disable syncing once again.

  21. 21 Posted by dtd on 18 Nov, 2024 06:12 PM

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    @ec - I take it you missed Sean's statement:
    If there are delays in keystrokes then there is something else going on and I'd be happy to help you debug that.

    The rest of the message was an initial attempt to improve icloud sync time, and overall response time. Also, did you remove the forecasting graphs and charts from the summary page from your settings (under the Summary Page tab). That would have been an easy test.

    I ask this, because your last two paragraphs sounded like a final conclusion versus an inprocess analysis/debug bit.

  22. 22 Posted by dtd on 18 Nov, 2024 06:19 PM

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    @ec - also I read the other thread, and no agent said they "would flag the issue and let you know when a new upgrade was available". All Maddy said was to try to disable iCloud syncing, and many reported that fixed their problem.

  23. 23 Posted by Timppa on 18 Nov, 2024 06:36 PM

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    It's worth trying this, although, I'd personally wait for Sean to weigh in again and see if he'd like to do a screen share session w/ec to see the problem "as is"

    1. Disable sync in MD. Uninstall app from your phone.
    2. Use Toolbox extension to reset all sync settings (Advanced -> Force RESET Sync settings)
    3. Purge all Moneydance data from iCloud (instructions for Sequoia)
      3a. Apple -> System Settings
      3b. Click your name at top / Apple Account
      3c. iCloud
      3d. Manage button next to "Manage Storage"
      3e. Scroll to find Moneydance under "OTHERS" and click on it.
      3f. "Delete from iCloud"
      3g. Verify removed.
      3h. Verify using Terminal that ~/Library/Mobile Documents/iCloud~com~infinitekind~moneydancesync is gone, or, at the very least, completely empty.
      3i. Verify "Moneydance" is gone from other iCloud sync'ed devices (e.g., your phone), may take hours/days for them to update and realize this.
    4. Set up sync in MD and try again. Follow Sean's advice above to "sticky" files to Mac after you have sync going.
    5. Install on phone, run a test transaction or two to confirm linkage.
  24. Support Staff 24 Posted by Sean Reilly on 18 Nov, 2024 08:56 PM

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    Hi @ec,

    I do think that a screen sharing session is likely the fastest way to get this resolved. If that would be ok, could you choose a time that works best from the link below?

    https://calendly.com/tikhelp/30min

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  25. 25 Posted by ec on 18 Nov, 2024 08:59 PM

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    @dtd Hello
    I agree with you that in the public discussion, Maddy did not say that.
    I did not say she had done so in my post above.

    I think you missed my reference to my private issue number within the parentheses.
    It was in communications under that reference that she said she would flag the matter.
    Later in that paragraph above, I said that there were other users reporting the same issue and it was then that I quoted the name of the public discussion.

    To avoid any doubt as to what Maddy said to me, I quote her below:

    Hi Elaine,
    We are sorry to hear about the problem you have encountered.
    Unfortunately, we are aware of some compatibility issues with Sonoma. These are being addressed and the development team are working to resolve them.
    For further details you can refer to this public thread where the topic is being discussed extensively.
    Additionally, I've flagged this thread and we'll notify you when a new preview version of Moneydance is released. This is where new updates and fixes are usually added.

  26. 26 Posted by ec on 18 Nov, 2024 09:09 PM

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    @dtd Hello
    No, I did not miss Sean's statement about helping me debug the issue.
    Yes, I did remove the forecasting charts - easy test but no impact.
    (Note: I was not using these charts when I first reported the issue in 2023) Yes, I took all the steps that Sean asked me to do and no improvement.

    As previously mentioned, my main issue is lagging while using Moneydance itself and having syncing enabled.

    I cannot work with this lagging while using Moneydance and have no option but to disable syncing until such time as Sean can provide further help.

  27. 27 Posted by ec on 18 Nov, 2024 09:17 PM

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    @Timppa Thanks for your suggestion. I agree with you to wait until a screen sharing session with Sean.

  28. 28 Posted by ec on 18 Nov, 2024 09:18 PM

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    @Sean Reilly Thanks for the offer of a screen sharing session.
    I have made an appointment.

  29. 29 Posted by E Columna on 19 Nov, 2024 08:23 AM

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    Hello Sean
    I made an appointment with you on 19th Nov at 18:15.
    Many thanks for the offer!
    Elaine

    On 18 Nov 2024, at 21:56, Sean Reilly <[email blocked]> wrote:

  30. 30 Posted by Will on 21 Nov, 2024 10:37 PM

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    I have the same issues when syncing to iCloud. I now enable iCloud sync, sync my iPhone and then disable iCloud sync. Aside from the latency (which I can live with, but would prefer not) if I leave iCloud sync enables Moneydance screens skip too far forward, especially in Budget.

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