Clarify (non)transfer of customizations & extensions when moving to new computer
The procedure to move Moneydance to a new computer is clearly documented so far as it goes. However, the documentation does not describe what happens to customizations and extensions. This could create an unhappy surprise for users who expect those items to be replicated in their new installation.
The suggestion here is to either (1) document a procedure to copy customization and extension information so that can be added to a new installation, or (2) document the fact that these items will not be moved.
A clear procedure to copy customizations and extension information may not be available at this time, so option (1) may not be feasible. But it would still be useful to provide as much information as possible, meaning option (2) is worth doing -- and certainly is easy.
This discussion was closed! See this FAQ for more information:
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Moving to a new computer
See more..Follow the steps below to move your Moneydance data from your current computer to a new one.
These instructions are intended for completely moving your data from one computer to another
i.e. you will no longer use Moneydance on your older computer.If you want to use Moneydance on two or more computers, and access the same data file on each computer, you should follow the steps in this article t...
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bheck11 closed this discussion on 13 Sep, 2025 10:47 AM.