Upgrade issue

jkwood82's Avatar


22 Sep, 2018 10:38 PM

I just upgraded to the latest version of MoneyDance. Now some of my formerly cleared transactions have reappeared in my register as uncleared, & my balance is way off. Any suggestion on how to correct the issue?

Thank you!

  1. 1 Posted by jkwood82 on 22 Sep, 2018 10:44 PM

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    Looking at the register again, with all the transactions visible & not just the uncleared ones, I realize that some of the transactions were simply duplicated. I could just delete all the duplicates, but I am concerned I will delete something that shouldn't be. Is there a safer way to handle this issue?

  2. 2 Posted by jkwood82 on 22 Sep, 2018 11:01 PM

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    Sorry to keep adding to this discussion, but it seems that the upgrade created new transactions based on Reminders. I am attaching some screenshots.

  3. 3 Posted by mhoggie on 22 Sep, 2018 11:27 PM

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    as part of your upgrade, did you by chance import anything via csv or qif format ? That's the only thing I can think of that would cause the duplicates

  4. 4 Posted by jkwood82 on 23 Sep, 2018 01:36 AM

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    I currently have a transaction that will not delete. That is, I delete it, & literally within a minute it reappears! How can I permanently delete it?

  5. 5 Posted by jkwood82 on 23 Sep, 2018 01:37 AM

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    @ mhoggie
    Thank you for your response. No, I did not import any csv or qif file.

  6. 6 Posted by dwg on 23 Sep, 2018 02:47 AM

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    I'm a fellow user.

    I think it would be wise to eliminate some know issues to start with. Can you tell us where you data in located? Local Disk, Dropbox directory or ?? Are you using syncing at all?

  7. 7 Posted by jkwood82 on 23 Sep, 2018 07:25 PM

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    On Sat, Sep 22, 2018 at 10:47 PM dwg <[email blocked]> wrote:

      @ dwg. My data had been in Dropbox, but I took the strong recommendation that came with the installer & had the software move the data to my computer's hard disk. I believe it is now in the Dropbox folder of my local disk. I only use syncing with my Android phone's MoneyDance app.


    // Please reply above this line

    From: dwg

    I'm a fellow user.

    I think it would be wise to eliminate some know issues to start with. Can you tell us where you data in located? Local Disk, Dropbox directory or ?? Are you using syncing at all?

    On Sat, Sep 22 at 06:37 PM PDT, jkwood82 wrote:

    @ mhoggie
    Thank you for your response. No, I did not import any csv or qif file.

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  8. 8 Posted by jkwood82 on 23 Sep, 2018 07:46 PM

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    At this point I think I have cleaned up most of the mess that upgrading made of my data. The only remaining issue is the transaction that will not delete permanently. I delete it & it appears gone, but within a minute it reappears. Perhaps if I tried editing the transaction, it might be delete-able....

  9. 9 Posted by jkwood82 on 23 Sep, 2018 07:47 PM

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    Any suggestions on how to permanently delete this?

  10. 10 Posted by mhoggie on 23 Sep, 2018 08:41 PM

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    If you delete it, then some kind of program activity is restoring it. Oh do I wish MD had a "undo" feature when I accidentally deleted the wrong transaction.
    You might check the console log to see if there are any errors or clues that might suggest something.

    Is it possible this account is set up to download transactions directly and it is restoring that transaction by that means? Also as a wild guess, try right clicking and selecting "show other side" and see where it goes.

  11. 11 Posted by dwg on 23 Sep, 2018 09:02 PM

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    Your main data files should not be in your local dropbox folder, this folder will have a copy of the files if you are using the Dropbox Folder method of syncing but you should not be opening any data set from here with moneydance directly.

    As mhoggie has suggested it could be a transaction getting downloaded, if they are deleted rather than merged this type of thing can happen.

    It could also be that the syncing between your desktop and mobile device has become out of step so rather than the transaction getting permanently deleted it is being reapplied from the mobile side. To correct this type of issue you would probably have to reset the syncing. I have copies the instructions for this from another post:

    This process involves disabling the current sync settings, deleting all trace of the sync from Dropbox, then setting up again from scratch.

    NOTE: If you have any un-synced transactions on your mobile devices then this process will delete any transactions not stored in the main data set. You'll want to manually enter any transactions like this before following the steps.

    First disable Dropbox syncing in Moneydance via File --> Syncing, then close Moneydance.

    Using the Dropbox app or website interface, delete the .moneydancesync folder in your Dropbox folder.

    Then re-open Moneydance and re-enable Dropbox syncing via File --> Syncing.

    Sign out of Dropbox syncing on the Moneydance app on your mobile device and reconnect.

  12. 12 Posted by jkwood82 on 25 Sep, 2018 02:27 AM

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    @ mhoggie
    I'm seeing if modifying the transaction will allow me to delete it. I have
    never faced anything like this with MD in the past....Nope, it just
    reverted to the original. I did just take a look at the console log, but
    didn't see anything there. Of course I could easily be missing something
    there. And no, this was a transaction I manually added while on vacation. I
    just closed MD on my computer, opened the MD app on my phone, & deleted the
    transaction, since that's where I originally posted it. When I 1st reopened
    MD on my computer, the transaction was still there, but I just checked
    again, & it is gone. I've never had anything like that happen before, but
    I'll be happy if it just stays gone. So far, so good!

    BTW MoneyDance does have an "undo" feature. You can undo a delete or other
    actions from there.

    Thanks again for all your thoughts & "wild guesses". I really appreciated

  13. 13 Posted by jkwood82 on 25 Sep, 2018 03:02 AM

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    Thank you! That makes sense. I had noticed that lately syncing between my
    phone app & computer MD seemed to be lagging. I have followed your steps to
    reset the syncing.

    Also, thank you for the clarification. I am using the Dropbox Folder method
    of syncing & only ever start MD from the software shortcut, not from the
    data set.

  14. 14 Posted by dwg on 25 Sep, 2018 05:12 AM

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    How you start Moneydance is not important it is where the data is located that can be significant.It is not a good idea to have the data in any sort of network drive as that can significant impact performance, it is also not a good idea to use Moneydance data that is located in your Dropbox folder, having both Moneydance and the Dropbox reading/writing data is not good it can cause problems. The syncing data that Moneydance writes to dropbox is fine as that is written in such a way as to not have any issues.

  15. 15 Posted by jkwood82 on 25 Sep, 2018 06:29 PM

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    So...I think MD accesses the database in my Dropbox folder on my computer.
    Then, if my understanding is correct, that folder syncs with Dropbox.com. I
    believe that means the MD data is local, not on a network drive, right?

  16. 16 Posted by dwg on 25 Sep, 2018 09:20 PM

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    In a standard installation your data is stored in the .moneydance/documents folder located in your home directory. This is what you interact with when adding/deleting/modifying data, running reports etc. Moneydance reads/writes data to this location in such way that also facilitates syncing but it also operates on the basis that it is the only software reading/writing to this location.

    When you are using the Dropbox folder syncing method Moneydance copies incremental files to and from this location from where the local data is held, and yes the dropbox client syncing the data in this folder with what is on dropbox.com. It is this approach that facilitates the offline use of Moneydance.

    So if you were to look, when using Dropbox folder method, you would see that you really have two copies of your data on your computer, one copy that you interact with using Moneydance and by default is located as above (but can be moved within certain guidelines) and another copy that Moneydance itself is using (located in your Dropbox folder) to pass syncing data between different computers.

  17. System closed this discussion on 25 Dec, 2018 09:30 PM.

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