Moving Files
If you have created a data file in Moneydance but would like to store your data outside the Moneydance library, you can follow the steps below -
If you obtained Moneydance from the Mac Apple Store, unfortunately you cannot move your data file due to limitations imposed by Apple regarding the 'sandboxing' of Apps.
If you are syncing your data with a mobile device, or another system - you should NOT move your data file to a shared folder location, like Dropbox. The file should remain on your local system if your data is being synced or shared.
-
From Moneydance, navigate to Help → Show Documents Folder. This will open a new file browsing window displaying the default location of your files.
-
Once you've located the file, it's important that you close Moneydance - but keep the file browsing window open.
-
You will see a file/folder in your file browser named yourfilename.moneydance
On a Mac system, the file will appear with the Moneydance icon displayed.
On a Windows system, the file will appear as a regular 'folder' so you won't see the Moneydance icon.
-
Move this file/folder to its new location. You only want one copy of this folder on your system, so it is important to move the file to the new location. If you copy the file, you'll have two seperate copies of your data set.
-
Open Moneydance and in the "Welcome to Moneydance" window, click the 'Open Other' option.
-
A file browser will open, allowing you to navigate to your file at the new location.
Once the file has been opened, Moneydance will remember the new location of your file and open it automatically next time you launch the program.
-
Purchasing and Upgrading
-
Accounts and Categories
-
Register and Transactions
-
Budgeting
-
Online Banking and Bill Pay
-
Moneydance+
-
Reminders
-
Graphs and Reports
-
General
-
Investment Accounts
-
Loan Accounts
-
Syncing and Sharing Data
-
Currency and VAT/GST
-
Backups and Exporting
-
Importing Data from Other Programs
-
Customizing and Preferences
-
File Locations and Changes
-
Foresight
-
Extensions
-
Moneydance 2017
-
Linux
-
Older Versions
-
ARCHIVE - Getting Started
-
ARCHIVE - Moneydance 2017
- Archive - Moneydance 2017 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2017 from Moneydance 2012, 2014 and 2015
- Archive - Upgrading to Moneydance 2017 from Moneydance 2011 or earlier
- Archive - Changing colours and theme in Moneydance 2017
- Archive - Sharing data using the Moneydance 2017 syncing engine
- View all (15 more)
-
ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
- Archive - Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
- Archive - Opening a backup file in Moneydance 2015
- Archive - How to restore from a checkpoint in Moneydance 2012 and 2014
- View all (3 more)
-
ARCHIVE - Program Basics
-
ARCHIVE - Account Basics
-
ARCHIVE - Entering Transactions
- Archive - Does Moneydance allow for assigning 'classes' to transactions?
- Archive - How do I get the Register to auto fill todays date instead of the last entered date?
- Archive - How do I move a transaction to a different account?
- Archive - How do I enter my Paycheck?
- Archive - How do I create a split transaction?
- View all (2 more)
-
ARCHIVE - Online Banking
-
ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
- Archive - Syncing Moneydance 2012 and 2014 with your Mobile Device
- Archive - How to sync with Moneydance 2008, 2010, and 2011
- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
- Archive - How to sync one data file with multiple iOS devices using different Dropbox accounts
- View all
-
ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
- Archive - Creating a budget using the 'Mixed Interval' (Older) format
- Archive - What's the difference between a General and Transaction reminder?
- Archive - How do I have a reminder automatically entered into my register?
- View all (1 more)
-
ARCHIVE - International Tools
- Archive - Setting up VAT/GST
- Archive - Can you change the word "Check" to "Cheque" anywhere in the programme?
- Archive - How can I enter the exact amounts on both sides of a foreign currency transfer?
- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
- View all
-
ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
- Archive - How can I import security, stock or mutual fund prices?
- Archive - Entering your current holdings
- Archive - Creating a new investment subtype
- Archive - Downloading security, stock or mutual fund prices from non-US stock exchanges
- View all (5 more)
-
ARCHIVE - Extensions
-
ARCHIVE - Everything Else