Installing on a new pc

Jack's Avatar

Jack

09 Apr, 2022 05:01 PM

Hi
I read the article on moving Moneydance to a new computer. I have a Mac and may decide to move it to a windows 10 PC.
my version is 2019.3 I believe on my Mac. It says to use the same version on the computer you are transferring to. I do not see the year 2019 listed as an option.
1) which version do I install?
2) it appears there is not a conversion to do for the data from what I read as Mac and PC use the same transferred file?
Correct?
Thank you

  1. 1 Posted by derekkent23 on 09 Apr, 2022 07:28 PM

    derekkent23's Avatar

    I am not support sfaff, just a user.
    Hi

    You can consider 2020 as an extension of 2019 and use that.
    The data set on a Mac, Windows and Linux are exactly the same.
    Thus, you can move the same data set, no conversion needed, between all computer operating systems. This is also true of a Moneydance Export Backup file.

    Hope this helps

  2. Support Staff 2 Posted by Ethan on 09 Apr, 2022 10:26 PM

    Ethan's Avatar

    Hello,

    The above information is correct. The 2020 version is basically the last release of the 2019 series, and should work with your existing license key.

    Ethan
    Infinite Kind Support

  3. 3 Posted by jtbike on 11 Apr, 2022 01:35 PM

    jtbike's Avatar

    Also, can I use the export/import file feature to transfer my data file
    to the other PC?

  4. 4 Posted by Stuart Beesley ... on 11 Apr, 2022 01:42 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Yes. File export. Then file import from backup.

  5. 5 Posted by jtbike on 11 Apr, 2022 01:51 PM

    jtbike's Avatar

    It said not to on the knowledge data base article.

    To emphasize: you should copy and move the entire Moneydance data file
    (or folder). Do not use any of the File --> Export options in this
    process.

  6. Support Staff 6 Posted by Maddy on 11 Apr, 2022 02:09 PM

    Maddy's Avatar

    Hi Jack,
    In addition to the useful information you have received so far, you can achieve this in different ways.

    If you'll be keeping the older computer, you can sync your data file so it's accessible from both systems. Any changes made on either computer will be synced with the other, as outlined here

    If you want to just use the new system, on the older computer, open Moneydance and choose Help --> Show Documents Folder. A window will open displaying your .moneydance data file (on a Windows computer, the file will appear as a regular folder, without the orange Moneydance icon). You should take a copy of this file, and move it to the new computer.

    On the new computer, move the .moneydance file to the location you want it to be stored. Then double click the .moneydance file to access your data. Alternatively, open Moneydance and choose File --> Open --> Open Other (or 'Open Other' from the Welcome window).

    If you prefer, you can use backup files to transfer your data (but it shouldn't be necessary).
    You should open Moneydance and choose File --> Export Backup. This will create a .moneydancearchive backup file that you can move to the new computer using a USB, shared folder or whichever method you prefer.
    On the new computer, double click the backup file to restore your data. Alternatively, open Moneydance and choose File --> Restore from Backup (or 'Import New Account Set' from the Welcome window).
    When you restore your data in this way, a new data file is created in the default location for use going forward. The default location is accessible from Moneydance via Help --> Show Documents Folder.
    When you're happy with the data that populates into Moneydance, you can remove the backup file you transferred from the older computer.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

  7. 7 Posted by Stuart Beesley ... on 11 Apr, 2022 02:46 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    You use File Export Backup (NOT file export).

  8. 8 Posted by jtbike on 11 Apr, 2022 07:04 PM

    jtbike's Avatar

    Good information

    Thank you

  9. System closed this discussion on 11 Jul, 2022 07:10 PM.

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