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Syncing

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Noel Murray

May 24, 2019 @ 06:46 PM

Hi, I hope you can help me!!!
I am using Moneydance on a Windows pc, iPhone & iPad and all are behaving perfectly. BUT I have just put a "reserve"pc into the equation and no matter how I try it will not sync properly and it misses out huge chunks of information. I have tried many times to get it to behave itself but to no avail! Can you offer any suggestions please?
Many many thanks.
Noel Murray
PS I am using the latest version

1. 1 Posted by derekkent23 on May 25, 2019 @ 06:58 AM

   

   I am not support staff, just a user.

   Are you running the same version and build of Moneydance on both computers, e.g 2019.3(1870)?
   What syncing method are you running, Dropbox Folder, Dropbox Connection?
   Did you sync your reserve PC by using FILE – NEW – OPEN SYNCED FILE?
   What type of information is missing?
   Have you looked under the "+" at the bottom of the side bar?

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2. 2 Posted by Noel Murray on May 25, 2019 @ 09:30 AM

   

   Hi Derek,

   That’s very kind of you to offer help, thank you! Taking your email as follows

   Are you running the same version and build of Moneydance on both computers, e.g 2019.3(1870)?

   I’m running the same version on both machines albeit a slightly earlier one (2019.2 (1868) which is the latest one I can download from the Moneydance website.

   IWhat syncing method are you running, Dropbox Folder, Dropbox Connection?

   Dropbox connection

   Did you sync your reserve PC by using FILE – NEW – OPEN SYNCED FILE?

   Yes

   What type of information is missing?

   All of 2018 transactions and half of 2017. 2019 in bits

   Have you looked under the "+" at the bottom of the side bar?

   Nothing there that helps

   Again Derek, many thanks for your comments

   Noel

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3. 3 Posted by derekkent23 on May 25, 2019 @ 05:56 PM

   

   I am not support staff, just a user.

   There does not seem to be anything obvious wrong.
   In your position I would reset syncing and take the opportunity to use Dropbox Folder as the syncing method. This assumes you have Dropbox client installed on both your computers, that is you can see your Dropbox folder.

   Sync resetting
   1. On both your mobile devices use there setting menu to disconnect.
   2. Set primary computer “Sync Method” to “Don’t Sync” under FILE – SYNCING, then click OK.
   3. On your primary computer use FILE – EXPORT BACKUP to save a backup in case something goes wrong.
   4. On your second computer click on HELP – SHOW DOCUMENT FOLDER to open a file explorer, close Moneydance and delete your data sets “yourdatasetname.moneydance”.
   5. Using your primary computer in the Dropbox folder delete the folder “.moneydancesync”. Watch the Dropbox icon and wait till it states “Up to Date”. This can talk some time.
   6. In your second computer check that in the Dropbox folder that the folder “.moneydancesync” has been automatically deleted. You need to give Dropbox a short time to complete this deletion.
   7. On your primary computer under FILE - SYNCING, set your “Encryption Passphrase”, set “Sync Method” to “Dropbox Folder”, click OK.
   8. Wait for Dropbox folder “.moneydancesync” and its contents to be created. Check the Dropbox icon states “Up to Date”. This can take some time.
   9. Wait until the same Dropbox folder appears on your second computer, again watch the Dropbox icon this time on your second computer and wait till it states “Up to Date”.
   10. On your second computer starting Moneydance should open it in the welcome window, click on “Create a new account set”.
   11. Select “Open Synced File” and use dropdown to select “Dropbox Folder” then click NEXT.
   12. You should see a search screen headed “Select a synced document to open”
   13. After a short search delay, it should then list your un-synced data set name used on your primary computer.
   14. Highlight your data set name and click NEXT.
   15. Enter the encryption password, the “Encryption Passphrase” you set on your primary computer under FILE – SYNCING.
   16. Then click on FINISH. Wait for your data to be synced.
   You may find a lot of old, maybe closed accounts or other accounts you have removed from the side bar reappearing in the second computers side bar. Use the “+” sign at bottom of side bar then ADVANCED to tidy up the side bar.
   17. Then sync your two mobile devices as outlined at https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data/sync...

   Hope this helps.

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4. 4 Posted by Noel Murray on May 25, 2019 @ 06:41 PM

   

   WOW, thanks for that, I’ll digest it overnight and give it a go tomorrow

   Noel

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5. System closed this discussion on Aug 24, 2019 @ 06:50 PM.