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shared folder

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John Scott

Jun 30, 2019 @ 05:52 PM

Just bought Money Dance and have imported my Quicken Data. The account group includes joint accounts - my wife and I will access using three different computers. Data is kept on my Mac. We normally share folders using One Drive. Can the shared folder be one of our OneDrive folders?

When setting up the sync from my Mac, if I choose to sync using a shared folder, the system does not allow me to enter a Passphrase. Is this normal?

Thanks

1. 1 Posted by derekkent23 on Jun 30, 2019 @ 07:30 PM

   

   I am not support staff, just a user.

   I use the sync method Dropbox Folder as I want to sync to a phone as well as to a second computer. However I did test the sync method Shared Folder and below are the notes I made.
   Step 2 should explain the issue you have.

   Moneydance, syncing to another computer using the Sync Method, Shared Folder.

   With "Shared Folder" Moneydance syncs using a folder that is shared across computers. This could be cloud servers such as OneDrive, iCloud or Google Drive. Remember you cannot use this sync method if you won’t to sync to mobile devices (phones, etc.) they use the Dropbox API embedded into the Moneydance mobile APP.
   1. Use your file browser to create a new folder in the shared drive you intend to use to sync Moneydance to other computers. Name this folder for example “Moneydance Shared Folder”.
   2. In this step it’s important to set your passphrase before changing the sync method. Open Moneydance on your primary computer under FILE - SYNCING, click “Change Passphrase”. Then type in a passphrase and enter it by clicking OK. Then set “Sync Method” to “Shared Folder” using the dropdown.
   3. A new box appears “Select Shared Folder”, click on this box.
   4. A file browser screen will appear. Navigate to the shared folder you created to sync your Moneydance data set. In this example “Moneydance Shared Folder” and click “Open”, then click OK. Moneydance will create an alphanumeric folder in your selected folder to hold your syncing data. Allow time for this folder and its contents to be synced to your second computer.
   5. On your second computer starting Moneydance should open it in the welcome window, click on “Create a new account set”. Or if it opens in to an existing account click FILE - NEW
   6. Select “Open Synced File” and use dropdown to select “Shared Folder” then click NEXT.
   7. Click “Select Shared Folder”. A file browser screen will appear. Navigate to the folder you have designated as a shared syncing folder. In this example highlight “Moneydance Shared Folder” and click “Open”. Don’t select the alphanumeric folder that was created.
   8. The screen should now show you are connected to your designated shared folder, click “NEXT”.
   9. You may see a search screen headed “Finding synced files” which will be followed by “Select a synced document to open”
   10. Highlight the data set name you want to sync with and click NEXT.
   11. Enter the encryption password, the “Encryption Passphrase” you set on your primary computer under FILE – SYNCING. When entered correctly the FINISH button is ungreyed.
   12. Then click on FINISH. You should see the message “Performing initial sync this may take a while”.
   13. Wait to syncing is complete.

   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.

   Repeat the relevant steps for the third computer.

   Hope this helps

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2. 2 Posted by Jake Scott on Jul 01, 2019 @ 12:09 PM

   

   Thanks so much. I set up on OneDrive and it seems to work. appreciate the
   help.

   Best wishes.

   ---------- Forwarded message ---------

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3. 3 Posted by derekkent23 on Jul 01, 2019 @ 02:57 PM

   

   I am not support staff, just a user.

   Glad I was able to help.

   Have Fun

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4. System closed this discussion on Sep 30, 2019 @ 03:00 PM.