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Transfer Data File Between Two Windows 7 Computers

• Edit

jamesyel

24 Aug, 2016 02:54 PM

This is a clarification question from a new Moneydance user. I have read several discussions about transferring the data file between two computers. I'll need to transfer the data between a desktop computer and a notebook computer, about once per week.

Both computers run Windows 7 and are using MoneyDance 2015. Right now, I need to handle this with a manual copy rather than using the DropBox method.

The clarification question ... should I transfer:

C: > Users > User1 > .moneydance (folder)
or
C: > Users > User1 > .moneydance > Documents (folder)
or
C: > Users > User1 > .moneydance > Documents > MyFinances.moneydance (folder)
or
Something Else

Thanks for your assistance.

1. 1 Posted by Ian O on 24 Aug, 2016 03:11 PM

   

   Hi,

   To move your data set to a new computer, I'd recommend following these instructions - http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-da... You can move your data set to a USB drive or your Dropbox folder (or whatever your preferred method is for sharing data between your two computers), then move your data set from there to a location of your choice on your computer's hard drive, and open it with Moneydance.

   It may be more convenient for you to share your data set between the two systems using Dropbox. This article details how to set this up. You'll need to move your data set to your Dropbox folder, then open the data set from there on each computer (only on one at a time, to avoid corruption) and your data will sync between the two computers.

   I hope this information is helpful, please let me know if I can be of further assistance.

   Ian O
   Infinite Kind Support

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2. 2 Posted by jamesyel on 24 Aug, 2016 04:46 PM

   

   Thanks for the fast response, Ian.

   I have read through this file transfer item several times .... but just
   wanted to be absolutely sure about the data transfer. If I understand
   correctly, the item to move is:

   C: > Users > User1 > .moneydance > Documents > MyFinances.moneydance
   (folder)

   .. with MyFinances.moneydance being the desired data file.

   I'll be looking at DropBox a bit later ... but my current objective is get
   data imported, learn Moneydance, and get it operational on both computers.

   Thanks for your assistance.

   James

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3. 3 Posted by dwg on 24 Aug, 2016 09:13 PM

   

   The effect by options would be

   Option1

   Copies all Moneydance user info including license key, preferences, memorized reports, data sets etc

   Option 2

   Copies all data sets

   Option 3

   Copies one specific data set.

   So yes what you have stated copies a data set.

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4. 4 Posted by jamesyel on 24 Aug, 2016 09:21 PM

   

   Thanks, dwg. That's exactly what I needed to clarify.

   James

   • Edit

5. jamesyel closed this discussion on 07 Oct, 2016 10:33 PM.